MetalsVisionPrecious Metals News Sentiment & Macro Analysis

by tas

CopperTopics

2996 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 Very Low / Confidence Medium
Date 2026-08-20 Sources 1
CorporateAboriginal IssuesInventoryGeopoliticsFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-08-20 Sources 1
CorporateInventoryStatisticsFinanceNews
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-08-20 Sources 1
CorporateStatisticsFinanceInvestment FlowsPolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-08-20 Sources 1
CorporateMarketsStatisticsFinancePolicy
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / accident. MMG expects operationInventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / supply squeezeDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-08-19 Sources 1
Supply & DemandCorporateStatisticsMarkets
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Medium / Confidence Medium
Date 2026-08-19 Sources 1
Regulatory IssuesCorporateExplorationStatisticsSupply & Demand
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / mine after accidentAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-08-19 Sources 1
CorporateMarketsInventoryGeopoliticsFinance
Inventory Build (Direction ↓↓, Strength +Strong, Confidence +Medium) / inventories surgeInventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / stocks had fallSubsidy / Tax Credit (Direction , Strength +Medium, Confidence +Medium) / incentive to deliver metalPrice Spike (Direction , Strength +Medium, Confidence +Medium) / surgeTariff / Trade Friction (Direction , Strength +Strong) / tariffDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Strong / Confidence High
Date 2026-08-19 Sources 1
CorporateGeopoliticsFinanceInvestment FlowsPolicy
Critical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / critical mineralsM&A / Partnership (Direction , Strength +Medium) / mergerDomain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-08-19 Sources 1
CorporateIndustrial DemandMarketsIran WarCritical Minerals
Inventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / supply squeezePrice Spike (Direction , Strength +Medium, Confidence +Medium) / surgeTariff / Trade Friction (Direction , Strength +Strong) / tariffDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-08-18 Sources 1
CorporateMarketsFinanceInvestment FlowsPolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Very Strong / Confidence High
Date 2026-08-18 Sources 1
Battery MetalsIndustrial DemandCorporateInventoryCritical Minerals
Discovery / Expansion (Direction , Strength +Strong, Confidence +Medium) / new depositSubsidy / Tax Credit (Direction , Strength +Strong, Confidence +Medium) / funding to recover critical mineralCritical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-08-18 Sources 1
CorporateMarketsStatisticsFinanceInvestment Flows
Tier-1 Media Adj. (Confidence +High) / ReutersRumor / Speculation Penalty (Confidence -Very High) / speculationDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-08-18 Sources 1
CorporateIndustrial DemandFinanceInvestment FlowsPolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Strong / Confidence Medium
Date 2026-08-18 Sources 1
GeopoliticsFinanceMarketsInventory
Price Spike (Direction , Strength +Medium, Confidence +Medium) / surgeTariff / Trade Friction (Direction , Strength +Strong) / tariffsRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Negative ↓↓Direction ↓↓ / Strength Strong / Confidence High
Date 2026-08-18 Sources 1
CorporateMarketsGeopoliticsFinanceStatistics
Discovery / Expansion (Direction , Strength +Medium, Confidence +Medium) / major depositIndustrial Slowdown (Direction ↓↓, Strength +Strong) / economy contractTier-1 Media Adj. (Confidence +High) / ReutersAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-08-18 Sources 1
CorporateMarketsInventoryExplorationFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Positive ↑Direction / Strength Strong / Confidence High
Date 2026-08-18 Sources 1
CorporateIndustrial DemandExplorationStatisticsFinance
Critical Mineral Policy (Direction , Strength +Strong, Confidence +Medium) / critical mineralsM&A / Partnership (Direction , Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Low / Confidence Medium
Date 2026-08-17 Sources 1
CorporateMarketsFinanceInvestment FlowsSupply & Demand
M&A / Partnership (Direction , Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Very Low / Confidence Medium
Date 2026-08-17 Sources 1
CorporateMarketsGeopoliticsFinanceInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Neutral →Direction / Strength Low / Confidence Medium
Date 2026-08-17 Sources 1
CorporateStatisticsInvestment FlowsPolicySupply & Demand
M&A / Partnership (Direction , Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com