Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, May 07, 2015
Crude Oil Price Hit 2015 High / Commodities / Crude Oil
By: EconMatters
Oil hit 2015 high with WTI at $60.40 and Bent at $68.40 end of trading on Tuesday. Crude prices have now risen 50% in just over three months. The overall oil market sentiment is very bullish as CNBC reported hedge funds and money managers raised bets on rising Brent prices to another record, data showed on Monday, pushing net long positions to their highest since official exchange records began in 2011.
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Wednesday, May 06, 2015
Can Gold Save the World From the Credit Bubble? / Commodities / Gold and Silver 2015
By: DeviantInvestor
In a financial world of contradictions, chaos, and confusion, perhaps a “gold-centric” perspective will provide clarity.
The media is filled with comments from notable “gold-bashers” such as Benjamin Bernanke, Warren Buffett, and Bill Gates. Their criticisms of gold (in my opinion) boil down to:
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Wednesday, May 06, 2015
Keystone Pipeline and the Mixed Blessings of Cheap Oil / Commodities / Crude Oil
By: ...
MoneyMorning.com 
To understand the logic behind the Keystone XL pipeline requires a trip back in time. When Keystone and its associated 830,000 barrels of oil per day were announced in 2008, U.S. crude production was at lows generally not seen since 1950 – right around 5 million barrels per day. Meanwhile, U.S. oil imports were rampant, near their all-time highs of 10 million barrels a day. Worse yet, over half of U.S. imports, again a near-record high of 5.6 million barrels per day, came from countries that don’t like us very much (i.e., OPEC).
Wednesday, May 06, 2015
Shanghai, China One Step Closer to Becoming World’s Gold Hub / Commodities / Gold and Silver 2015
By: GoldCore
- Shanghai Gold Exchange one step closer to becoming the globe’s major gold hub
- China tests system at Shanghai Gold Exchange (SGE) to establish yuan-denominated gold price fix
- SGE opened last year allowing trade in physical gold as opposed to electronic futures contracts on COMEX
- Yuan fix, which has broad regional support, will rival the century old LBMA fix
- China now world’s largest producer and buyer of gold
- Chinese government, central bank and people have affinity towards gold
Wednesday, May 06, 2015
Crude Oil’s Big Move Comes Down to One Thing / Commodities / Crude Oil
By: ...
MoneyMorning.com Dr. Kent Moors writes: Look at this headline from the Houston Business Journal last week: “U.S. Rig Count Free Falls in Texas, Oil Prices ‘Unsustainable.'”
Or this one from Bloomberg Business, which reported Sunday: “The Shale Boom Has Already Gone Bust.”
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Wednesday, May 06, 2015
Survival Guide for the Mother of All Commodity Bear Markets from Veteran Bottomfisher / Commodities / Resources Investing
By: Metals_Report
When North Americans wake up to the dangers of relying on China and Russia for essential metals like zinc, rare earths, antimony, niobium and scandium, the juniors now suffering with anemic stock prices could turn into cash producing machines worth writing home to mom about. In this frank assessment of everything from gold and diamonds to potash and zinc, Kaiser Research Online author John Kaiser names for The Mining Report readers the companies that could be swept up in a rush to security of supply.
The Mining Report: John, what are the global issues you are watching that could have an impact on commodities, particularly gold?
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Tuesday, May 05, 2015
The Truth Behind the Keystone Pipeline / Commodities / Crude Oil
By: Money_Morning
Editor's Note: The Keystone Pipeline has created one of the biggest political debates of the last five years. And you're about to hear a lot more in the media as the we move closer to the State Department's final ruling on the project.
But what is the truth about Keystone? And where are the lies hidden? More importantly, where can we invest to exploit its ongoing political soap opera?
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Tuesday, May 05, 2015
Crude Oil Price Meets Solid Resistance / Commodities / Crude Oil
By: Nadia_Simmons
Trading position (short-term; our opinion): No positions are justified from the risk/reward perspective.
Although crude oil hit a fresh 2015 high on Friday, an increase in Iraq's export levels and a stronger greenback weighed on investors' sentiment and pushed the commodity lower. As a result, light crude lost 0.85% and closed the day under the previous high. Where will crude oil head next in the coming week?
On Friday, Baker Hughes showed in its weekly report that oil rigs fell by 24 last week to 679. With this drop, the number of active rigs has fallen for a record 21 weeks in a row (the lowest level since September 2010), but the pace of slowdown continued to decrease, which raised worries over another increase in domestic crude oil inventories.
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Monday, May 04, 2015
Gold Long-term Outlook for Massive Parabolic Run to $5,000 / Commodities / Gold and Silver 2015
By: Clive_Maund
In order to comprehend why the long-term outlook for gold (and silver) is so positive you only have to understand that global debt and balance sheets are set to expand indefinitely. The controllers of the system had the chance to demand that the books be balanced back in the financial crisis of 2008 - 2009, but they weren't interested - they were much more interested in taking the easy way out and lining their own pockets at the expense of society at large, by printing vast quantities of money which they gifted to themselves, and fleecing savers via zero and now negative interest rates. They were then able to use their Central Bank generated cash handouts to make even more money by speculating in global property and stockmarkets, and magnify their gains even more via the carry trade. In the past they would have been sent to prison for a long time for this, but since they control society they can make and amend laws to suit themselves, and with respect to themselves the laws are unenforceable anyway, and the ordinary population, who have been neutered, are going to stand up to them.
