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 |
Valterra profit leaps on higher prices, sees AI driving future platinum demand
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-07-29 Sources 1
StatisticsSupply & DemandTechnicalMarketsIndustrial Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surge in metal priceJewelry Demand (Direction ↑, Strength +Medium) / jewellery, the growTier-1 Media Adj. (Confidence +High) / ReutersAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Haywood cuts gold forecasts but says miners remain attractive
Neutral →Direction → / Strength Medium / Confidence Medium
Date 2026-07-28 Sources 1
TechnicalInventoryFinanceNewsSupply & Demand
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffM&A / Partnership (Direction →, Strength +Medium) / mergerAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price tests $4,000 floor before divisive Fed decision, silver in bear clutches
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-07-28 Sources 1
MarketsTechnicalFinanceIran WarGeopolitics
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / hawkishPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Gold fellInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation. HighTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price climbs as pause in Mideast fighting curbs inflation risk
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-27 Sources 1
GeopoliticsMarketsSupply & DemandPolicyInventory
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Gold roseTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Kalshi considers new instrument for copper bets after AI buildout boosts demand
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-23 Sources 1
Supply & DemandGeopoliticsFinanceCorporatePolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold, silver prices bounce as US-Iran war spreads to second chokepoint
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-07-22 Sources 1
GeopoliticsFinanceTechnicalMarketsIran War
Export Ban / Restriction (Direction ↑↑, Strength +Strong, Confidence +Medium) / embargoRate Hike / USD Strength (Direction ↓, Strength +Medium) / rate-hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Gold, silver prices bounceDomain Adj. (Confidence +Medium) / Source domain: mining.com
Sibanye fights to save US palladium output from ‘dumped’ Russian metal
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-21 Sources 1
Supply & DemandGeopoliticsTechnicalCorporateMarkets
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / palladium prices fellTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffsCritical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / critical mineralDomain Adj. (Confidence +Medium) / Source domain: mining.com
CHART: Gold price holds $4,000 as mining stocks bear the brunt
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-07-17 Sources 1
Supply & DemandGeopoliticsFinanceTechnicalCorporate
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate-hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / gold upPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / platinum and palladium also fellTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price falls as US-Iran hostilities rekindle Fed hike bets
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-07-16 Sources 1
GeopoliticsFinanceTechnicalMarketsIran War
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate hikePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Gold declinedInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation fearDomain Adj. (Confidence +Medium) / Source domain: mining.com
Greenland Mines lifts contained PGM by 31% at Skaergaard
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
Critical MineralsTechnicalCorporatePolicyInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price rebounds as traders assess Iran strikes, interest-rate path
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-07-09 Sources 1
GeopoliticsFinanceTechnicalMarketsInventory
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / interest rates higherPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Silver advancedPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
GFEXのプラチナとパラジウム先物、中国の伸びつつあるPGM市場の流動性と価格決定を支える
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-07-07 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約45文字)
Citi gains seat at heart of global bullion trading with clearing approval
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-06 Sources 1
PolicyFinanceMarkets
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price rises as traders weigh Fed rate path after Warsh remarks
Negative ↓Direction ↓ / Strength Strong / Confidence Medium
Date 2026-07-01 Sources 1
GeopoliticsFinancePolicyMarketsStatistics
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / Fed may hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Gold price risesTier-1 Media Adj. (Confidence +High) / BloombergRumor / Speculation Penalty (Confidence -Very High) / speculationDomain Adj. (Confidence +Medium) / Source domain: mining.com
【vol.181】プラチナとパラジウムで二極化する投資家の動き
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-06-29 Sources 1
Investment Flows
Low Content (No impact) / コンテンツ不足 (要約31文字)
Generation Mining nears C$1 billion copper project funding
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-06-25 Sources 1
Supply & DemandGeopoliticsFinanceTechnicalCritical Minerals
Subsidy / Tax Credit (Direction ↑, Strength +Medium, Confidence +Medium) / funding Generation MiningCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Russia’s copper concentrate output seen up 10% in 2026, Nornickel says
Positive ↑↑Direction ↑↑ / Strength Medium / Confidence Medium
Date 2026-06-24 Sources 1
Supply & DemandGeopoliticsFinanceCorporateMarkets
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Sibanye expects 15% drop in global platinum output by 2034
Positive ↑Direction ↑ / Strength Low / Confidence Medium
Date 2026-06-23 Sources 1
Supply & DemandGeopoliticsFinanceTechnicalCorporate
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Norilsk Nickel sees 2026 global palladium surplus of 300,000 oz
Negative ↓Direction ↓ / Strength Medium / Confidence High
Date 2026-06-23 Sources 1
Supply & DemandFinanceTechnicalCorporateMarkets
Inventory Build (Direction ↓, Strength +Medium, Confidence +Medium) / surplusM&A / Partnership (Direction →, Strength +Medium) / offtake agreementDomain Adj. (Confidence +Medium) / Source domain: mining.com
Zimbabwe’s Mimosa revives $130 million platinum project after price rebound
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-06-18 Sources 1
Supply & DemandGeopoliticsFinanceTechnicalCorporate
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / expand outputPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price reboundDomain Adj. (Confidence +Medium) / Source domain: mining.com