Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, June 08, 2011

Moody’s Warns UK’s AAA Credit Rating at Risk, Sterling Gold Near High / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at $1,533.89/oz, €1,048.81/oz and £936.67/oz.

Gold and silver are lower today despite European equities falling for a sixth day on sovereign debt and economic growth concerns. Bernanke’s failure to even suggest that the Federal Reserve will embark on further stimulus and QE3, after QE1 and QE2 failed to kick start the US economy, has markets jittery.

Wednesday, June 08, 2011

Comex Silver Deliverable Inventory Hits New Low / Commodities / Gold and Silver 2011

By: Jesse

The ability of the Comex to deliver on the silver contracts continues to deteriorate.

Wednesday, June 08, 2011

Gold, Stocks and Options / Commodities / Gold and Silver 2011

By: Bob_Kirtley

A question that we constantly wrestle with is are gold producers correlated to gold prices as gold is their underlying asset, or are they correlated with the stock market as they stocks? Is there safety in gold producers should the stock market in general experience a pull back? If so, why are the gold producers lagging behind the steady progress being made by gold prices at the moment?

Wednesday, June 08, 2011

Capitalize on Crude Oil Stock Fluctuations / Commodities / Oil Companies

By: The_Energy_Report

Chen Lin is a successful resource investor who loves energy equities because he can uncover treasures still hidden from the very markets that will later recognize their value and bid them up. In this exclusive interview with The Energy Report, Chen shares names of some of his favorite positions currently boosting his portfolio.

Tuesday, June 07, 2011

Gold and the Collapsing U.S. Dollar / Commodities / Gold and Silver 2011

By: Julian_DW_Phillips

Last week the U.N. warned of a possible collapse of the US dollar -if its value against other currencies continues to decline. The U.N. mid-year review of the world economy did not get extensive coverage. Their economic division said that a crisis of confidence in the dollar, stemming from the falling value of foreign dollar holdings, would imperil the global financial system. This trend had recently been driven by interest rate differentials between the U.S. and other major economies and growing concern about the sustainability of the U.S. public debt, half of which is held by foreigners including the Chinese government.

Tuesday, June 07, 2011

Critical Metals Myths, Markets and Geopolitics / Commodities / Metals & Mining

By: The_Gold_Report

William Stanley Jevons was a 19th century British economist who said, "The more efficient use you make of a scarce material, the greater the total demand will eventually be." Investors in critical metals projects all over the world hope Jevons' theory, known as Jevons Paradox, will eventually ring true. Read more in this Critical Metals Report exclusive.

Tuesday, June 07, 2011

Gold, Silver and Crude Oil Commodity Charts Elliott Wave Update / Commodities / Elliott Wave Theory

By: Tony_Caldaro

Gold has reached another interesting juncture. While Silver tanked over 30% in May Gold held its’ own with only a 6% decline. Then after making that low in early May Gold started to rally again, and is now in another confirmed uptrend. The question now arises; Is this a B wave rally in an ongoing Major wave 4, or is Minor wave 5 now extending in this extended Major wave 3?

Tuesday, June 07, 2011

Gold Rises to New Sterling High As Greece Debt Crisis Continues / Commodities / Gold and Silver 2011

By: Ben_Traynor

DOLLAR PRICES to buy gold rose to a high of $1550 per ounce on Monday morning – less than 2% off last month's all-time high – before slipping back slightly, while commodities were mixed and European stock markets rose.

Negotiations towards a fresh bailout for Greece continued, after an estimated 80,000 people protested in Athens yesterday against government cuts and privatizations. The protests have been running for 12 days.

Tuesday, June 07, 2011

Gold Within Reach of New Record Nominal High / Commodities / Gold and Silver 2011

By: GoldCore

Gold and silver are higher again today with the U.S. dollar and yen in particular under pressure as concerns about the outlook for growth in Japan, the UK, the EU and the U.S. deepen. Gold reached new record nominal highs in sterling yesterday at £949.83/oz on concerns about the UK economy.

Tuesday, June 07, 2011

Agricultural Commodities JJG Grains ETN Bullish Flag Pattern / Commodities / Agricultural Commodities

By: Mike_Paulenoff

For three weeks now, the iPath DJ-UBS Grains TR Sub-Idx ETN (JJG) has been "coiling" atop its most recent upleg off of the May 12 pivot low at 49.77 to the May 19 high at 55.71. My work considers the coil a bull-flag type of pattern that should resolve itself to the upside and which will trigger upside continuation of the larger bullish coil pattern that has formed since the Feb 9 high at 58.25.

