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 |
GFEXのプラチナとパラジウム先物、中国の伸びつつあるPGM市場の流動性と価格決定を支える
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-07-07 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約45文字)
Citi gains seat at heart of global bullion trading with clearing approval
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-06 Sources 1
PolicyMarketsFinance
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price rises as traders weigh Fed rate path after Warsh remarks
Negative ↓Direction ↓ / Strength Strong / Confidence Medium
Date 2026-07-01 Sources 1
FinanceStatisticsMarketsGeopoliticsPolicy
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / Fed may hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Gold price risesTier-1 Media Adj. (Confidence +High) / BloombergRumor / Speculation Penalty (Confidence -Very High) / speculationDomain Adj. (Confidence +Medium) / Source domain: mining.com
【vol.181】プラチナとパラジウムで二極化する投資家の動き
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-06-29 Sources 1
Investment Flows
Low Content (No impact) / コンテンツ不足 (要約31文字)
Generation Mining nears C$1 billion copper project funding
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-06-25 Sources 1
Supply & DemandFinanceMarketsGeopoliticsCritical Minerals
Subsidy / Tax Credit (Direction ↑, Strength +Medium, Confidence +Medium) / funding Generation MiningCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Russia’s copper concentrate output seen up 10% in 2026, Nornickel says
Positive ↑↑Direction ↑↑ / Strength Medium / Confidence Medium
Date 2026-06-24 Sources 1
Supply & DemandFinanceStatisticsMarketsGeopolitics
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Sibanye expects 15% drop in global platinum output by 2034
Positive ↑Direction ↑ / Strength Low / Confidence Medium
Date 2026-06-23 Sources 1
Supply & DemandFinanceStatisticsMarketsGeopolitics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Norilsk Nickel sees 2026 global palladium surplus of 300,000 oz
Negative ↓Direction ↓ / Strength Medium / Confidence High
Date 2026-06-23 Sources 1
Supply & DemandFinanceStatisticsMarketsInvestment Flows
Inventory Build (Direction ↓, Strength +Medium, Confidence +Medium) / surplusM&A / Partnership (Direction →, Strength +Medium) / offtake agreementDomain Adj. (Confidence +Medium) / Source domain: mining.com
Zimbabwe’s Mimosa revives $130 million platinum project after price rebound
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-06-18 Sources 1
Supply & DemandFinanceMarketsGeopoliticsInvestment Flows
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / expand outputPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price reboundDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price holds gain as Trump touts reopening of Hormuz this week
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-06-15 Sources 1
FinanceStatisticsMarketsGeopoliticsInvestment Flows
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / gold ticked upTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price jumps after Trump signals US-Iran truce deal is close
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-06-11 Sources 1
FinanceStatisticsMarketsGeopoliticsIran War
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / interest-rate hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price jumpInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation in check. HighTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Russian Platinum plans November launch of Arctic mine
Positive ↑↑Direction ↑↑ / Strength Medium / Confidence Medium
Date 2026-06-04 Sources 1
Supply & DemandFinanceStatisticsInvestment FlowsGeopolitics
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Guangzhou exchange said to study night trading for platinum
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-28 Sources 1
FinanceMarketsStatistics
Rumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Nornickel recommends no 2025 dividend in face of instability
Positive ↑↑Direction ↑↑ / Strength Medium / Confidence Medium
Date 2026-05-25 Sources 1
Supply & DemandMarketsGeopoliticsInvestment FlowsPolicy
Sanctions (Direction ↑↑, Strength +Very Strong) / sanctionsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Stillwater Critical flags Montana rhodium, resource upside
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-05-24 Sources 1
Supply & DemandFinanceStatisticsExplorationInvestment Flows
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 2
Supply & DemandFinanceStatisticsMarketsGeopolitics
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 & DemandFinanceStatisticsMarketsGeopolitics
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 & DemandFinanceStatisticsMarketsGeopolitics
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 & DemandFinanceStatisticsMarketsGeopolitics
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