Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, June 26, 2010
Energy Sector Investing Update / Commodities / Energy Resources
By David Galland, Managing Director, Casey’s Energy Report writes: At first glance, no two individuals could seem more different.
The Doctor, middle-aged and balding, could be the very archetype of the college professor. The Dealman is young with a full head of well-styled hair: more than a few people have compared his looks to Elvis in his prime.The Doctor is quiet and soft-spoken. The Dealman is outspoken and, under the right circumstances, even outrageous.
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Saturday, June 26, 2010
Will the Gold Price Rise in the Short-Term? / Commodities / Gold and Silver 2010
Please note that this article will not give you a detailed chart of future gold prices or specific price levels, but it will help you to understand the short-term gold price.
The G-8 & G-20 meetings are scheduled for this weekend and the press and observers are disappointed before they have even begun. Division between the U.S. approach to growth and sovereign debt containment and repayment and the European approach should be added to fears that sovereign debt cut backs will not be achieved in the end. The global financial mood is depressing and giving rise to falling confidence in the future of the global economy.
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Saturday, June 26, 2010
Rare Earth Metals Investing Explained / Commodities / Metals & Mining
Rare earth elements (REEs) are not all that rare. They are virtually everywhere—even in economic concentrations in safe jurisdictions, says Byron Capital Analyst Jon Hykawy. What's more, the prices for some high-demand metals derived from REE deposits continue to reach new heights, almost daily. These metals are essential to the manufacture of magnets used in hybrid and electric cars and other high-end "green" technology—a thriving market indeed. If that seems like a recipe for investment success, read what Jon has to say about the REE market in this exclusive interview with The Gold Report. It's complicated. Not one REE deposit to date comes without significant baggage. But there's still money to be made if you're willing to settle for a long-term relationship.
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Saturday, June 26, 2010
Gold and Silver Preparing to Move Higher As Stocks Develop Further Bearish Confirmations / Commodities / Gold and Silver 2010
In our most recent essay we have emphasized what influence might the general stock market have on the prices of the precious metals. Since the situation appears to be developing in the direction mentioned earlier and a part of the precious metals sector might be particularly affected in the near future, we would like to provide you with a follow-up.
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Friday, June 25, 2010
Gold, Silver, How High? and When? / Commodities / Gold and Silver 2010
“The environment we’re moving into will steal money from the conservative, the prudent, the cautious investor – through currency debasement…[Investors] have to understand that they have to work to protect themselves because I see a time coming that’s going to be very painful. I hope it doesn’t come, but I think it will.” - Rob McEwen, CEO, US GoldCorp
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Friday, June 25, 2010
Stashing Gold Into Holes in the Ground / Commodities / Gold and Silver 2010
"The careful burial of this treasure probably means the owner intended to come back, but for whatever reason was unable to do so..."
DONT KNOW about you, but market depth is pretty poor down at the end of my garden. Not least at midnight, when the gnomes are asleep, rather than quoting 10% bid-offer spreads on gold coins.
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Friday, June 25, 2010
Gold’s Rise And The Dow’s Fate / Commodities / Gold and Silver 2010
In a previous article called “Gold, Dow And The South African Rand” (dated 24 May 2010), I stated: “we will probably have more of these scary drops in the gold price as we continue into this volatile phase of the gold bull market. The good news for gold bugs is that we will also have some huge up days, and the general trend will be very much up.” If you look at the gold chart, you will notice that despite the volatility in the gold price since then, the trend is definitely up. When these scary drops happen, many people start panicking and eventually get “shaken off” this great bull market.Read full article... Read full article...
Friday, June 25, 2010
Gold Seen "Stable in Summer Lull" as Yuan's "Dead-Cert" Rise Questioned / Commodities / Gold and Silver 2010
THE PRICE OF WHOLESALE GOLD held onto Thursday's gains early in London on Friday, trading 0.8% below last week's record weekly finish as world stock markets slipped for the fourth day running.
Commodities also held flat, as did silver prices, trading 2.6% down for the week at $18.71 per ounce.
Friday, June 25, 2010
Crude Oil Looks Vulnerable / Commodities / Crude Oil
We have remained sidelined in Oil for quite some time now as we judged the market lacked long-term direction. Although a recovery began after the steep sell-off in May, we decided the subsequent rally was probably a correction rather than a resumption of the previous bull trend.
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Friday, June 25, 2010
Wheat Commodity Price Tries To Find Support Once More / Commodities / Agricultural Commodities
Wheat is again trying to find support, with the 2009 low having held the latest slide. We are currently waiting to see if certain bull triggers can be activated.
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Friday, June 25, 2010
For the Last Time, Is Gold in a Bubble? / Commodities / Gold and Silver 2010
Jeff Clark, Senior Editor, Casey’s Gold & Resource Report writes: While a few mainstream outlets are coming around to at least acknowledging gold’s stellar run, most remain skeptical or outright bearish. And the blasphemy they purport is that gold is in a bubble.
