Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, November 28, 2012

Gold Convertibility and Reserve Currencies / Commodities / Gold and Silver 2012

By: Vin_Maru

Lately we have seen many articles about China and many other central banks continuing to buy and increase their holdings of gold as part of their effort to continue diversifying out of foreign paper currencies. Who can blame them? Would you want to hold paper promises to pay off financial obligations from countries that are essentially bankrupt as a part of your currency reserve? China is doing what is the right thing and in the best interest of China, buying more gold to hold as a part of your reserves in order to make your currency more marketable. They want to make the yuan a competing currency to the other major currencies around the world and they will succeed and owning gold is part of their strategy.

Wednesday, November 28, 2012

A Global Perspective on US Energy Independence / Commodities / Energy Resources

By: The_Energy_Report

Could politicians' talk of the U.S. becoming energy self-sufficient be coming true? Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd., explains how world energy market dynamics will shift as the U.S. reaches natural gas exporter status. From oil, gas and uranium, to hydro and geothermal, with a detour into energy infrastructure plays, Rule shares the rules he invests by in this Energy Report interview.

Tuesday, November 27, 2012

How to Play Your Gold Stocks Right Now / Commodities / Gold & Silver Stocks

By: Jeff_Clark

After a year or more of depressed prices, gold and silver stocks reversed with a vengeance. GDX (the ETF proxy for the Gold Miners Index) was up in just two months (August and September). Those who followed our lead and bought or averaged down this summer have profited handsomely. It's been a fun ride, and I'm convinced we'll see many more surges like this before it's all over.

Tuesday, November 27, 2012

The End Of Oil And The Coming Electric Economy / Commodities / Electricity

By: Andrew_McKillop

To be sure, rumours of the impending death of oil are exaggerated and anticipate trends - but since 2001 the trend continues. Using IEA data, in 1973 the OECD countries sourced 53% of their total energy  supply from oil, underlining that the post-2001 trend is anything but new.

Tuesday, November 27, 2012

Immutable Golden Laws, Central Bank Extremes, Gold Standard Recall / Commodities / Gold and Silver 2012

By: Jim_Willie_CB

Several immutable Gold Rules appear to be self-evident and powerfully manifested in the modern world of banker corruption, financial market intervention, currency debasement, phony accounting, and economic deterioration, all amidst powerful incessant media propaganda, against a backdrop of endless war. The global fascism movement has taken deepest root in what during the 1960 through 1980 decade was the capitalism regions steeped in democracy. Since the Lehman Brother scuttle and the Fannie Mae adoption and the AIG black hole admission, the financial crisis that began with the housing bubble and subprime mortgage bust has turned virulent. The global financial crisis is better described as a global monetary war to defend the toxic USDollar, whose sunset can be seen. In the last 12 to 18 months, the monetary war has again morphed, this time into a far more serious and financially violent global Gold War. Nations are fast realizing that their only true liquid assets of value are their gold reserves, and even they have been tampered with or stolen in a vast re-hypothecation scheme.

Tuesday, November 27, 2012

Gold as Insurance. Why? How? / Commodities / Gold and Silver 2012

By: P_Radomski_CFA

We have always put emphasis on the need to diversify while putting together your portfolio. Of various kinds of diversification, one is particularly important at the very beginning, when you decide to commit yourself to the precious metals market. This is the ability to divide your capital into three separate parts, each managed in a different way, and to stick with this structure even when the market is getting hot.

Tuesday, November 27, 2012

Comex Gold Options Expiry Could See Gold Price Push to $1800 / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE DOLLAR gold price fell below $1750 an ounce Tuesday morning, though it remained near to where it started the week, as stock markets recovered yesterday's losses following news of a deal on Greece's debt burden.

"We continue to be bullish so long as gold holds above the $1705 low from mid-November," says the latest technical analysis from Scotia Mocatta.

Tuesday, November 27, 2012

CME Declares Force Majeure Due To “Operational Limitations” On NYC Gold Depository / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,747.25, EUR 1,349.54, and GBP 1,090.46 per ounce.
Yesterday’s AM fix was USD 1,747.25, EUR 1,347.56, and GBP 1,090.87 per ounce.

Silver is trading at $34.08/oz, €26.41/oz and £21.34/oz. Platinum is trading at $1,620.50/oz, palladium at $666.40/oz and rhodium at $1,065/oz.

Tuesday, November 27, 2012

The Brewing Shale Gas Energy Boom That Nobody is Talking About / Commodities / Natural Gas

By: Money_Morning

Dr. Kent Moors writes: While folks back in the U.S. were sitting down to Thanksgiving dinner, I was making my way back to Frankfurt, Germany from Warsaw, Poland.

My discussions in the Polish capital were with the PGNiG, the national state-run gas company and the government's designated partner in all domestic drilling operations.

Tuesday, November 27, 2012

Gold Prices Experience a ‘V’ Shaped Bounce / Commodities / Gold and Silver 2012

By: Bob_Kirtley

For those taking close interest today there was an interesting move in gold prices as the below chart shows. A ‘V’ shaped bounce of some $35.00 or so just before the close must have given a few gold bulls a real scare. Gold dropped briefly below $1720.00 so we can only imagine that someone has made a rather fortuitous purchase at this level.

Tuesday, November 27, 2012

The Solar Energy Tipping Point, Polysilicon Prices in 2012 / Commodities / Solar Energy

By: Investment_U

David Fessler writes: Solar energy detractors point to the fact that it can’t compete without “huge” government subsidies. And up until now, I couldn’t argue to the contrary.

