Minerals Volatility Prediction

Minerals volatility prediction
before the market moves

Daily ML-driven volatility predictions for 12 exchange-traded minerals across 7, 14, and 30-day horizons. One structured dataset, delivered before market open.

View Sample Data
CSV + JSON|08:00 UTC Daily|AWS Data Exchange
0
Active ML Models
Walk-forward validated
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Minerals Tracked
LME · COMEX · NYMEX · SGX
0
Forecast Horizons
7-day · 14-day · 30-day
0
Mean Backtested AUC
14+ months training
Backtested Output

7-Day Volatility Forecast — All Minerals, January 2025

Jan 02Jan 05Jan 08Jan 11Jan 14Jan 17Jan 20Jan 23Jan 26Jan 29Feb 01Platinum GroupCobaltLeadIron OreSilverPalladiumTinCopperAluminiumGoldZincNickelLOWMODELEHIGEXT
Case Study

Silver — 7-Day Volatility Forecast vs. Price

Background colour shows the predicted risk level each day. Arrows mark days where realised volatility exceeded the 1.5σ threshold — the events the model is trained to detect.

$23$24$25$26$27$28$29Jan 2Jan 5Jan 8Jan 11Jan 14Jan 17Jan 20Jan 23Jan 26Jan 29Feb 1Feb 4
Low
Moderate
Elevated
High
Extreme
Price
Actual volatile day
Why This Matters

Volatility without direction is the signal professionals trade on

We predict the probability of abnormal price volatility — not whether prices will rise or fall. This is a deliberate design choice: for most institutional use cases, the magnitude of uncertainty is more actionable than a directional guess.

A HIGH risk level for copper means elevated probability of a large price move in either direction within the forecast window. That single signal informs options pricing, position sizing, hedge timing, and risk limits — without requiring a view on direction.

Options & Volatility Desks
Volatility is the trade. A spike warning is directly monetisable through straddles, strangles, and vol surface repricing — direction is irrelevant.
Risk Management
VaR models, margin calculations, and stress tests need forward-looking vol estimates. Widen bands before the move, not after.
Hedge Timing
Procurement teams don't need price direction — they need to know when to lock in hedges. Predicted calm is the window; predicted spike means act now.
Position Sizing
Systematic traders scale position size inversely to expected volatility. A 7-day spike warning directly informs risk allocation.
Insurance & Credit
Insurers pricing supply chain exposure and trade finance desks extending commodity credit need volatility forecasts to model tail risk.
Daily Delivery

One structured dataset. Everything you need.

Risk Levels

Five tiers from LOW to EXTREME, calibrated to the probability of volatility exceeding the trailing 60-day baseline + 1.5σ.

Alert Flags

Boolean field for automated monitoring. True only when HIGH or EXTREME with sufficient confidence. Pipe directly into alerting systems.

Risk Factors

Three named drivers per prediction across 16 signal categories — news volume, production risk, geographic spread, and more.

Confidence

Transparent data density indicator. Know whether an assessment rests on 10+ events or sparse signals and momentum alone.

Sample Output

Explore the actual data format

One day's predictions across all minerals. This is exactly what arrives in your pipeline each morning.

MineralExchangeRisk LevelAlertConfidenceFactor 1Factor 2Factor 3
CopperLMEHIGH● ALERThighnews volume 7dproduction risk 7dcountry concentration 7d
LithiumLMEEXTREME● ALERThighbattery supply chain 7dnews accelerationcountry concentration 7d
CobaltLMEHIGH● ALERTmediumproduction risk 7dcountry concentration 7dhigh severity events 7d
NickelLMEMODERATEmediumnews volume 7dprice return 5dhistorical volatility 60d
GoldCOMEXLOWhighprice vs 60d averagehistorical volatility 60dnews volume 7d
AluminiumLMEELEVATEDhighnews volume 7devent magnitude 7dmedia coverage 7d
ZincLMELOWlowhistorical volatility 60dprice vs 20d averagenews volume 7d
TinLMEELEVATEDmediumcountry concentration 7dproduction risk 7dsupply concentration 7d
SilverCOMEXMODERATEmediumcross mineral contagionprice return 5dnews volume 7d
PalladiumNYMEXHIGH● ALERThighproduction risk 7dcountry concentration 7dhigh severity events 7d
Platinum GroupNYMEXELEVATEDmediumproduction risk 7dnews volume 7dcountry concentration 7d
Iron OreSGXMODERATEhighnews volume 7devent magnitude 7dprice vs 20d average
LeadLMELOWlowhistorical volatility 60dprice return 5dnews volume 7d

Sample: 2026-03-10 · 13 rows · 7d horizon

Risk Framework

Five levels. Clear thresholds.

