Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, July 02, 2011
Gold and Silver Investors, Don't Underestimate The Chinese / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
Premier Wen Jiabao has just completed a tour of Europe. When you listen to the media, they will inform you of the benefits to the countries visited, but there is another agenda that is not highlighted. Look at what is happening in China -- gold markets and the activities of the central bank in that market -- and a very clear picture emerges of what is likely to happen with gold as China moves towards its prime objectives.
Saturday, July 02, 2011
Gold and Silver Stocks Form Positive Divergence / Commodities / Gold and Silver 2011
By: Jordan_Roy_Byrne
It's often said that commodity shares should lead the actual commodities. While this isn't always the case, it often is at market turning points. Months back we noted the relative weakness in Gold and Silver shares and deemed it a reason for caution. It took more than a few weeks but our caution was vindicated as Gold and Silver shares fell more than 20% in April and May. Now we are seeing the reverse which should delight gold bugs and gold bulls alike.
Saturday, July 02, 2011
Gold and Silver Crossing Halfway on an Annual Race / Commodities / Gold and Silver 2011
By: Przemyslaw_Radomski
The first half of 2011 is over. With the summer solstice just behind us we would like to review the first half of 2011 and look at what is ahead. Last year gold gained 26%, its third double-digit gain of the last four years. So far this year has been choppy. The yellow metal has risen 19.5 per cent this year to trade at about $1,500 a troy ounce buoyed by the emergence of sovereign debt concerns in the US as well as Eurozone debt woes. Since 2011 has begun, gold prices got hit with double-digit selloffs and rallies. The common culprit is the so-called “rebalancing", which is when traders who bought gold at the end of the year to show they owned it, dumped it in 2011 to take a profit. The same traders jumped back into the gold trade in February and March as violence exploded throughout the Middle East and North Africa region and Japan contended with its worst disaster since World War II.
Friday, July 01, 2011
Gold Global Supply / Commodities / Gold and Silver 2011
By: Zeal_LLC
Considering gold’s outstanding fundamentals, it’s no surprise that demand has stayed strong a decade into its bull. And with demand only expected to strengthen in the years to come, a lot of weight rests on the shoulders of gold’s suppliers.
In order for this yellow metal to find an economic balance, consumers rely on a supply chain that had been quite consistent over the years. The major supply sources of mine production, recycling, and central-bank sales had worked in symphony to meet demand. Unfortunately over the course of gold’s bull this supply chain has grown increasingly inconsistent and unreliable, with these sources exhibiting extreme volatility.
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Friday, July 01, 2011
U.S. Dollar Collapse? Euro Crisis? Both, says Gold / Commodities / Gold and Silver 2011
By: Adrian_Ash
The gap between gold in dollars vs other currencies has widened...
MANY factors determine the gold price – some transient, some more sustained.
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Friday, July 01, 2011
Gold Ends Up Against US Dollar, Down Against Euro, Debt Ceiling Row turns Constitutional / Commodities / Gold and Silver 2011
By: Ben_Traynor
THE U.S. DOLLAR spot price of gold bullion slumped to a one-month low of $1489 per ounce Friday morning London time – 5.5% down on May's all-time high – as stocks gained and commodities fell.
US newspapers meantime reported Friday that the very existence of a US federal debt ceiling may be unconstitutional.
Friday, July 01, 2011
Gold Lower as Market Embraces Risk Again, Chinese Inflation Still a Worry / Commodities / Gold and Silver 2011
By: GoldCore
Gold lost ground yesterday and is weak again this morning. The risk trade gathered strength as traders took a bullish view on the global outlook. Greek progress outweighed concerns over China's slow down in manufacturing, as represented by the Chinese Purchasing Managers Index's lowest number in 20 months. Continuing inflation concerns across Asia are prompting central banks to engage in monetary tightening. China's inflation is still uncomfortably high, standing tall at 5.5%, which exceeds official targets of 4% by a considerable margin. Oil is lower at $94.35. compressed by lower Chinese demand.
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Friday, July 01, 2011
Seasonal Trades Are the Solution to Commodity Markets Volatility / Commodities / Seasonal Trends
By: Money_Morning
Larry D. Spears writes:
Given all the volatility in the markets of late it might be time to try something with a high probability - though not a guarantee - of paying off.
I'm talking about "seasonal trades."
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Friday, July 01, 2011
Lower Targets Open For Brent Crude Oil / Commodities / Crude Oil
By: Seven_Days_Ahead
An earlier fall in Brent Crude Prices in May found initial support from a 38.2% level. This has now come under pressure again, inviting calculation of lower targets.
Friday, July 01, 2011
Looking for Oil and Gas Values, Not Value Traps / Commodities / Oil Companies
By: The_Energy_Report
Sprott Energy Fund Portfolio Manager Eric Nuttall wants an edge when he can find one. He's bullish on oil, but he prefers to play the good oil story, not the commodity. And even though he's bearish on natural gas, he's finding names that may provide exceptional growth. Eric shares his best ideas in this exclusive interview with The Energy Report.
