Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Sunday, March 06, 2011

Physical Silver Price is Really $50 per Ounce (80% Premium on COMEX Silver Non-Delivery) / Commodities / Gold and Silver 2011

By: Chris_Kitze

This just in from Harvey Organ's review of the gold and silver market. 

Wynter_Benton update on their recent raid With permission, I can update the results of our raid. It was successful beyond imagination but that "success" has spawned even more questions about the price of paper silver going forward. It was reported by SGS that he heard that on Friday Blythe was offering 30-50 percent premium and that at least 4500 hundred contracts will stand for delivery. I am here to give you a more accurate update (and a first hand account of what happened on Friday Feb 25). Our group was detemined to stand for delivery going into Monday because we were not going to take a 30 percent premium on a price of $33.50.

Sunday, March 06, 2011

Why Investing in Gold, Silver, Commodities is STILL the Way to Go! / Commodities / Gold and Silver 2011

By: Arnold_Bock

Arnold Bock (with Lorimer Wilson) write: Back in 2005 I commented in an article that “my investment portfolio is almost exclusively invested in a basket of commodities (gold, silver, potash, uranium and crude oil) of which the bulk is precious metals. A third of my investments are in gold and silver bullion and a range of individual commodity-related stocks, from the very large producers to the very early stage small junior exploration companies, or their long-term warrants where they exist. Two thirds are in precious metals ETFs.”

Sunday, March 06, 2011

Crude Oil Price Surge and Supply, There Are No Good Outcomes / Commodities / Crude Oil

By: James_Quinn

The political class and their mouthpieces in the corporate controlled mainstream media are desperately trying to spin the oil price surge as a temporary inconvenience that will not derail their phony recovery story. Brent crude closed at $116 per barrel yesterday. West Texas crude closed at $104 per barrel. Unleaded gas has risen by 22% in the last month and 60% since September 1, 2010. I’m sure this slight increase hasn’t impacted Ben Bernanke or Lloyd Blankfein. Their limo drivers just charge it to their unlimited expense accounts. Joe Sixpack, driving his 15 mpg Dodge RAM pickup, is now forking over an extra $1,200 per year in gas expenditures, not to mention more for everything impacted by oil such as food, utilities, and anything transported to their local Wal-Mart by truck (everything). Luckily, the Federal Reserve and crooked politicians only care about their comrades in the top 1% elitist society, for whom oil is an investment, not an expense.  

Saturday, March 05, 2011

Dwindling Comex Silver Bullion, But Where Is the Gold Coming From? / Commodities / Gold and Silver 2011

By: Jesse

I wonder how much of this silver being sold is leased out from unallocated accounts and holdings in ETFs.

How unfortunate for the silver shorts that the bankers lack a ready supply of bullion from the central banks. Most national stores of silver in the west have already been depleted.

Saturday, March 05, 2011

Employment And Oil.... Stocks Whipsaw Week...Bull Trend Still In Place..... / Commodities / Crude Oil

By: Jack_Steiman

Such an interesting week. If you remember last Friday's report, I talked about whipsaw coming up in a symmetrical triangle. I don't think anyone would argue that that's exactly what we saw this week. The triangle is alive and kicking. They are so emotional, especially when over played on either side. Longs struggle. Shorts struggle. Lots of back and forth that plays on your mind. Usually causes bad outcomes. You get aggressive in a symmetrical triangle you pay the price, even though you probably didn't put on a bad trade. It just feels that way at certain times within it. Again, nothing aggressive. If you play only a few plays you can more easily deal with what's taking place.

Saturday, March 05, 2011

PSY-OPS To Force Gold and Silver Price Down, Profitable Antidotes for Investors / Commodities / Gold and Silver 2011

By: DeepCaster_LLC

“Psychological Operations”

“Planned operations to convey selected information and indicators to foreign audiences to influence their emotions, motives, objective reasoning, and ultimately the behavior of foreign governments, organizations, groups, and individuals. The purpose of psychological operations is to induce or reinforce foreign attitudes and behavior favorable to the originator's objectives. Also called PSYOP. See also overt peacetime psychological operations programs; perception management. (emphasis added)

Saturday, March 05, 2011

Junior Gold Miners Premium from Social Unrest Spreading Out of Africa and into Americas / Commodities / Gold and Silver 2011

By: The_Gold_Report

Sprott Asset Management Senior Portfolio Manager Charles Oliver says the social unrest in the Middle East could lead to a premium for junior companies operating in North and South America. He's even betting on it, saying, "I believe juniors will give you the best long-term outperformance and alpha." He's taken profits on companies with exposure to Africa and moved that cash into others with primary assets in the Americas, where, he says, there is much lower risk. Charles discusses a basket full of those names in this exclusive interview with The Gold Report.

Saturday, March 05, 2011

The Hitchhiker’s Guide To Global Commodities 2011 / Commodities / Social Issues

By: Patrick_Henningsen

Ceapach Donald writes: Metals, food and fuel beat stocks, bonds and the US dollar for a third straight month- the longest winning streak since June 2008. Price rises fundamentally driven by short supplies lifted all soft commodities like the grains, vegetable oils, sugar, cotton and rubber, intensified by investor speculation that violence in the Arab and Muslim world will curb oil supplies…

Friday, March 04, 2011

Gold and Silver Mining Stocks Gain Momentum, What's Next? / Commodities / Gold and Silver 2011

By: Przemyslaw_Radomski

Mounting social and political unrest in the Middle East boosted appeal for commodities as a safe investment option in recent weeks. Crude oil topped $100 a barrel and near month gold and silver futures traded above $1440 and $35 respectively, in the NYMEX.  Besides geopolitical developments, currency fluctuations and stock markets influenced precious metals.

