Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Sunday, November 07, 2010

Swimming In Crude Oil? Record High Inventory Will Continue To Build / Commodities / Crude Oil

By: Dian_L_Chu

Despite the recent price surge in crude oil this week, basically going from $81.50 to $87 a barrel within this week--thanks to a Fed's QE2-induced weak dollar-- oil inventories actually added another 2 million barrels build to the current stockpiles.

These are the highest inventory levels for crude in 2010 and are just shy of the 370 million mark, which will be punctuated next week with another build in crude stockpiles. (See Stocks Chart from the U.S. EIA)

Sunday, November 07, 2010

Uranium and Nuclear Power Investing Mega-trend For the Next Decade / Commodities / Uranium

By: Nadeem_Walayat

Ten years ago the investment mega-trends to get on board where the emerging markets and commodities such as Gold, all clear in hindsight you might say, so what about the mega-trends for the next decade ?

Saturday, November 06, 2010

Federal Reserve Inflating Bubbles Pushing Agri-Foods to New Highs / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Readily acknowledged is that first action of new U.S. Congress should be to call for resignations of all members of the Board of Governors of the Federal Reserve System.. Their irresponsible acts to date have clearly violated their mandate to provide a healthy economic environment. With Federal Reserve Bubble III, manifesting itself in the inflated and unnatural values for non dollar currencies, distorting the global economic system, they must be removed immediately and most recent policy action nullified.

Saturday, November 06, 2010

Crude Oil and Natural Gas Big News Stories of the Week / Commodities / Crude Oil

By: Global_Intel_Report

European Energy Consortium to Sign Turkmen Gas Deal

A consortium of two European energy companies and a financial institution are seeking to strike a major gas supply deal with Turkmenistan by the end of this month, to bring gas to Europe, bypassing Russia, which has recently experienced some disappointment in its dealings with Turkmenistan.

Saturday, November 06, 2010

Gold and Metal Miners Takeovers Talk / Commodities / Gold and Silver 2010

By: The_Gold_Report

Encompass Funds Portfolio Manager Marshall Berol and Analyst Kevin Puil spend a lot of time examining junior mining companies for investment opportunities and they're pretty good at it. The Encompass Fund was up 139% in 2009 and it's up another 21% so far this year. In this exclusive interview with The Gold Report, we talk to Marshall and Kevin about how they choose junior gold stocks and whether or not the growing number of takeovers is influencing their decisions.

Friday, November 05, 2010

Cotton Inflation Illustrates Savers and Merchants Force to Price Resources in Ever Depreciation Currencies / Commodities / Inflation

By: Adrian_Ash

Savers and merchants worldwide are being forced to price scarce resources in ever-depreciating money...

BLAME speculators, poor weather, global demand, or the Federal Reserve as you choose. Either way, sugar's up, wheat's up, and cotton's new record highs are starting to hurt Chinese textile makers.

Friday, November 05, 2010

Gold And Silver At Crucial Juncture, European Banks Under Pressure As Investors Celebrate QE2 / Commodities / Gold and Silver 2010

By: Submissions

Jeb Handwerger writes: Ben Bernanke has officially announced quantitative easing and the markets are reacting with rising prices amongst all asset classes. "QE2" is practically an economic tool to artificially raise asset prices to prevent deflationary forces. When prices in asset prices decline due to a lack of demand you have deflation. Quantitative easing essentially is a preventive approach for central banks to prevent deflationary forces. This techniques is used when a Central Bank can no longer lower interest rates due to it being to close to zero, so they just print money devaluing the currency and raising asset prices across the board.

Friday, November 05, 2010

Is the Rise in the Gold Price Just a Fall in the Dollar? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

As we write, the gold price is about to assault the $1,400 level having been $1,332 on Wednesday of this week, a day ahead of the Fed announcement. Against the pound sterling, the yen the Swiss franc and most other currencies the dollar has weakened too. In the days ahead of that announcement the dollar had been wavering between $1.38 and $1.40 against the euro. After the announcement the U.S. dollar fell quickly down to $1.42 against the euro. But then the dollar recovered and is sitting at $1.41. Recently gold has again moved in the opposite direction to the dollar, until it ran up in the euro vigorously, so has this now changed again? Can there be more to the rise in gold than just the fall in the dollar? We believe so, because far more than QE 2 happened this week.

Friday, November 05, 2010

The United States Needs Uranium, Investors Alert on URZ / Commodities / Uranium

By: Richard_Mills

Uranium, a naturally occurring radioactive element is fairly common in the Earth's crust, groundwater and seawater. Usually found in concentrations of 2-4 parts per million (ppm) it's as common as tin, tungsten, molybdenum, etc. A 1.4 kilometer by 1.4 kilometer area of ground - the equivalent of 640 acres - being .3 meters deep, will contain almost a tonne of uranium.

Friday, November 05, 2010

Gold Hits New Record High as IMF Economist Calls Inflation a Very Good Thing / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF WHOLESALE gold bullion ticked back from a new US Dollar record in morning trade in London on Friday, setting a new all-time-high London Fix of $1384.20 per ounce after what one trader called Thursday's "phenomenal" gains.

