Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, March 12, 2011
Silver Tops / Commodities / Gold and Silver 2011
By: Zeal_LLC
After soaring 35% in just 6 weeks, silver has driven trader enthusiasm to a fever pitch. Naturally after such a magnificent surge to new multi-decade highs, silver bullishness is off the charts. Expectations for continuing near-parabolic gains are nearly universal, with ebullient commentators coming out of the woodwork to predict spectacular near-term price targets.
Friday, March 11, 2011
Gold Sold to Raise Cash as Tsunami Hits Stocks and Oil / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE of gold held at 10-session lows against the Dollar in London on Friday as world stock markets fell – and the US currency rose – after a powerful tsunami hit the Japanese coast north of Tokyo.
Japanese savers saw gold prices fall hard, losing 2.6% from this week's new three-decade highs, despite a drop in the Yen.
Friday, March 11, 2011
The Constraints on Silver Supply / Commodities / Gold and Silver 2011
By: Casey_Research
At the Casey Research Gold and Resource Summit, Bob Quartermain spoke about the constraints facing silver supply today, “Mine supply doesn’t meet demand and in many of the new applications silver isn’t being recycled, so it’s not going to come back into the scrap supply chain... We’ll have to go out and find new mines or new sources for silver; and that can only speak to higher prices.” We’ve got the highlights of his speech in the video below.
Friday, March 11, 2011
As China grows bigger, implicit risk for commodities goes up / Commodities / China Economy
By: Submissions
Jan Kaska writes: This may sound counterintuitive, but we believe that as China grows bigger, it poses the biggest risk to commodities. No doubt, over the long term, commodities should remain structurally well bid as emerging Asia and developing countries will continuously have to tackle the infrastructure gaps. For example, countries like India and Indonesia have a lot of catch-up to do. Or recall Africa, where the Chinese have to build roads and ports first in order to obtain access to untapped reserves of valuable minerals. And China itself is not done with infrastructure in its homeland by any means as the Western provinces are still stuck deep in poverty.
Friday, March 11, 2011
Undiscovered Energy Gems Sparkle in Uranium and Coal / Commodities / Energy Resources
By: The_Energy_Report
As an investment option, uranium glows brightly for Siddharth Rajeev, vice president and head of research at Fundamental Research Corp. He also favors coal and explains why size matters when it comes to potash in this exclusive interview with The Energy Report.
The Energy Report: When you last talked with The Energy Report, you were more bullish on the uranium price than any other commodity. Since then, the price of yellowcake has gone from about $50/lb. to just under $70/lb. Is there much upward momentum left in uranium?
Friday, March 11, 2011
Gold and Silver Profit Taking At New Highs / Commodities / Gold and Silver 2011
By: Jeb_Handwerger
Gold (GLD) is breaking into new 52 week highs and silver (SLV) is at its highest point in more than thirty years as Libya one of the largest oil producers faces a civil war. Libya is not following Tunisia and Egypt with a somewhat moderate transition. This revolt has been extremely violent and bloody. A lot of the fear at the moment is if protests spread to Saudi Arabia. Already there are reports of police opening fire on protestors and banning peaceful protests. This could be a game changer.
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Thursday, March 10, 2011
Silver May Rise to $40/oz in March on Tight Supply / Commodities / Gold and Silver 2011
By: GoldCore
Risk aversion has returned with equity markets internationally under pressure after the Spanish downgrade and continuing geopolitical tension. Gold and silver have taken a breather and are lower in all currencies today. A correction is well overdue but the technicals and fundamentals would suggest that any sell off may again be short and shallow.
Thursday, March 10, 2011
Gold & Silver Hit 1-Week Low "on Euro Fears" / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF BOTH gold and silver bars fell hard against the Dollar in London on Thursday, dropping to 1-week lows – as did the single Euro currency – after the Moody's rating agency downgraded Spanish government bonds and China reported a surprise trade deficit for Feb.
Brent crude oil dropped more than $2 per barrel. World stock markets lost over 1.2%, with London's FTSE-100 falling to a 5-week low.
Thursday, March 10, 2011
Crude Oil's March Madness a Boost for Refiners / Commodities / Oil Companies
By: Money_Morning
Frank Holmes writes :
March Madness is still a few weeks away for college basketball fans, but the madness of March is in full swing for the oil sector. Turmoil in the Middle East sent oil prices up more than 6% last week - following a 5.2% gain in February. We also happen to be entering a time of year that has historically been good for energy prices and energy equities in recent decades.
Thursday, March 10, 2011
The Coming Global Commodities Crisis / Commodities / Commodities Trading
By: Clif_Droke
The last few weeks has seen a startling rise in fuel and food prices. This has been a key contributor to the political and economic instability overseas; it’s also paving the way for an even bigger crisis for the U.S. and the world economy by 2012. Indeed, the oil price has been on a rip-and-tear largely owing to the Middle East crisis. The fear and uncertainty overhanging North Africa and the Middle East has also benefited the gold price. Our favorite gold proxy for instance, the SPDR Gold Trust ETF (GLD), recently made a new high and is still above its key immediate-term trend line.