LOW
< 25%
Normal conditions
MODERATE
25 – 45%
Worth monitoring
ELEVATED
45 – 65%
Review positions
HIGH
65 – 80%
Active risk management
EXTREME
> 80%
Immediate attention

Probability of realised volatility exceeding trailing 60-day average + 1.5 standard deviations within forecast horizon

Coverage

12 minerals across 4 exchanges

Copper
LME / COMEX · 7d · 14d · 30d
Base Metal
HIGH
Aluminium
LME · 7d · 14d · 30d
Base Metal
ELEVATED
Zinc
LME · 7d · 14d · 30d
Base Metal
LOW
Nickel
LME · 7d · 14d · 30d
Base Metal
ELEVATED
Lead
LME · 7d · 14d · 30d
Base Metal
LOW
Tin
LME · 7d · 14d · 30d
Base Metal
ELEVATED
Cobalt
LME · 7d · 30d
Battery Metal
HIGH
Gold
COMEX · 7d · 14d · 30d
Precious
MODERATE
Silver
COMEX · 7d · 14d · 30d
Precious
MODERATE
Platinum Group
NYMEX · 7d · 30d
Precious
ELEVATED
Palladium
NYMEX · 7d · 14d · 30d
Precious
HIGH
Iron Ore
SGX / NYMEX · 7d · 14d · 30d
Bulk
MODERATE
Signal Architecture

Every prediction is explainable

The top 3 risk factors are named in every row. 16 signal categories across 50+ individual features.

News Intelligence
Volume (3/7/14/30d)AccelerationMedia CoverageEvent Freshness
Severity Analytics
Credible SeverityHigh Severity EventsPeak SeverityEvent Magnitude
Supply Chain Risk
Production RiskCountry ConcentrationSupply ConcentrationBattery Supply Chain
Geographic Analysis
Geographic SpreadCross-Mineral Contagion
Market Context
Price Returns (5d/20d)Price vs. Moving AvgHistorical Volatility 60d
Methodology

Built for scrutiny

Data Source

GDELT Global Knowledge Graph — 96 files per day covering 100+ languages. Every article mentioning critical mineral supply disruptions is captured, classified, and severity-scored.

Feature Engineering

136 features per mineral per day across rolling windows (3, 7, 14, 30 days). Includes news volume, severity analytics, geographic spread, supply concentration, price momentum, and cross-mineral contagion signals.

Model Architecture

XGBoost classifiers with walk-forward cross-validation on 14+ months of historical data. Models retrained monthly. Separate model per mineral per forecast horizon.

Validation

Mean backtested AUC of 0.815 across all active models. Models below 0.65 AUC are excluded. Currently 34 of 36 possible models meet the quality threshold.

Prediction Target

Probability of abnormal volatility — defined as realised volatility exceeding the trailing 60-day average plus 1.5 standard deviations within the forecast window. Captures large moves in either direction.

Schema

Clean. Typed. Ready to ingest.

dateDateYYYY-MM-DD
mineralStringcopper, gold, tin...
exchangeStringLME, COMEX, NYMEX, SGX
categoryStringbase_metal, precious, battery_metal, bulk
forecast_horizonString7d, 14d, 30d
risk_levelStringLOW → EXTREME
alert_flagBooleantrue when HIGH/EXTREME + confident
confidenceStringlow, medium, high
risk_factor_1StringPrimary risk driver
risk_factor_2StringSecondary risk driver
risk_factor_3StringTertiary risk driver
Format
CSV + JSON
UTF-8 encoded
Frequency
Daily
Published by 08:00 UTC
Rows / Day
Up to 36
12 minerals × 3 horizons
Distribution
AWS Data Exchange
Subscribe & automate
Insights

Data-driven analysis

Every post is generated from live pipeline data — real scores, real movements, real disruption events. Not generic commentary.

View all posts →
SignalMar 10, 2026

Copper 7-day risk hits HIGH as Chile production signals deteriorate

Chile's copper production signals have deteriorated sharply over the past week, triggering a HIGH risk classification across our 7-day forecast horizon.

Copper
7d risk: HIGH · Confidence: high
Deep DiveMar 8, 2026

Why platinum group metals have spent 18 of 22 January days above ELEVATED

Platinum group metals maintained elevated risk levels throughout January 2025, driven by persistent South African supply disruptions and geopolitical tensions.

Platinum GroupPalladium
Jan avg risk: ELEVATED · 18/22 days above baseline
Historical PatternMar 6, 2026

How the model performed during China's 2023 gallium export controls

A retrospective analysis of how our ML models detected early signals of the July 2023 gallium export restrictions and the cascade effect on related minerals.

CobaltNickel
Signal lead time: 6 days · Peak: EXTREME
ExplainerMar 4, 2026

What country_concentration_7d actually measures and why it matters for tin

An explanation of how the country concentration feature quantifies geographic supply risk using Herfindahl-Hirschman Index calculations across producing nations.

Tin
Tin HHI: 0.38 · Top-country share: 42%
ImplicationMar 2, 2026

Battery metals contagion: when lithium risk spills into cobalt and nickel

When lithium volatility spikes, cobalt and nickel often follow within 1-3 trading days. Our cross-mineral contagion feature captures this relationship.

LithiumCobaltNickel
Cluster correlation: 73% · Contagion lag: 1–3 days

Posts are generated from live pipeline data using the same GDELT signals and ML features that power the predictions. Published weekly across five rotating content categories.

34 models. 12 minerals. 3 horizons.

One dataset, delivered before market open.

Models are trained primarily on English-language news sources. Coverage of Chinese domestic policy signals is limited. Performance during unprecedented systemic crises may differ from backtested results. Risk levels indicate probability of abnormal volatility, not price direction. This product should be used as one input among many in investment decisions — not as a standalone trading signal.