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: COMEX:SI1! - COMEX:SI2! (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 |
CHART: Gold price holds $4,000 as mining stocks bear the brunt
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-07-17 Sources 1
PolicyIran WarCorporateStatisticsSupply & Demand
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate-hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / gold upPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / platinum and palladium also fellTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
New Pacific boosts Bolivia project value
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-17 Sources 1
PolicyCorporateStatisticsNewsSupply & Demand
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Copper price slides as monster storm bears down on Chile and Iran flare-up rattles metals
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-07-17 Sources 1
PolicyIran WarCorporateSupply & DemandMarkets
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / copper upPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price falls as US-Iran hostilities rekindle Fed hike bets
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-07-16 Sources 1
Iran WarStatisticsMarketsGeopoliticsFinance
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate hikePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Gold declinedInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation fearDomain Adj. (Confidence +Medium) / Source domain: mining.com
Central Nevada Gold looks to revive Mule Canyon mine
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-16 Sources 1
CorporateStatisticsSupply & DemandInvestment FlowsTechnical
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Indonesia’s Amman Mineral aims to double copper cathode output in 2026
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-14 Sources 1
Supply & DemandPolicyMarketsFinanceCorporate
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / copper cathode, upDomain Adj. (Confidence +Medium) / Source domain: mining.com
AbraSilver drilling at Diablillos suggests resource growth
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-13 Sources 1
ExplorationNewsPolicyCorporateInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Mogotes says drilling expands Andes copper-gold target
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-07-10 Sources 1
CorporateGeopoliticsInvestment FlowsMarketsStatistics
M&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
BHP explores sale of Chilean desalination plant, power lines
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-10 Sources 1
FinanceEnergySupply & DemandCorporateInvestment Flows
Rumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price rebounds as traders assess Iran strikes, interest-rate path
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-07-09 Sources 1
FinanceGeopoliticsInvestment FlowsInventoryIran War
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / interest rates higherPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Silver advancedPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
Copper-gold assays boost gravity of Jupiter at NGEx’s Lunahuasi project
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-08 Sources 1
ExplorationCorporateInventoryTechnicalStatistics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Schiff: ‘Trapped’ Fed sets up $200 silver, $10,000 gold
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-07-08 Sources 1
FinanceSupply & DemandCorporateGeopoliticsInvestment Flows
Inventory Draw (Direction ↑↑, Strength +Strong, Confidence +Medium) / stock market decline, fallPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / soaringInflation / Debt Concern (Direction ↑↑, Strength +Strong) / national debtDomain Adj. (Confidence +Medium) / Source domain: mining.com
Rule Symposium: Gold demand shifts from hedge to collateral
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-08 Sources 1
FinanceSupply & DemandCorporateGeopoliticsInvestment Flows
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rallyDomain Adj. (Confidence +Medium) / Source domain: mining.com
India silver import curbs create shortages, push premiums to six-month high
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-07-08 Sources 1
FinanceSupply & DemandGeopoliticsInvestment FlowsInventory
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgedPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Silver imports fellTariff / Trade Friction (Direction ↑, Strength +Medium) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
South32 clears key US hurdle for $2B Arizona mine
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-07-07 Sources 1
FinanceSupply & DemandIndustrial DemandCorporateRegulatory Issues
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Dakota Gold books high-grade assays at Richmond Hill
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-07-06 Sources 1
FinanceIndustrial DemandCorporateTechnicalMarkets
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Gold said it’s advancedDomain Adj. (Confidence +Medium) / Source domain: mining.com
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
MarketsFinancePolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
KGHM is exploring acquisition possibilities outside Europe, CEO says
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-07-06 Sources 1
MarketsFinanceSupply & DemandCorporate
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
KGHM launches $8.55 billion investment plan
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-03 Sources 1
FinanceSupply & DemandIndustrial DemandCorporateInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Hudbay gains Peru approval to further increase Constancia mill throughput
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-07-02 Sources 1
FinanceSupply & DemandCorporateInvestment FlowsInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com