Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, July 01, 2010

Gold Falls with Dollar But "Way Under-Owned" as Euro LIBOR Rates Rise / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD fell hard alongside the Dollar early Thursday in London, dropping to $1235 for US investors but losing more than 2% vs. the Euro as the single currency jumped on the forex market.

"Gold was [already] weakened by sporadic selling from Chinese dealers," says one Hong Kong trader in a note.

Thursday, July 01, 2010

Gold 2010 YTD Up 13% in USD, 19% in GBP and 24% in EUR / Commodities / Gold and Silver 2010

By: GoldCore

Gold rose again yesterday in dollars and other currencies, especially sterling which fell against nearly all currencies (see chart below). Gold is currently trading at $1,244/oz and in Euro, GBP, CHF, and JPY terms, gold is trading at €1,008/oz, £830/oz, CHF 1,328/oz, JPY 109,574/oz respectively.

Thursday, July 01, 2010

‘New’ Energy Sector Windfall Profits for Investors, Energy Independence for U.S. Economy / Commodities / Energy Resources

By: Money_Morning

William Patalon III writes: The BP PLC (NYSE ADR: BP) oil spill has been a wakeup call for energy-sector regulators. But it's been an even bigger wakeup call for investors.

Years from now, investors will look back at this period as a turning point - the start of the greatest profit opportunity of this generation. And that's not all. The post-oil-spill period will go down in history as the period during which the United States was finally able to break its dependence on foreign oil, says Dr. Kent Moors, a career energy-sector consultant who works with governments and corporations throughout the world.

Thursday, July 01, 2010

Gold Heading for $2000+, Hunting for Gold Mining Stock Treasures / Commodities / Gold and Silver 2010

By: The_Gold_Report

Financial Commentator and Market Analyst Peter Grandich, who sees no end in sight to the "mother of all gold bull markets," expects the price of the yellow metal to climb past $2,000+ before the ride eventually comes to an end. But while gold has been riding high, its glitter isn't blinding Peter to the opportunities others may be overlooking. In this exclusive Gold Report interview, he shares some of his favorite gold juniors, as well as a mix of players in the cobalt, lithium, uranium and iron ore niches.

The Gold Report: Peter, you accurately forecast the market crash of 1987, the peaks of 2000 and 2007 and the bottom in 2009. Where is this volatile market headed now?

Wednesday, June 30, 2010

Gold Market Trend Review, The Bull Bear Debate / Commodities / Gold and Silver 2010

By: JD_Rosendahl

There’s a lot of buzz about whether the gold market continues higher, or whether it’s time for a correction.  The short answer is both are still a viable option.

Below is the daily chart of GLD.  It’s grinding higher within a narrowing band of resistance and support trend lines.  It looks tired based on divergences on both the RSI and MACD.

Wednesday, June 30, 2010

Is the Gold Bull Market Complete? / Commodities / Gold and Silver 2010

By: Ronald_Rosen

Is it conceivable, is it even possible that the gold bull market is complete, finished, and over for this cycle? This REPORT presents evidence that suggests we maintain a cautious attitude towards the gold complex. We know that gold bugs rant and rave about the price exceeding $3,000, $6,000, and now $10,000 an ounce. However, there may, at the very least, be somewhat of a delay and decline before the price of gold reaches those levels (if ever).

Wednesday, June 30, 2010

Gold Mining Stocks on Verge of Breaking Out! / Commodities / Gold & Silver Stocks

By: Claus_Vogt

The long-term story for a gold and a gold mining stocks bull market is clear and easy to grasp: Dubious monetary policy and irresponsible fiscal policy with government debt rising all over the world are a surefire recipe for a surging demand in gold.

Toss in stagnant or even declining supply, and you have all the ingredients for much higher gold prices.

Wednesday, June 30, 2010

Gold Consolidates Near Record Highs Up 12% in Quarter; Silver Up 6% / Commodities / Gold and Silver 2010

By: GoldCore

Risk aversion led to falls in equity and commodity markets yesterday but gold again managed to eke out a 0.5% gain. The complacency of recent months is being challenged by a raft of negative data and by increasingly precarious fundamentals. Concerns about Chinese and global economic growth and about the European banking system and sovereign debt are leading to continuing diversification into gold.

Wednesday, June 30, 2010

Gold Adds 12% for Q2 as S&P Drops 11%, Forex "Echoes 2008" Meltdown / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF BOTH gold and silver bullion ticked higher from yesterday's sell-off early in London on Wednesday, rising as Asian stocks caught up with Wall Street's sharp losses but European shares rallied.

Recording an AM London Gold Fix of $1240.50 per ounce, gold stood almost 12% higher in Dollar terms for the second quarter of 2010.

