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Physical Desk

The Vault Board

Every series we track, sorted by how far from normal it sits. Each number carries its percentile of the full record and a lowest/highest-since anchor. All deterministic, straight from the source data.

Computed 11:38 PM ET

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The board right now

The thinnest supply cushion on the board right now is LME aluminum stocks (272,775 mt, 0th percentile of its record) and still draining — the least room to absorb a supply shock. Meanwhile 6 other buffers sit near record highs, amply stocked.

LME lead stocks 448,850 mt QTY

Metal in LME warehouses worldwide, the buffer for industrial users. Low is the thinnest cushion against a supply squeeze.

Δ1d -0.1% Δ30d +49.8% pctl 100th
100th percentile of 19-yr record
Amply stocked and building — a deep supply cushion.
As of Jul 24
SPR crude 311.4 MM bbl QTY

The government's emergency crude reserve. Low leaves the least room to cushion a supply shock.

Δ1d -1.6%wk Δ30d -8.5% pctl 1st
lowest since Mar 1983
Thin cushion and still draining — little room to absorb a supply shock.
As of Jul 17
COMEX copper stocks 706,328 short tons QTY

Copper sitting in COMEX warehouses. Low is the thinnest buffer for industrial buyers if demand outruns supply.

Δ1d +0.3% Δ30d +7.7% pctl 100th
6-mo high
Amply stocked and building — a deep supply cushion.
As of Jul 23
COMEX total gold stocks 27.02M oz QTY
Δ1d +0.0% Δ30d -2.8% pctl 2nd
6-mo low
As of Jul 23
COMEX registered gold 14.76M oz QTY

Gold locked in COMEX vaults and pledged as deliverable against futures. Low is the thinnest cushion if many holders demand metal at once.

Δ1d +0.1% Δ30d -1.7% pctl 2nd
6-mo low
Thin cushion and still draining — little room to absorb a supply shock.
As of Jul 23
COMEX silver deliverable share 29.1% RATIO

Share of COMEX warehouse stock that's deliverable rather than just stored. High is reassuring; low leaves less ready to deliver.

Δ1d -0.3% Δ30d +7.4% pctl 95th
6-mo high
Amply stocked and building — a deep supply cushion.
As of Jul 23
China gold reserves 2,321.6 tonnes QTY
Δ1d +0.3% Δ30d +0.3% pctl 100th
highest in the 11-yr record
As of Apr 1
COMEX gold coverage 38.5% RATIO

Physical metal backing each unit of paper claims. High is reassuring (more metal behind each claim); low is thin backing.

Δ1d +0.1% Δ30d -9.7% pctl 10th
6-mo record
Thin cushion and still draining — little room to absorb a supply shock.
As of Jul 23
LME aluminum stocks 272,775 mt QTY

Metal in LME warehouses worldwide, the buffer for industrial users. Low is the thinnest cushion against a supply squeeze.

Δ1d -0.9% Δ30d -12.1% pctl 0th
lowest since Aug 2022
Thin cushion and still draining — little room to absorb a supply shock.
As of Jul 24
Tokyo retail gold (Tanaka) ¥23,655/g PRICE

What Japanese buyers pay for retail gold, in yen per gram. High means gold is dear in yen.

Δ1d -1.6% Δ30d +0.3% pctl 99th
99th percentile of 38-yr record
Historically high versus its own record.
As of Jul 24
Germany gold reserves 3,349.5 tonnes QTY
Δ1d -0.0% Δ30d -0.0% pctl 0th
lowest in the 26-yr record
As of Apr 1
LME tin stocks 7,085 mt QTY

Metal in LME warehouses worldwide, the buffer for industrial users. Low is the thinnest cushion against a supply squeeze.

Δ1d -1.9% Δ30d -19.7% pctl 57th
19-yr record
Cushion within its normal range.
As of Jul 24
COMEX silver coverage 18.1% RATIO

Physical metal backing each unit of paper claims. High is reassuring (more metal behind each claim); low is thin backing.

Δ1d -0.1% Δ30d +12.8% pctl 94th
6-mo high
Amply stocked and building — a deep supply cushion.
As of Jul 23
COMEX registered silver 96.24M oz QTY

Gold locked in COMEX vaults and pledged as deliverable against futures. Low is the thinnest cushion if many holders demand metal at once.

Δ1d -0.1% Δ30d +10.1% pctl 78th
6-mo record
Cushion within its normal range.
As of Jul 23
Cushing crude 19.4 MM bbl QTY

Crude at the Cushing hub, where US oil futures settle. Low marks a tight delivery point.

