Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, December 01, 2011

Is Greed Good for Gold? / Commodities / Gold and Silver 2011

By: The_Gold_Report

Amid a chorus of gold mining pundits yelling for investors to snap up cheap gold equities is Ian McAvity, a 50-year veteran of the markets, telling investors to wait. In this exclusive interview with The Gold Report, McAvity, who produces Deliberations on World Markets, explains why historical cycles lead him to believe the market is in for some new lows and what that means for the gold price and the juniors seeking out that shiny metal.

Thursday, December 01, 2011

How to Own Precious Metals Warrants / Commodities / Gold and Silver 2011

By: Lorimer_Wilson

With all the interest in physical gold, silver and other commodities these days, and the large/mid-cap companies who mine the metals and the juniors who are exploring for them, it begs the question: “Why is no one writing about the merits of investing in the long-term warrants associated with a few of those companies?” Merits? Absolutely!

The proprietary Gold and Silver Warrants Index (GSWI) returned 92% and generated a 60% leverage of dollars deployed in 2010. Now that I have told you why you should consider investing in warrants and no doubt have your undivided attention read on as I outline:

Wednesday, November 30, 2011

China to Embrace Natural Gas Fracking In an Effort to Ramp up Energy Production / Commodities / Natural Gas

By: OilPrice_Com

China is leaving no shale deposit unturned in its effort to develop indigenous energy resources.

On 24 November China's Ministry of Land and Resources geological exploration department head Peng Qiming said during a press conference that China's combined oil and natural gas output, 280 million tons in 2010, is projected to rise to 360 million tons of oil equivalent by 2015, a 23 percent increase in four years and will rise to 450 million tons by 2030, a 62 percent increase over 2010 production, impressive rises in production by any yardstick.

Wednesday, November 30, 2011

BHP, Vale, Rio Tinto, World's Largest Miners Like Potash / Commodities / Agricultural Commodities

By: Richard_Mills

Miners are looking to enter the potash business, or expand existing operations, as they look for increased demand from developing nations such as China, India and Brazil.

Wednesday, November 30, 2011

Gold Jumps after Central Banks Launch Liquidity Measures / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S.DOLLAR gold bullion prices leapt 1.7% in 30 minutes Wednesday lunchtime in London – hitting $1744 an ounce – following an announcement of coordinated action from central banks worldwide aimed at increasing Dollar liquidity in the global financial system.

The Bank of Canada, the Bank of England, the Bank of Japan, the European Central Bank, the Federal Reserve, and the Swiss National Bank will all lower the price on existing Dollar liquidity swap arrangements by 50 basis points (0.5 percentage points), effective Monday.

Wednesday, November 30, 2011

Why Politicians Are Good for Gold / Commodities / Gold and Silver 2011

By: Julian_DW_Phillips

After a long and lengthening political debacle on both sides of the Atlantic, the developed world remains embedded in a crisis that the political systems are unable, or unwilling, to resolve despite all the hopeful talks. The leaders of the developed world are capable, competent men who have what it takes to surmount the debt crises that are consuming confidence day by day. So why don't they?

Wednesday, November 30, 2011

John Paulson’s Fund Obscures Gold and Silver ETF Flow Data / Commodities / Gold and Silver 2011

By: Dr_Jeff_Lewis

Absent the weekly COT report for gold and silver, the array of exchange-traded funds available on the market acts as an excellent source of money flow data for both silver and gold.  While the media tends to focus on total assets, exchange-traded funds also release the quantity of gold and silver attributed to individual exchange-traded funds.

Wednesday, November 30, 2011

Can Domestic Natural Gas Cut the U.S. Budget Deficit? / Commodities / Natural Gas

By: The_Energy_Report

The prospect of significant U.S. natural gas production may not be powerful enough to overcome the hot air coming from government quarters, but ShadowStats Editor John Williams identifies it as one bright spot in his otherwise dark outlook for the U.S. economy. As Williams tells The Energy Report in this exclusive interview, increased domestic shale production may not save the U.S. dollar from extinction but it just might have a major positive impact on the GDP, the trade deficit and employment.

Wednesday, November 30, 2011

Where is Support for Gold and Silver Stocks? / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

It has been a tough year for the mining stocks. The large stocks have moved back and forth in a range from support to resistance while the mid tiers and juniors have really struggled especially in recent months. With Europe seemingly on the brink and most markets turning down, it is an opportune time to examine the technical support of the various gold and silver equity indices. The longer the large cap equities maintain support, the more internal strength they build in preparation for a breakout in early 2012. In turn, such action would greatly help the juniors and non producers who have had a difficult year.

Wednesday, November 30, 2011

Peru: An Emerging Power in the Global Gold Hunt / Commodities / Gold and Silver 2012

By: Submissions

Chris Devauld writes: Peru has a rich precious metals history. This diverse Andean nation, once a victim of Spanish looting, is now the largest silver producer in the world, the second largest copper and zinc producer and the sixth largest gold producer. The richness of its mineral deposits stems from a dramatic landscape consisting of soaring mountains, winding valleys, stark deserts, dark jungles and lonely coastlines. More than 7% of global mining exploration occurs on this unforgiving terrain, where historical production collides with modern geological technology. The Peruvian mining industry represents about 60% of the country’s export earnings.  Earnings from mining are expected to grow 6% annually through 2011-13.

