Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, August 06, 2010
The Pressures on Crude Oil / Commodities / Crude Oil
By: Seven_Days_Ahead
Since the sharp sell-off back in May at the height of the Euro zone sovereign debt crisis, oil has experienced a long slow recovery, which for most of that time looked like no more than a prolonged period of sideways trading.
Thursday, August 05, 2010
China Is Winning the Energy Race / Commodities / Energy Resources
By: Marin_Katusa
Marin Katusa, Casey’s Energy Opportunities writes: Stop the presses. The United States is no longer the world’s biggest consumer of energy.
After topping the energy consumption charts for more than a century, the U.S. has been left behind as China leapfrogged past. According to the International Energy Association’s (IEA) latest report, China burned its way through 2,252 million tonnes of oil equivalent last year – about 4% more than the U.S.
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Thursday, August 05, 2010
Sellers Emerge in Natural Gas UNG ETF / Commodities / Natural Gas
By: Mike_Paulenoff
Never a dull moment in natural gas. The inventory build was a bit less than expected, but sellers came out of the woodwork above 8.05 in the U.S. Natural Gas Fund ETF (NYSE: UNG) and smacked prices down to 7.72 so far.
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Thursday, August 05, 2010
Why You Should Worry About the Iran Oil Sanctions / Commodities / Crude Oil
By: Money_Morning
Kent Moors writes:
I cut my teeth doing energy-related deals in the Soviet Union and still spend a lot of time consulting in Russia and the Caspian Sea basin. These days, my work takes me all over the globe. But the part of the world where my career began still holds the key for future oil supplies.
Especially the Caspian.
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Thursday, August 05, 2010
Are Silver Stocks Worth the Effort? / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
Question: What is it that we are trying to achieve?
Answer: Exposure to the silver bull market.
Thursday, August 05, 2010
Gold the Hedge Against Chaos / Commodities / Gold and Silver 2010
By: Darryl_R_Schoon
…what if history is not cyclical and slow-moving but arhythmic, at times almost stationary, but also capable of accelerating suddenly, like a sports car? What if collapse does not arrive over a number of centuries but comes suddenly, like a thief in the night… dramas lie ahead as the nasty fiscal arithmetic of imperial decline drives yet another great power over the edge of chaos. Niall Ferguson, July 28, 2010Read full article... Read full article...
Thursday, August 05, 2010
Yellow and Black Gold Shine Compared to the Stocks SP500 Index / Commodities / Commodities Trading
By: Chris_Vermeulen
Commodities have been shining recently as the US Dollar loses its luster for investors. Also the weakening dollar has helped boost equities as a lower US dollar helps the large multi national companies. This report is a quick follow up from the Weekend report showing what the odds were favoring which was higher gold, oil and sp500. As of today each investment is unfolding as planned, once candle at a time.
Thursday, August 05, 2010
Time to Buy Silver Nears / Commodities / Gold and Silver 2010
By: Bob_Clark
The penny gold and silver explorers waved a red flag six months ago, now they are furling that flag and preparing to hoist a green one. It is August and a good time to follow up on my article written in March for Market Oracle, "Will gold get compressed". In it I suggested that the metals would go sideways or compress but would hold above the March low, until August. below is part of what I said.
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Thursday, August 05, 2010
Economy in for a Long Dark Period – Here’s How to Survive with Gold / Commodities / Gold and Silver 2010
By: Lorimer_Wilson
Chris Blasi writes: The success of the multi-year machinations of the U.S. Government and the Federal Reserve’s attempts to manage the fiscal crisis can best be summarized in a single word – and that word is ephemeral - yes, ephemeral! This beautifully succinct word, ephemeral, is defined as "lasting for only a short period of time and leaving no permanent trace.” Yes, indeed, what better word is there to describe the Government's so-called rescue plan than ephemeral – here today and gone tomorrow - and without a trace of lasting benefit!
Wednesday, August 04, 2010
Gold Price Dynamics / Commodities / Gold and Silver 2010
By: The_Gold_Report
Union Securities Analyst Brian Mok gets excited about gold companies with prospects for big-time growth. But then again, who doesn't? In this exclusive interview with The Gold Report, Brian discusses at length, and offers target prices on, no less than five juniors headed for big increases in gold production.
The Gold Report: Tell me how a strong gold price is changing the companies that you cover.
Wednesday, August 04, 2010
Gold Meltdown or Mania, Batten Down the Hatches / Commodities / Gold and Silver 2010
By: Casey_Research
Louis James, Senior Editor, Casey’s International Speculator writes: As Doug Casey said recently, we expect things to come unglued soon. With the ongoing madness in Europe, it seems to me that things are starting to look visibly less well glued already.