Δ1d -3.4%wk Δ30d -3.3% pctl 12th
22-yr record
Thin cushion and still draining — little room to absorb a supply shock.
As of Jul 17
LME zinc stocks 105,800 mt QTY

Metal in LME warehouses worldwide, the buffer for industrial users. Low is the thinnest cushion against a supply squeeze.

Δ1d -0.3% Δ30d -13.9% pctl 18th
19-yr record
Cushion within its normal range.
As of Jul 24
COMEX registered platinum 198K oz QTY

Gold locked in COMEX vaults and pledged as deliverable against futures. Low is the thinnest cushion if many holders demand metal at once.

Δ1d +0.0% Δ30d -6.6% pctl 10th
6-mo record
Thin cushion and still draining — little room to absorb a supply shock.
As of Jul 23
LME copper stocks 276,775 mt QTY

Metal in LME warehouses worldwide, the buffer for industrial users. Low is the thinnest cushion against a supply squeeze.

Δ1d -1.7% Δ30d -19.1% pctl 62nd
19-yr record
Cushion within its normal range.
As of Jul 24
SLV shares outstanding 534.9M shares QTY

Roughly how much metal the fund holds for investors. Falling means investors are pulling money out.

Δ1d -0.1% Δ30d +0.9% pctl 86th
20-yr record
Investors are adding metal to the fund.
As of Jul 24
US diesel/distillate stocks 109.6 MM bbl QTY

US stocks of diesel and heating oil. Low is a thinner cushion for trucking, farming, and winter heat.

Δ1d +1.3%wk Δ30d +6.3% pctl 17th
44-yr record
Cushion within its normal range.
As of Jul 17
LME nickel stocks 267,342 mt QTY

Metal in LME warehouses worldwide, the buffer for industrial users. Low is the thinnest cushion against a supply squeeze.

Δ1d -0.4% Δ30d -2.9% pctl 73rd
19-yr record
Cushion within its normal range.
As of Jul 24
Managed-money net copper (COT) 71,515 contracts QTY

How heavily speculators are betting, net. Far above zero is a crowded long, far below a crowded short, and either extreme is stretched positioning.

Δ1d +18.8%wk Δ30d +3.6% pctl 94th
94th percentile of 20-yr record
Crowded, one-sided positioning — stretched to an extreme.
As of Jul 21
COMEX gold deliverable share 54.6% RATIO

Share of COMEX warehouse stock that's deliverable rather than just stored. High is reassuring; low leaves less ready to deliver.

Δ1d +0.0% Δ30d +1.2% pctl 90th
6-mo record
Amply stocked and building — a deep supply cushion.
As of Jul 23
US commercial crude 411.7 MM bbl QTY

Crude held by US refiners and traders. Low is a thinner commercial buffer.

Δ1d +0.5%wk Δ30d -1.6% pctl 75th
44-yr record
Cushion within its normal range.
As of Jul 17
India gold reserves 880.5 tonnes QTY
Δ1d +0.0% Δ30d +0.0% pctl 100th
highest in the 19-yr record
As of Apr 1
Poland gold reserves 595.7 tonnes QTY
Δ1d +2.4% Δ30d +2.4% pctl 100th
highest in the 26-yr record
As of Apr 1
GLD shares outstanding 353.7M shares QTY

Roughly how much metal the fund holds for investors. Falling means investors are pulling money out.

Δ1d +0.1% Δ30d -0.8% pctl 71st
22-yr record
Investors are pulling metal out of the fund.
As of Jul 23
GLD gold in trust 1,009.3 tonnes QTY

Physical gold the fund holds in trust. Falling means investors are redeeming.

Δ1d +0.1% Δ30d -0.8% pctl 68th
22-yr record
Investors are pulling metal out of the fund.
As of Jul 23
Japan gold reserves 846.0 tonnes QTY
Δ1d +0.0% Δ30d +0.0% pctl 100th
100th percentile of 26-yr record
As of May 1
COMEX total silver stocks 330.90M oz QTY
Δ1d +0.2% Δ30d +2.5% pctl 57th
6-mo record
As of Jul 23
Switzerland gold reserves 1,039.9 tonnes QTY
Δ1d +0.0% Δ30d +0.0% pctl 7th
7th percentile of 26-yr record
As of Apr 1
US Mint gold sales 8K oz QTY
Δ1d +1600.0% Δ30d +1600.0% pctl 14th
40-yr record
As of Jun 1
Russia gold reserves 2,298.5 tonnes QTY
Δ1d -0.3% Δ30d -0.3% pctl 80th
21-yr record
As of Apr 1
COMEX copper coverage 13.6% RATIO

Physical metal backing each unit of paper claims. High is reassuring (more metal behind each claim); low is thin backing.

