MetalsVisionPrecious Metals News Sentiment & Macro Analysis

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SilverTopics

1713 topics

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 |
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
TechnicalStatisticsExplorationCorporateInventory
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
TechnicalInvestment FlowsCorporatePolicyInventory
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
TechnicalStatisticsInvestment FlowsCorporatePolicy
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
TechnicalStatisticsInvestment FlowsPolicyInventory
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
FinancePolicyTechnicalSupply & DemandIndustrial Demand
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
Industrial DemandCorporateStatisticsMarketsFinance
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
PolicyMarketsFinance
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
Supply & DemandCorporateMarketsFinance
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
Supply & DemandFinanceStatisticsMarketsInvestment 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
Supply & DemandFinanceInvestment FlowsPolicyInventory
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
Column: Copper price soars but smelters can’t bank on it to survive
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-06-30 Sources 1
Supply & DemandFinanceSuppliers & EquipmentMarketsGeopolitics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price soarDomain Adj. (Confidence +Medium) / Source domain: mining.com
Freeman Gold triples Lemhi project value, builds 1Moz reserve
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-29 Sources 1
Supply & DemandFinanceStatisticsExplorationInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Bunker Hill rebuild ships first Idaho ore, eyes silver
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-29 Sources 1
Supply & DemandFinanceSuppliers & EquipmentGeopoliticsInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Site visit: Blue Lagoon leverages cash into Dome’s 1M oz resource bid
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-26 Sources 1
Supply & DemandFinanceExplorationNewsCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
First Majestic wins permits for Santa Elena expansion in Mexico
Positive ↑Direction ↑ / Strength Low / Confidence High
Date 2026-06-26 Sources 1
Supply & DemandFinanceSuppliers & EquipmentGeopoliticsInvestment Flows
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Silver roseDomain Adj. (Confidence +Medium) / Source domain: mining.com
Chinese banks rein in retail gold trading on volatility
Positive ↑Direction ↑ / Strength Very Strong / Confidence High
Date 2026-06-25 Sources 1
FinanceStatisticsMarketsGeopoliticsInvestment Flows
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / record highPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / gold fellInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation fearDomain Adj. (Confidence +Medium) / Source domain: mining.com
Canada eyes special status for Far North resource roads
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-24 Sources 1
FinanceSuppliers & EquipmentInvestment FlowsCritical MineralsPolicy
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Faraday drilling expands Copper Creek potential
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-24 Sources 1
CorporateExplorationPolicyTechnicalInventory
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Keiko Fujimori’s expected victory returns divisive dynasty to Peru
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-06-24 Sources 1
FinanceStatisticsMarketsGeopoliticsPolicy
Analyst Opinion Adj. (Confidence -Medium) / Analysts sayDomain Adj. (Confidence +Medium) / Source domain: mining.com