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:PL1! - NYMEX:PL2! (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
Valterra Platinum says input inventories are healthy despite Middle East conflict
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-05-18 Sources 1
Supply & DemandIran WarInventoryMarketsGeopolitics
Inventory Build (Direction ↓, Strength +Medium, Confidence +Medium) / surplusTier-1 Media Adj. (Confidence +High) / ReutersDomain 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
完璧を目指して〜電子機器や光学機器に使う大型結晶の生成にプラチナ製品は不可欠
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-05-18 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約38文字)
Zimbabwe sovereign wealth fund seeks $250M to boost gold output
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-05-11 Sources 1
Supply & DemandMarketsCorporateInvestment FlowsGeopolitics
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / boost gold outputDomain Adj. (Confidence +Medium) / Source domain: mining.com
80 Mile gets exploration permits to begin drilling at Disko project in Greenland
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-11 Sources 1
Supply & DemandGeopoliticsCorporateInvestment FlowsExploration
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Chinese refiner seeing strong platinum demand from new contract
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-05-11 Sources 1
Supply & DemandStatisticsInventoryIndustrial DemandMarkets
Inventory Build (Direction ↓, Strength +Medium, Confidence +Medium) / warehouse inventoriDomain 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
Federal decision on remote road could unlock Ring of Fire access
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-25 Sources 1
Supply & DemandStatisticsRegulatory IssuesCorporatePolicy
Domain 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
US trade chief says allies need to pay “national security premium” for critical minerals
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-04-22 Sources 1
Supply & DemandStatisticsInventoryGeopoliticsMarkets
Tariff / Trade Friction (Direction ↑, Strength +Medium) / tariffsCritical Mineral Policy (Direction ↑, Strength +Medium, Confidence +Medium) / critical mineralsTier-1 Media Adj. (Confidence +High) / Financial TimesDomain Adj. (Confidence +Medium) / Source domain: mining.com
プラチナが支えるアポロ号からアルテミス号まで
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-04-21 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約22文字)
イラン戦争のプラチナ需要に与える直接的な影響は限定も、金利上昇とドル高が投資需要に重圧か（2026年4月号）
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-04-14 Sources 1
Supply & DemandFinanceInvestment FlowsGeopolitics
Low Content (No impact) / コンテンツ不足 (要約54文字)
プラチナで走るバス 北米、欧州、アジアで進む燃料電池バスの導入
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-04-14 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約31文字)
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