MetalsVisionPrecious Metals News Sentiment & Macro Analysis

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CFTC COT Positioning (Weekly)

Money-manager long/short/net positions and open interest trend.

Backwardation / Contango Check

Open futures spread on TradingView

Expression: NYMEX:PA1! - NYMEX:PA2! (above 0 = backwardation, below 0 = contango)

Source: CFTC Commitments of Traders (Legacy Futures Only)

COMEX Registered / Eligible Inventory Trend

Daily COMEX warehouse inventory trend (Registered = deliverable, Eligible = non-deliverable inventory).

Unit: million troy ounces

▲ FND proxy marker (business day before month start).

Next FND Proxy: 2026-03-31

OI / Registered Multiple (All-Month OI)

Computed as Open Interest × contract size ÷ Registered inventory.

COMEX Delivery Notices (Monthly)

Delivery quantity = contracts × contract size (e.g., silver: 5,000 oz/contract).

Source: CME Group Delivery Reports (Warehouse Stocks)

7-Day Sentiment Score Trend

Search Trends

Data source: Google Trends

| By Importance |
Greenland Mines authorizes $20M share buyback
Positive ↑↑Direction ↑↑ / Strength Medium / Confidence High
Date 2026-10-06 Sources 1
Investment FlowsStatisticsInventoryCorporateTechnical
Inventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / stock dropDomain Adj. (Confidence +Medium) / Source domain: mining.com
Mining’s future is up for sale
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-10-01 Sources 1
CorporateSupply & DemandPolicyTop CompaniesGeopolitics
M&A / Partnership (Direction →, Strength +Medium) / buy a share of a mineDomain Adj. (Confidence +Medium) / Source domain: mining.com
Greenland Mines makes gallium, vanadium discovery at Skaergaard
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-10-01 Sources 1
CorporateNewsFinanceStatisticsTechnical
Domain Adj. (Confidence +Medium) / Source domain: mining.com
TD sees rhodium surplus ending four-year squeeze
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-09-25 Sources 1
CorporateSupply & DemandIntelligenceSuppliers & EquipmentGeopolitics
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / mine not been delayed by shaft collapsInventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / inventories are expected to fallAuto Catalyst Demand Up (Direction ↑↑, Strength +Strong) / autocatalystPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price spikeDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price slides as oil, Fed rate concerns lift dollar
Negative ↓↓Direction ↓↓ / Strength Strong / Confidence High
Date 2026-09-24 Sources 1
GeopoliticsMarketsFinanceStatistics
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / Fed to adopt a more hawkishPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / gold declinedTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Value rises to $1.45B for Bravo’s Luanga PGM project in Brazil
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-09-22 Sources 1
CorporateSupply & DemandNewsPolicyFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold falls on rising odds of Fed rate hike, stronger dollar
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-09-21 Sources 1
PolicyGeopoliticsMarketsFinanceStatistics
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate hikePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Gold prices fellInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation concernDomain Adj. (Confidence +Medium) / Source domain: mining.com
Greenland Mines says US pact could strengthen mineral supply
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-09-21 Sources 1
CorporateSupply & DemandGeopoliticsFinanceStatistics
Critical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Canada could gain billions from refining more metals
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-09-17 Sources 1
CorporateSupply & DemandNewsPolicyGeopolitics
Nuclear Demand (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / nuclear fuel, reactorCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Talon scraps plan to build North Dakota mill for Tamarack
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-09-11 Sources 1
CorporateGeopoliticsFinanceStatisticsExploration
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Mining stocks rally comes to abrupt halt as copper, silver prices plummet and gold slides
Positive ↑Direction ↑ / Strength Very Strong / Confidence Very High
Date 2026-09-10 Sources 1
Iran WarCorporateSupply & DemandTop CompaniesGeopolitics
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / Mining stocks rally comes to abrupt haltRate Hike / USD Strength (Direction ↓, Strength +Medium) / rate increasePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Copper's dropTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Platinum, palladium price forecasts cut by BMI as car sales shrink and South African supply recovers
Negative ↓Direction ↓ / Strength Very Strong / Confidence High
Date 2026-09-10 Sources 1
CorporateSupply & DemandPolicyGeopoliticsMarkets
Auto Catalyst Demand Up (Direction ↑↑, Strength +Strong) / autocatalystAuto Catalyst Demand Down (Direction ↓↓, Strength +Strong) / vehicle sales to fallPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / sell-offTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Sibanye weighs cuts at ageing platinum shaft, over 1,000 jobs at risk
Positive ↑Direction ↑ / Strength Strong / Confidence Medium
Date 2026-09-08 Sources 1
CorporateCareersSupply & DemandStatisticsInventory
Strike / Protest (Direction ↑↑, Strength +Strong, Confidence +Medium) / strikeCorporate Loss (Direction ↓, Strength +Medium) / reported cumulative lossesAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
African Rainbow Minerals profit up 19% on higher platinum prices
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-09-04 Sources 1
CorporateSupply & DemandPolicyMarketsFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
US Mint’s Trump gold coin sells out — without any actual gold
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-09-03 Sources 1
MarketsFinanceInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Impala Platinum earnings soar, offsets help ease Zimbabwe cash lock-up
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-09-03 Sources 1
CorporateSupply & DemandPolicyMarketsFinance
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / soarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price slips as Mideast tensions stoke Fed hike bets
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-08-31 Sources 1
Iran WarPolicyGeopoliticsMarketsFinance
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / Fed hikePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Bullion fellInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation concernTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Northam CEO says unsolicited M&A approach could spur platinum industry consolidation
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-08-28 Sources 1
CorporateSupply & DemandMarketsStatisticsInvestment Flows
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / record productionTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Tharisa’s Zimbabwe platinum unit signs offtake deal with Valterra
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-08-27 Sources 2
CorporateSupply & DemandPolicySuppliers & EquipmentGeopolitics
M&A / Partnership (Direction →, Strength +Medium) / offtake dealDomain Adj. (Confidence +Medium) / Source domain: mining.com
Russia’s Nornickel recommends 6-month dividend of 1.85 roubles a share
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-08-26 Sources 1
CorporatePolicyTop CompaniesGeopoliticsMarkets
Domain Adj. (Confidence +Medium) / Source domain: mining.com