Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, July 26, 2014
Tesla’s Gigafactory and Recent M&A Boosting Lithium Sector To New Highs / Commodities / Lithium
By: Jeb_Handwerger
Summary
- Demand is soaring for lithium as its use is growing rapidly in smartphones, tablets and electric vehicles.
- Lithium Sector on verge of a major 2014 52 Week High Breakout as Tesla announcement to build Gigafactory sparks major interest in sector.
- Major M&A activity is taking place with the recent $6 billion merger between Albemarle and Rockwood. This may be just the beginning.
- One of the largest chemical deals in history. Demand is growing fast for the electrification of the automobile.
Friday, July 25, 2014
The Big Energy = Power Battle Is Coming / Commodities / Energy Resources
By: Raul_I_Meijer
I don’t really want to keep talk about Ukraine, but it’s too hard to avoid. Besides, it’s not the same story anymore that it was when the week began, since the economic war vs Putin and Russia is now escalating. For reasons that have nothing to do with the plane crash, though they may seem to, a fact that completely seems to escape 999 out of 1000 people.
We still don’t know who shot that plane (we’re not even sure anyone did), and the longer is takes to get evidence for who did it, the more likely it is that such evidence will be tainted and/or fabricated.
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Friday, July 25, 2014
More Weakness Ahead for Gold Miners / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
No pain, no gain. That is one comment regarding this seemingly terminal bottoming process in the precious metals complex. Multiple times as soon as conditions have strengthened enough for us to anticipate a breakout, the miners have put in a bearish reversal. At the same time, the metals and especially Gold have failed to gain any real traction. Throughout the past year we’ve been looking for that final low in Gold but it has eluded us multiple times. The recent reversal in the gold and silver miners coupled with a continued technical downtrend in Gold suggests that more pain is coming before sustained gain.
Friday, July 25, 2014
Gold Price Strong Season Starts / Commodities / Gold and Silver 2014
By: Zeal_LLC
Gold’s strong season is just getting underway, with this metal’s summer-doldrums seasonal low in place. The past couple months’ stiff headwinds are starting to shift to fierce tailwinds, thanks to Asian demand ramping up heading into autumn. Gold’s pronounced seasonality is very important for all investors and speculators to understand, as today’s inflection point is a very bullish omen for this still-unloved asset.
Friday, July 25, 2014
Gold Lockdown Until Options Expiry - New Singapore Gold Contract Threatens Price Manipulation / Commodities / Gold and Silver 2014
By: GoldCore
Mark O’Byrne writes: Today’s AM fix was USD 1,292.50, EUR 961.18 and GBP 761.64 per ounce. Yesterday’s AM fix was USD 1,300.00, EUR 964.68 and GBP 763.76 per ounce.
Gold fell $12.50 or 0.96% yesterday to $1,292.40/oz and silver slid $0.55 or 2.63% to $20.37/oz.
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Thursday, July 24, 2014
Three Reasons Why Gold Price and Gold Stocks Will Rise / Commodities / Gold and Silver Stocks 2014
By: The_Gold_Report
It's hard to see the present until it's in the past. What does this mean for gold? Money managers Doug Loud and Jeff Mosseri of Greystone Asset Management say that a bull market may have already begun. All the signs are there: rising political tension, a shortage of new supply and a cull of the weakest stocks. In this interview with The Gold Report, Loud and Mosseri list a dozen gold, silver and copper companies that should ride the crest of the wave.
The Gold Report: Over two days, July 14 and 15, the price of gold fell over $40 per ounce ($40/oz), more than 3% of its value. To what do you attribute this drop?
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Wednesday, July 23, 2014
Gold & Silver Trading Alert: Euro’s Breakdown and Its Implications / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion (full) speculative short positions in gold, silver and mining stocks are now justified from the risk/reward perspective.
The Euro Index broke decisively below the rising long-term support line (based on the 2012 and mid-2013 bottoms) and this is a major event not only for the currency itself, but also for the precious metals sector. Let's see why (charts courtesy of http://stockcharts.com).
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Wednesday, July 23, 2014
HUI Gold Bugs Fighting To Break Downtrend / Commodities / Gold and Silver Stocks 2014
By: Austin_Galt
Cooooeee! That's the sound of the HUI Gold Bug bulls trying to find other bulls to push the price a little higher in order to break the downtrend. But the landscape appears desolate. The bulls don't seem to be stepping up when the going gets tough. Currently, price is tantalisingly short of the previous major swing high. Let's take a look at the daily chart to see what I'm talking about.
Wednesday, July 23, 2014
Crude Oil Price Bearish Continuation / Commodities / Crude Oil
By: Gregor_Horvat
Crude Oil is rallying away from 98.64 which has been expected because of a completed five wave decline, but now recovery can already be counted in three legs that reached levels around 61.8% Fibonacci level, which means that recovery can be at the end. In fact, prices turned nicely down yesterday, slightly beneath the corrective channel that is pointing to lower prices. Ideally we will see a bearish continuation back to 98.60 in days ahead.
