Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, February 24, 2011
What You Need to Know About Buying Silver Today / Commodities / Gold and Silver 2011
By: Jeff_Clark
It's hard to believe that less than three years ago, silver was $8.80 an ounce. Since then it has nearly quadrupled in value (up 385%) and more than doubled in the last 12 months alone.
That's great for those who already own the metal - but is it too late for the rest of us to get in?
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Thursday, February 24, 2011
WTI and Brent Disparity Means Higher Crude Oil Prices / Commodities / Crude Oil
By: The_Energy_Report
West Texas Intermediate (WTI) oil is trading at a significant discount to Brent crude, the latter of which is used to price two-thirds of globally traded crude oil. WTI, on the other hand, is the commodity underlying Nymex futures contracts and has, more often than not, traded slightly above Brent. Although the current Brent/WTI divergence is widening, disruptions in equilibrium don't tend to last. "True energy demand," says Raymond James Director of Energy Research Marshall Adkins, "will ultimately bring WTI in line with global oil prices." Marshall reveals how equity investors can profit from oil service providers in this exclusive interview with The Energy Report.
Thursday, February 24, 2011
End of the Gold Bull Market? / Commodities / Gold and Silver 2011
By: Ronald_Rosen
Is time running out for the mighty gold bull? Has a favorite son been brought to his knees?
Take a close look at the following evidence.
We may have seen the end of this gold cycle.
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Thursday, February 24, 2011
Clean Energy Commodities: The Answer To Middle Eastern Oil / Commodities / Renewable Energy
By: Jeb_Handwerger
Many of the great declines in the stock market over the past 30 years have been related to oil (United States Oil (USO)). This week we have seen the major indices plummet on geopolitical chaos throughout North Africa, especially the large oil-producing Libya, as investors returned to gold (SPDR Gold Shares (GLD)), silver (iShares Silver Trust (SLV)), and oil. As the market reached record overbought territory, any excuse could begin a significant pullback in equities (SPDR S&P 500 (SPY)).
Thursday, February 24, 2011
Gold Up, Silver Down as Soaring Oil & Bond-Market Rates Snub Geithner's "No Stagflation" Claim / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF GOLD rose further in London trade Thursday morning, hitting new 2011 highs for Dollar investors as Brent crude oil jumped to $119 per barrel and a raft of economic analysis warned of "stagflation" ahead for the global economy.
Silver prices ticked lower together with platinum and palladium – which also find the bulk of their demand from industry, rather than investment or jewelry – as well as base metals.
Thursday, February 24, 2011
Crude Oil Goes SuperNova, $115, $150, $200, Implications for Inflation / Commodities / Crude Oil
By: Nadeem_Walayat
The inflation forecast for 2011 warned that the key risks to the forecast were all to the upside and specifically if Crude oil were to go super nova during 2011, subsequent events starting in Tunisia, magnifying in Egypt and now exploding in Libya have sent crude oil prices soaring into the stratosphere as speculators pile into a panic sparked trend, where Brent Crude has now spiked higher to $115 on the spot market, up $40 from the recent trading range of $75 and leaving the US WTI Crude presently lagging behind at $101.
Thursday, February 24, 2011
China Steps up Silver Purchases / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
Carefully hidden in the depths of a recent Forbes blog was perhaps one of the most important stories for all of 2011, at least for silver. Robert Lenzner wrote that “China’s Industrial and Commercial Bank (ICBC) reports purchases of physical gold and gold-related investments are growing at record setting rates.”
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Thursday, February 24, 2011
Gold and Silver Prices, Getting to Know Crisis Premiums / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
There’s a term gold and silver investors like to use to describe changes in premiums based solely on changes in the markets and demand for physical metals: the crisis premium.
The crisis premium was most recently encountered at the turn of the new millennium when hundreds of thousands of people stashed record collections of gold and silver to protect against what was supposed to be the worst electronic catastrophe ever. Bank balances were supposed to go to zero, and computers were to become virtually worthless when the date rolled over to 01/01/00. Of course, that never happened, no one died, and the sun still rose the next morning.
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Thursday, February 24, 2011
Sales of Existing U.S. Homes Moved Up, But Median Price Establishes New Low / Commodities / Crude Oil
By: Asha_Bangalore
Sales of all existing homes rose 2.7% to an annual rate of 5.36 million units in July of 2010, while purchases of single-family existing homes rose 2.4% to an annual rate of 4.69 million, which is up 38% from the cycle low of 3.390 million registered in July 2010. Regionally, sales of existing homes fell in the Northeast (-4.6%), but rose in the Midwest (+1.8%), South (+3.6%) and West (+7.9%).
Wednesday, February 23, 2011
Natural Resources Sector, Finding Value Amidst Volatility / Commodities / Resources Investing
By: The_Gold_Report
Cranberry Capital Inc. President Paul van Eeden still favors the natural resources sector above all others because they are "absolutely central to our standard of living, our quality of life and the technological progress we've made." Despite the dangers, frothiness of equities and absence of fundamentals to support current valuations, he says, "there are always opportunities in the market. . .you just have to recognize them." Find out where Paul believes investors can find good value in the current market in this exclusive interview with The Gold Report.