Tuesday, November 29, 2011

What Gold Stocks Going To The Moon Will Look Like / Commodities / Gold & Silver Stocks

By: Jeff_Clark

Jeff Clark, BIG GOLD writes: This may sound sensationalistic, but I think the odds are very high that, on average, gold producers will sell in the $200 range before this bull market is over. With most of them trading between $20 and $40, the returns could be tremendous. And while the typical junior won't reach the same price level, their percentage returns will be much greater and potentially life-changing, as you're about to see.

Tuesday, November 29, 2011

Gold Could Gain from "Aggressive Monetary Policy" / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE WHOLESALE market gold price hovered in a 0.5% range around $1711 an ounce Tuesday morning in London, where Britain's chancellor today gave his autumn budget statement to parliament.

Elsewhere in Europe, Italy's borrowing costs hit new highs at an auction of government bonds, while Eurozone finance ministers are meeting to discuss boosting the single currency rescue fund.

Tuesday, November 29, 2011

CFTC Data Shows Total Gold Futures and Options Positions Back at 2009 Levels / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,715.60, EUR 1,280.80, GBP 1,097.00, CHF 1,574.10 and JPY 133,280 per ounce.

Gold’s London AM fix this morning was USD 1,717.00, GBP 1,098.32, and EUR 1,278.67 per ounce.

Tuesday, November 29, 2011

Currency Wars: Euro Descending, But What of Gold? / Commodities / Gold and Silver 2011

By: William_Bancroft

Jim Rickards’ new book, ‘Currency Wars’, has been getting plenty of attention recently as its launch has seen it rocket up the best sellers lists, and not just in the financial and economic world. Jim has also had an interesting spat with Nouriel Roubini recently on Twitter, which still seems to be rumbling on. The title of Jim’s book seems to be rather prescient at this time as we look across the Eurozone and watch the markets generally. Jim advises that we are in the middle of the third great currency war, we find his arguments compelling, and the release of his book is perhaps timely.

Tuesday, November 29, 2011

Ron Paul on Return to the Gold Standard (When and How) / Commodities / Gold and Silver 2011

By: Mike_Shedlock

In the following interview video on Fox News, Ron Paul explains his plan for monetary freedom and a return to a gold standard. Paul also addresses a dangerous competing idea for the IMF take over control of setting international monetary standards. Finally, Paul explains how he has been temporarily stymied on his plan for a full and complete Fed audit.

Tuesday, November 29, 2011

Silver Producers Spend a Day in the Sun / Commodities / Gold & Silver Stocks

By: Bob_Kirtley

Silver producers enjoyed solid gains today with Endeavour Silver Corporation (EXK) up 8.22% followed by Mag Silver Corporation (MVG) up 7.41% and Great Panther Silver Limited (GPL) up 5.99%. Silver prices showed gains of 1.85% to close at $31.85/oz and gold prices also posted impressive gains of 1.53% to close at $1708.70/oz in today's trading session in New York.

Monday, November 28, 2011

John Williams Hyperinflation Warning, Preserve Wealth Value with Gold / Commodities / HyperInflation

By: The_Gold_Report

Among the specters lurking in ShadowStats.com's Editor John Williams' gloomy outlook for the U.S. are the demise of the dollar, hyperinflation and the ongoing lack of political will to take sound corrective measures. Still, as he tells The Gold Report in this exclusive interview, investors have options. Williams contends that turning to gold, silver and strong foreign currencies would protect wealth and position savvy investors to take advantage of extraordinary opportunities likely to flow out of the turmoil ahead.

Monday, November 28, 2011

Are Physical Precious Metals Still in Demand? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

The past couple weeks have been a somewhat trying time for precious metal investors. After liquidity concerns and euro zone theatrics, precious metals have been in a downward spiral. On Friday, gold settled at $1,685.70, while silver closed at $31.01. However, investors continue to acquire physical gold and silver in order to protect themselves from the current financial landscape.

Monday, November 28, 2011

Crude Oil Price Analysis / Commodities / Crude Oil

By: OilPrice_Com

January Crude Oil closed lower for the second consecutive week but losses could have been worse if not for a strong comeback on Friday. The primary reason for the weakness throughout the week was concern that the European debt crisis would trigger the start of a global recession. As bearish conditions spread throughout the Euro Region, traders pressured the Euro, driving up the U.S. Dollar and lowering demand for the dollar-based crude oil market.

Monday, November 28, 2011

Will the Use of Gold as Collateral Push the Gold Price Down? / Commodities / Gold and Silver 2011

By: Julian_DW_Phillips

Gold Forecaster has for years now pointed to gold's coming monetary role as collateral. We have never believed that a return to the Gold Standard was feasible in the form it was used in last century. We have never believed it would return as day-to-day money. We have always seen its return tied into its use on a global basis, most likely between governments, as we saw under the Bretton Woods system after the Second World War. We have always pointed to a time when it would return to a key monetary position in the global financial system.