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 |
McEwen says San José mine cash generation blew past expectations
Neutral →Direction → / Strength Strong / Confidence High
Date 2026-05-22 Sources 1
Supply & DemandInventoryMarketsCorporateInvestment Flows
Discovery / Expansion (Direction ↓, Strength +Medium, Confidence +Medium) / production growPrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgesDomain Adj. (Confidence +Medium) / Source domain: mining.com
BHP urged to assess rare earths at Olympic Dam
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-05-22 Sources 1
TechnicalStatisticsIndustrial DemandTop CompaniesCorporate
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Americas Gold stock swap ends Sprott silver stream burden
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-22 Sources 1
Supply & DemandInventoryMarketsCorporateInvestment Flows
Domain Adj. (Confidence +Medium) / Source domain: mining.com
Lawmakers introduce SILVER Act to increase precious metals storage sites in US
Neutral →Direction → / Strength Very Low / Confidence Medium
Date 2026-05-21 Sources 1
Supply & DemandTechnicalRegulatory IssuesInventoryCorporate
Domain Adj. (Confidence +Medium) / Source domain: mining.com
How to dodge the Iran war acid shortage: one miner bought its own plant
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-05-21 Sources 1
Supply & DemandIran WarStatisticsGeopoliticsCorporate
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / Copper majors are picking upM&A / Partnership (Direction →, Strength +Medium) / joint ventureTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
KGHM eyes takeovers as global energy shift spurs demand for copper
Negative ↓Direction ↓ / Strength Strong / Confidence High
Date 2026-05-21 Sources 1
Supply & DemandEnergyTechnicalInventoryIndustrial Demand
Inventory Build (Direction ↓↓, Strength +Strong, Confidence +Medium) / stock has surgePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgedM&A / Partnership (Direction →, Strength +Medium) / takeoverDomain Adj. (Confidence +Medium) / Source domain: mining.com
Troilus gold assays underscore M&A potential, analysts say
Positive ↑Direction ↑ / Strength Strong / Confidence Medium
Date 2026-05-20 Sources 1
TechnicalStatisticsIndustrial DemandMarketsGeopolitics
Security / Transport Risk (Direction ↑, Strength +Strong, Confidence +Medium) / takeover bids for a planned mineM&A / Partnership (Direction →, Strength +Medium) / takeoverAnalyst Opinion Adj. (Confidence -Medium) / analysts sayDomain Adj. (Confidence +Medium) / Source domain: mining.com
Chile’s economy posts sharpest contraction since late 2022 on mining decline
Negative ↓↓Direction ↓↓ / Strength Strong / Confidence High
Date 2026-05-18 Sources 1
Supply & DemandStatisticsMarketsCorporateGeopolitics
Industrial Slowdown (Direction ↓↓, Strength +Strong) / economic downturnRate Hike / USD Strength (Direction ↓, Strength +Medium) / hawkishTier-1 Media Adj. (Confidence +High) / ReutersAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
Trilogy’s Arctic project gains acceptance into FAST-41 program
Positive ↑Direction ↑ / Strength Strong / Confidence Very High
Date 2026-05-17 Sources 1
Supply & DemandTechnicalStatisticsRegulatory IssuesCorporate
Critical Mineral Policy (Direction ↑, Strength +Strong, Confidence +Medium) / critical mineralM&A / Partnership (Direction →, Strength +Medium) / joint ventureOfficial Source Adj. (Confidence +Very High) / government announceDomain Adj. (Confidence +Medium) / Source domain: mining.com
India restricts most silver imports to cut import bill, support rupee
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-05-16 Sources 2
Supply & DemandTechnicalStatisticsInventoryIndustrial Demand
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / record highTariff / Trade Friction (Direction ↑, Strength +Medium) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price falls back to $4,500 on heightened inflation fears
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-05-15 Sources 1
