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: 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 |
Falco lifts Quebec gold-zinc project value to $2.4B
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-06-18 Sources 1
ExplorationInventoryCorporatePolicyIndustrial Demand
M&A / Partnership (Direction →, Strength +Medium) / offtake agreementDomain Adj. (Confidence +Medium) / Source domain: mining.com
Endeavour Silver hints at mine-life extension in Mexico
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-18 Sources 1
ExplorationCorporateTechnicalSupply & DemandGeopolitics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Ganfeng, Lithium Argentina seek a third investor for lithium project
Neutral →Direction → / Strength Very Low / Confidence High
Date 2026-06-18 Sources 1
InventoryCorporatePolicyIndustrial DemandFinance
Tier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Hudbay Minerals breaks ground at Copper Mountain mine expansion
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-06-17 Sources 1
InventoryPolicySupply & DemandNewsTechnical
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / Critical MineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold & Silver Take Breather Ahead of Secular Bull Blowoff Phase
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-16 Sources 1
Investment FlowsTechnical
Domain Adj. (No impact) / Source domain: goldbroker.com
Poland bets on copper boom as Lumina eyes new mines
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-06-16 Sources 1
StatisticsInvestment FlowsSupply & DemandIndustrial DemandFinance
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / BloombergDomain 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
AbraSilver’s copper-gold results suggest district scale potential at La Coipita
Negative ↓Direction ↓ / Strength Medium / Confidence High
Date 2026-06-15 Sources 1
Investment FlowsExplorationGeopoliticsPolicyFinance
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / new, shallower discoveryM&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
Surge Copper prefeasibility more than doubles Berg project value
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-06-15 Sources 1
InventoryExplorationPolicyStatisticsFinance
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / SurgeDomain Adj. (Confidence +Medium) / Source domain: mining.com
Silver stockpile drawdown risk is misunderstood
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-06-12 Sources 1
StatisticsCorporateInventoryFinanceIndustrial Demand
Inventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / stockpile drawDomain Adj. (Confidence +Medium) / Source domain: mining.com
Kootenay Silver halts work at Mexico project after miner goes missing in accident
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-12 Sources 1
NewsCorporate
Domain 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
Troilus drills shallow gold, boosts Quebec satellite case
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-06-11 Sources 1
GeopoliticsStatisticsCorporateIndustrial DemandExploration
M&A / Partnership (Direction →, Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com
Metals retreat amid Iran conflict and lingering rate-hike concerns
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-06-10 Sources 1
GeopoliticsStatisticsFinanceIran WarIndustrial Demand
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate-hikePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / price will dropInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation still acceleratTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Ero Copper sees resource growth potential in Brazil
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-10 Sources 1
GeopoliticsCorporateFinanceExplorationSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Peru election too close to call as vote tally drags on
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-09 Sources 1
GeopoliticsStatisticsCorporateFinanceInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
GoGold gets green light to build $227M mine in Mexico
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-08 Sources 1
GeopoliticsStatisticsCorporateFinanceIndustrial Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Australian gold output down slightly as prices vary widely
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-06-08 Sources 1
GeopoliticsCorporateInventoryFinanceInvestment Flows
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffDomain Adj. (Confidence +Medium) / Source domain: mining.com
Eldorado’s McIlvenna Bay starts copper concentrate output
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-06-08 Sources 1
GeopoliticsCorporateFinanceNewsSupply & Demand
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Minera Frisco restarts two Mexico mines, plans new silver unit
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-05 Sources 1
GeopoliticsCorporateFinanceIndustrial DemandInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com