MetalsVisionPrecious Metals News Sentiment & Macro Analysis

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CopperTopics

2661 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: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 |
Neutral →Direction / Strength Strong / Confidence High
Date 2026-05-22 Sources 1
Supply & DemandInventoryMarketsCorporateInvestment Flows
Discovery / Expansion (Direction , Strength +Medium, Confidence +Medium) / production growPrice Spike (Direction , Strength +Medium, Confidence +Medium) / surgesDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Medium / Confidence High
Date 2026-05-22 Sources 1
TechnicalStatisticsIndustrial DemandTop CompaniesCorporate
Critical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Strong / Confidence Medium
Date 2026-05-22 Sources 1
MarketsInventoryGeopoliticsFinance
Price Spike (Direction , Strength +Medium, Confidence +Medium) / surgedTariff / Trade Friction (Direction , Strength +Strong) / tariffsRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-05-22 Sources 1
Supply & DemandTop CompaniesMarketsCorporatePolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Low / Confidence High
Date 2026-05-22 Sources 1
Supply & DemandTechnicalStatisticsInventoryIndustrial Demand
Price Spike (Direction , Strength +Medium, Confidence +Medium) / rallyingDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-05-21 Sources 1
TechnicalStatisticsIndustrial DemandTop CompaniesMarkets
Price Spike (Direction , Strength +Medium, Confidence +Medium) / price surgeCritical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / Critical MineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Medium / Confidence High
Date 2026-05-21 Sources 1
Supply & DemandIran WarStatisticsGeopoliticsCorporate
Price Spike (Direction , Strength +Medium, Confidence +Medium) / Copper majors are picking upM&A / Partnership (Direction , Strength +Medium) / joint ventureTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Medium / Confidence High
Date 2026-05-21 Sources 1
Supply & DemandTop CompaniesCorporateInvestment FlowsFinance
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / mine after 18-year shutdownDomain Adj. (Confidence +Medium) / Source domain: mining.com
Negative ↓Direction / Strength Strong / Confidence High
Date 2026-05-21 Sources 1
Supply & DemandEnergyTechnicalInventoryIndustrial Demand
Inventory Build (Direction ↓↓, Strength +Strong, Confidence +Medium) / stock has surgePrice Spike (Direction , Strength +Medium, Confidence +Medium) / surgedM&A / Partnership (Direction , Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Very Strong / Confidence High
Date 2026-05-21 Sources 1
Supply & DemandStatisticsInventoryIndustrial DemandMarkets
Price Spike (Direction , Strength +Medium, Confidence +Medium) / hits recordPrice Crash (Direction , Strength +Medium, Confidence +Medium) / Copper fellTariff / Trade Friction (Direction , Strength +Strong) / tariffTier-1 Media Adj. (Confidence +High) / ReutersRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-05-21 Sources 1
Supply & DemandTechnicalStatisticsCorporateInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-05-21 Sources 1
Supply & DemandStatisticsInventoryTop CompaniesCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Strong / Confidence High
Date 2026-05-20 Sources 1
Supply & DemandStatisticsTop CompaniesCorporatePolicy
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / force majeureDiscovery / Expansion (Direction , Strength +Medium, Confidence +Medium) / found out that the oreTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Strong / Confidence Medium
Date 2026-05-20 Sources 1
TechnicalStatisticsIndustrial DemandMarketsGeopolitics
Security / Transport Risk (Direction , Strength +Strong, Confidence +Medium) / takeover bids for a planned mineM&A / Partnership (Direction , Strength +Medium) / takeoverAnalyst Opinion Adj. (Confidence -Medium) / analysts sayDomain Adj. (Confidence +Medium) / Source domain: mining.com
Negative ↓Direction / Strength Low / Confidence Medium
Date 2026-05-20 Sources 1
Supply & DemandTop CompaniesMarketsCorporateGeopolitics
Price Crash (Direction , Strength +Medium, Confidence +Medium) / copper processing. DecliningRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-05-19 Sources 1
Supply & DemandEnergyTechnicalStatisticsTop Companies
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Low / Confidence High
Date 2026-05-19 Sources 1
Supply & DemandInventoryIndustrial DemandMarketsCorporate
Price Spike (Direction , Strength +Medium, Confidence +Medium) / copper mine to speed upDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Strong / Confidence High
Date 2026-05-19 Sources 1
Supply & DemandStatisticsIndustrial DemandCorporatePolicy
Discovery / Expansion (Direction , Strength +Strong, Confidence +Medium) / increase their outputCritical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / critical mineralsAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-05-19 Sources 1
Supply & DemandTechnicalStatisticsMarketsCorporate
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-05-19 Sources 1
Supply & DemandTechnicalStatisticsInventoryIndustrial Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com