Friday, July 01, 2011
Commodity Investors Fortress Assets Opportunities Coming Soon! / Commodities / Investing 2011
By: DeepCaster_LLC
“…the bankers are attacking all commodities…
…half of the 60 million barrels came from the U.S.’s “Strategic Reserve” – and as we all know, no government serves the interests of the international banking cabal more slavishly than the U.S. government.
…any increase in the price of oil functions exactly like a broad-based tax increase.
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Thursday, June 30, 2011
Gold and Silver Long Range Arc Points Upward / Commodities / Gold and Silver 2011
By: Jeb_Handwerger
One of the functions of Gold Stock Trades is to help subscribers separate the daily chaff from the long term view of the economic grain. The markets will do what they have always done, which is to confuse, misdirect and obfuscate.
It is important for investors to stay on target and not be swayed by skewed media reports and questionable economic data, which often serve to mislead us as we go through the investment jungle.
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Thursday, June 30, 2011
Gold Holds Steady Whilst Train Wreck Greece Could Give Up on Cuts / Commodities / Gold and Silver 2011
By: Ben_Traynor
THE U.S. DOLLAR gold price rose to $1512 an ounce Thursday morning London time – a 0.7% gain on the week so far – before falling back towards lunchtime, as stocks held flat and commodities fell ahead of the second Greek austerity vote.
Gold prices in Euros meantime climbed to €33,596 per kilogram (€1045 per ounce) – but still 1.3% down on the week – as the single currency hit a near-three-week high of $1.45.
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Thursday, June 30, 2011
Gold Watches the Greek Tragedy that Is the Euro / Commodities / Gold and Silver 2011
By: GoldCore
The risk trade is on again, gold holds steady and may even be about to falter. The European Union's Financial Cavalry have saved the world from the evil Greek mobs by lending more money yet again. ......... Don't believe a word of it!
The Greek crisis is endemic of a system in deep crisis. The European project is ill-equipped politically or financially to manage the creeping doubt that has slowly and inevitably eroded investor confidence the world over. The gnarling mob may have been beaten back this time, but when the full effects of further austerity measures are thrust upon them, what then?
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Thursday, June 30, 2011
Why Silver Could Drop Below $30 / Commodities / Gold and Silver 2011
By: Dr_Nu_Yu
A close look at where silver is currently positioned at this stage of its developing long-term bubble, and what can be expected short-term in its price using Bump-and-Run and Dead-cat Bounce pattern analyses, suggests that silver is on its way to returning to its long-term mean.
Thursday, June 30, 2011
Faulty Markets, Is the Silver ETF Bleeding to Save the COMEX? / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
The iShares Silver Trust (SLV) has seen a precipitous decline in the amount of silver it reports in its trust, even as the price of silver remains mostly flat in post-frenzy trading. If SLV really does own the silver that it reports on its balance sheet, investors should be left to wonder if the SLV isn’t doing the bidding of the COMEX, which has reported falling supplies amidst larger requests from purchasers.
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Thursday, June 30, 2011
Amidst OPEC Drama, Solar is to Silver What Ethanol Is to Corn / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
The state of global affairs has never been in such disarray. Major governments are going bankrupt, inflation is running rampant in a majority of the countries that line the planet, and relationships between nations have never been so heated.
This past week, the Obama Administration took a direct shot at OPEC, leading the charge in a release of emergency oil reserves intended to keep prices low against falling supplies. OPEC failed to increase oil production, and one holdout, Iran, turned the event into political drama. Now some are wondering if the administration’s move may threaten the relationship between the United States and Saudi Arabia.
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Thursday, June 30, 2011
America’s Oil Supply: The Keystone for Survival / Commodities / Crude Oil
By: Marin_Katusa
Marin Katusa, Casey Energy Report writes: A rancorous debate over TransCanada Corp.’s (T.TRP) proposed Keystone XL Pipeline has given rise to two uncomfortable prospects: If the US$7 billion project is not built, Alberta’s oil sands will become landlocked, at least for a while, and the United States will lose access to one of its few reliable, friendly sources of oil.
Thursday, June 30, 2011
Will Gold Benefit from the European Debt Crises? / Commodities / Gold and Silver 2011
By: The_Gold_Report
In this exclusive interview with The Gold Report, Doug Groh, senior analyst with Tocqueville Asset Management, likens the gold price to a mirror that reflects peoples' concerns about global economic and political events. And he likes what he sees in the long-term prospects for gold equities.
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Thursday, June 30, 2011
Peru Gold / Commodities / Gold and Silver 2011
By: Ian_R_Campbell
I have frequently commented that 'country, and in some cases state-specific and province-specific, political and economic risk' profiles are critically important when researching and assessing risk in the context of investing in mining and oil & gas companies - or for that matter, any company irrespective of business sector. I wrote the following in Valuation of Mining Companies (page 13):
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