MetalsVisionPrecious Metals News Sentiment & Macro Analysis

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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: NYMEX:PA1! - NYMEX:PA2! (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 troy ounces

▲ 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 |
Stillwater Critical flags Montana rhodium, resource upside
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-05-24 Sources 1
Investment FlowsCritical MineralsInventoryFinanceCorporate
Critical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / Critical MineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
【vol.176】PGM Focus 2026
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-05-22 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約23文字)
US moves closer to prohibitive tariffs on Russian palladium
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-05-21 Sources 1
Supply & DemandTechnicalIndustrial DemandMarketsGeopolitics
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / palladium imports in the US rosePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / palladium production to fallTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
China’s palladium imports surge as local futures lure inflows
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-05-20 Sources 1
Supply & DemandStatisticsInventoryIndustrial DemandMarkets
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgeDomain Adj. (Confidence +Medium) / Source domain: mining.com
Iran war pushed platinum market into its first surplus in six quarters, WPIC says
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-05-18 Sources 1
Supply & DemandIran WarTechnicalInventoryIndustrial Demand
Inventory Build (Direction ↓, Strength +Medium, Confidence +Medium) / surplusPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hit a record highAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Platinum, rhodium to outperform palladium in 2026, Metals Focus forecasts
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-05-18 Sources 1
Supply & DemandIran WarTechnicalInventoryIndustrial Demand
Safe-Haven Demand (Direction ↑↑, Strength +Strong) / geopolitical uncertaintyPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price jumpTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
JPMorgan ups stake in Sibanye-Stillwater
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-04-28 Sources 1
InventoryTop CompaniesMarketsCorporateInvestment Flows
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Gold fellDomain Adj. (Confidence +Medium) / Source domain: mining.com
Nornickel says nickel output flat year-on-year in first quarter
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-27 Sources 1
Supply & DemandStatisticsInventoryIndustrial DemandTop Companies
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Ivanhoe says Platreef expansion on track for next year
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-04-23 Sources 1
Supply & DemandIndustrial DemandGeopoliticsCorporateSuppliers & Equipment
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / increase in productionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Nornickel says higher prices offset increased costs, delivery times from Iran war
Positive ↑↑Direction ↑↑ / Strength Medium / Confidence Medium
Date 2026-04-17 Sources 1
Supply & DemandStatisticsTop CompaniesMarketsGeopolitics
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Nornickel seeks new market for palladium in EVs with catalyst for lithium‑sulphur batteries
Positive ↑↑Direction ↑↑ / Strength Medium / Confidence Medium
Date 2026-04-14 Sources 1
Supply & DemandIndustrial DemandBattery MetalsCorporateSuppliers & Equipment
EV Demand Up (Direction ↑↑, Strength +Strong) / demand for palladium in electric vehicleDomain Adj. (Confidence +Medium) / Source domain: mining.com
Chalice taps Cutifani’s firm for WA palladium push
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-13 Sources 1
Supply & DemandTechnicalCorporateCritical MineralsFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price wavers as traders weigh prospects of Iran war breakthrough
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence Medium
Date 2026-04-06 Sources 1
StatisticsIndustrial DemandMarketsGeopoliticsInvestment Flows
Rate Cut / USD Weakness (Direction ↑↑, Strength +Strong) / interest rate cutPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / price slumpInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation fearTier-1 Media Adj. (Confidence +High) / BloombergRumor / Speculation Penalty (Confidence -Very High) / reportedlyDomain Adj. (Confidence +Medium) / Source domain: mining.com
PH7 Technologies targets tough ores with cleaner, closed-loop processing
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-04-03 Sources 1
Supply & DemandStatisticsIndustrial DemandCorporateInvestment Flows
Critical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Vale eyes 20% growth in reserves, resources by 2027
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-03-31 Sources 1
Supply & DemandTechnicalStatisticsInventoryTop Companies
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Nornickel taps AI to seek new demand for its palladium
Negative ↓↓Direction ↓↓ / Strength Very Strong / Confidence High
Date 2026-03-24 Sources 1
Supply & DemandStatisticsIndustrial DemandTop CompaniesMarkets
Inventory Build (Direction ↓↓, Strength +Strong, Confidence +Medium) / surplusEV Demand Down (Direction ↓, Strength +Medium) / EV introduction will be slowPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / palladium ends upDomain Adj. (Confidence +Medium) / Source domain: mining.com
Itochu, JOGMEC invest to support expansion of South African platinum mine
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-03-23 Sources 1
Supply & DemandTechnicalInventoryTop CompaniesMarkets
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Nornickel sees new palladium demand from China’s fibreglass sector
Neutral →Direction → / Strength Very Low / Confidence High
Date 2026-03-23 Sources 1
Supply & DemandTechnicalIndustrial DemandTop CompaniesMarkets
Tier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
Ruthenium prices hit record high as AI boom squeezes supply
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-03-16 Sources 1
Supply & DemandTechnicalStatisticsInventoryIndustrial Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hit record highDomain Adj. (Confidence +Medium) / Source domain: mining.com
Talon Metals surges on new Minnesota drill results
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-03-11 Sources 1
TechnicalInventoryIndustrial DemandBattery MetalsMarkets
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgesDomain Adj. (Confidence +Medium) / Source domain: mining.com