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 |
Copper-gold assays boost gravity of Jupiter at NGEx’s Lunahuasi project
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-08 Sources 1
TechnicalStatisticsExplorationCorporateInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Royalty juniors seek higher value in metals rally
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-07-08 Sources 1
Battery MetalsTechnicalExplorationInvestment FlowsCorporate
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / production growPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Chile lithium exports top $3.2B, best since 2023
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-07-08 Sources 1
Battery MetalsTechnicalStatisticsInvestment FlowsCorporate
Discovery / Expansion (Direction ↓, Strength +Strong, Confidence +Medium) / expand outputEV Demand Up (Direction ↑↑, Strength +Strong) / sales of the batteryPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / copper exports roseTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
BHP awards over $138M contract to Chinese firm for South Australian expansion project
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-07-08 Sources 1
Investment FlowsCorporateTop CompaniesFinanceGeopolitics
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / boost copper productionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Ivanhoe sees Congo copper output rising in second half 2026
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-07-08 Sources 1
StatisticsCorporateInventoryTop CompaniesFinance
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / production rampInventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / inventories are drawTier-1 Media Adj. (Confidence +High) / ReutersAnalyst Opinion Adj. (Confidence -Medium) / analysts forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Lara drills Planalto toward $1B Brazil copper test
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-07-08 Sources 1
Battery MetalsTechnicalStatisticsInvestment FlowsCorporate
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / new depositDomain Adj. (Confidence +Medium) / Source domain: mining.com
Kazakh gold miner Solidcore signs first exploration venture in Oman
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence Medium
Date 2026-07-07 Sources 1
FinanceTechnicalExplorationSupply & DemandGeopolitics
Sanctions (Direction ↑↑, Strength +Strong) / sanctionsM&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
South32 clears key US hurdle for $2B Arizona mine
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-07 Sources 1
FinancePolicyTechnicalSupply & DemandIndustrial Demand
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
A once-great copper miner faces a reckoning just as AI power demand soars
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-07 Sources 1
FinancePolicyMarketsSupply & DemandGeopolitics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgesDomain Adj. (Confidence +Medium) / Source domain: mining.com
Creating mining districts could unlock billions in value: study
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-07 Sources 1
FinancePolicyMarketsExplorationStatistics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Caterpillar buys Skycatch to boost AI mine technology
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-07-07 Sources 1
FinanceTechnicalSuppliers & EquipmentInvestment FlowsStatistics
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Mine operators face worsening wildfire seasons
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-06 Sources 1
CorporateFinanceStatisticsMarketsGeopolitics
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / suspend operationsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Vale chairman Stieler pushed out by pension fund
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-06 Sources 1
Top CompaniesCorporateInvestment FlowsTechnical
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Op-Ed: Molybdenum and the geopolitics of substitution
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-06 Sources 1
Industrial DemandCritical MineralsCorporateFinanceSupply & Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallySupply Deficit (Direction ↑↑, Strength +Strong, Confidence +Medium) / under supplyCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Op-Ed: The copper the world needs is already above ground
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-06 Sources 1
Industrial DemandCritical MineralsCorporateFinanceSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Congo sees no major threat from Middle East crisis to copper, cobalt output
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-06 Sources 1
Iran WarBattery MetalsCorporateFinanceSupply & Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / soaredTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
KGHM is exploring acquisition possibilities outside Europe, CEO says
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-07-06 Sources 1
Supply & DemandCorporateMarketsFinance
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Canada commits $352M to Red Chris mine expansion in British Columbia
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-07-03 Sources 1
Supply & DemandFinanceStatisticsRegulatory IssuesGeopolitics
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsM&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
KGHM launches $8.55 billion investment plan
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-03 Sources 1
Supply & DemandFinanceStatisticsMarketsInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Chile’s Novandino Litio seeks environmental approval for $3B Atacama lithium project
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-07-03 Sources 1
Supply & DemandStatisticsBattery MetalsInvestment FlowsPolicy
M&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com