Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, February 16, 2012
Global Gold Demand in 2011 Rises 0.4% To $200 Billion - Central Banks, Asia and Europe Diversifying Into Gold / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,716.00, EUR 1,320.51, and GBP 1,094.74 per ounce.
Yesterday's AM fix was USD 1,725.50, EUR 1,309.88, and GBP 1,099.33 per ounce.
The World Gold Council released its comprehensive report today, “Gold Demand Trends Q4 and Full Year 2011” looking at demand in gold demand in full year 2011 and the 4th quarter of 2011.
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Thursday, February 16, 2012
Broad Market Nearing Resistance while Gold Stocks Basing After Bottom / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
While the gold stocks have enjoyed a decent recovery, they have certainly lagged the broad market which has almost broken out to new highs. Should you be worried that a major shift is in place? Hardly. The fact is the broad market is in the latter stages of its a cyclical bull while gold stocks just completed a major bottom. Don't call us doom and gloomers because we do not foresee a real bear market. The last phase of a secular bear market tends to be mild in nature but coincides with a strong move in resources, higher inflation and higher interest rates. In looking at the charts, we expect 2012 to be a transition year in which precious metals reemerge while the broad market peters out at resistance.
Thursday, February 16, 2012
Gold, Silver Heading Up / Commodities / Gold and Silver 2012
By: The_Gold_Report
Roger Wiegand, editor of Trader Tracks, says cycles will bring gold and silver higher in the first half of 2012: gold up to $2,050/oz and silver up to $44/oz or even $50/oz. He sees plenty of opportunities for volatility given the political and economic situation in the U.S. and the EU. In this exclusive Gold Report interview, Wiegand reveals names of mining companies poised to profit.
The Gold Report: Roger, you attributed the recent uptick in the gold price in part to large funds bidding up the price. But these funds have also shown their willingness to sell their gold positions to cover their short positions. Can gold investors look forward to more volatility this year?
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Wednesday, February 15, 2012
Brent Crude Oil ETF on the Rise / Commodities / Crude Oil
By: Mike_Paulenoff
Looking at the U.S. Brent Oil Fund ETF (BNO), all of the action off of last Thursday's high at 82.56 represents a high-level bullish consolidation area that ended yesterday. The pattern is resolving itself to the upside in a thrust towards 84-84.50 next.
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Wednesday, February 15, 2012
Copper Price Forecast, The Fall of The Chinese Miracle 2012 / Commodities / Metals & Mining
By: Submissions
Jaroslaw Suplacz writes: Firstly, cycles
The copper consumption has been strongly polarized in recent years. China uses more copper than North America and Europe combined. A drop in copper demand in China alone will signify a global crisis in industries pertaining to this natural raw material.
Despite the high and long-lasting economic growth of China (“despite” and “because of it”) one must remember that economy develops in economic cycles, including long lasting ones, after the economic boom of the Middle Kingdom, there will be a deep recession. The financial system of China may prove to be a bubble and currency reserves, although they appear enormous, will lose their significance against the scale of outstanding credits which were used to finance, among other things, rushed government investments – all of it is still ahead of China.
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Wednesday, February 15, 2012
PIMCO, Texas Teacher Retirement System, Soros Buy GLD; Paulson Sells / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,725.50, EUR 1,309.88, and GBP 1,099.33 per ounce.
Yesterday's AM fix was USD 1,721.00, EUR 1,303.10, and GBP 1,091.80 per ounce.
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Wednesday, February 15, 2012
Gold Retirement Inflation / Commodities / Gold and Silver 2012
By: Jan_Skoyles
Central Banks and their rounds of quantitative easing is something which is garnering more and more attention at the moment. The Central Banks defend their actions by arguing it will boost the economy, but we ask what it will do for the savers? They now face negative real interest rates, plus counterparty risk when their savings are left in the banking system. Jan Skoyles outlines why gold investment may be a more sensible place to place your savings.
Wednesday, February 15, 2012
Crude Oil Prices Make for Profitable ETF Trades / Commodities / Crude Oil
By: The_Energy_Report
Today's retail investors have more options than ever before, but there is a shortage of practical information on how to manipulate different investment products, be they ETFs, options or equities. Enter Roger Wiegand, editor of Trader Tracks. In this exclusive interview with The Energy Report, Wiegand discusses his methods for energy investment and how to set tailor-made time and price windows to realize solid gains.
Wednesday, February 15, 2012
Rare Earth Metals Demand Is Unstoppable / Commodities / Metals & Mining
By: Critical_Metals_Repo
Not long after the New Year dawned, Gold Stock Trades Editor Jeb Handwerger noted certain rare earths emerging from their 2011 slumber to produce impressive gains. It's not yet March, but the good news keeps coming. Despite dire predictions that demand is drying up, Handwerger tells The Critical Metals Report in this exclusive interview that the world remains at risk of supply shortfalls. It's not strictly a rare earths story, either. Read on to see what he has to say about the nascent niobium space.
Wednesday, February 15, 2012
Gold’s Demise! / Commodities / Gold and Silver 2012
By: UnpuncturedCycle
The media drones on and on like some empty, faceless, meaningless noise, and that’s on a good day. On a bad day it’s like fingernails on a blackboard; this horrible shrieking noise that never let’s up. When I grew up I caught the tail end of Edward R Morrow, a chunk of Walter Cronkite and most of Huntley & Brinkley, and it was still news mixed with a lot of truth and little or no effort to shape your thoughts. Now it’s all about numbing your brain and getting you to buy some worthless piece of garbage that you really don’t need anyway. The financial news is more of the same and the “garbage” they are selling are paper assets. Anything that gets you to do that is good and anything that takes you off of the chosen path is bad. Stocks are good; gold is bad! It’s as simple as that.
