MetalsVisionPrecious Metals News Sentiment & Macro Analysis

by tas
GoldSilverPlatinumPalladiumLithiumCopperUraniumDiamondGeneralResources日本語

SilverTopics

1747 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 |
Update almost triples contained metal at Selkirk Copper’s Minto mine
Negative ↓↓Direction ↓↓ / Strength Strong / Confidence High
Date 2026-07-30 Sources 1
NewsTechnicalStatisticsFinanceInventory
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / restart the minePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / copper grades declinedDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price rebounds from sub-$4,000 dip as split Fed holds fire, silver jumps
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-07-29 Sources 1
StatisticsSupply & DemandTechnicalFinanceMarkets
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / Fed has never raisTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
South32 breaks decade-long US permit curse at Arizona project
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-29 Sources 1
Supply & DemandTechnicalFinanceInventoryMarkets
EV Demand Up (Direction ↑↑, Strength +Strong) / demand for batteryCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain 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
US struggles to secure lithium for strategic stockpile
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-28 Sources 1
Critical MineralsIndustrial DemandInventoryFinanceSupply & Demand
Gov Stockpile Build (Direction ↑↑, Strength +Very Strong, Confidence +High) / strategic stockpileCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralDomain 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
Prins says gold still headed to $6,000 despite selloff
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-27 Sources 1
GeopoliticsIndustrial DemandMarketsSupply & DemandPolicy
China Stimulus (Direction ↑↑, Strength +Strong) / China's decades-long investPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / back abovePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Brixton hits extraordinary 5,015g silver over 20m near Cobalt
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-27 Sources 1
NewsGeopoliticsStatisticsCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
American Mineral Resources bets on diversified project portfolio as US juniors struggle to raise capital
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-24 Sources 1
NewsFinanceInvestment FlowsExplorationCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Newmont eyes 5M-ounce boost from Lihir gold mine
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-24 Sources 1
MarketsFinanceTop CompaniesStatisticsInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price retreats from two-week high as oil nears $100, silver down 4%
Negative ↓↓Direction ↓↓ / Strength Strong / Confidence High
Date 2026-07-23 Sources 1
GeopoliticsFinanceTechnicalMarketsIran War
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / Fed raisPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffTechnical Breakout (Direction →, Strength +Low, Confidence -High) / support atTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
AbraSilver raises $32M to advance Diablillos in Argentina
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-23 Sources 1
Supply & DemandGeopoliticsExplorationCorporatePolicy
Domain 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
Anxious Days in the Gold & Silver Bull Markets, Brighter Days Ahead
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-22 Sources 1
Investment FlowsGeopoliticsTechnical
Domain Adj. (No impact) / Source domain: goldbroker.com
New Pacific Metals updates PEA for Carangas project in Bolivia
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-22 Sources 1
Supply & DemandFinanceCorporatePolicyInventory
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
Hochschild keeps output target despite higher costs
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-22 Sources 1
Supply & DemandFinanceTechnicalCorporatePolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Coeur doubles Mexico exploration budget to $158M
Negative ↓Direction ↓ / Strength Low / Confidence Medium
Date 2026-07-22 Sources 1
Supply & DemandFinanceTechnicalCorporatePolicy
Exploration / Investment (Direction ↓, Strength +Medium) / exploration budgetDomain Adj. (Confidence +Medium) / Source domain: mining.com
Silver price jumps 5%, gold attracts bargain hunters above $4,000
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-21 Sources 1
Supply & DemandGeopoliticsFinanceTechnicalMarkets
Safe-Haven Demand (Direction ↑↑, Strength +Strong) / safe-havenPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price jumpDomain Adj. (Confidence +Medium) / Source domain: mining.com