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 |
Gold price wavers as traders weigh prospects of Iran war breakthrough
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence Medium
Date 2026-04-06 Sources 1
StatisticsMarketsIndustrial DemandInvestment FlowsFinance
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
Suppliers & EquipmentFinanceSupply & DemandStatisticsInvestment 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
ExplorationFinanceInventorySupply & DemandStatistics
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
Suppliers & EquipmentMarketsSupply & DemandStatisticsTop Companies
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
FinanceMarketsInventorySupply & DemandTop Companies
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
FinanceMarketsSupply & DemandTop CompaniesTechnical
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
FinanceMarketsInventorySupply & DemandGeopolitics
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
GeopoliticsMarketsInventoryTechnicalBattery Metals
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgesDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price trims weekly loss as US jobs data raises Fed rate cut bets
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-03-06 Sources 1
FinanceMarketsGeopoliticsSupply & DemandStatistics
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / dollar rallied. A strongRate Cut / USD Weakness (Direction ↑↑, Strength +Strong) / rate cutPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation concernDomain Adj. (Confidence +Medium) / Source domain: mining.com
Impala Platinum cool on new projects despite price rally
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-03-05 Sources 1
MarketsGeopoliticsSupply & DemandStatisticsTechnical
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price rallyDomain Adj. (Confidence +Medium) / Source domain: mining.com
Northam Platinum’s profit surges on higher metal prices
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-02-27 Sources 1
MarketsGeopoliticsSupply & DemandStatisticsTechnical
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hit a recordDomain Adj. (Confidence +Medium) / Source domain: mining.com
Sibanye restores dividend after precious metals rally
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-02-20 Sources 1
FinanceGeopoliticsMarketsSupply & DemandStatistics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hits new highDomain Adj. (Confidence +Medium) / Source domain: mining.com
Sibanye still committed to battery metals despite lithium impairment, CEO says
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-02-20 Sources 1
FinanceGeopoliticsSupply & DemandStatisticsTop Companies
Subsidy / Tax Credit (Direction ↑, Strength +Strong, Confidence +Medium) / battery metals provide an incentivePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price and a 28% jumpPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / price of the metal slumpCorporate Loss (Direction ↓, Strength +Medium) / impairmentDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price rises above $4,900 as dip-buyers come in amid thin trade
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-02-18 Sources 1
FinanceMarketsGeopoliticsStatisticsTechnical
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Gold price risesTier-1 Media Adj. (Confidence +High) / BloombergAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
US Commerce Dept gives initial backing to Sibanye’s call for tariffs on Russian palladium
Neutral →Direction → / Strength Strong / Confidence Medium
Date 2026-02-13 Sources 1
FinanceGeopoliticsSupply & DemandStatisticsTechnical
Corporate Loss (Direction ↓, Strength +Medium) / posted a lossTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Nornickel to shift part of nickel output to copper plant during repairs
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-02-13 Sources 1
InventorySupply & DemandStatisticsCorporateIndustrial Demand
Analyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Platinum miners favour payouts over projects even as prices surge
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-02-11 Sources 1
FinanceGeopoliticsSupply & DemandStatisticsPolicy
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hitting a recordTier-1 Media Adj. (Confidence +High) / ReutersAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Nornickel reports 36% rise in net profit
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-02-11 Sources 1
FinanceInventoryGeopoliticsSupply & DemandStatistics
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / price fellDomain Adj. (Confidence +Medium) / Source domain: mining.com
Platinum deficits to persist as EV rollout slows, Valterra says
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-02-10 Sources 1
Supply & DemandStatisticsTechnicalInvestment FlowsCorporate
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Sibanye expects short-term platinum price volatility, but return to previous lows unlikely
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-02-09 Sources 1
GeopoliticsSupply & DemandStatisticsTechnicalCorporate
Mine Suspension (Direction ↑↑, Strength +Strong, Confidence +Medium) / care and maintenancePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hit a recordTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com