European and US stock markets stalled after new data showed a surprise rise in US payrolls, but no change in the 9.6% jobless rate.

Thursday, November 04, 2010

Strategies for Junior Gold Mining Investors: The Whites of Their Eyes / Commodities / Gold and Silver 2010

By: Casey_Research

Louis James, Senior Editor, Casey’s International Speculator writes: "Don't fire until you see the whites of their eyes."

Most Americans were taught in school that William Prescott, commander of the colonial forces on Bunker Hill, gave this order to his men on the morning of June 17, 1775, just before the British attacked them.

Thursday, November 04, 2010

Gold and Commodity Investors Profiting As the Fed Creates More Money / Commodities / Gold and Silver 2010

By: Richard_Daughty

The latest news to depress me is that incomes were reported down 0.1%, and the latest news about spending is that spending is up 0.2%.

The reason that it was extraordinarily depressing for me is that I was trying, in vain, to explain to the drooling half-witted pinhead idiot seated next to me at the bar that I think that "spending" is actually waaAAAaaay down, because, while total spending is up, it is mostly because prices have risen so much that people buy fewer things overall, but pay more per item that they do still buy, which they do because of the rapid decline of their standards of living caused by the loss of buying power of the dollar as a result of the Federal Reserve creating so many more of them.

Thursday, November 04, 2010

Politicians Cannot Stop the Gold Bull Market / Commodities / Gold and Silver 2010

By: Jordan_Roy_Byrne

I can guess the bear argument before they begin to make it. The republicans win congress and there will be a new mandate. Spending will be cut. Money printing may cease. We may have austerity in the US. The US Dollar will rally. This will crush the bull market in precious metals.

Thursday, November 04, 2010

Gold’s Toxic Noose Is Untied: Next Crude Oil $150 / Commodities / Crude Oil

By: Andrew_Butter

Even a Gold Sceptic can go along with the idea that Ron Paul could buy a smart outfit with one ounce of gold in 1920 (including shoes), and that’s how much he would need in 2010.

Although by that marker he would have needed four ounces in 2007, given that the sort of tailors that Ron frequents have slashed their prices in half; and the price of gold has doubled. But that’s just splitting hairs…Big Picture, it’s not a bad storyline, and the message is that gold holds value, regardless of how insane governments get.

Thursday, November 04, 2010

Gold Jumps $50 in 21 Hours as Fed Devalues the Dollar with $600bn QE2 / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in wholesale dealing leapt at the start of US trading on Thursday, extending an overnight rise to within 0.5% of last month's record highs – and gaining $50 per ounce inside 21 hours – as the US Dollar sank in response to the Federal Reserve's hotly-anticipated "QEII" asset purchase program.

"Currency devaluation remains firmly en vogue," said one London bullion dealer this morning.

Thursday, November 04, 2010

Gold Higher as Risk of Competitive Currency Devaluation and Debasement Underestimated / Commodities / Gold and Silver 2010

By: GoldCore

Gold fell initially after the QE2 announcement yesterday prior to recovering and it then rose steadily in after hours Asian and again in early European trading. Gold has risen to $1,362/oz due to the dollar falling and oil and commodities rising significantly in the aftermath of the announcement of the new $600 billion of quantitative easing.

Thursday, November 04, 2010

Gold Inflation Hedge Tripled During World Deflation Template / Commodities / Gold and Silver 2010

By: Adrian_Ash

How the one-trick "inflation hedge" more than trebled amid the modern world's template deflation...

LET'S IMAGINE the central bankers are right.

Thursday, November 04, 2010

Junior Gold Miners Becoming Attractive Takeover Targets / Commodities / Gold and Silver 2010

By: The_Gold_Report

There have been some exciting mergers and acquisitions (M&As) within the junior mining sector over the past few months. As gold and silver settle from the previous move, many projects will be rerated and acquired by majors that are struggling with decreasing resources. I believe the industry is undergoing consolidation and we are seeing the beginning of a major international race to control future gold and silver ounces in the ground. The bull market in gold and silver is intact and, though we may see some short-term pullbacks in bullion prices, the junior mining sector will continue to outperform.

Wednesday, November 03, 2010

Silver Breaks Out From Price Manipulation, The Gains Will be Breath Taking / Commodities / Gold and Silver 2010

By: Jim_Willie_CB

A love affair with silver is so natural. The fundamentals are astoundingly positive and bullish in price prospects. My basic argument has been repeated many times. Industry has countless uses for silver, significant demand. But industry has only miniscule isolated uses for gold, in trivial demand. So silver wins on the Demand side of the equation. Central banks own a huge amount of gold. They frequently sell it, even through their slippery surrogate the Intl Monetary Fund. Central banks own zero silver. So silver wins on the Supply side of the equation.

Wednesday, November 03, 2010

Numerology Forecasts For Gold, Silver, HUI, Crude Oil and USD / Commodities / Commodities Trading

By: I_M_Vronsky

Price Objectives per The Rule of Seven

There appears to be no rhyme nor reason to The Rule of Seven (*), which was first described in detail in the book, "TECHNIQUES OF A PROFESSIONAL COMMODITY CHART ANALYST."