Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, June 17, 2010
Geological Anomalies are Like Opinions: Everybody Has One / Commodities / Energy Resources
By: Casey_Research
By Louis James, Senior Editor, Casey’s International Speculator : There's a great deal of chatter in the press and online about the tremendous US$1-trillion-dollar mineral "discovery" in Afghanistan headlined by The New York Times recently. Most of the discussion seems to center on whether or not this is really news and whether or not the NYT was played by the powers that be for purposes of their own. Few, if any, people seem to be questioning the value of the so-called discovery itself. The US$1-trillion-dollar figure, at best, cannot be anything more than the wildest of hopeful guesses.
Thursday, June 17, 2010
Why Uranium Will Make Someone Rich / Commodities / Uranium
By: OilPrice_Com
Uranium is a very unusual sector. For one, it's small. So small, that at one point in history top-producing nations like Canada and France tried to form a uranium cartel to control prices for the metal. The "uranium OPEC" failed. But production today is de facto controlled by a handful of companies.
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Thursday, June 17, 2010
Gold and Silver Rise as Dollar Falls / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF both gold and silver jumped against the Dollar on Thursday, rising as world stock markets gained and the US currency dropped to a 3-week low against the Euro.
Gold gained 1.4% from Wednesday's low to hit a 7-session high at $1245 an ounce.
Thursday, June 17, 2010
Gold Flat as Coffee Surges 20% in 6 Days and Oats Surge 40% in Week / Commodities / Commodities Trading
By: GoldCore
Gold and silver fell marginally yesterday in lacklustre trade on thin volumes. Gold appears to be consolidating above $1,200/oz and support can be seen at $1,177/oz and $1,145/oz (see chart below). As ever in the short term anything could happen but given the continuing degree of sovereign risk, gold is more likely to move higher than lower in the medium term and $1,300/oz remains possible over the summer despite the traditionally negative season. Gold is currently trading at $1,234/oz and in euro, GBP, CHF, and JPY terms, at €998/oz, £834/oz, CHF 1,374/oz, JPY 112,664/oz respectively.
Thursday, June 17, 2010
Why Coal Prices Will Soar / Commodities / Coal
By: DailyWealth
Chris Mayer writes: In 2001, consensus opinion had the population of Beijing, China hitting 14 million by 2040. It topped that by 2003. Today, it has about 22 million people.
Also in 2001, experts thought Beijing would have – gasp! – 1 million cars on its roads by 2010. It also topped that figure in 2003. Today, there are nearly 5 million cars on the road.
Wednesday, June 16, 2010
Silver, Is Now a Good Time to Buy? / Commodities / Gold and Silver 2010
By: Jeff_Clark
By Jeff Clark, Senior Editor, Casey’s Gold & Resource Report :
Silver has been sizzling and causing lots of buzz in the industry. Investors are excited.
Part of the hubbub is due to its current run. Since its February 8 low, silver has roared ahead 22.4% (through June 21) and has doubled from its November 2008 low.
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Wednesday, June 16, 2010
Pricing Deflation in Aussies Per Gold Oz / Commodities / Gold and Silver 2010
By: Adrian_Ash
Unlike the Australian Dollar, gold pays less interest than even the US Dollar or Japanese Yen...
IF GROWING INFLATION is our future, then a likely-looking bolt-hole for retained capital must be the Australian Dollar.
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Wednesday, June 16, 2010
Psychology of the Copper Market, Implications for the Global Economy / Commodities / Metals & Mining
By: Gary_Dorsch
Copper is often referred to as the metal with a Ph-D in macro-Economics, since it finds its way into so many industrial applications, including automobiles, appliances, airplanes, pipes, wires, and even computer chips, to mention just a few of its uses. As such, it acts as a top forecaster of where the global economy is heading next, especially China, Asia’s economic locomotive. Copper is a favorite tool for speculators in the commodities markets, given its cyclical nature and volatility.
Wednesday, June 16, 2010
Gold, Soveriegn Risk and Austrailian Super Tax Redesign / Commodities / Gold and Silver 2010
By: Neil_Charnock
Europe is not “all better” by a long shot and the net result will be more turmoil and attraction to gold as a safe haven investment. Volatility is the other most important trend this year as we ebb and flow between risk aversion and risk appetite. Each new “revelation” about German and French bank US$958B, or total European bank US$1.6T exposure to the PIGS of Europe will bring on the volatility. UK has exposed themselves to US$370B in loans to just Spain and Ireland.