Wednesday, February 15, 2012
Goldcorp (NYSE: GG): A Safe Play for $2,000 Gold / Commodities / Gold & Silver Stocks
By: Yiannis_G_Mostrous
The case for investing in gold remains strong: The EU sovereign-debt crisis continues to drag on, while the US economic recovery remains anemic relative to most postwar economic cycles. Meanwhile, central banks purchased about 400 tons of gold last year and will likely add to their stockpiles in 2012.
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Tuesday, February 14, 2012
Why Not Thorium Fueled Nuclear Reactors Instead of Uranium? / Commodities / Nuclear Power
By: Marin_Katusa
Marin Katusa, Chief Energy Investment Strategist, Casey Research writes: The Fukushima disaster reminded us all of the dangers inherent in uranium-fueled nuclear reactors. Fresh news yesterday about Tepco's continued struggle to contain and cool the fuel rods highlights just how energetic uranium fission reactions are and how challenging to control. Of course, that level of energy is exactly why we use nuclear energy – it is incredibly efficient as a source of power, and it creates very few emissions and carries a laudable safety record to boot.
Tuesday, February 14, 2012
Natural Gas Price Bottom Building / Commodities / Natural Gas
By: Mike_Paulenoff
The bottom-building processing in natural gas and its related ETFs continues, these ETFs including the U.S. Natural Gas Fund ETF (UNG) and ProShares Ultra DJ UBS Natural Gas ETF (BOIL).
The BOIL pattern begins to round to the upside towards a confrontation with its Jan-Feb resistance line, now at 13.95, which if hurdled and sustained should trigger upside follow-through directly to test the prior rally peak at 14.55 (hit on Feb 7).
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Tuesday, February 14, 2012
Graphite of Critical Importance, Investors Pencil It In / Commodities / Metals & Mining
By: Richard_Mills
Sometime between 1500 and 1565 a large graphite deposit was discovered in Cumbria, England. Because the graphite was extremely pure and solid it could easily be sawed into sticks. The graphite was actually thought to be a form of lead and called plumbago - Latin for lead ore.
The Borrowable Mine was soon ordered to be put under armed guard by Queen Elizabeth because the "lead" could be used to line the moulds for making her armies cannonballs. But black marketers managed to smuggle out the graphite for continued use in pencils. Artists from all over the known world quickly learned to appreciate the qualities of Cumbria's graphite but it wasn't until 1795 that Nicholas Conte learned to mix graphite powder with clay and fire it in a furnace to actually make something with the equivalent quality of Borrowables plumbago.
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Tuesday, February 14, 2012
Gold Sideways Trading Supported by Physical Demand and Debt Warnings / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE WHOLESALE market gold price eased to $1713 per ounce Tuesday lunchtime – 1.1% down on the previous day's high – while stock and commodity markets were broadly flat despite several European countries having their sovereign ratings or outlooks lowered last night.
The silver price dipped to $33.37 per ounce – a 0.8% fall on last week's close.
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Tuesday, February 14, 2012
Why I’m Taking Gold Double-Eagles on My Next Trip to Utah / Commodities / Gold and Silver 2012
By: Money_Morning
Martin Hutchinson writes:
Federal Reserve Chairman Ben Bernanke may think he has everything under control, but the truth is the monetary ground is literally shifting beneath our feet.
That's why his loose monetary policy has some U.S. states looking to get into the gold coin business.
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Tuesday, February 14, 2012
Inevitable US, UK, Japan, Euro Debt Downgrades Lead to Further Currency Debasement And Gold Safe Haven Demand / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,721.00, EUR 1,303.10, and GBP 1,091.80 per ounce.
Yesterday's AM fix was USD 1,727.00, EUR 1,302.22, and GBP 1,093.17 per ounce.
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Tuesday, February 14, 2012
Sideways Trading for Gold and the HUI Index / Commodities / Gold and Silver 2012
By: Submissions
TDV Golden Trader writes: At the beginning of last week, we mentioned that gold was still in the up channel, but something to watch for is gold diverging out of the channel and that this could signal the start of a correction. Thursday and Friday’s price action last week is concerning for short term trading going into this coming week because gold is no longer in the strong up channel that has been in place for the last six weeks. We mentioned that gold was bumping up against resistance at $1750 and that a reversal could be in the making. Gold most likely will continue its correction and sideways pattern during the early part of this coming week.
Tuesday, February 14, 2012
Stock Market Repeating Itself, TSX Venture Composite Index / Commodities / Resources Investing
By: The_Gold_Report
The resource markets have weathered some death defying ups and downs lately. But Michael Ballanger, senior investment advisor with Toronto-based Union Securities, is looking for a renewed period of growth in the TSX Venture Composite Index. Is it too soon to see such a heady rebound? In this exclusive interview with The Gold Report, Ballanger makes his case for history repeating itself.
The Gold Report: The TSX Venture Composite Index reached a bottom of around 1,300 in October after it more than tripled from 2009 to early 2011. You believe the index is poised for another two-year gain. It's an interesting theory. Why should we believe that history will more or less repeat itself so quickly?
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Monday, February 13, 2012
Gold is the Answer to Currency Wars / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
Currency Wars: The Making of the Next Global Crisis is a national bestseller that discusses the serious financial threats facing the U.S. dollar. Readers will discover that currency wars have happened before and they always end badly. The U.S. dollar is currently at the center of a new currency war, which threatens its very existence.Read full article... Read full article...