Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, June 25, 2011
Gold and Silver Fibonacci and Delta Time Charts Analysis / Commodities / Gold and Silver 2011
By: Alistair_Gilbert
Earlier this year there was much fanfare that Gold had closed out 2010 had higher levels than the previous year for 10 consecutive years and that this was the first time in history that any commodity had done this.
Without a doubt, it has been an exceptional performance, and whilst there have been plenty of reasons for its sustained performance to date, I believe that both the fundamentals and the chart are telling us that it is all about to change. On the fundamentals, interest rates have been on 100 year lows in order to prop up the failing banks from the 2008 crash.
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Friday, June 24, 2011
The Indian Gold Market / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
The Indian Gold market has reaffirmed its dominance in 2010 and will continue in 2011. Expect China to overtake the sub-continent in demand for gold. The love of gold in India goes far beyond a simple source of future profits. It is an expression of wealth, financial security and family stability. It also carries religious overtones.
Friday, June 24, 2011
Strategic Petroleum Reserves the New Global QE? / Commodities / Crude Oil
By: Ashraf_Laidi
In order to understand the SPR release of 60 million barrels, we must go back to the November G20 meeting when Asia/Latam Emerging Markets protested against the Fed's November launch of QE2, dubbing it as beggar-they-neighbour USD depreciation.
It was no surprise that Bernanke did not dare utter the words QE3 on Wednesday's press conference. Yet, there was no need to refer to further easing when the FOMC already downgraded its growth outlook for the 3rd successive meeting.
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Friday, June 24, 2011
Chinese Gold Sales to Surge Two Fold and Gold May ‘Rocket’ if Debt Crisis Spreads / Commodities / Gold and Silver 2011
By: GoldCore
Gold is lower again today after yesterday’s 2% fall in U.S. dollar terms. Gold’s fall in euros yesterday was mild due to euro weakness. Gold is marginally higher in euros today as the euro remains weak on continuing concerns about the Greek and Eurozone debt crisis.
Friday, June 24, 2011
Gold Loses 1.3% for the Week, Chinese Demand for Gold to Get Stronger / Commodities / Gold and Silver 2011
By: Ben_Traynor
THE SPOT PRICE to buy gold traded in a tight range around $1520 an ounce Friday morning London time – 0.5% above its one-month low – having fallen in Asian trading, while stocks gained after comments from China's premier that inflation in that country is under control.
Spot oil prices dipped Thursday after the International Energy Agency said it will release 60 million barrels of oil from strategic reserves.
Friday, June 24, 2011
Gold Prices: Will Gold Equity Investors Reap Big Gains? / Commodities / Gold and Silver 2011
By: Money_Morning
Frank E. Holmes writes:
Gold prices passed the $1,500 per ounce mark for the first time ever in mid-April and, aside from a couple of short pullbacks in early May, have set up shop in the neighborhood of $1,525 to $1,550 an ounce (gold closed at $1,553.40 on Wednesday).
So far in 2011, it's been relatively status quo for those investors who've embraced gold as a way to protect themselves from currency debasement, excessive money printing and inflation as prices have increased 7.67%. Bank of America-Merrill Lynch (NYSE: BAC) analysts are forecasting gold prices could fall to $1,400 an ounce during seasonal weakness in July before rebounding as high as $1,650 an ounce by early fall.
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Friday, June 24, 2011
Coffee Commodity Market Bears at the Helm / Commodities / Coffee
By: Seven_Days_Ahead
The steady surge in Coffee started to falter earlier this year, and after a peak in early May the chart structure began to change. Recent weakness has confirmed a bearish outlook.
Friday, June 24, 2011
Potash Producers Benefit from Fertilizer Demand / Commodities / Agricultural Commodities
By: The_Energy_Report
Domestic demand for fertilizer is good news for small, U.S. potash producers. In this exclusive interview with The Energy Report, Weiss Research Natural Resources Analyst Sean Brodrick explains the international market forces behind agriculture-related stocks and points to the companies that could benefit in the long term.
Companies Mentioned: Intrepid Potash, Inc. Passport Potash Inc.
The Energy Report: I understand you're not really bullish on energy these days. Can you give me a brief synopsis as to why? Read full article... Read full article...
Friday, June 24, 2011
Get Ready for a Natural Gas Boom / Commodities / Natural Gas
By: The_Energy_Report
Schachter Asset Management Analyst and Investment Advisor Josef Schachter, who provides oil and gas research to Maison Placement Canada clients, is recommending a group of Canadian companies that are maintaining the delicate balance between oil, on which he is bearish, and natural gas, which he believes will soon enrich both producers and investors. In this exclusive interview with The Energy Report, Josef shares some value-priced names he feels are poised for big gains, along with natural gas' rising price.
Friday, June 24, 2011
India Slowdown Hardly a Concern for Gold and Silver / Commodities / Gold and Silver 2011
By: Jeff_Lewis
As we enter the summer doldrums, a period when many investors leave the financial markets for warm beaches and relaxing vacations, India has come onto the scene as a topic of choice.
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Friday, June 24, 2011
Chinese Energy Policies Harming Neighbors / Commodities / Energy Resources
By: OilPrice_Com
China's omnivorous energy requirements have been attracting increasing attention as of late, as Beijing attempts to secure any and all sources of power for its growing industrial base.
Nowhere is this more noticeable than Beijing's policies in the South China Sea, where Chinese assertions of sovereignty are unsettling the Philippines, Taiwan, Vietnam, Malaysia, Indonesia and Brunei, all of whom have counter claims on the various shoals and islets.
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Thursday, June 23, 2011
Faber Continues to Like Gold and Silver as Euro-zone Debt Crisis is Flashing Red / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at $1,540.00/oz, €1,081.46/oz and £962.86/oz.