Δ1d -0.2% Δ30d +4.5% pctl 85th
6-mo record
Amply stocked and building — a deep supply cushion.
As of Jul 23
Turkey gold reserves 729.9 tonnes QTY
Δ1d -0.3% Δ30d -0.3% pctl 89th
26-yr record
As of May 1
Managed-money net silver (COT) 11,282 contracts QTY

How heavily speculators are betting, net. Far above zero is a crowded long, far below a crowded short, and either extreme is stretched positioning.

Δ1d -1.9%wk Δ30d -12.4% pctl 29th
20-yr record
Speculative positioning near neutral.
As of Jul 21
COMEX platinum coverage 7.4% RATIO

Physical metal backing each unit of paper claims. High is reassuring (more metal behind each claim); low is thin backing.

Δ1d +0.0% Δ30d +0.4% pctl 34th
6-mo record
Cushion within its normal range.
As of Jul 23
Managed-money net gold (COT) 124,831 contracts QTY

How heavily speculators are betting, net. Far above zero is a crowded long, far below a crowded short, and either extreme is stretched positioning.

Δ1d +3.4%wk Δ30d +9.8% pctl 60th
highest since Jan 2026
Speculative positioning near neutral.
As of Jul 21
LBMA London vault gold 304.29M oz QTY

Metal in London vaults backing the global spot market. Low is less physical float behind the market.

Δ1d +0.8% Δ30d +0.8% pctl 84th
highest since Aug 2022
Cushion within its normal range.
As of Jun 1
COMEX registered palladium 202K oz QTY

Gold locked in COMEX vaults and pledged as deliverable against futures. Low is the thinnest cushion if many holders demand metal at once.

Δ1d +0.0% Δ30d +0.1% pctl 64th
6-mo record
Cushion within its normal range.
As of Jul 23
US Mint silver sales 260K oz QTY
Δ1d Δ30d pctl 17th
40-yr record
As of Jun 1
US gasoline stocks 211.3 MM bbl QTY

US stocks of gasoline at the pump's source. Low is a thinner cushion heading into driving season.

Δ1d +0.4%wk Δ30d -1.4% pctl 38th
37-yr record
Cushion within its normal range.
As of Jul 17
COMEX palladium coverage 10.9% RATIO

Physical metal backing each unit of paper claims. High is reassuring (more metal behind each claim); low is thin backing.

Δ1d +0.0% Δ30d -6.9% pctl 47th
6-mo record
Cushion within its normal range.
As of Jul 23
United States gold reserves 8,133.5 tonnes QTY
Δ1d +0.0% Δ30d +0.0% pctl 78th
26-yr record
As of May 1
France gold reserves 2,437.0 tonnes QTY
Δ1d +0.0% Δ30d +0.0% pctl 65th
26-yr record
As of Apr 1
LBMA London vault silver 902.84M oz QTY

Metal in London vaults backing the global spot market. Low is less physical float behind the market.

Δ1d +1.7% Δ30d +1.7% pctl 38th
10-yr record
Cushion within its normal range.
As of Jun 1
Italy gold reserves 2,451.8 tonnes QTY
Δ1d +0.0% Δ30d +0.0% pctl 44th
26-yr record
As of Apr 1
Gold/silver ratio 69.3 RATIO

How many ounces of silver buy one ounce of gold. High means silver is cheap relative to gold.

Δ1d -0.9% Δ30d
As of Jul 24
Gold intl premium -0.7% RATIO

How far the local price sits above or below COMEX. A wide gap signals a tighter local market or local taxes.

Δ1d -0.7pp Δ30d
As of Jul 24
Palladium intl premium +0.8% RATIO

How far the local price sits above or below COMEX. A wide gap signals a tighter local market or local taxes.

Δ1d +0.3pp Δ30d
As of Jul 24
Platinum intl premium +2.8% RATIO

How far the local price sits above or below COMEX. A wide gap signals a tighter local market or local taxes.

Δ1d +0.0pp Δ30d
As of Jul 25
Silver intl premium +6.6% RATIO

How far the local price sits above or below COMEX. A wide gap signals a tighter local market or local taxes.

Δ1d -1.0pp Δ30d
As of Jul 24

Weekly series (EIA oil) show week-over-week in the Δ1d column. Percentile is the share of the full record at or below today's level; "n/a" means the stored history is too shallow to rank honestly.

Sorted by most abnormal (default)
LME lead stocks chart: 448,850 mt as of Jul 24, 100th percentile of its record. Today's furthest-from-normal series on The Vault Report board.
LME lead stocks chart: 448,850 mt as of Jul 24, 100th percentile of its record. Today's furthest-from-normal series on The Vault Report board.

Cite this page

The Vault Report. "The Vault Board | Metals & Energy by Abnormality." https://thevaultreport.com/board (Accessed July 24, 2026).