MetalsVisionPrecious Metals News Sentiment & Macro Analysis

by tas

CopperTopics

2449 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 |
Positive ↑Direction / Strength Low / Confidence Medium
Date 2026-04-09 Sources 1
CorporateGeopoliticsSupply & DemandMarketsIndustrial Demand
Price Spike (Direction , Strength +Medium, Confidence +Medium) / hit record highRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Negative ↓Direction / Strength Medium / Confidence High
Date 2026-04-09 Sources 1
CorporateBattery MetalsGeopoliticsSupply & DemandCritical Minerals
Discovery / Expansion (Direction , Strength +Strong, Confidence +Medium) / large depositDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence High
Date 2026-04-08 Sources 1
Regulatory IssuesCorporateSupply & DemandIndustrial DemandMarkets
Tier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-04-08 Sources 1
InventoryRegulatory IssuesCorporatePolicyStatistics
China Stimulus (Direction ↑↑, Strength +Strong) / China Chilean investPrice Spike (Direction , Strength +Medium, Confidence +Medium) / hit record highDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence High
Date 2026-04-08 Sources 1
CorporateCareersPolicy
Tier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Medium / Confidence High
Date 2026-04-08 Sources 1
InventoryCritical MineralsCorporatePolicyIndustrial Demand
Critical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Strong / Confidence High
Date 2026-04-08 Sources 1
InventoryCritical MineralsCorporatePolicySupply & Demand
Critical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / Critical mineralsM&A / Partnership (Direction , Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-04-07 Sources 1
CareersGeopoliticsCorporatePolicySupply & Demand
Rumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Low / Confidence High
Date 2026-04-07 Sources 1
GeopoliticsCorporateStatisticsSupply & DemandFinance
Price Spike (Direction , Strength +Medium, Confidence +Medium) / surgeTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence High
Date 2026-04-07 Sources 1
InventoryCorporateStatisticsSupply & DemandFinance
Tier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence Very High
Date 2026-04-07 Sources 1
Regulatory IssuesGeopoliticsCorporatePolicyCritical Minerals
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / Export-Import BanPrice Spike (Direction , Strength +Medium, Confidence +Medium) / Copper seeks $4B to advanceCritical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-04-07 Sources 1
Supply & DemandGeopoliticsCorporateTop CompaniesRegulatory Issues
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-04-06 Sources 1
PolicyCorporateMarketsIndustrial DemandInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Medium / Confidence High
Date 2026-04-06 Sources 1
FinanceExplorationCorporate
Security / Transport Risk (Direction , Strength +Strong, Confidence +Medium) / abductedDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-04-06 Sources 1
Critical MineralsPolicyStatisticsCorporateIndustrial Demand
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / Export-Import BanTariff / Trade Friction (Direction , Strength +Strong) / tariffsCritical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Medium / Confidence High
Date 2026-04-06 Sources 1
InventorySuppliers & EquipmentCorporatePolicyStatistics
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / operation was haltDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Low / Confidence High
Date 2026-04-04 Sources 1
PolicyCritical MineralsSupply & DemandGeopoliticsMarkets
Price Spike (Direction , Strength +Medium, Confidence +Medium) / hitting record highDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Medium / Confidence High
Date 2026-04-02 Sources 1
Regulatory IssuesFinanceGeopoliticsStatisticsPolicy
Critical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Medium / Confidence High
Date 2026-04-02 Sources 1
FinanceGeopoliticsInventorySupply & DemandNews
Security / Transport Risk (Direction , Strength +Strong, Confidence +Medium) / insurgencyDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-04-02 Sources 1
FinanceMarketsSupply & DemandTechnicalPolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com