Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Monday, October 03, 2011
A Rock, A Hard Place & Gold / Commodities / Gold and Silver 2011
Policy-makers have little choice left but make gold only more attractive as they deal with today's mountain of debt...
EVERY INVESTOR has been hit with exceptional volatility in recent weeks, gold bullion owners included.
Read full article... Read full article...
Monday, October 03, 2011
Russia Effectively Doubles Nations Oil Reserves / Commodities / Crude Oil
Russia, currently vying for the title of world's top oil producer with Saudi Arabia, claimed that new findings in its offshore Arctic territories have effectively doubled the nation's energy reserves.
Read full article... Read full article...
Monday, October 03, 2011
Surprising Gold Rally despite Vulnerability on Futures Market / Commodities / Gold and Silver 2011
U.S. DOLLAR gold bullion prices began the week strongly, climbing to $1663 per ounce Monday morning London time – a 2.4% gain on Friday's close – while stocks and commodities fell and government bonds rose following news that Greece's second bailout agreed less than three months ago is unlikely to be enough.
Silver bullion prices also rose, climbing to $31.43 per ounce – 4.9% above where they ended last week.
Read full article... Read full article...
Monday, October 03, 2011
Gold Up as Equity Markets Fall on Greek Debt Debacle / Commodities / Gold and Silver 2011
Gold is trading at USD 1,657.22, EUR 1,240.43, GBP 1,066.97, JPY 124,422 AUD 1,718.40 and CHF 1,505.54 per ounce.
Gold’s London AM fix this morning was USD 1,660.00, EUR 1,242.52,and GBP 1,068.07 per ounce.
Read full article... Read full article...
Monday, October 03, 2011
Silver Price Crash Into Accumulation Zone / Commodities / Gold and Silver 2011
Following our highly successful foray into the future to see what would happen to the silver price, many readers have been urging me to clamber back into my time machine and go Back to the Future to see what is going is to happen in the next few weeks. However, on this occasion I have decided not to. It was not concern about disrupting the space-time continuum, or even a sudden attack of moral rectitude concerning looking at charts 3 weeks before other people get a chance to see them, but the simple fact that it isn't necessary. You see, we have all the evidence that we require in the here and now that silver has probably bottomed, or is very close to doing so, and that it is set to enter another advancing phase shortly. Let's now look at this evidence.
Read full article... Read full article...
Monday, October 03, 2011
Gold About to Enter Accumulation Zone / Commodities / Gold and Silver 2011
In classic fashion gold's brutal plunge ended in a zone of strong support just above its 200-day moving average. Normally, a drop of this severity would lead to more downside action, but there is now strong evidence that gold hit bottom last Monday, and that it is now basing prior to turning higher again.
Read full article... Read full article...
Monday, October 03, 2011
Gold and Silver Which Direction Next? / Commodities / Gold and Silver 2011
The bulls are saying gold is ready to turn and go into new highs, the bears are saying watch out below, I’m saying who knows? The best I can say is where we are and the direction gold (and silver) is headed. But for how long and how far, that’s guess work or “predictions”.
Read full article... Read full article...
Monday, October 03, 2011
Market Volatility Continues To Shake Up The Rare Earths Industry / Commodities / Metals & Mining
After two years of continuous increase, the prices of rare earth metals seem to have reached a more balanced level in recent times. The primary causes for this change is the optimistic supply scene and the possibility of China facing legal challenges because of its export restrictions. China controls almost 97% of the global market and over the years, its export restrictions and other policies have sparked panic buying, frantic searches for alternative sources and price hikes of almost ten times in certain cases. Certain companies have also begun reducing their usage of rare earth metals.
Read full article... Read full article...
Sunday, October 02, 2011
Agri-Equities Potential for Significant Profit Expansion / Commodities / Agricultural Commodities
A center of global commerce? Connecting to the global Agri-Food system? Helping to feed Japan, Korea, and China? Why yes, Moses Lake, Washington comes immediately to mind. In the Hay Report from World news services via wenatcheeworld.com we discover, "Moses Lake (Sept 16) -- Tonnage this week: 18,180; last week: 19,555; last year: 14,970." That year-to-year increase for bales of hay sold is 20+%, and might have been higher had supply not been constrained in the U.S.
Read full article... Read full article...
Sunday, October 02, 2011
Gold, Exciting Times / Commodities / Gold and Silver 2011
The big picture is shaping up quite nicely now that we have ended another quarter. A nasty cyclical global equity bear market has begun, the third of the ongoing secular bear market for "advanced" Western economies that began in 2000. As an advanced economy, Japan is the odd man out, as they have been mired in a secular equity bear market for almost 22 years now. There are some interesting "big picture" nuances to this cyclical bear as they relate to precious metals that should provide phenomenal profit opportunities for those with cash on hand.
Read full article... Read full article...
Saturday, October 01, 2011
Are Silver and Copper Prices Predicting a Global Recession? / Commodities / Double Dip Recession
Silver and copper have recently been going through their own private bear markets. Since the open on September 1st, silver futures have sold off by more than 25%. During the same time frame, copper futures sold off by around 24%. Both metals are extremely oversold, but lower prices are still possible.