Monday, May 04, 2015
Silver Bear Market Downside Momentum Easing / Commodities / Gold and Silver 2015
By: Clive_Maund
Silver's long bearmarket from its 2011 highs is believed to be "nested" within a larger bullmarket, along with gold's, as discussed in more detail in the parallel Gold Market update, to which the reader is referred. This is an echo of what happened in the 70's, when both gold and silver went into a heavy correction in 1975 and 1976 that was taken at the time to be a new bearmarket, but ended up leading into a massive parabolic ramp that took silver to dizzying heights as the Hunt brothers attempted to corner the silver market. The second major upleg of this bullmarket should take silver to levels that dwarf those of the 70's peak, and this is not some deluded fantasy but based on a sound assessment of the trends in currencies and debt now extant.
Monday, May 04, 2015
Silver and NASDAQ – Long, Medium and Short Trends / Commodities / Gold and Silver 2015
By: DeviantInvestor
Courtesy of the High-Frequency-Traders and a wave of digital “money printing” the NASDAQ closed at a new high on Friday the 24th – a 15 year high. Silver, on the other hand, has been crushed – the near all-time high was 4 years ago. In this tale of two markets, we examine the silver to NASDAQ ratio over the long and medium term for clues about their next major moves.
Monday, May 04, 2015
Let's Make Silver Shine Even Brighter Than Gold / Commodities / Gold and Silver 2015
By: Money_Morning
Tom Gentile writes: In the world of precious metals, silver is considered the "Poor Man's Gold."
Anyone who believes this nonsense will stay away from investing in silver for all the wrong reasons.
With the S&P 500 pushing resistance once again at 2,100, perhaps it's time to visit the land of the contrarian trader, for as the saying goes, as the stock market falls, the precious metals markets rise.
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Monday, May 04, 2015
Six Silver Questions and Perspectives / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
The next time you find yourself contemplating, worrying, or wondering with anxiety whether it’s too simple to be true; it is not simple - it’s exceedingly complicated.
Not because the fundamentals are all that hard to understand. And not because in principle it is sound personal action in any time period.
But it is complicated because we’ve spent so many years off the rails of sound economic principles that we don’t recognize them when we see them.
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Monday, May 04, 2015
Gold Trading Week Ahead - 4 May 2015 / Commodities / Gold and Silver 2015
By: Harley_Salt
Gold ended last week on a flat note having fallen below US$1,180/oz with better than expected jobless data out of the US pushing gold lower. It was a surprise to the markets to finally see positive data from the US, of late the majority of key data has been coming in below expectations. With one positive bit of data the market seemed to grab this and give hope to a near term rate rise which kept gold demand weak. We still do not believe the Fed will move on rates this year given the overall weakness in the US economy and the continuing flow of poor economic data.Read full article... Read full article...
Monday, May 04, 2015
The Energy Complex: Very Interesting Chartology / Commodities / Energy Resources
By: Rambus_Chartology
Lets start by looking at the daily chart for WTIC I posted earlier this week that showed a potential inverse H&S bottom with a double bottom head. The brown shaded areas shows the left and right shoulders. WTIC has closed two days in a row above the neckline. So far so good.
Saturday, May 02, 2015
Gold And Silver - Thieving Bankers Operate In Open; Public Have Eyes Wide Shut / Commodities / Gold and Silver 2015
By: Michael_Noonan
Who are the bankers? There are those known, doing a lot of dirty work, and there are those unknown, operating totally behind the scenes controlling everything, doing even dirtier work. What does that mean, controlling everything? How about the world's money supply, creating it, deciding who gets what and how it is to be spent.
How has a lot of the money been spent? Acquiring politicians, which means controlling governments and the political partied that make up governments. Bankers have paid for and gained control of the entire pharmaceutical industry, the AMA [American Medical Association], all of the huge Agri-business, controlling the like of Monsanto and GMOs. Bankers control the entire media industry, everything you watch on TV, hear on the radio, read in the newspapers and magazines, control over everything they want you to hear and read. The entire educational system is run by the government. Everything is done under the watchful eyes of the bankers. Nothing gets done without their approval.
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Saturday, May 02, 2015
Is Solar Power About To Crush Big Oil And Big Coal AND End Global Warming? / Commodities / Solar Energy
By: John_Rubino
Something amazing has happened in the energy market. The cost of solar power has fallen to the point where, in a growing number of places, it’s cheaper than the electricity that utilities deliver from their coal-fired power plants. And its price is still falling.
Saturday, May 02, 2015
Crude Oil Price Bear Market Is Over / Commodities / Crude Oil
By: Austin_Galt
I've said it before and I'll say it again. Forget about testing the 2009 lows. It ain't gonna happen. Not as far as I'm concerned anyway. The final low appears to be in place and while I think the downtrend is over I suspect the volatility is not.
Let's check out the technicals beginning with the small picture and then finishing with the big picture outlook.
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Saturday, May 02, 2015
More Evidence Gold Stocks Have Bottomed Relative to Gold Price / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
As we penn this article Gold is trading below $1180/oz and set to close at its lowest level in six weeks. Gold is less than 2% from its weekly low of $1158. It is fairly close to another technical breakdown. However, the gold mining stocks appear to be bucking the trend and showing increasing relative strength. It appears likely that the stocks have bottomed relative to the metal and maybe so in nominal terms.
Saturday, May 02, 2015
Gold and Silver Bear Squeeze Comes and Goes / Commodities / Gold and Silver 2015
By: GoldMoney
This week started with a sharp bear squeeze, which took gold from $1178 to $1214, and silver from $15.70 to $16.71. These higher prices on Wednesday proved to be the peak for both metals, before they fell back sharply yesterday (Thursday) on better than expected US initial jobless claims. The Federal Open Market Committee's (FOMC) minutes, which admitted the US economy is softening, had little effect when released yesterday.