Friday, March 04, 2011

Cheap Money, Speculation andGold Hoarding / Commodities / Gold and Silver 2011

By: Adrian_Ash

Vigilant? Jean-Claude Trichet ain't no Charles Bronson...

CLICK HERE and you'll find a picture of $1 billion – in cash – courtesy of Austrian artist and prankster Michael Marcovici.

Click here, on the other hand, and you'll find proof of $1 billion-worth of physical gold bullion, every last gram of it privately-owned by customers of Bullion Vault.

Friday, March 04, 2011

Gold Stocks in SPX Stock Market Selloffs / Commodities / Gold & Silver Stocks

By: Zeal_LLC

With the general stock markets now due for a selloff while gold hits new nominal all-time highs, precious-metals-stock traders face something of a quandary.  How are their stocks likely to perform in the near future?  Will they ignore general-stock weakness to rally with gold?  Will they get sucked into a stock-market selloff even if gold remains strong?

Friday, March 04, 2011

Gold Cuts 5th Week-on-Week Dollar Gain / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD eased back for Dollar investors on Friday in London, but headed for its fifth weekly gain in a row, as official data said US unemployment retreated to 8.9% last month.

Non-Farm Payrolls showed their strongest rise since June, just besting analyst forecasts.

Friday, March 04, 2011

Silver Backwardation Continues, Silver Eagle Premiums Rise After US Mint Discontinues Production / Commodities / Gold and Silver 2011

By: GoldCore

While gold is marginally higher today, silver has risen nearly 1% against the dollar and other currencies. Backwardation continues with spot (for immediate delivery) trading at $34.45/oz while the Dec12 contract trades at $34.22/oz and Dec13 at $33.90/oz. Backwardation has eased since last Friday somewhat (see table below) but continues which suggests continued tightness in the physical silver bullion market.

Friday, March 04, 2011

Who’s Really Affected By Rising Food Prices / Commodities / Food Crisis

By: Richard_Daughty

It is certainly old news around here that terrifying inflation in prices, thanks to the monstrous inflation in the money supply caused by the Federal Reserve creating So Freaking Much Money (SFMM) for the last few decades, has caused me to venture to that dangerous precipice between being merely weird and obnoxious, to being a raving lunatic screaming from the rooftop “We’re freaking doomed!”

Friday, March 04, 2011

Gold Has No Intrinsic Value and Not a Store of Value / Commodities / Gold and Silver 2011

By: Gary_North

Gold is a valuable thing to store. However, it is not a store of value. Gold has intrinsic properties that make it valuable. However, it does not have intrinsic value.

I mention this, because, at some point, you will read about gold as a store of value. You will read of gold's intrinsic value. Every time you read either of these phrases, you will know that the author does not understand economic theory.

Friday, March 04, 2011

Leverage Surging Crude Oil Demand / Commodities / Crude Oil

By: The_Energy_Report

The rising tide of commodity prices has had a multiplier effect on the smaller unrecognized and undervalued oil explorers and producer. Private investor Chen Lin is leveraging ever-increasing demand for oil via micro- and small-cap stocks. He looks for companies with strong balance sheets that can generate the cash flow to become self-funding in a relatively short period of time. In this exclusive interview with The Energy Report, Chen explains how he determines which companies have the potential to double, triple or even quadruple and shares some promising stocks he owns.

Friday, March 04, 2011

Impending Crude Oil Correction By Mass Rollover / Commodities / Crude Oil

By: Dian_L_Chu

Thanks to Muammr Gaddafi’s airstrikes near a Libyan oil terminal, and protests in Iran adding to the continuing chaos in Middle East and North Africa (MENA), on Wednesday, March 2, Brent oil settled at its highest level since August 2008 at $116.35 a barrel, while WTI futures on NYMEX also advanced to $102.33 per barrel.

Friday, March 04, 2011

Natural Resource Depletion Crisis, The Real Reason Commodities Beat Stocks / Commodities / Commodities Trading

By: Andrew_McKillop

February: Metals, food and fuel beat stocks, bonds and the US dollar for a third straight month, the longest winning streak since June 2008. Price rises fundamentally driven by short supplies lifted all soft commodities from the grains and vegetable oils to sugar, cotton and rubber, for a 2.2 percent gain over 28 days, lifting the UN FAO 55-item food index to a record high. Geopolitical threat to oil supply,  intensified by investors speculating that violence in the Arab and Muslim world will curb oil supplies lifted oil prices, while the only fossil energy resource bright spot – shale gas – kept a tight lid on gas prices in US markets, but not on oil-linked or indexed import dependent European and Asian markets.

Thursday, March 03, 2011

Gold and Silver Breaking New Highs As U.S. Dollar Loses Appeal As Safe Haven / Commodities / Gold and Silver 2011

By: Jeb_Handwerger

The gold (GLD) and silver (SLV) meteor keeps soaring in the skies over Wall Street as the US dollar (UUP) is parachuting into new lows. The spot price of silver this week broke $34.40, zooming into a record high area unseen since 1980. On March 1, gold followed its poorer brother by breaking out at $1425. The US dollar is challenging all-time lows. It does not take a PhD from Princeton to realize that there may be a problem here. Maybe the recent radical central bank actions should be reconsidered? True, 401(k)'s look good, but it has come at the expense of significant dollar debasement.

Thursday, March 03, 2011

Resistance Plateau for Crude Oil / Commodities / Crude Oil

By: Mike_Paulenoff

While crude oil waffles around between $103 and $100, let's take a look at the big picture. The big picture of crude oil prices (WTI futures) shows the bull move from the Dec 2008 low at $32.40 into the Feb 2011 high at $103.41, which represents almost an exact 62% recovery of the entire prior bear market decline from $147.27 hit in July 2008.