Are the bear markets in copper and silver an attempt to warn market participants that slower economic condition are ahead? Are equities going to take a huge hit on slower future growth?
Read full article... Read full article...
Saturday, October 01, 2011
Europe's Debt Crisis and Its Effect on Gold / Commodities / Gold and Silver 2011
If you want to know the future, pay attention to the decisions European policymakers will have to make regarding debt, says Scott Gardner, chief investment officer at Verdmont Capital. In an exclusive interview with The Gold Report, he shares his analysis of debt policy investment implications, plus which gold mines Verdmont likes in Latin America and beyond.
The Gold Report: In one of your June research reports you wrote, "In the Eurozone, there has been limited political will to really make an impact on the debt side of the equation. With gross domestic product (GDP) growth set to slow, things should really get interesting for euro policymakers as they attempt to make their shaky union work." In the Eurozone, there is more than adequate money to take care of the debt situation, but the question remains, is there enough political will to keep all the member countries inside the Eurozone? What sort of impact will pending Eurozone issues have on the gold price?
Read full article... Read full article...
Saturday, October 01, 2011
Copper Lacking Buyers / Commodities / Commodities Trading
So far my target window for a significant low in nearby copper prices in the 3.10-3.06 area is looking pretty accurate. That said, before we run out and load up on copper, it would behoove us to realize that despite holding right in my optimal target zone, the price structure has not yet been able to stage any sort of meaningful rally.
Read full article... Read full article...
Saturday, October 01, 2011
Will A China Economic Slowdown Affect Gold? / Commodities / Gold and Silver 2011
After finishing the second quarter at $1,505, gold is on pace to finish the third quarter with its 11th consecutive quarterly gain. Although gold has been in a bull market for the past decade, recent concerns from a China slowdown are weighing on many markets. In September, gold prices and Asian stock markets had their worst monthly performance since October 2008.
Read full article... Read full article...
Saturday, October 01, 2011
Is Gold and Silver Rally Likely at the Moment? / Commodities / Gold and Silver 2011
Although we had described the fall in precious metals prices, we can understand the shock for those who had gotten used to the idea that gold prices only go in one direction—up. A good metaphor here would be gold taking the stairs to go up, but the elevator to do down. Last Friday it was more like gold falling headlong down the elevator shaft with the worse one day drop in five years. It definitely got ugly, but that’s normal. It’s part of the game, part of the ride. Investors fled to the U.S. (fiat) dollar and to U.S. Treasuries (that just got downgraded last month by Standard & Poor’s.) Go figure! They have to settle their debt in dollars. The sharp decline was difficult to digest especially since we had come off a period in August where it seemed that gold could do no wrong. It shot up when markets plummeted, and shot up when markets soared.Read full article... Read full article...
Saturday, October 01, 2011
Gold In "Not Safe Haven" Shocker / Commodities / Gold and Silver 2011
If your house catches fire, do you call your insurer before trying to escape the flames...?
SO GOLD is not a "safe haven" – that's the genius insight many pundits are pushing today.
Read full article... Read full article...
Friday, September 30, 2011
Silvercorp Goes on the Offensive / Commodities / Gold & Silver Stocks
Jeff Clark, Casey Research writes: I’m writing from China, where I’m attending Silvercorp Metals’ (SVM) mine tour with other analysts and reporters. We met with company principals the first morning, including CEO and Explorer’s League honoree Rui Feng at their downtown Beijing offices, where the bulk of the discussion centered around a point-by-point rebuttal of the charges made by the now-infamous short sellers. With a reporter’s camera snapping, it became apparent to me that Rui and company have shifted from playing defense to going on the offensive.
Read full article... Read full article...
Friday, September 30, 2011
US Oil Boom / Commodities / Oil Companies
With the world forging ahead in this modern industrial and technological era, the king of commodities continues to flex its muscles as the most indispensable of resources. Oil, the lubricant of global commerce, is seeing record levels of demand.
Amazingly global oil demand is up nearly 50% in just the last 25 years. In 2010 it is estimated that a record 87m barrels per day (bpd) were consumed, surpassing the previous high from 2007. And it is forecasted that 2011’s will come in even higher, at around 89m bpd.
Read full article... Read full article...
Friday, September 30, 2011
Don't Panic on Precious Metals Tumble / Commodities / Gold and Silver 2011
Fall officially began on September 21, but it's not just leaves that are cascading downward. In the few market days of the new season, precious metals prices have seen significant drops, some 11% for gold and 31% for silver. In its lurch downward, gold plowed through support levels at $1,750, $1,700, and $1,645 an ounce. I'm sure many readers are concerned.
Read full article... Read full article...
Friday, September 30, 2011
Gold Ends September 16% Below Peak / Commodities / Gold and Silver 2011
WHOLESALE gold prices drifted lower in London after rising in Asia on Friday morning, set for their biggest monthly drop against the Dollar since the Lehmans' crash of Oct. 2008 but finishing the third-quarter of 2011 more than 13% higher.
US equities and crude oil prices have lost 12.5% since end-June. Copper has fallen over 25% and the silver price has lost 13.1%.
Read full article... Read full article...