MetalsVisionPrecious Metals News Sentiment & Macro Analysis

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PlatinumTopics

1021 topics

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 |
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
Moonshot puts global metals scramble on display
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-03-31 Sources 1
Suppliers & EquipmentExplorationFinanceGeopoliticsSupply & Demand
Critical Mineral Policy (Direction ↑, Strength +Strong, 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
Mitsubishi Materials to end some Onahama smelter operations by end-March 2027
Negative ↓Direction ↓ / Strength Low / Confidence Medium
Date 2026-03-25 Sources 1
Suppliers & EquipmentFinanceSupply & DemandStatisticsPolicy
Corporate Loss (Direction ↓, Strength +Medium) / book an impairment lossDomain 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
リースレート高騰でプラチナの調達が所有に変わり2025 年のプラチナ価格の上昇をもたらしたか（2026年3月号）
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-03-23 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約56文字)
プラチナ触媒を使うシリコンで自由自在な形状の安全で信頼できる医療機器用部品が可能に
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-03-23 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約41文字)
CHART: Billions wiped of mining stocks as gold, silver, copper prices plummet
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-03-21 Sources 1
FinanceGeopoliticsMarketsInventoryStatistics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / copper giving upDomain 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
South African mining exploration falls for seventh straight year
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-03-13 Sources 1
ExplorationFinanceStatisticsPolicyInvestment Flows
Subsidy / Tax Credit (Direction ↑, Strength +Medium, Confidence +Medium) / mining rights and increasing fundingExploration / Investment (Direction ↓, Strength +Medium) / Exploration spendDomain Adj. (Confidence +Medium) / Source domain: mining.com
India gold discounts hit near-decade high; Mideast tensions lift China demand
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence Medium
Date 2026-03-13 Sources 1
FinanceMarketsGeopoliticsSupply & DemandInvestment Flows
Safe-Haven Demand (Direction ↑↑, Strength +Strong) / safe-havenTariff / Trade Friction (Direction ↑, Strength +Medium) / import dutiesDomain 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
新しいプラチナファンド 日本で投資の選択が拡大
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-03-09 Sources 1
Investment Flows
Low Content (No impact) / コンテンツ不足 (要約23文字)
センサー革命 最新のセンサー研究開発に使われるプラチナ
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-03-09 Sources 1
Statistics
Low Content (No impact) / コンテンツ不足 (要約28文字)
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
CHART: Tuesday teardown for mining stocks as Iran war escalates
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-03-04 Sources 1
MarketsInventoryGeopoliticsTop CompaniesTechnical
Domain Adj. (Confidence +Medium) / Source domain: mining.com