Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, September 06, 2013

Gold and Silver Stocks No Retest of June Lows / Commodities / Gold and Silver Stocks 2013

By: Jordan_Roy_Byrne

Recently I’ve received some emails from those who are concerned about a retest of the June low in the precious metals complex. That prompted me to look at how rebounds develop from significant bottoms. In recent months we focused on historical bottoms in gold stocks and it helped us to pinpoint the best buying opportunities. In this editorial we broaden the scope and examine how certain bottoms play out and why they play out in a particular manner. The length and depth of the preceding bear market helps us to understand how the ensuing bull market evolves during its initial rebound.

Thursday, September 05, 2013

Gold Price, What Can We Infer From Copper and Palladium? / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

According to Reuters, gold rose after President Barack Obama won the backing of key figures in the U.S. Congress, including Republicans, in his call for limited strikes on Syria to punish the government for its suspected use of chemical weapons against civilians. Earlier on Tuesday, a missile test by Israeli forces training in the Mediterranean with the U.S. Navy set nerves on edge. These circumstances stimulated safe-haven buying in the gold market and resulted in an increase in price to above $1,416 an ounce.

Thursday, September 05, 2013

Top 10 Reasons To Buy Gold and Silver / Commodities / Gold and Silver 2013

By: hiddensecretsofmoney

Mike Maloney writes: As I have said many times before, the economic crisis of 2008 was only a speed bump on the way to the main event.  I believe that before the end of this decade there will be an economic crisis so historic that it will eclipse the crash of 29 and the subsequent great depression.  I also believe it is both unavoidable and inevitable, because it is merely the free market releasing the stored up energy from decades of economic manipulation.  Yes… bad things are going to happen, but it could be the best thing that ever happened to you.

Wednesday, September 04, 2013

Gold Drops with Oil as US & Russia Argue Over Syria Ahead of G20 / Commodities / Gold and Silver 2013

By: Adrian_Ash

WHOLESALE GOLD fell back below $1400 per ounce for the third day running Wednesday lunchtime in London, dropping to $1393 and trading 1.7% below yesterday's high as crude oil and world stock markets both fell 0.5%.

Silver dropped to $23.53 per ounce, some 4.0% below Tuesday's top.

Major government bonds edged higher, nudging interest rates down, while weaker Eurozone debt fell in price.

Wednesday, September 04, 2013

Gold Looks Good Here; Gold Miners Look Even Better / Commodities / Gold and Silver 2013

By: Profit_Confidential

Michael Lombardi writes: When gold bullion prices fell just below $1,200 an ounce on June 28 of this year, the general consensus was that buyers had run out. After all, why would someone buy an asset that was declining in value so fast? That line of thinking, which I pointed out many times in this column as ridiculous, didn’t pan out.

Wednesday, September 04, 2013

An American Energy Revolution / Commodities / Energy Resources

By: Frank_Holmes

In Texas these days, there’s a feeling of absolute and unwavering confidence in the concept of an American energy revolution. From the depths of reserves to the richness of the energy, an incredible transformation is taking place.

We’ve been talking about the significant impact of the U.S.’s oil production for a while now, but the buzz about shale oil and gas is only getting louder. At Morgan Stanley’s energy forum in Houston in August, Director of Research John Derrick and Portfolio Manager Evan Smith said shale was the prevailing topic.

Tuesday, September 03, 2013

Gold and Silver Off to the Races / Commodities / Gold and Silver 2013

By: Peter_Schiff

Summer is traditionally a slow season for precious metals, but this summer started with a rout. In the last week of June, gold and silver hit 2-year lows of $1,192 and $18.61 respectively.

Fortunately, after staggering along the lows, the precious metals are off to the races once more - with gold rallying more than 18% and silver 31%. This remarkable performance continues even in the face of the Fed's sustained tapering threats.

Tuesday, September 03, 2013

Dave Forest: How to Play the Looming Platinum Supply Crisis / Commodities / Platinum

By: Metals_Report

South Africa, platinum mining giant, is about to fall off the investment map, says Dave Forest of Pierce Points. Until the country sorts out its labor politics, there is a real need to establish alternative sources of platinum group metals, vanadium and manganese. In other words, while it's a bad time to be a miner in South Africa, it's a good time to hold in-ground reserves. In this interview with The Metals Report, Forest names deposits in the Americas and elsewhere in Africa with the potential to meet global platinum needs. But he's choosing carefully, because even in times of scarcity, Forest argues, it just won't do to develop anything other than the best, most economic mining projects.

Tuesday, September 03, 2013

Gold Touches $1400 as "High Syria Risks" Meet "Price-Sensitive" Asian Demand / Commodities / Gold and Silver 2013

By: Adrian_Ash

WHOLESALE London prices for physical gold jumped $15 from a drop to $1384 per ounce Tuesday morning, gaining after the Interfax news agency in Russia – political ally of Syria's President Assad – reported two "objects" being fired in the Mediterranean, towards the sea's eastern coast.

The gold price then fell back only to rise and touch $1400 for the first time this week – 2.5% below last Wednesday's 3-month high – as Israel confirmed the launch, saying it was done to test what Reuters calls a "US-funded" anti-missile system.

Monday, September 02, 2013

Drums Of War Spark Rally In Gold, Silver and Energy Prices / Commodities / Gold and Silver 2013

By: Hubert_Moolman

A potential bull market in commodities, precious metals and miners could accelerate higher if Congress gives Obama the approval to attack Syria based on the use of chemical weapons of mass destruction against innocent civilians. Commodities, energy, gold and silver are safe havens that usually rise in value during international conflicts and war. Remember the major breakout in gold after September 11th in 2001 and the invasion of Iraq in 2003. The ramifications of increased involvement in the Middle East could have a major impact on global trade. The tensions with Russia is increasing as Putin supports Assad.

