Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, June 02, 2010

Ban BP but Don't Expect Offshore Oil Drilling Ban / Commodities / Oil Companies

By: The_Energy_Report

Sven Del Pozzo, until recently a senior oil and gas analyst with C.K. Cooper and Co., is nothing if not honest. In this candid interview with The Energy Report, Del Pozzo discusses the importance of Gulf of Mexico oil exploration to the U.S. economy, the need for more reflective oil price markers, how shale gas is keeping investors awake at night and oil and gas companies that could be ripe for the picking. The Energy Report interviewed Del Pozzo in late May, prior to his leaving C.K. Cooper.

Tuesday, June 01, 2010

Gold To Hold Well Even If Stocks Crash Like 2008 / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

In our previous essay we've commented on the precious metals stocks, and since that time we've received many questions about the yellow metal itself, we would like to provide you with a more information regarding that particular topic.

Tuesday, June 01, 2010

What Effect Will High Gold Prices Have on Demand? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

Traditional thinking has a pat answer for this question, "High prices cut demand!" This doesn't seem to be working in the gold market. At the turn of the century, in the days when gold was a 'barbarous relic' the gold price stood at just under $300 an ounce. Since then there has been an increase in barbarians, or the market doesn't share that view? What has happened since then has been a major, revolutionary change in the structure of the gold and silver markets.

Tuesday, June 01, 2010

Financial Markets and Economic Uncertainty Will Support Gold / Commodities / Gold and Silver 2010

By: Neil_Charnock

News is out that European banks will have to write off 20% of their loan books.  The full news on Spain is not out yet, their banks cannot get reasonably priced funding.  How can we get growth under these conditions?  Despite all this the appetite for risk is apparently returning at least for now.  This increasing appetite could last for anything between 1 day and a few months. 

Tuesday, June 01, 2010

Gold Well Positioned To Move Higher / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in wholesale dealing rose against all major currencies early Tuesday, hitting two-week highs against the Dollar above $1224 an ounce as world stock markets slumped almost 2%.

The Euro dropped nearly 2¢, hitting a new four-year low on the currency markets, after the European Central Bank warned that Eurozone banks face €195 billion in bad debts.

Tuesday, June 01, 2010

Gold Rises to New Record Highs to Over Euros 1,000 / Commodities / Gold and Silver 2010

By: GoldCore

Gold is the strongest currency in the world today and has risen to $1,220/oz and over €1,000/oz with a variety of macroeconomic and geopolitical headwinds supporting the yellow metal. These include geopolitical risks in the Koreas and in the Middle East, the macroeconomic risks posed by the continuing sovereign debt crisis, concerns about the euro and growing concerns about a double dip recession.

Tuesday, June 01, 2010

Gold Bull Market Unstoppable with Economic Turmoil and Inflation on the Horizon / Commodities / Gold and Silver 2010

By: Money_Morning

Larry D. Spears writes: The gold bull is unstoppable. Gold prices are up fourfold since 2001 and hit a new record high near $1,250 an ounce on May 14. But they're still nowhere close to finished.

In fact, another four-fold increase could be in the cards.

Monday, May 31, 2010

Gold and Silver Bull Market Progress Report / Commodities / Gold and Silver 2010

By: Peter_Degraaf

The debate currently taking place between gold bulls and gold bears is whether or not the central banks of the world are adding to the money supply of the world, or if money supply is contracting.

If bankers are increasing the supply, then the price of gold will rise in terms of this inflated money, (although gold does not really rise in price, it simply holds its value while fiat money loses value, thereby giving the appearance of rising).

Monday, May 31, 2010

Gold Up 3% in May as Commodities and Stocks Fall Sharply / Commodities / Gold and Silver 2010

By: GoldCore

Gold is marginally lower and threading water in most currencies today with markets subdued as the London Stock Exchange and Wall Street are closed for a national holidays. It range traded from $1,210/oz to $1,214/oz in Asian and early European trading this morning. Gold is currently trading at $1,213/oz and in euro, GBP, CHF, and JPY terms, at €987/oz, £837/oz, CHF 1,043.64/oz, JPY 110,897/oz respectively.

Monday, May 31, 2010

Gold And The Budget Deficit / Commodities / Gold and Silver 2010

By: Howard_Katz

All gold bugs have fond memories of the year 1979.  In that year, the price of gold rose from $250/oz. to $600/oz.  The reason was not hard to find.  Prices in the U.S. that year rose by 13.3%.  The newspapers were screaming, “Double Digit Inflation.”  Gold was going up sometimes as much as $50 per day.

