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 |
Greenland Mines authorizes $20M share buyback
Positive ↑↑Direction ↑↑ / Strength Medium / Confidence High
Date 2026-10-06 Sources 1
Investment FlowsStatisticsInventoryCorporateTechnical
Inventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / stock dropDomain Adj. (Confidence +Medium) / Source domain: mining.com
Codelco restructures team for Anglo American mine JV
Neutral →Direction → / Strength Low / Confidence High
Date 2026-10-06 Sources 1
StatisticsPolicyFinanceCareersCorporate
M&A / Partnership (Direction →, Strength +Medium) / joint ventureTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Codelco probes over-inflated 2024-25 copper production figures
Positive ↑Direction ↑ / Strength Medium / Confidence Medium
Date 2026-10-06 Sources 1
IntelligenceStatisticsCritical MineralsCorporateTop Companies
Sanctions (Direction ↑↑, Strength +Strong) / sanctionsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Trafigura and partners back $300 million Zambia-Congo power link
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-10-06 Sources 1
Investment FlowsFinanceIndustrial DemandCritical MineralsCorporate
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / capacity be increaseCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Canterra grows Newfoundland copper resource 55% as grades fall
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-10-06 Sources 1
StatisticsFinanceCritical MineralsNewsCorporate
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Congo launches geological survey in push to unlock mineral potential
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-10-06 Sources 1
IntelligenceInvestment FlowsStatisticsPolicyFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Colorado summit video: Giustra says gold rally is missing retail
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-10-05 Sources 1
GeopoliticsVideoFinanceCorporateInvestment Flows
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyDomain Adj. (Confidence +Medium) / Source domain: mining.com
Copper price firms on reduced likelihood of higher US interest rates
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-10-05 Sources 1
MarketsGeopoliticsIndustrial DemandFinanceCorporate
Strike / Protest (Direction ↑↑, Strength +Strong, Confidence +Medium) / strikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Copper roseDomain Adj. (Confidence +Medium) / Source domain: mining.com
Rio Tinto, Founders Factory back five mining startups
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-10-05 Sources 1
Top CompaniesPolicyFinanceCorporateCritical Minerals
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Top 50 mining companies take $264 billion hit as gold trade unwinds, lithium stocks exit
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-10-04 Sources 2
Iran WarTop CompaniesCorporateBattery MetalsSupply & Demand
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffDomain Adj. (Confidence +Medium) / Source domain: mining.com
Most of Peru’s gold now comes from booming illegal mining sector
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-10-02 Sources 1
CorporatePolicyGeopoliticsFinanceStatistics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / gold exports from Peru roseDomain Adj. (Confidence +Medium) / Source domain: mining.com
Freeport says Indonesia’s Grasberg mine ramp-up on track after mudslide disruption
Negative ↓Direction ↓ / Strength Low / Confidence Medium
Date 2026-10-02 Sources 1
CorporateSupply & DemandGeopoliticsMarketsFinance
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / restart of productionAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Half a million miners stand between Bolivia and a critical minerals rush
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-10-02 Sources 1
CorporateSupply & DemandPolicyGeopoliticsFinance
Discovery / Expansion (Direction ↓, Strength +Strong, Confidence +Medium) / large silver-tin discoveryCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Op-Ed: The energy transition is starting to feed itself
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-10-02 Sources 1
CorporateSupply & DemandPolicyGeopoliticsFinance
Refining Bottleneck (Direction ↑, Strength +Strong, Confidence +Medium) / constrained by new mines, refiningPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgeTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Freeport’s Grasberg copper mill reaches 67% after mudslide
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-10-02 Sources 1
CorporateSupply & DemandTop CompaniesSuppliers & EquipmentGeopolitics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Copper price crawls higher on softer dollar after weak US jobs data, tight supply
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-10-02 Sources 1
CorporateSupply & DemandGeopoliticsMarketsFinance
Strike / Protest (Direction ↑↑, Strength +Strong, Confidence +Medium) / strikeTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
KGHM, South32 kick off $725M Sierra Gorda expansion
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-10-02 Sources 1
CorporateSupply & DemandSuppliers & EquipmentMarketsTechnical
M&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
China demands copper supply commitments for Anglo-Teck merger approval
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-10-02 Sources 1
CorporateSupply & DemandPolicyTop CompaniesCritical Minerals
Supply Deficit (Direction ↑↑, Strength +Strong, Confidence +Medium) / shortageM&A / Partnership (Direction →, Strength +Medium) / mergerDomain Adj. (Confidence +Medium) / Source domain: mining.com
World Bank unlocks $1.4B for Chile’s copper giant
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-10-02 Sources 1
CorporateSupply & DemandPolicyFinanceEnergy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Mining’s future is up for sale
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-10-01 Sources 1
CorporateSupply & DemandPolicyTop CompaniesGeopolitics
M&A / Partnership (Direction →, Strength +Medium) / buy a share of a mineDomain Adj. (Confidence +Medium) / Source domain: mining.com