Monday, September 02, 2013

Crude Oil Price No Breakout But the Trend Remains in Place / Commodities / Crude Oil

By: Nadia_Simmons

From today’s point of view, it seems that the situation hasn’t changed much since our last Oil Update, because light crude is trading between $105 and $107 per barrel once again - just like it did a week ago. However, last week was very interesting and brought a significant improvement in the oil market – a positive change which, eventually, turned out to be only temporary.

The crude market is always sensitive to Middle East conflict. As you remember, prices rose to $115 on the unrest in Libya two years ago and to $110 on Iran’s nuclear program. In the previous week we saw similar price action.

Monday, September 02, 2013

Gold Slips in Thin Holiday Trade, But Hedge Funds "Wary of Being Short" / Commodities / Gold and Silver 2013

By: Adrian_Ash

The PRICE of gold bullion bars slipped Monday morning, recovering early $25 drop in quiet dealing as Asian and European stock markets rose following strong manufacturing data.

With the US markets closed for the end-of-summer holiday, gold edged down to $1389 per ounce by lunchtime in London, just over 3% below last week's three-month high.

Monday, September 02, 2013

Massive Debt Levels Will Push Silver Price To Beyond $150 / Commodities / Gold and Silver 2013

By: Hubert_Moolman

The massive debt bubble created by our monetary system is about to burst. The demonetization of gold and silver, has over the years diverted value from these metals, to all paper assets (such as bonds) linked to the debt-based monetary system.

Sunday, September 01, 2013

Gold And Silver Market Says 1 -2 Years Sideways, Not Up / Commodities / Gold and Silver 2013

By: Michael_Noonan

Re 1 - 2 years of potentially moving sideways, we would be happy to be wrong.

In a week of no news relevant to gold and silver, gold slipped under the 1400 level, for some "unknown" reason, while silver just slipped a little. Friday marked the close of the week and month, for charting purposes. A look at the Quarterly, in progress, seemed a good idea, as well.

Sunday, September 01, 2013

Gold Price Trend - Time for a Brief Pause / Commodities / Gold and Silver 2013

By: Toby_Connor

Now that gold has broken its daily cycle trend line I think we can assume that the daily cycle decline has probably begun. My best guess is that we will see gold drop into next week's employment report and test the support zone and intermediate trend line between $1340-$1350.

Saturday, August 31, 2013

Bombed Out Gold Market is Bottoming / Commodities / Gold and Silver 2013

By: Aden_Forecast

The war drums are beating. This has driven gold higher and the June lows look like a classic bottom.

Think about it. Gold had been dribbling down all year, but when the Fed began its tapering talk in mid-June, it pushed gold down to new lows.

The already bruised gold price broke down, plunging to the $1200 area in late June, only to zip back up above $1300 four weeks later.

Saturday, August 31, 2013

China Loves West’s 99 Fine Gold / Commodities / Gold and Silver 2013

By: Richard_Mills

According to Bloomberg, whose calculations were based on Hong Kong customs data, net gold imports into China more than doubled in the first half of 2013 to 493 metric tons, up from roughly 239 tons over the same period in 2012.

The China Gold Association said gold consumption in China jumped 54 percent to 706.36 metric tons in the first six months of 2013.

Bloomberg reported takeovers and asset purchases by China's gold mining companies reached a record $2.24 billion this year, up considerably from 2012's record of $1.96 billion worth of M&A activity.

Saturday, August 31, 2013

Gold and the Return of Global Turmoil / Commodities / Gold and Silver 2013

By: Clif_Droke

The last several weeks have seen a return of all the ingredients for a gold rally, from an "oversold" technical condition which sparked a short-covering rally to a spike in Treasury yields which caused investors to look for safe haven investments. Gold has benefited from the rising interest rates as well as the weakness in the U.S. dollar. Now a new set of factors is playing into gold's favor....

Saturday, August 31, 2013

Emergency Crisis - First Finance, Then Debt, What Next? / Commodities / Gold and Silver 2013

By: Adrian_Ash

If Syria is to blame for this run, then the world's in very big trouble...

SO JUST like that, there were no sellers in the gold or silver markets. It's been buyers only amongst BullionVault users this week.

New account openings were strong this week too, the greatest number since the April price crash in fact. Cash deposits were also sharply higher, the heaviest since end-June – the week gold and silver hit their second big slump, and bargain hunters on BullionVault got just the crash they wanted. 

Saturday, August 31, 2013

Syria Attack, Pipeline Politics, OPEC & the U.S. Dollar / Commodities / Crude Oil

By: Jim_Willie_CB

Syria is about the last gasp for the Petro-Dollar, the emergence of energy pipeline geopolitics, the rise of the NatGas Coop, the new dominance of Russian Gazprom, the eclipse of OPEC, the fall of the house of Saud, and a grand adjustment process in global commerce and banking. Refer to trade settlement outside the USDollar and diversification away from USTreasury Bond reserves management. It took some time to realize it, but the Cyprus bank incident was a misdirected attack against Gazprom. It failed. The entire Arab Spring movement, an ambitious disruptive project waged with foolhardy ambitions, has turned on itself. Egypt fell, its US puppet discharged. The entire North African region will be in flames soon. The USGovt interfered with a grand industrialization project for European industry, to be placed on North Africa intended to take advantage of cheaper labor, available minerals, nearby resources, and easy shipping. The resentment of Europe will show up in the future. The Middle East and Persian Gulf region is shifting its salute to Russia & China, as the noisy sectarian battles have been a common fixture since long ago. Bahrain has erupted. Saudi is clamping down and converting into an Islamic police state to create the Iran-Saudi repressive bobsey twins. Chaos is the longstanding objective of the USGovt in foreign policy infection, no change in decades.