Sunday, May 30, 2010

Mr Denninger and Gold or Why the Dollar-Deflationists Are Wrong / Commodities / Gold and Silver 2010

By: Gordon_Gekko

Those who know Mr. Denninger know that he, well, for lack of a better word, hates Gold. It only goes to show the level of disinformation and ignorance prevalent in our society when even smart people like Karl fail to get it. From what I hear anybody even mentioning the word Gold runs the risk of being permanently banned from one of his "forums". In a recent commentary entitled "Ten Things for 2010" he was at it again bashing Gold. Here is what he had to say:

Sunday, May 30, 2010

Gold Up Days Not as Strong as Down Days / Commodities / Gold and Silver 2010

By: Merv_Burak

The previous week we had four down days and one up.  This past week we had four up days and one down.  You would expect we are back to where we started but unfortunately the up days were not as strong as the down days and we are only half way to the previous starting point. 

Sunday, May 30, 2010

European Crude Oil Supply Competition for Russia / Commodities / Crude Oil

By: Pravda

Russia has been traditionally positioning itself as the prime source of hydrocarbon raw materials for Western Europe. However, European countries also have crude reserves, although they are not enough to cover the current level of oil consumption on the continent. Europe receives most of its oil from the North Sea, where Norway and Britain set their rules.

Saturday, May 29, 2010

The Wall Street Journal Hates Gold, Missed the Whole Bull Market / Commodities / Gold and Silver 2010

By: Gary_North

Brett Arends writes for the Wall Street Journal. He is a standard Establishment financial journalist. They are all anti-gold. I have read these people for 50 years. They never change. Their arguments never change: stupid. Their timing never changes: bad.

They ignore gold when it is at the bottom. They ignore it when it has doubled. When it has tripled, they write articles on why it's not a good investment, because it is overbought. When it has quadrupled, they call it a bubble.

Saturday, May 29, 2010

Asian Natural Gas Market Starting to Heat Up / Commodities / Natural Gas

By: OilPrice_Com

Asia is one of the more interesting gas markets in the world.

Places like Thailand and its southeast Asian neighbors have seen phenomenal demand growth over the last several years. Total has said they're in Thailand for gas. (Part of the reason I believe Thai shale gas may become an interesting play over the coming years.)

Saturday, May 29, 2010

Carmel Daniele Says Gold Will Rise and Sky Won't Fall / Commodities / Gold and Silver 2010

By: The_Gold_Report

London-based CD Capital Founder Carmel Daniele has seen these sorts of market jitters before, and insists there is little to worry about in this exclusive interview with The Gold Report. "Most people sell in May and go away. It happens every year," she says. The self-assured Daniele launched the CD Private Equity Natural Resources Fund in 2006 to tap into what she calls a commodity super-cycle. She says that despite a recent dip in the copper price, the super-cycle is in good form, and she envisages gold nearing $2,000 within 12 months. She also recommends you take advantage with some promising junior gold plays in Colombia.

Friday, May 28, 2010

Gold and Silver Mining Stocks Rising and Falling with the General Stock Market? / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

Since our previous essay dedicated to the general stock market and its influence on the PM sector generated a lot of positive feedback we decided to provide you with a follow-up. However, before jumping straight into the chart analysis, let's focus on the big picture.

Friday, May 28, 2010

Coppers Wild Bull Market, SPX Usurps Stockpiles / Commodities / Metals & Mining

By: Zeal_LLC

From boring industrial metal to commodities superstar, copper’s wild bull market has been full of excitement.  Its huge 475% run from its 2003 low to 2008 high made investors fortunes.  Its subsequent panic-driven 69% plunge was catastrophic.  And then copper’s resilient 183% post-panic recovery to its recent April high has been breathtaking.

Friday, May 28, 2010

China Reassures Global Markets and Promotes Yuan Denominated Gold Investments / Commodities / Gold and Silver 2010

By: GoldCore

Gold edged higher again yesterday on a continuing safe haven bid due to various macroeconomic and geopolitical risks and has fallen marginally in trading today. Gold is currently trading at $1,206.48/oz and in euro and GBP terms, at €976.43/oz and £830.34/oz respectively.

Asian stock markets rose, European markets are mixed, and US markets are down. This is despite a big rally on Wall Street yesterday which was attributed to China's reassuring expression of confidence in Europe's ability to restore financial stability. This has, for the moment anyway, alleviated concerns about the eurozone's debt crisis and the euro itself.

Friday, May 28, 2010

Get Your Gold and Silver Coins Now / Commodities / Gold and Silver 2010

By: Sean_Brodrick

Wall Street is busy telling us “Crisis Averted.” Average investors don’t think so. How do I know? Because sales of gold and silver coins are SOARING!

I’m not just talking about Europe. Sure, the euro seems to be in a doom dive and may even be headed for oblivion. So you can’t blame the Europeans for lining up to buy gold bullion and coins.