MetalsVisionPrecious Metals News Sentiment & Macro Analysis

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PlatinumTopics

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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:PL1! - NYMEX:PL2! (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 |
Zimbabwe’s Mimosa revives $130 million platinum project after price rebound
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-06-18 Sources 1
InventoryCorporateMarketsFinanceIndustrial Demand
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / expand outputPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price reboundDomain Adj. (Confidence +Medium) / Source domain: mining.com
上海プラチナウィーク2026
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-06-16 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約14文字)
Former De Beers CEO said to lead race for diamond giant
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-16 Sources 1
Investment FlowsFinanceCorporateTop CompaniesMarkets
Rumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price holds gain as Trump touts reopening of Hormuz this week
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-06-15 Sources 1
Investment FlowsIran WarGeopoliticsMarketsTechnical
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / gold ticked upTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price jumps after Trump signals US-Iran truce deal is close
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-06-11 Sources 1
GeopoliticsStatisticsCorporateFinanceIran War
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / interest-rate hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price jumpInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation in check. HighTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
South Africa targets key mining registry by end of March
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-09 Sources 1
GeopoliticsStatisticsCorporateRegulatory IssuesFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
South Africa proposes extending auto incentives to battery materials
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-06-09 Sources 1
GeopoliticsCorporateFinanceBattery MetalsCritical Minerals
Discovery / Expansion (Direction ↓, Strength +Strong, Confidence +Medium) / boost local EV productionSubsidy / Tax Credit (Direction ↑, Strength +Strong, Confidence +Medium) / incentive program mineralDomain Adj. (Confidence +Medium) / Source domain: mining.com
ロンドン・プラチナ・ウィークレビュー：イラン戦争の暗雲の中でもPGM市場の展望は広く楽観的（2026年5月号）
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-06-08 Sources 1
Geopolitics
Low Content (No impact) / コンテンツ不足 (要約55文字)
Russian Platinum plans November launch of Arctic mine
Positive ↑↑Direction ↑↑ / Strength Medium / Confidence Medium
Date 2026-06-04 Sources 1
GeopoliticsStatisticsCorporateFinanceIndustrial Demand
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsDomain Adj. (Confidence +Medium) / Source domain: mining.com
China-backed South African platinum project to cut 70% of workforce
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence Medium
Date 2026-06-04 Sources 1
CorporateFinanceIndustrial DemandInvestment FlowsSupply & Demand
China Stimulus (Direction ↑, Strength +Medium) / China-Africa Jinchuan InvestAuto Catalyst Demand Up (Direction ↑, Strength +Medium) / autocatalystDomain Adj. (Confidence +Medium) / Source domain: mining.com
Guangzhou exchange said to study night trading for platinum
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-28 Sources 1
MarketsStatisticsFinance
Rumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
South Africa’s mining lobby remains wary of regulatory shocks
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-27 Sources 1
GeopoliticsStatisticsCorporateRegulatory IssuesInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Stillwater Critical flags Montana rhodium, resource upside
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-05-24 Sources 1
StatisticsCorporateInventoryFinanceCritical Minerals
Critical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / Critical MineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
【vol.176】PGM Focus 2026
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-05-22 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約23文字)
US moves closer to prohibitive tariffs on Russian palladium
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-05-21 Sources 2
GeopoliticsCorporateStatisticsRegulatory IssuesFinance
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / palladium imports in the US rosePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / palladium production to fallTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
China’s palladium imports surge as local futures lure inflows
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-05-20 Sources 1
GeopoliticsStatisticsInventoryFinanceIndustrial Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgeDomain Adj. (Confidence +Medium) / Source domain: mining.com
Valterra Platinum says input inventories are healthy despite Middle East conflict
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-05-18 Sources 1
GeopoliticsCorporateInventoryIran WarInvestment Flows
Inventory Build (Direction ↓, Strength +Medium, Confidence +Medium) / surplusTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Iran war pushed platinum market into its first surplus in six quarters, WPIC says
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-05-18 Sources 1
GeopoliticsStatisticsCorporateInventoryFinance
Inventory Build (Direction ↓, Strength +Medium, Confidence +Medium) / surplusPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hit a record highAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Platinum, rhodium to outperform palladium in 2026, Metals Focus forecasts
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-05-18 Sources 1
GeopoliticsStatisticsCorporateInventoryFinance
Safe-Haven Demand (Direction ↑↑, Strength +Strong) / geopolitical uncertaintyPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price jumpTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
完璧を目指して〜電子機器や光学機器に使う大型結晶の生成にプラチナ製品は不可欠
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-05-18 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約38文字)