Iran WarTechnicalInventoryMarketsGeopolitics
Rate Hike / USD Strength (Direction ↓, Strength +Medium) / rate hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgedPrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / selloffInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation fearTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
India caps duty-free gold imports for jewellery exporters to curb demand
Positive ↑Direction ↑ / Strength Medium / Confidence Medium
Date 2026-05-14 Sources 1
Supply & DemandTechnicalStatisticsInventoryIndustrial Demand
Tariff / Trade Friction (Direction ↑, Strength +Medium) / tariffsJewelry Demand (Direction ↑, Strength +Medium) / jewellery, and NewDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold price steadies as inflation revives higher-rate bets
Positive ↑↑Direction ↑↑ / Strength Strong / Confidence High
Date 2026-05-14 Sources 1
Supply & DemandTechnicalStatisticsMarketsGeopolitics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surgedInflation / Debt Concern (Direction ↑↑, Strength +Strong) / inflation revives highDomain Adj. (Confidence +Medium) / Source domain: mining.com
Elemental Royalty to buy Vizsla Royalties in $239M deal
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-05-14 Sources 1
Supply & DemandInventoryMarketsGeopoliticsInvestment Flows
Security / Transport Risk (Direction ↑, Strength +Strong, Confidence +Medium) / kidnappedM&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold discounts in India breach record amid profit-taking
Neutral →Direction → / Strength Very Strong / Confidence High
Date 2026-05-13 Sources 1
Supply & DemandInventoryMarketsGeopoliticsInvestment Flows
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / surge in pricePrice Crash (Direction ↓, Strength +Medium, Confidence +Medium) / bullion dealers declinedCorporate Loss (Direction ↓, Strength +Medium) / weak demandTariff / Trade Friction (Direction ↑, Strength +Medium) / tariffsTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com
EXPLAINER: Why India’s higher tariffs are unlikely to dent gold, silver demand
Positive ↑↑Direction ↑↑ / Strength Very Strong / Confidence High
Date 2026-05-13 Sources 1
Supply & DemandInventoryIndustrial DemandMarketsGeopolitics
Export Ban / Restriction (Direction ↑↑, Strength +Strong, Confidence +Medium) / tariff hikePrice Spike (Direction ↑, Strength +Medium, Confidence +Medium) / record highTariff / Trade Friction (Direction ↑, Strength +Medium) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
KGHM Q1 core profit beats forecasts
Neutral →Direction → / Strength Very Low / Confidence High
Date 2026-05-13 Sources 1
StatisticsTop CompaniesCorporatePolicyFinance
Tier-1 Media Adj. (Confidence +High) / ReutersAnalyst Opinion Adj. (Confidence -Medium) / forecastDomain Adj. (Confidence +Medium) / Source domain: mining.com
India raises gold and silver tariffs to 15% to curb imports, support rupee
Positive ↑Direction ↑ / Strength Strong / Confidence High
Date 2026-05-12 Sources 1
Supply & DemandTechnicalInventoryMarketsGeopolitics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / rally in priceTariff / Trade Friction (Direction ↑, Strength +Medium) / tariffsDomain Adj. (Confidence +Medium) / Source domain: mining.com
Gold Candle acquires Pan American Silver’s Larder property in the Abitibi
Neutral →Direction → / Strength Low / Confidence Medium
Date 2026-05-11 Sources 1
InventoryMarketsCorporateInvestment FlowsGeopolitics
M&A / Partnership (Direction →, Strength +Medium) / acquisitionDomain Adj. (Confidence +Medium) / Source domain: mining.com
Silver price jumps to two-week high despite US-Iran deadlock
Positive ↑Direction ↑ / Strength Medium / Confidence High
Date 2026-05-11 Sources 1
Iran WarTechnicalStatisticsMarketsGeopolitics
Price Spike (Direction ↑, Strength +Medium, Confidence +Medium) / price jumpTechnical Breakout (Direction →, Strength +Low, Confidence -High) / break aboveTier-1 Media Adj. (Confidence +High) / ReutersDomain Adj. (Confidence +Medium) / Source domain: mining.com