I think folks think this enforcement mentioned by the CFTC as positive for prices. See commentary below from Ed Steers this morning from Casey:

The CFTC meeting yesterday was interesting... with an early March meeting scheduled to discuss position limits for gold and silver. In actual fact, gold's position limits are perfectly OK... the problem is that the CFTC doesn't enforce these limits... with JPMorgan and HSBC being the two principal lawbreakers. In the silver market, it's virtually JPMorgan all by itself... and position limits that exist are so ridiculously high [and even those limits are not enforced] as to render them completely meaningless. The other problem in both metals is the ridiculous trading exemptions that the CFTC has allowed. So now we have to wait for another couple of months to see if the CFTC is going to do anything meaningful... or will it all be smoke, mirrors and posturing in order to save the big short... JPMorgan? If the CFTC is really serious, the price action over the next month or so could be interesting.