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Thursday, March 10, 2011
Gold and Silver Parabolics 2011 / Commodities / Gold and Silver 2011
By: John_Townsend
As you will discover from the charts and information in this article, the previous three gold and silver parabolics (2004, 2006 and 2008) had a common characteristic. Each exhibited a midpoint consolidation - a resting place that separated the character of the first half and second half of the parabolic move. This observation is particularly relevant at this time, as both gold and silver have presently completed this midpoint consolidation and are already on their way to concluding the 2011 parabolic.
Thursday, March 10, 2011
Will The U.S. Ever Become a Net Exporter of Natural Gas? / Commodities / Natural Gas
By: Dian_L_Chu
David Alton Clark writes: US producers of natural gas, Liquefied Natural Gas (LNG), and oil like Chesapeake Energy (CHK) continue to drill the Eagle Ford Shale and other unconventional plays when natural gas prices are at depressed levels.
Thursday, March 10, 2011
Gold and Stocks on the Verge of Breaking Out! / Commodities / Gold and Silver 2011
By: Chris_Vermeulen
The past couple weeks we have seen strong distribution selling in the equities market followed by equally large days of buying. These buying and selling frenzies have formed a sideways consolidation.
Intraday movements have been sizable and more than enough to shake those trying to pick a direction early out of the market a few times. As fewer traders get involved the price range narrows and becomes compressed. Eventually there will be a breakout in a direction on heavy volume and with any luck it will start a new trend.
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Thursday, March 10, 2011
What's Driving the Silver Price Higher? / Commodities / Gold and Silver 2011
By: Julian_DW_Phillips
The Silver Price is hitting new recent highs at $36.55 today in a more vigorous performance than even gold. Many in the developed world precious metal markets are amazed at the performance of silver and see this continuing, whereas others feel it is running away with itself. The "backwardation" in silver [when 'spot' - or immediate delivery prices are higher than for future delivery] has stressed just how much immediate demand there is for silver and clearly a physical shortage of the metal has arisen. There are two apparently conflicting pictures of the role of silver. The industrial side of silver demand, currently thriving and the investment side, which is also thriving and should continue to do so.
Thursday, March 10, 2011
Utah Starts What Remaining States Should Finish, What This Means for Silver / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
It wasn’t exactly headline news, but it wasn’t a quiet event either. The Utah state house has passed a new bill that would allow the state to explore solutions to issuing its own currency, one made of gold or silver, and it seeks to allow its citizens to trade in gold and silver as bullion, not as arbitrary dollars. The bill, which many expect to fail in the state Senate, is certainly another small victory in the move toward sound money.
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Thursday, March 10, 2011
Gold and Fat-Tail Fatigue / Commodities / Gold and Silver 2011
By: Adrian_Ash
Back to early 2007, only with gold's fair value now at $3844 per ounce...
FOUR YEARS AGO it felt like most finance journalists didn't know gold's color, let alone why their readers might want to read about it.
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Thursday, March 10, 2011
Value in Small-Cap Gold Producers / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Northern Securities Analyst Matthew Zylstra seeks out junior precious metals stocks with value in the ground and growth potential that are not yet obvious to the markets. He also looks for companies that have unrecognized base metal potential that can significantly reduce the cash costs of precious metals production. In this exclusive interview with The Gold Report, Matt shares some names and discusses catalysts that could move portfolio values significantly upward.
Thursday, March 10, 2011
The Uncertainty of Crowds, Libya, Gold and Silver / Commodities / Gold and Silver 2011
By: HRA_Advisory
With Libyans having joined the movement to overturn aging autocracies the Arab street action has moved into a geopolitically more difficult territory. Concern over Libya’s oil exports are showing up as higher crude pricing. Libya’s 1.6 M barrels/day of crude output may well undergo disruptions, but the Saudis could replace that if prices move high enough to cause concern. As troubling is the unpredictability of Muammar Gaddafi and those around him. They seem more likely to go down fighting than the western leaning autocrats have been, and that is more likely to cause splintering of the country and concern similar shifts elsewhere in the region. Markets are reflecting this heightened uncertainty with continued gains for precious metals and US$ as well as oil. We expect the US$ and oil to peak before gold and its cousins do.
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Thursday, March 10, 2011
Which Commodities Are Benefiting From QE2? / Commodities / Commodities Trading
By: Chris_Ciovacco
Haven’t we seen this movie before? The economy enters a recession; we have a bear market, the Fed cuts interest rates drastically flooding the global financial system with cash, and commodity prices begin to soar.
In the United States, the Fed has a handy way to ignore rising commodity prices, something they call core inflation. While most of us eat, drive, and heat our homes, the Fed excludes food and energy from its core inflation reading to remove “volatile” components of the inflation equation.
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Thursday, March 10, 2011
Beijing Urged to Hoard Gold as Crude Oil Rebounds / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF physical gold and silver bullion rallied near record highs once again in London on Wednesday, while European stock markets slipped and crude oil rebounded to recover half of yesterday's sharp losses.
The gold price rose back to $1435 while while silver hit $36.45 per ounce.