Monday, June 06, 2011

Biofuels About to Take Off - Just Not Yet / Commodities / Renewable Energy

By: OilPrice_Com

Investors looking for the next big thing after a hydrocarbon economy have a panoply of options, from solar to wind, as well as biofuels.

In terms of quickly ramping up production biofuels clearly win the race, but navigating the PR fluff and reality is not a simple thing.

Monday, June 06, 2011

Three Questions About Global Natural Resources / Commodities / Resources Investing

By: Frank_Holmes

Frank Holmes and the co-managers of the U.S. Global Investors Global Resources Fund (PSPFX), Evan Smith and Brian Hicks, participated in a special webcast for the Peak Advisor Alliance last week. Here are some candid portions of the Q&A:

Monday, June 06, 2011

Why China’s Rare Earth Exports Really Matter / Commodities / Metals & Mining

By: Jeb_Handwerger

For several months, I have alerted readers to the potential supply crisis of critical rare earths (REMX), which are used in our most vital defense technologies (ITA) and high tech industries (QQQQ). The recent volatility in the equity markets have caused many investors to flee rare earth mining stocks in search of safe havens in gold (GLD) and long term treasuries (TLT). This trend should be transitory in nature. We may see a strong rebound in many of these rare earth stocks once the uncertainty regarding the ending of QE2 winds down.

Monday, June 06, 2011

Gold Price Jumps on U.S. Economic Weakness / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold prices hit $1548 per ounce in Asian trading Monday – a near-one-month high, and a 1.8% gain on last week's low – before slipping back when London opened, while stock and commodity markets continued to drop after Friday's disappointing US jobs data.

Silver prices hovered in a 1% range around $36.74 per ounce.

Sunday, June 05, 2011

LNG Export: A U.S. Natural Gas Game Changer? / Commodities / Natural Gas

By: EconMatters

Unlike crude oil, which is traded globally via tankers and pipelines, natural gas trading remain primarily isolated within the producing regions and lacks the infrastructure to be a true global commodity.

In the past few years, increased LNG (liquefied natural gas) trade is gradually transforming the global natural gas market. However, bustling U.S. shale gas production and weak demand due to recession have created a significant supply glut as the U.S., depsite nine LNG import terminals, has near zero LNG export capacity.

Sunday, June 05, 2011

Crude Oil and Gold Trading Insights / Commodities / Crude Oil

By: Andrew_McKillop

Oil is again a leading asset for possible rapid price growth.
The reasons are however rather strange and sinister:  Wall Street is demanding higher prices, very especially by Goldman Sachs Group Inc which says the price should (it says "could") reach $ 130 a barrel quite soon. When Goldman Sachs talks this way only two things can happen: first the asset it fingered as certain or likely to rise will collapse in price, wrong-footing bets on what would happen.   Or the asset really does behave like Goldman Sachs said it should (or "could").

Saturday, June 04, 2011

Agri-Food Commodity Cycle Stocks Investing / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

What is the most dangerous word in the investment world? Using this word is almost assuredly first step toward owning an investment with issues that ultimately lead to unhappiness. That word? Quite simply is, "But..." That word can actually take two forms, explicit and implicit.

Saturday, June 04, 2011

Buy Gold Stocks in May and Make Some Hay! / Commodities / Gold and Silver 2011

By: The_Gold_Report

Many resource market investors greet the approach of summer with the adage: "Sell in May and go away." Michael Ballanger, an investment advisor at Union Securities and a 30-year veteran of the junior resource market, says he is taking the opposite tack. In this exclusive interview with The Gold Report, he explains how the continuing worldwide financial upheaval is influencing his investment decisions regarding the resource sector and why his focus on the huge opportunities for junior resource stocks in the Yukon cause him to say: "Buy in May and make some hay!"

Saturday, June 04, 2011

Pricing Gold in Deflation / Commodities / Gold and Silver 2011

By: Adrian_Ash

Storing value, rather than trying to grow it, is taking the lead once again...
 
GOLD GOES UP when cash and bonds fail to beat inflation. True in the Seventies, and true again in the last decade.

Friday, June 03, 2011

The Silver Commodity Quiz for 2011, Can You Pass? / Commodities / Gold and Silver 2011

By: Jeff_Clark

Jeff Clark, BIG GOLD writes: CPM Group recently released their 2011 Silver Yearbook, one of the industry's most comprehensive sources of information on the silver market. Though mostly a reference book, I uncovered some interesting facts that paint a decidedly bullish picture for the metal going forward.