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Tuesday, July 22, 2014
The TRUTH about China’s Massive Gold Hoard / Commodities / Gold and Silver 2014
By: Jeff_Clark
I don’t want to say that mainstream analysts are stupid when it comes to China’s gold habits, but I did look up how to say that word in Chinese…
One report claims, for example, that gold demand in China is down because the yuan has fallen and made the metal more expensive in the country. Sounds reasonable, and it has a grain of truth to it. But as you’ll see below, it completely misses the bigger picture, because it overlooks a major development with how the country now imports precious metals.
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Tuesday, July 22, 2014
Bitcoin Price Medium-term Trend Being Tested / Commodities / Bitcoin
By: Mike_McAra
Briefly: we still support long speculative positions in the market, stop-loss at $550.
We read an interesting piece on Business Insider which brought up the ideas of Fred Wilson, founder of Union Square Ventures and a Bitcoin investor. Wilson earlier spoke for the NYC Foundation for Computer Science Education and expressed his views on Bitcoin:
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Tuesday, July 22, 2014
As Russia's Isolation Grows, Oil Companies Caught in Middle / Commodities / Oil Companies
By: OilPrice_Com
The confrontation between Russia and the West took a turn for the worse with the downing of a Malaysian airliner on July 17, and that could spell trouble for several major oil companies operating in Russia.Just one day earlier, U.S. President Barack Obama slapped sanctions on Russia over its ongoing role in the destabilization of Ukraine. The sanctions prohibited American banks from issuing loans with a maturity of over 90 days to four key Russian companies – Rosneft, Novatek, Gazprombank, and VEB.
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Monday, July 21, 2014
Gold Price Looking Drab / Commodities / Gold and Silver 2014
By: Austin_Galt
Gold needs a shine to get it’s sparkle back. In the good ole days, news the likes of the Malaysia Airlines crash would have sent gold soaring. But that’s the difference between a bull trend and a bear trend. Good news in a bear trend can see a small burst of optimism before turning back down and making the whole experience rather underwhelming. There has been so much turmoil in the world the last few years but you wouldn’t know it by looking at the gold chart. Let’s do just that beginning with the daily chart.
Monday, July 21, 2014
An In-Depth Look at Gold Chartology / Commodities / Gold and Silver 2014
By: Rambus_Chartology
In this report I would like to take an in depth look at gold as there could be some important developments taking place that didn't show up until this weeks volatile swings. Keep in mind a week ago this particular pattern didn't exist as there was no evidence in place to even speculate on what what I'm seeing right now. As you know things can change very fast in the markets especially when the volatility increases as we seen this week. One always has to keep an open mind and look at what the markets are giving us to work with.
Saturday, July 19, 2014
The Banks Are Manipulating Silver Prices / Commodities / Gold and Silver 2014
By: Investment_U
Sean Brodrick writes: The big banks have smashed gold and silver lower this week, and after that shellacking, you'd have to be crazy to buy precious metals, right?
Yeah. Crazy like a fox.
If you're smart, you're going to put on your big-boy pants and buy silver right now.
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Saturday, July 19, 2014
Gold And Silver – BRICS And Germany Will Pave The Way / Commodities / Gold and Silver 2014
By: Michael_Noonan
There is no one singular event that will ultimately loosen the manipulative shackles that the elite's central bankers have maintained on the PMs [Precious Metals], as evidence continues to mount that Western countries, and the US, especially, are going under economically and financially. All central banks are insolvent, kept afloat by lies. The accounting rules have been changes to allow banks to price their assets however the banks choose. Most, if not all central banks assets, [just about all banks, as well] are worthless, or near worthless.
Saturday, July 19, 2014
Domestic and Indian Gold Price Rally Points to a Strong Second Half / Commodities / Gold and Silver 2014
By: Frank_Holmes
Earlier this week we reported that gold, defying expectations, is one of the best-performing commodities of the year so far.
And now we've learned that gold bullion imports by India climbed a stunning 65 percent last month after the country's central bank allowed more investors to buy foreign bullion. Imports rose to $3.12 billion in June from $1.89 billion this time last year.
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Friday, July 18, 2014
Will Gold Price Drag Down the Mining Stocks? / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
We know that the gold and silver stocks lead the metals at key turning points. The stocks started their bear market well ahead of Gold. This year the stocks have exhibited excellent relative strength. Gold and Silver are up less than 10% this year while GDX is up 27% and GDXJ is up 43%. In recent days GDX and GDXJ reached 10-month highs relative to Gold. SIL hit a 10-month high relative to Silver while SILJ, the silver juniors hit an 18-month high against Silver. The outlook for the miners remains positive but the miners are awaiting and need more strength from Gold.
Friday, July 18, 2014
Gold Price Sharp Consolidation / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
Before yesterday's (Thursday) rise in bullion prices, precious metals were in corrective mode this week after recent rises. There were two big stand-out sales of gold contracts on Monday, estimated to be about 5,000 contracts at the European opening, and 15,000 on the US opening. The combination of the two sales drove gold down over $30, and on Tuesday a further sale of 15,000 contracts drove the price down to a low of $1293 for a total fall of $45.
Friday, July 18, 2014
Silver Before it’s Too Late / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
The ongoing plight of the long term value investor continues - seemingly without end. However, decades of exuberance and greed have colluded. The financial establishment has created an accident waiting to happen. The mainstream has not "priced in" risk, which makes it even harder to travel the road less traveled.And once the accident happens, it may be too late.
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