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 |
Capstone said to tap Scotiabank to divest Mexican copper mine
Positive ↑Direction ↑ / Strength Low / Confidence Medium
Date 2026-04-09 Sources 1
CorporateGeopoliticsSupply & DemandMarketsIndustrial Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hit record highRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
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
Vizsla drilling extends Poplar copper system in British Columbia
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-04-06 Sources 1
FinanceExplorationCorporate
Security / Transport Risk (Direction ↑, Strength +Strong, Confidence +Medium) / abductedDomain Adj. (Confidence +Medium) / Source domain: mining.com
White House taps Highland Copper in local supply push
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-04-06 Sources 1
Critical MineralsPolicyStatisticsCorporateIndustrial Demand
Export Ban / Restriction (Direction ↑↑, Strength +Very Strong, Confidence +Medium) / Export-Import BanTariff / Trade Friction (Direction ↑, Strength +Strong) / tariffsCritical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Versamet buys $360M gold stream on Skeena’s Eskay Creek
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-04-06 Sources 1
CorporatePolicySupply & DemandFinanceIndustrial Demand
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Top 50 mining companies power through Iran war – up $250 billion in 2026
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-04-04 Sources 1
PolicyCritical MineralsSupply & DemandGeopoliticsMarkets
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hitting record highDomain Adj. (Confidence +Medium) / Source domain: mining.com
【vol.170】中国個人投資家のゴールドとシルバー需要
Insufficient Info →Direction → / Strength Very Low / Confidence Very Low
Date 2026-04-03 Sources 1
Supply & DemandInvestment Flows
Low Content (No impact) / コンテンツ不足 (要約28文字)
First Majestic eyes late 2027 restart for Jerritt Canyon
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-02 Sources 1
ExplorationFinanceStatisticsTechnicalCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price slides as Trump gives mixed signals on Iran war resolution
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-04-02 Sources 1
FinanceMarketsGeopoliticsStatisticsInvestment Flows
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / gold earlier edged upPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / Gold declinedDomain Adj. (Confidence +Medium) / Source domain: mining.com
Wheaton lands $4.3B BHP silver stream, enters Australia
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-02 Sources 1
FinanceMarketsSupply & DemandTechnicalPolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
KGHM mine in Chile reaches early contract agreement with unions
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-04-02 Sources 1
FinanceCorporateTop Companies
M&A / Partnership (Direction →, Strength +Medium) / joint ventureDomain Adj. (Confidence +Medium) / Source domain: mining.com
OceanaGold finds high-grade gold in New Zealand
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-04-01 Sources 1
ExplorationInventoryCorporateGeopolitics
Domain Adj. (Confidence +Medium) / Source domain: mining.com
The Gold & Silver Bull Markets Rest on These 3 Charts
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-03-31 Sources 1
TechnicalIndustrial Demand
Domain Adj. (No impact) / Source domain: goldbroker.com
Germany cuts silver content in euro collector coins as prices gyrate
Positive ↑Direction ↑ / Strength Very Strong / Confidence Medium
Date 2026-03-30 Sources 1
Suppliers & EquipmentFinanceGeopoliticsMarketsSupply & Demand
Rate Cut / USD Weakness (Direction ↑↑, Strength +Strong) / interest rate cutPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / hit an all-timePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / silver. The weight will dropRumor / Speculation Penalty (Confidence -Very High) / speculationDomain Adj. (Confidence +Medium) / Source domain: mining.com
Citigroup picks London gold vault for precious metals push
Negative ↓Direction ↓ / Strength Low / Confidence Medium
Date 2026-03-27 Sources 1
FinanceMarketsInventorySupply & DemandStatistics
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / interest in bullion increaseTier-1 Media Adj. (Confidence +High) / BloombergRumor / Speculation Penalty (Confidence -Very High) / people familiarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price back above $4,500 as Middle East tensions ease
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-03-25 Sources 1
FinanceMarketsInventorySupply & DemandGeopolitics
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / record highDomain Adj. (Confidence +Medium) / Source domain: mining.com
Investors rip $11 billion from commodity ETFs in record exodus
Negative ↓Direction ↓ / Strength Low / Confidence High
Date 2026-03-25 Sources 1
EnergyFinanceMarketsGeopoliticsStatistics
Price Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffTier-1 Media Adj. (Confidence +High) / BloombergDomain Adj. (Confidence +Medium) / Source domain: mining.com
RANKED: World’s top 20 largest gold mines
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-03-25 Sources 1
FinanceGeopoliticsMarketsSupply & DemandInventory
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / record year of productionPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / gold fellM&A / Partnership (Direction →, Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com
Pan American sees lower costs, longer life for Mexico mine
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-03-25 Sources 1
ExplorationFinanceGeopoliticsSupply & DemandStatistics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / soaringDomain Adj. (Confidence +Medium) / Source domain: mining.com
The Gold & Silver Bull Markets About to Get Wild
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-03-24 Sources 1
TechnicalFinanceGeopolitics
Domain Adj. (No impact) / Source domain: goldbroker.com