Wednesday, June 30, 2010

Commodities Are Key as China Continues to Call the Shots / Commodities / Investing 2010

By: Money_Morning

Jon D. Markman writes: China ended up being the big story this month, as investors looked past Europe to the Far East for clues about what shape the global recovery - if you can even call it that - is taking.

Wednesday, June 30, 2010

Gold, Silver and Austerity Versus Growth / Commodities / Gold and Silver 2010

By: Bob_Kirtley

We will kick off with a look at gold as she dances and teases her way around the previous record highs in a ‘will she or will she not’ frame of mind, as analysts wait patiently for a sign to hit the button. Is that a buy button or a sell button you ask? Austerity versus Growth is now the order of the day.

Tuesday, June 29, 2010

Gold, Oil, Spills and Chills / Commodities / Crude Oil

By: HRA_Advisory

On the rare occasions that political rhetoric seems to understate a problem, it’s big.  BP has a big problem in the Gulf of Mexico, which they are now properly laying out.  Blaming the company for the spill is possibly a bit overdone since it was after all an accident.  However, claiming they and by extension the industry haven’t been responsible enough with the work seems to be on the mark.   This spill is going to impact deep water oil exploration and extraction for years to come.  The cleanup will continue through the year, as will discussion of alternate energy sources.

Tuesday, June 29, 2010

Gold and the G20 Summit / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

World leaders met at the G20 in Toronto to discuss how they will work to get the global economy moving again.  If you're new to the global economic forums like these, you might think that they're actually productive.   However, if you've been around long enough to follow them for a few years, you'd realize that politicians from the top 20 economic countries show up just to lay out their idealistic plans that they'll never really complete.

Tuesday, June 29, 2010

Gold Price Sizzles As the U.S. Economy Fizzles / Commodities / Gold and Silver 2010

By: Lorimer_Wilson

Chris Blasi writes: The straight-faced dissemination of transparently amateurish "official analysis" these days loudly proclaiming that an economic rebound is underway is so blatantly short on truth that it reveals a disturbing level of desperation to raise confidence.

Tuesday, June 29, 2010

Crop Cycles and Agri-Food's Price Inelasticity / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Investment world has many saying that have come down from those that went before us. They learned those lessons the hard way, by paying for them. We have been told, for example, that bears get rich and bulls get rich, while pigs are made into bacon. Many simply ignore the wisdom of the ages. In doing so, they must learn from their own mistakes rather than learning from those mistakes paid for with someone else's money.

Tuesday, June 29, 2010

Gold Plunges From Important Top as Global Stocks Slump / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in wholesale dealing fell further in London on Tuesday morning, extending its drop to almost 2.5% from yesterday's near-record high, as world stocks sank and commodity prices also dropped.

Government bonds rose, pushing 10-year US Treasury yields down towards 3.0%.

Tuesday, June 29, 2010

Short Squeeze in Coffee and Sugar Could Soon be Seen in Gold and Silver Market / Commodities / Gold and Silver 2010

By: GoldCore

Gold rose to nearly touch its record nominal high of $1,264/oz yesterday and reached a new record London PM fix at $1,261/oz at 1500 GMT. Gold then came under severe selling pressure despite no ostensible market moving data. Gold has traded sideways in Asian and early European trading despite stock markets falling on renewed risk aversion. European debt and funding concerns remain and are being added to by concerns about the economic recovery. China's stock market fell a very sharp 4% overnight on growth concerns and this has contributed to risk aversion.

Tuesday, June 29, 2010

Fractional Gold And Silver Accounts / Commodities / Gold and Silver 2010

By: Darryl_R_Schoon

Deceit becomes fraud only when you can’t deliver

Many of those interested in Austrian economics have been waiting for what Austrian economist Ludwig von Mises called the crack up boom. My advice: Don’t wait. The crack-up boom may already have happened. Get ready for what’s next.

Tuesday, June 29, 2010

Is Gold About To Peak? / Commodities / Gold and Silver 2010

By: David_Banister

Let me first start by saying I’ve been a long term “Gold Bull” since the fall of 2001, based both on economic factors as well as Elliott Wave patterns that I think are clear on Gold’s Bull rise.  As we are now almost in a Fibonacci 21 months of Gold rally off the October 2008 bottom, I think this pattern is getting long in the tooth.

Tuesday, June 29, 2010

Gold Miners and Explorers Face Serious Supply Problems / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Geologist Brent Cook, of Exploration Insights, in this exclusive article for The Gold Report, takes a look at the major gold mining companies' dilemma—declining production as the gold price is hitting record levels. He also explains how the junior gold explorers are confronting a similar dilemma—fewer legitimate exploration properties with the real potential to host a major economic deposit. The rare micro-cap company that discovers a meaningful gold deposit is immediately in the sights of the cash-rich gold mining companies in need of new reserves. More importantly, anyone owning these junior companies, a few of whom are mentioned later, stands to make a substantial profit.