In contemplating the possibility of another stock market meltdown, it seems important to me that in spite of the exuberance with which investors rushed back into the market over the last year, the memory of 2008 remains vivid, tempering enthusiasm with caution.
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Wednesday, August 04, 2010
Climate Change, Floods, Droughts, Food Prices and the Inflation Mega-trend / Commodities / Agricultural Commodities
By: Nadeem_Walayat
Food prices are soaring with wheat up more than 50% in a month whilst the mainstream press looks for answers in triggering events such as the Russian drought and wild fires, Pakistan flooding whilst it's President Zadari holidays in Britain with an eye on eventually treating himself to a British passport. However rising food prices as a consequence of climate change, population growth and the rise of asian per capita consumption are just part of the manifestation of the unfolding multi-decade long Inflation megatrend.
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Tuesday, August 03, 2010
Will the Gold Market Shift To the East? / Commodities / Gold and Silver 2010
By: Julian_DW_Phillips
China's central bank said in a statement it will allow its banks to import and export more gold as part of a program to push forward the development of the country's market in the precious metal. This is part of the on-going effort to further liberalize the gold market broaden gold's appeal throughout China. China has long been unable to fully explore gold demand. This is another step along that road.
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Tuesday, August 03, 2010
Peak Gold? Maybe So / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
It was just a few years ago that the world was realizing that Hubbert's Peak, a forecast set some decades prior, was proving to be incredibly true with oil. While no one expects that oil will ever disappear in its entirety, we know that at the rate it is used, cheap oil may be gone forever. Will gold have a similar fate? Well, one industry insider believes that may be the case.
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Tuesday, August 03, 2010
China Economic Crash Looming While India Jewelry Zooming / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
China's extreme economic growth rates were met by both cheerleaders and detractors, many of whom were afraid that the real estate expansion was just another repeat of the US growth from 2002-2007. One of the key elements of the Chinese economic situation is its impact on precious metals, with many analysts stretching the news to say that a Chinese slowdown is bad for metals. But how? The greater impact on metals comes from India.
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Tuesday, August 03, 2010
No Leaks in this Crude Oil Market / Commodities / Crude Oil
By: INO
The massive move-up in crude oil on Monday created a new dynamic for this in-the-news market. The move to two-month highs completed one of our favorite major technical formations.
Tuesday, August 03, 2010
Gold And Silver Stocks Are About To Crash! / Commodities / Gold & Silver Stocks
By: Ronald_Rosen
There is one chart in the precious metals complex that has been true, honest, and faithful right from the beginning of its bull market. You will see a white square on this chart that says DEC 2007 DANGER!!! This was a magnificent and totally up front and obvious clue that the tide was about to turn bearish for the HUI. Between November 2000 and December 2007 the HUI did not at any time retreat below a previous monthly high.
Tuesday, August 03, 2010
U.S. Dollar Down, Gold Up, Not Today! / Commodities / Gold and Silver 2010
By: Bob_Kirtley
The inverse relationship between the dollar and gold prices started to decouple recently with the dollar rising and gold rising concurrently. The dollar has since peaked and resumed its trek south with gold also down but holding steady at the moment. Today, however, we saw the dollar fall out bed as the chart shows, and gold almost followed it lower but was saved by the rapid fall of the dollar. The summer doldrums brings with it a certain amount of wishy washy market movements without any obvious direction. So we need to think of it as white noise and concentrate on the bigger picture.
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Monday, August 02, 2010
Why Gold Stocks are Certain to Go Higher / Commodities / Gold and Silver 2010
By: Jordan_Roy_Byrne
Certain may not be the best word to use in a post-bubble world. Is anything truly certain? Ok maybe not. If you don't like certain then lets replace it with “highly probable.”
Monday, August 02, 2010
The Special Science of Rare Earth Metals Investing / Commodities / Metals & Mining
By: The_Gold_Report
The ability to separate the science from the promotional claims is among the expertise that Geological Consultant Tony Mariano, PhD, brings to the rare earth elements (REE) table. Tony, who for decades has combined long hours in the lab with even longer field visits to evaluate mineralization in its natural environment, is among the rare ones who can help companies evaluate a deposit for grade, tonnage and the prospects for economic recovery. A sharp technician who manages to keep his head out of the clouds and his feet on the ground, Tony shares some of his secrets, and some of his opinions about the hottest prospective properties, in this exclusive interview with The Gold Report.