Gold is marginally lower in U.S. dollars but continues to eke out gains in euros. The euro has fallen again today possibly as markets digest Trichet’s grim warning regarding financial contagion. Gold at €1,081.40/oz is less than 1% away from record nominal highs in euros at €1,088/oz.
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Thursday, June 23, 2011
Gold Drops after QE3 Disappointment, Faber Says "Don't Trust the Fed" / Commodities / Gold and Silver 2011
By: Ben_Traynor
U.S. DOLLAR gold prices continued falling Thursday morning in London, hitting $1538 per ounce – a 1.3% drop from Wednesday's high, and nearly back to where they started the week.
Stock and commodity markets fell and longer dated US Treasury bonds rose after US Federal Reserve chairman Ben Bernanke made no specific reference to QE3 – a third round of quantitative easing – at a press conference on Wednesday.
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Thursday, June 23, 2011
The Outlook for Natural Gas: The Stocks With Upside Around the Corner / Commodities / Natural Gas
By: Keith_Schaefer
Dear OGIB reader,
Timing is everything in the market and being able to spot trends is critical for locking in attractive returns.
Natural gas producers have taken a beating over the past three years but there are encouraging signs that natural gas might be ready for a break to the upside.
Thursday, June 23, 2011
Coal Generators Power Struggle: Consumers To Foot The Electric Bills? / Commodities / Energy Resources
By: Dian_L_Chu
Utility giant American Electric Power (AEP) sent shock wave last week by suggesting consumers could see their electricity bills jump an estimated 40-60% in the next few years. AEP is one of the country's largest investor-owned utilities, serving parts of 11 states with more than 5 million customers.
Thursday, June 23, 2011
Armada of Black Swans Hitting U.S. Economy and Financial Markets, Gold Breakouts on QE TO INFINITY / Commodities / Gold and Silver 2011
By: Jim_Willie_CB
Mohammed El-Erian is given credit for the phrase 'The New Normal' to mean an altered state of perceived instability within the normalcy realm, as in crisis being called normal, like endless crisis. As buddy Jim Mess in Europe says, just like trying to redefine what debt default is, it sounds like high octane prevarication. El-Erian is considered one of the good guys. He managed to slip away from Harvard University without much smear, where he served on the management team of the giant multi-$billion endowment fund. If truth be told, Harvard hatched the Enron monster from its Business School as a project, funded by Citigroup, where JPMorgan created all the off-shore companies to hide their dealings. Building #7 in Lower Manhattan contained the records until it fell from structural sympathy. Harvard successfully made money all the way on the Enron runup, but also successfully shorted Enron all the way down. So El-Erian is hardly squeaky clean. He does give a good interview though, does not deal much in varnished truths, and is an avid NYMets baseball fan. At PIMCO, he worked on the team to direct the biggest bond fund in the world to turn its back on the entire USTreasury Bond complex. In fact, their Total Return Fund, its flagship bond fund, is net short on USTreasurys as a group. That means they own a raft of Credit Default Swaps for USGovt debt default and an assortment of other vehicles like the TNX and TYX that track the 10-year and 30-year bond yield. They recognize an asset bubble when they see one, and even invest in Gold.
Thursday, June 23, 2011
Can Gold Prospectors Cushion Against Market Volatility? / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Mercenary Geologist Mickey Fulp has adopted a new prospector-generator model portfolio with an emphasis on good people. In this exclusive interview with The Gold Report, he outlines the impact global volatility could have on junior mining companies.
The Gold Report: Is there a danger of food shortages starving emerging economies and putting an end to the secular commodity bull market? In your March 21 Musing newsletter, you tracked the commodities market back to 1955, illustrating the worldwide food inflation problem crushing poor countries. You have also written about the important role of these same emerging economies in pushing the eighth year in a commodity bull market. So I have to ask, could food shortages choke growing commodity demand?
Wednesday, June 22, 2011
It's Time to Invest in Coal / Commodities / Coal
By: Marin_Katusa
Marin Katusa, Casey Research Energy Team writes: Coal prices are surging ahead even as most other commodities pull back, spurred on by expectations that metallurgical and thermal coal production will again fail to meet rising global demand this year. The result? Record profits for major coal producers like Xstrata, a surge in acquisitions from coal-hungry India, Chinese electricity shortages, and a raging carbon tax debate in Australia amid record investments in that country's coal-heavy mining sector.
Wednesday, June 22, 2011
Platinum to Gold Ratio and Detecting Bubbles / Commodities / Gold and Silver 2011
By: Willem_Weytjens
An article on BespokeInvest about the Platinum-to-Gold ratio today drew my attention.
I therefore wanted to get to know more about this ratio. I knew that the ratio had been trading around 2 over the last 10 years, which was why I invested heavily in Platinum and its little sister metal Palladium in December 2008 and early 2009 when prices crashed, and Platinum became cheaper than gold (the ratio thus dropped below 1). When the economy rebounded, the ratio rebounded to 1.50, but the last couple of months, it has been declining again, and is approaching 1 again, as it is currently at 1.13 with gold prices around 1546 and Platinum around 1742.
Wednesday, June 22, 2011
Greeks Turn to Gold as Safe Haven Demand Surges / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at $1,544.31/oz, €1,072.96/oz and £957.30/oz. Gold is lower in dollars but higher in euros and has reached new record highs in pounds sterling at £958.25/oz. Gold is being supported by strong and increasing demand internationally.
Sterling has fallen after the BoE minutes raised concerns of further quantitative easing and currency debasement. The Bank of England looks increasingly likely to maintain its ultra accommodative monetary policies. Interest rates may continue to remain at multi century lows and the BoE is again considering more printing of money to buy government debt.
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