Wednesday, June 16, 2010
What If the U.S. Dollar Crashes Overnight? / Commodities / Gold and Silver 2010
By: Przemyslaw_Radomski
One of the questions that we've received last week was about the possible non-confirmation between gold at new highs and both silver and stocks lagging well beneath their old highs. The question is if such a non-confirmation becomes a source of worry at some point, since these three sectors traditionally move together.
Wednesday, June 16, 2010
Gold Bullish as Correlations Normalize, Analysts Expect More Upside in Silver / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF GOLD eased back from an early 1-week high vs. the Dollar on Wednesday, trading 0.8% higher from yesterday's London Gold Fix as a rise in Japanese equities failed to spur European stock markets.
Euro investors wanting to buy gold saw the price rise further as the single currency dropped, trading more than 1.9% above Monday's low at €32,400 per kilo.
Wednesday, June 16, 2010
Gold Consolidates in All Currencies While Silver Breaks Out / Commodities / Gold and Silver 2010
By: GoldCore
Gold added 1.1 percent yesterday, the most in a week and is up marginally today and trading within 1.3 percent of its record nominal high of last week. Gold appears to be consolidating above $1,200/oz and a this may be the pause that refreshes prior to new record highs. Gold has also risen in other currencies and is back above €1,000/oz as concerns about sovereign debt issues and economic growth in the eurozone continue.
Wednesday, June 16, 2010
What the End of the Oil Age Looks Like / Commodities / Crude Oil
By: Submissions
Richard Heinberg writes: Following the failure of the latest efforts to plug the gushing leak from BP’s Deepwater Horizon oil well in the Gulf of Mexico, and amid warnings that oil could continue to flow for another two months or more, perhaps it’s a good time to step back a moment mentally and look at the bigger picture—the context of our human history of resource extraction—to see how current events reveal deeper trends that will have even greater and longer-lasting significance.
Tuesday, June 15, 2010
Recent Volatility in Gold Silver and Metals is Nothing to Fear / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
Recently, the metals markets have become far more volatile, often rising and falling upwards of three to four percentage points in just one day. That volatility, however, is nothing you should fear. In fact, it’s mostly due to the extreme attention being paid to the metals markets.
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Tuesday, June 15, 2010
Private Currencies Give Metals Investors Hope / Commodities / Gold and Silver 2010
By: Dr_Jeff_Lewis
Metals investors enter the business for usually one reason: to protect their money against inflation. Obviously this wouldn't be a goal if currencies weren't generally inflated into oblivion, or if the history of the fiat currency could give investors any hope that inflation wouldn't happen.
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Tuesday, June 15, 2010
Crude Oil Technical Take Video / Commodities / Crude Oil
By: INO
The talk of the day is crude oil
Whether it is the spill in the Gulf, which continues unabated, or talk on Capitol Hill, the subject is crude oil.
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Tuesday, June 15, 2010
The “Richest” Natural Gas Stocks Now Made Public / Commodities / Natural Gas
By: Keith_Schaefer
A group of natural gas producers in North America are discovering the secret sauce to profits, and as a result many of them are outperforming their peers.
It’s called “wet gas” or “liquid rich gas” or “natural gas liquids” or “NGL”, but any way you spell it, you get better cash flow than just regular “dry” gas. (Dry gas is methane.)
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Tuesday, June 15, 2010
End Game, Gold Investors Will be Destroyed / Commodities / Gold and Silver 2010
By: Shelby_H_Moore
Trail of tears and broken dreams (delusions) lies ahead...
Gold will go very high in fiat value, that is not the problem.
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Tuesday, June 15, 2010
Growing Bullish Psychology for Gold GLD ETF / Commodities / Gold and Silver 2010
By: Mike_Paulenoff
Gold and the SPDR Gold Trust (NYSE: GLD) act very well today, in sympathy with the upward pressure on the stock indices, as well as because the dollar is considerably weaker.
I cannot help but think that also playing into today's mix is the WSJ article about the Fed reviewing its options if the economy weakens "again." From a gold bug's perspective, I have to think that the prospect of ZERO or NEGATIVE interest rates for an indefinite time period, coupled with THE DESIRE by the world's institutions to "create inflationary expectations" in a grand effort to avert a deflationary spiral, have to be underpinning a growing bullish psychology for gold.
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Tuesday, June 15, 2010
Gold Holds Below €1000 But "Risk Trade" Revived by Greek Downgrade, Spanish Bank Warning / Commodities / Gold and Silver 2010
By: Adrian_Ash
THE PRICE OF WHOLESALE BULLION for Dollar investor wanting to buy gold early Tuesday edged up to $1226 an ounce as stocks, commodities and currencies were also little changed.
Asian stock markets ended the day flat. European equities crept higher as the Euro ticked towards Monday's two-week high just below $1.23.