MetalsVisionPrecious Metals News Sentiment & Macro Analysis

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CopperTopics

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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:HG1! - COMEX:HG2! (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 short tons

▲ 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 |
Wild weather disrupts copper mines and ports in central Chile
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-18 Sources 1
FinanceSupply & DemandStatisticsCorporateMarkets
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Op-Ed: The Arctic won’t save the energy transition
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-17 Sources 1
PolicyCritical MineralsCorporateBattery MetalsSupply & Demand
Safe-Haven Demand (Direction ↑↑, Strength +Strong) / geopolitical uncertaintyCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
BC, Simpcw First Nation sign consent agreement for Trekor Metals’ Yellowhead copper project
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-17 Sources 1
CorporateStatisticsNewsSupply & DemandAboriginal Issues
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / Critical MineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
US widens lead over Europe in critical minerals race: WSJ
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-17 Sources 1
PolicyCritical MineralsCorporateStatisticsSupply & Demand
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / Export-Import BanCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / WSJDomain Adj. (Confidence +Medium) / Source domain: mining.com
Copper price slides as monster storm bears down on Chile and Iran flare-up rattles metals
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-07-17 Sources 1
PolicyIran WarCorporateSupply & DemandMarkets
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / copper upPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffDomain Adj. (Confidence +Medium) / Source domain: mining.com
Copper price: BMI hikes forecasts – structural deficits to bring $17,000 next decade
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-16 Sources 1
Critical MineralsStatisticsSupply & DemandMarketsGeopolitics
Tariff / Trade Friction (Direction ↑, Strength +Strong) / tariffTier-1 Media Adj. (Confidence +High) / BloombergAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Acid test: IEA warns copper supply outlook has “worsened considerably”
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-16 Sources 1
Iran WarCorporateStatisticsSupply & DemandMarkets
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / export banSanctions (Direction ↑↑, Strength +Strong) / China implemented a banCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / Critical MineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
BHP wins higher quarterly iron ore prices, overcoming China’s buying curbs
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence Very High
Date 2026-07-16 Sources 1
Investment FlowsSupply & DemandStatisticsCorporateMarkets
Strike / Protest (Direction ↑↑, Strength +Strong, Confidence +Medium) / strikeSanctions (Direction ↑↑, Strength +Strong) / ban on certain products. ChinaDiscovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / record iron ore outputPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgesTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Column: So you want to build your own metals smelter?
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-07-15 Sources 1
TechnicalCorporateSuppliers & EquipmentCritical MineralsSupply & Demand
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / export banCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Antofagasta banks on stronger second-half to hit copper goal
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
TechnicalMarketsCorporateCritical MineralsSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Codelco pushes Maricunga lithium project start to 2034
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-07-15 Sources 1
Top CompaniesCorporateBattery MetalsCritical MineralsFinance
Discovery / Expansion (Direction ↓, Strength +Strong, Confidence +Medium) / expand lithium productionEV Demand Up (Direction ↑↑, Strength +Strong) / demand for the batteryDomain Adj. (Confidence +Medium) / Source domain: mining.com
Rio Tinto beats quarterly iron ore sales estimates, flags rising diesel costs
Negative ↓Direction ↓ / Strength Low / Confidence Medium
Date 2026-07-15 Sources 1
TechnicalTop CompaniesMarketsCorporateSupply & Demand
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / copper production dropsAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
BHP copper output slips 5% in Q4, flags further decline in Chile
Neutral →Direction → / Strength Strong / Confidence Medium
Date 2026-07-15 Sources 1
TechnicalTop CompaniesMarketsCorporateSupply & Demand
Sanctions (Direction ↑↑, Strength +Strong) / sanctionedDiscovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / record productionAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Chile cuts 2026 growth forecast, raises copper price view
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
StatisticsCorporateFinancePolicy
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Fujimori’s mining push could spur unrest in Peru, study says
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
CorporateRegulatory IssuesFinancePolicyStatistics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Codelco expects flat copper output in coming years, chairman says
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
CorporateFinanceSupply & DemandPolicyStatistics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
First Quantum explores Taca Taca stake sale: report
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-15 Sources 1
Top CompaniesMarketsCorporateFinanceSupply & Demand
Tier-1 Media Adj. (Confidence +High) / BloombergRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Congo Ebola outbreak disrupting US-backed minerals deal
Positive ↑Direction ↑ / Strength Strong / Confidence Medium
Date 2026-07-15 Sources 1
PolicyCritical MineralsCorporateGeopoliticsFinance
Discovery / Expansion (Direction ↓, Strength +Strong, Confidence +Medium) / significant depositChina Stimulus (Direction ↑↑, Strength +Strong) / China's own expanding investTier-1 Media Adj. (Confidence +High) / ReutersRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
CHART: Mining vs AI – Nvidia sneezes, sheds five BHPs
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-14 Sources 1
Industrial DemandSupply & DemandPolicyCorporateCritical Minerals
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / mining companies. It was not even closeDomain Adj. (Confidence +Medium) / Source domain: mining.com
Kristi Noem courted by critical minerals firms after DHS ousting
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-14 Sources 1
Supply & DemandGeopoliticsCritical MineralsInventoryPolicy
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / discover a proven copper depositGov Stockpile Build (Direction ↑↑, Strength +Very Strong, Confidence +High) / stockpile the metalCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com