Wednesday, February 23, 2011
QE2, The Road To A Gold Standard / Commodities / Gold and Silver 2011
By: Jim_Willie_CB
What an incredible few weeks with global uprisings! It is not all too surprising that social eruptions over food prices come from the Arab world, since they spend up to 75% to 80% of income on food for basic needs. What proof that the global economy is not a closed system! The QE and QE2 initiatives have spread like a powerful virus, leading to global commodity prices heading upward and quickly. Even cotton is up 170% in price. The USFed has suffered even more credibility blows, calling the global food price inflation unrelated to its QE2 policy. It is obviously connected. What we have is the Western Big Banks protected from fraud prosecution, redeemed for their broken toxic balance sheets at government expense, leading to a global price tag in the form of foodstuffs and commodities.
Wednesday, February 23, 2011
Silver a Sound and Credible Currency / Commodities / Gold and Silver 2011
By: Adrian_Ash
As a currency, the Euro doesn't have to do much to equal its peers...
"SILVER HITS new all-time highs in Euro" proclaimed Zero Hedge on Monday.
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Wednesday, February 23, 2011
Powerful Spike in Crude Oil / Commodities / Crude Oil
By: Mike_Paulenoff
Crude oil's upside pivot reversal off of last week's low at $83.85 has morphed into a powerful spike that has climbed above the prior high of $92.84 to a new, post-Dec 2008 high at $99.94 today.
The explosive upmove has blown through key resistance at $90.15 -- the 50% resistance plateau of the huge $114.87/bbl bear market from July 2007 to Dec 2008. It has hurdled key multi-week resistance at $92.30/90 into what looks like a vicious new upleg that could be heading for a confrontation with the upper channel resistance line, now up near $110.50 to $113.00.
Wednesday, February 23, 2011
Gold $2,300, Silver $150 and Looming Stock Market Crash / Commodities / Gold and Silver 2011
By: Jason_Hamlin
Notes from the Cambridge House Silver Summit - Cambridge House puts on some of the best commodity-focused investment conferences in the industry and this year was no different. The February show in Phoenix, Arizona included presentations from industry heavyweights such as Ted Butler, Bill Murphy, Jay Taylor, Mickey Fulp, John Kaiser and others. Over 40 booths were filled with up-and-coming junior resource miners, including one of my favorite silver plays, Aurcana Corporation (CVE: AUN or AUNFF). Aurcana stock advanced as much as 19% today, the first trading session following the conference. Aurcana just began construction on their Shafter mine in Texas, which is estimated to be one of the top ten largest silver mines in the world. In addition the company is already producing one million ounces from its La Negra mine in Mexico and is projecting a jump to 5 million ounces per year once Shafter comes online.
Wednesday, February 23, 2011
Gold Short Position Could Pay Off With This Scenario / Commodities / Gold and Silver 2011
By: INO
In this 4 minute video I explain exactly what I mean by a "short gold position." It does not mean I am bearish on gold, however the scenario I point out in this video could make money by being short gold and long another important market.
The video points out what the scenario is, and which market you should be long in, against a short gold position. This is an interesting twist and a video you shouldn't miss.
Wednesday, February 23, 2011
Gold Finds Bargain Hunters at $1400 as Saudi King Spends $38bn to Avoid Revolution / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE WHOLESALE LONDON PRICE of physical gold held onto this week's early rise again on Wednesday, pushing back above $1400 per ounce as world stock markets fell and crude oil rose to new two-year highs as fresh anti-government protests hit the Gulf state of Bahrain.
More gunfire was reported in the Libyan capital Tripoli, but eastern cities enjoyed "delirious celebrations" at the demise of Colonel Gaddafi's forty-year regime, according to the BBC.
Wednesday, February 23, 2011
Crude Oil Prices Near $96 as Political Crisis Shifts to Libya / Commodities / Crude Oil
By: LiveCharts
Libya is the latest country facing political upheaval as it nears Civil War. Just a week after Egypt’s President Hosni Mubarak ended his 30-year run by resigning amid public unrest, Libya’s leader Moammar Gadhafi is dealing with similar anti-government demonstrations.
Gadhafi spoke out on Tuesday asking those that support the Libyan government to go on the offensive against the demonstrators, now supported by several army units that have defected from the government.
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Wednesday, February 23, 2011
Solar Power Market Emerging as a Sleeper in 2011 / Commodities / Renewable Energy
By: Money_Morning
David Zeiler writes:
Companies that manufacture solar power equipment had a great year in 2010 thanks to generous government subsidies. While 2011 may turn out to be a year of transition, most solar companies should do well and the long-term prospects for the industry are bright indeed.
Solar power installations worldwide increased 120% in 2010 with 16 gigawatts added, up from 7 gigawatts added in 2009. That brought total capacity to 40 gigawatts, still just 0.2% of the world's electricity generation in 2010. That leaves a lot of room for growth.
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Wednesday, February 23, 2011
The Commodities Boom of 2011: Coal Will Be the New Gold / Commodities / Coal
By: Money_Morning
Martin Hutchinson writes:
The run-up in commodities prices has been a long one. And it shows no signs of abating.
As a Money Morning reader, you know that we predicted this run-up. Back in October 2007, for instance, we told readers to buy gold - when it was trading at $770 an ounce. Those of you who followed our advice have done quite well.
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Wednesday, February 23, 2011
How To Use Gold And Silver To Get Rich On Inflation / Commodities / Gold and Silver 2011
By: Bob_Clark
Below, I look at what is driving the precious metals markets. The US government and the Fat Boys that control the Federal Reserve banking system, both benefit from inflation. We can also benefit, by understanding who, is doing what, to who. In the second part, I suggest a way to use loose money and low interest rates to protect us from inflation.
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