But very soon, those detractors will likely be eating their words. I’ve said it many times in the past: Technology marches on, and the cost of manufacturing will come down.

Monday, November 26, 2012

Gold Bugs and Anti-Gold Bugs / Commodities / Gold and Silver 2012

By: Gary_North

An article by David Weiner on the MarketWatch site reminded me of just how weak the economic arguments against the gold standard are. Its title: "A Fool's Gold Standard." I examine this article here.

The arguments by American critics of a gold standard all rest on this unstated presumption: The economic outcomes of policy decisions made by a committee of 12 salaried bureaucrats, 7 of whom were appointed by the president of the United States, and 5 of whom were appointed by the largest regional banks that own a majority of shares of the 12 regional Federal Reserve banks, are better for the nation than the decisions of millions of owners of gold coins, who seek their own interests.

Monday, November 26, 2012

“Gold From The ATM” In Turkey As Gold Deposits Surge In Turkish Banks / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,747.25, EUR 1,347.56, and GBP 1,090.87 per ounce.
Friday’s AM fix was USD 1,734.75, EUR 1,345.39, and GBP 1,088.37 per ounce.

Silver is trading at $34.12/oz, €26.43/oz and £21.40/oz. Platinum is trading at $1,616.00/oz, palladium at $660.50/oz and rhodium at $1,060/oz.

Monday, November 26, 2012

Gold Dips Ahead of Greek Debt Talks / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR prices to buy gold fell back below $1750 an ounce, a few Dollars below where they closed last week following Friday's rally, while stocks and commodities also edged lower and US Treasuries gained ahead of further discussion on Greece at today's meeting of Euro finance ministers.

Monday, November 26, 2012

Why Gold Price Will NOT Break Above 1803 – MAP WAVE Analysis / Commodities / Gold and Silver 2012

By: Marc_Horn

Previously in my Gold update of the 18 October I assumed a rule break the spike low, and incorrectly scaled a pivot!! Also I have found yearly pivots 0, 1 and 2 which confirms that last Septembers high is Q3.

The recent action has highlighted that the user is wrong - me, and this was not a rule break and the revised count is shown below based on the MAP Wave Analysis rules!

Sunday, November 25, 2012

Silver Major Uptrend Underway, Not to Late to Go Long / Commodities / Gold and Silver 2012

By: Clive_Maund

Recent action in silver has been very bullish. It barely paid lip service to the technical requirement to drop back and form a Right Shoulder to its Head-and-Shoulders bottom before breaking out of this base pattern back last Tuesday, without waiting for either gold to break out, or for the dollar to break down. When gold did actually break out on Friday, and the dollar broke down, it built on these achievements by breaking clear above the resistance near to its 50-day moving average.

Sunday, November 25, 2012

Gold Breakout, Starts MAJOR Uptrend, Not Too Late to Jump Aboard / Commodities / Gold and Silver 2012

By: Clive_Maund

It was a big day for the Precious Metals sector on Friday, for the dollar broke down hard from its recent uptrend, and at the same time gold broke out upside from its Head-and-Shoulders base pattern. Silver anticipated this – it broke out from its base pattern back on Tuesday. These developments have grave implications for the dollar, but at the same time are believed to mark the start of major uptrends in gold and silver.

Saturday, November 24, 2012

Keep Oil And Gas Prices High - Tax Fracking / Commodities / Energy Resources

By: Andrew_McKillop

Incredible as it can seem to many, freshly re-elected Barack Obama is giving serious thought and attention to banning, or limiting - or taxing - oil and gas extraction by hydraulic fracturing. For natural gas, in the US and soon worldwide, "fracking" has had and will have revolutionary effects on gas supply and gas prices.The drilling process has brought U.S. energy independence within reach - with the important rider that for oil, this also needs $100 a barrel prices - but fracking now faces renewed scrutiny from the Obama administration, and an uncertain future in several states.

Saturday, November 24, 2012

Climate Change, Nuclear Power and the Red Queen Syndrome / Commodities / Nuclear Power

By: Richard_Mills

All through human evolution we have been harnessing increasingly effective forms of energy. From human power to horse power, to wood, coal, natural gas and uranium we've been working our way up the energy efficiency ladder. In reality what we've been doing is searching for the highest energy density to make energy production more efficient.

"The release of energy from splitting a uranium atom turns out to be 2 million times greater than breaking the carbon-hydrogen bond in coal, oil or wood. Compared to all the forms of energy ever employed by humanity, nuclear power is off the scale. Wind has less than 1/10th the energy density of wood, wood half the density of coal, and coal half the density of octane. Altogether they differ by a factor of about 50. Nuclear has 2 million times the energy density of gasoline." William Tucker, Understanding E=MC2

Saturday, November 24, 2012

Gold Stocks Cyclical Decline? / Commodities / Gold & Silver Stocks

By: The_Gold_Report

The Gold Report met up with Rick Rule, founder and chairman of Sprott Global Resource Investments Ltd, at the Hard Assets Conference in San Francisco. In this interview with The Gold Report, he shares his belief in the power of gold as both "catastrophe insurance" and an investment vehicle. As to equities, he sees a new discovery cycle lifting the prospects of majors and juniors alike, as long as they act like "rational" businesses.

The Gold Report: Rick, you believe the natural resources sector is experiencing a cyclical decline in a secular bull market similar to the 1970s. Is that true for other sectors as well?