MetalsVisionPrecious Metals News Sentiment & Macro Analysis

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SilverTopics

1844 topics

CFTC COT Positioning (Weekly)

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

Backwardation / Contango Check

Open futures spread on TradingView

Expression: COMEX:SI1! - COMEX:SI2! (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 |
Discovery silver project clears key Mexico hurdle
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-10-06 Sources 1
Investment FlowsPolicyFinanceIndustrial DemandRegulatory Issues
M&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
Canterra grows Newfoundland copper resource 55% as grades fall
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-10-06 Sources 1
StatisticsFinanceCritical MineralsNewsCorporate
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Investors need to take a rifle approach to decision making: consultant
Negative ↓Direction ↓ / Strength Medium / Confidence Medium
Date 2026-10-05 Sources 1
MarketsGeopoliticsFinanceCorporateInvestment Flows
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / silver dropTechnical Breakout (Direction →, Strength +Low, Confidence -High) / resistance levelDomain Adj. (Confidence +Medium) / Source domain: mining.com
Silver shortage could flip to surplus in 2027: Deutsche
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-10-05 Sources 1
MarketsGeopoliticsIndustrial DemandFinanceStatistics
Inventory Build (Direction ↓, Strength +Medium, Confidence +Medium) / Inventories have also riseInventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / inventories and declinSafe-Haven Demand (Direction ↑↑, Strength +Strong) / safe-havenPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / silver inventories and decliningSupply Deficit (Direction ↑, Strength +Strong, Confidence +Medium) / shortageDomain Adj. (Confidence +Medium) / Source domain: mining.com
Top 50 mining companies take $264 billion hit as gold trade unwinds, lithium stocks exit
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-10-04 Sources 2
Iran WarTop CompaniesCorporateBattery MetalsSupply & Demand
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffDomain Adj. (Confidence +Medium) / Source domain: mining.com
Half a million miners stand between Bolivia and a critical minerals rush
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-10-02 Sources 1
CorporateSupply & DemandPolicyGeopoliticsFinance
Discovery / Expansion (Direction ↓, Strength +Strong, Confidence +Medium) / large silver-tin discoveryCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Op-Ed: The energy transition is starting to feed itself
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-10-02 Sources 1
CorporateSupply & DemandPolicyGeopoliticsFinance
Refining Bottleneck (Direction ↑, Strength +Strong, Confidence +Medium) / constrained by new mines, refiningPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgeTier-1 Media Adj. (Confidence +High) / ReutersDomain 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
DPM’s Vareš mine keeps running as concession faces review
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-10-01 Sources 1
CorporateSupply & DemandPolicyGeopoliticsFinance
M&A / Partnership (Direction →, Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com
Arizona Gold finds high-grade zones at main project
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-09-30 Sources 1
CorporateExplorationInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Golden Cariboo outlines nearly 1M oz inferred in BC
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-09-29 Sources 1
CorporateStatisticsExplorationInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
WRS to build US’ first critical materials recovery facility for retired solar panels in Texas
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-09-29 Sources 1
CorporateSupply & DemandSuppliers & EquipmentGeopoliticsStatistics
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralDomain Adj. (Confidence +Medium) / Source domain: mining.com
People are turning to a trustless asset, Phair says
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-09-27 Sources 1
CorporateSupply & DemandPolicyMarketsFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Lundin Gold hits record 1035g in Ecuador
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-09-25 Sources 1
CorporateSupply & DemandStatisticsInventoryTechnical
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hits recordDomain 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
Highlander lines up $330M Corani silver project debt
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-09-23 Sources 1
CorporateSupply & DemandMarketsFinanceStatistics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Ex-Gold Fields CEO targets $1B Africa critical minerals fund
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-09-23 Sources 1
CorporatePolicyFinanceBattery MetalsInvestment Flows
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsM&A / Partnership (Direction →, Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com
Meridian’s Cabaçal value doubles on higher prices
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-09-22 Sources 1
CorporatePolicyGeopoliticsMarketsFinance
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Selkirk Copper’s $494M value for Minto nearly triple its costs
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-09-22 Sources 2
CorporateSupply & DemandBase MetalsFinanceStatistics
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / silver. Shares fallDomain 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