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Thursday, June 24, 2010
Investment Opportunities and Pitfalls Investors Face In Resource Rich Central Asia / Commodities / Resources Investing
The former Soviet Central Asian republics are at a precarious crossroad today between accomplishing monumental progress, like Kazakhstan, and flirting with disaster and the prospects of civil war, like Kyrgyzstan.Indeed, should the current pace of development continue, particularly in the field of oil and natural gas, of which new untapped sources are constantly being discovered, Kazakhstan, for one, shows the potential to overtake the oil-producing states of the Arabian Gulf within the next decade. But Kazakhstan, even if it still has a way to go before it attains full-fledged democracy as perceived by Western standards, is nevertheless, the success story par excellence in Central Asia.
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Thursday, June 24, 2010
Deep Water Oil The Final Frontier / Commodities / Crude Oil
BP's disaster in the Gulf of Mexico, leading to accusation by Obama himself of corporate recklessness, and to huge numbers of lawsuits for damages and loss of earnings, is also capable of leaving very long-term ecological damage. This disaster however underlines the basic problem facing all the major Western oil corporations, and most national oil companies - outside the OPEC states, Russia and a few other oil producer countries with large or relatively low cost, onshore and shallow offshore oil reserves and an export surplus.
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Thursday, June 24, 2010
It’s THE Most Profitable Oil in North America / Commodities / Crude Oil
Few investors realize that one sector of the heavy oil market is the most profitable oil in all of North America – it’s called cold flow heavy oil. Think of it as light heavy oil, thick and gooey enough that it needs a pump to get out of the ground, but no so thick that it needs expensive heating to make it flow – hence the name cold flow.
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Thursday, June 24, 2010
ETFs for the Gold Bull Market / Commodities / Gold & Silver Stocks
A little over a year ago I told you about Four Easy Ways to Trade Gold With ETFs. Since then, gold has shot up from below $1,000 to as high as $1,265.30 this past Monday. Is it going still higher? If so, you need to know how to take advantage of the trend.
Today I’m going to review some ways you can get involved in gold through easy-to-buy exchange traded funds (ETFs). Of course, you may want to have some actual gold coins in your possession, too. However, for larger amounts or short-term speculation, ETFs are usually the best way to go.
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Thursday, June 24, 2010
Gold Slips as Yen Surges on Risk Aversion / Commodities / Gold and Silver 2010
THE PRICE OF GOLD fell again but held above yesterday's 1-week low on Thursday in London, trading 2.2% below last week's finish as world stock markets fell for the third day running.
The Euro held below $1.23 as gold prices slipped and Sterling retreated from an early jump to $1.50.
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Wednesday, June 23, 2010
Use Gold to Protect Purchasing Power Against Inflation / Commodities / Gold & Silver Stocks
In the last decade, Gold Stock Analyst Editor John Doody has seen his top-listed equities skyrocket a combined 1,000%, including an eye-popping 130% in 2009. John's tried and true methods have little to do with luck; this student of the gold business rarely fails to find value at any gold price. Subscribers pay a lot for his knowledge and expertise in the Gold Stock Analyst; but in this exclusive interview with The Gold Report, you get a few of his favorites Doody-free.
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Wednesday, June 23, 2010
Path to Gold Backed Currency / Commodities / Gold and Silver 2010
SDR Strawman & Gold-Backed Euro - The world faces challenges and uncertainty these days like perhaps never before in modern history. Broken insolvent banking systems match the insolvent homeowners living in despair but with newfound hope from simply not paying home mortgages in large numbers. Henry David Thoreau could actually run for the US Senate, as his platform of civil disobedience is more widely embraced with each passing month. Over a quarter million Bank of America home mortgage holders have not made a loan payment in a year, yet still occupy rent-free dwellings. The European sovereign debt has shaken the entire government financial structures, offering a preview of what comes to the sacrosanct Untied States and Untied Kingdom. In its wake, a fire is lit under gold as a recognized safe haven asset that has no debt attachment or counter-party risk.
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Wednesday, June 23, 2010
Oil Prices Below $78 as Fed Meetings Conclude / Commodities / Crude Oil
As analysts and investors await the Federal Reserve’s announcement on interest rates later Wednesday (June 23), oil prices are trading below $78 per barrel on the New York Mercantile Exchange.
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Wednesday, June 23, 2010
What The Economist Doesn't Know About Gold / Commodities / Gold and Silver 2010
Two things happen to cash savers (meaning pretty much everyone) when real interest rates get stuck below zero...
HOW HAS GOLD reached and breached new all-time highs in the absence of strong 1970s-style inflation?
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