Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, February 01, 2012

Gold Surges 13.9% in January / Commodities / Gold and Silver 2012

By: Pete_Grant

Gold had a rather stellar January, posting a 13.9% monthly gain based on the LBMA PM fixings of 1531.00 on 31-Dec-11 and 1744.00 on 31-Jan-12. That's a bigger gain than the yellow metal achieved for the entirety of last year!

Last week — when gold was up less than 10% for the month — Bloomberg came out with a story noting that this was the best start to a year since 1980. Indeed gold did rally smartly in January 1980, but it also put in a nominal 27-year high that month. Should today's investors be worried that a similar fate awaits them? I think not.

Tuesday, January 31, 2012

January Was A Good Month For Uranium and Rare Earth Miners / Commodities / Uranium

By: Jeb_Handwerger

As we predicted, our uranium (URA) and rare earth (REMX) selections are amongst the leaders during this market rebound. Their underlying fundamentals are strong enough on their own to propel this move. In addition, the shorts may be running for cover here. Lastly, the supply demand equation may be taking hold here.

Tuesday, January 31, 2012

Gold Set for Biggest Monthly Gain of 21st Century / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR gold bullion prices looked set to record their largest calendar month gain this century by Tuesday lunchtime in London.

Gold prices hit $1745 per ounce – just less than 14% up on the Dollar gold bullion price set at the last London Fix of 2011.

Tuesday, January 31, 2012

What Made Gold Break Out? / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

Last week, gold broke through heavy overhead resistance, as did silver, to look very positive for the days ahead. Many technical analysts didn't feel that gold had that kind of momentum but then came the break. It wasn't a struggling break; it was robust sweeping resistance aside as though it wasn't even there.

Tuesday, January 31, 2012

Silver Surges 21% in January - Silver Demand Is “Diminishing A Supply Surplus” / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,738.00, GBP 1,102.23, and EUR 1,317.27 per ounce.

Yesterday's AM fix was USD 1,720.50, GBP 1,097.40, and EUR 1,310.06 per ounce.

Tuesday, January 31, 2012

Is 2012 the Year of the Golden Dragon? / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Earlier this month, markets learned that China’s gold imports from Hong Kong reached a record high in November. The Hong Kong government reported that Mainland China purchased 102,779 kilograms of gold from Hong Kong, a 20 percent increase from October and an all-time high. It was the fifth consecutive month of record gold purchases from Hong Kong. Over the weekend, new data was released that showed strong gold demand in China has continued into the new year.

Monday, January 30, 2012

Why Gold Is Shining Bright and What the Fed is Doing / Commodities / Gold and Silver 2012

By: Chris_Vermeulen

"I believe that banking institutions are more dangerous to our liberties than standing armies. If the American people ever allow private banks to control the issue of their currency, first by inflation, then by deflation, the banks and corporations that will grow up around [the banks] will deprive the people of all property until their children wake-up homeless on the continent their fathers conquered. The issuing power should be taken from the banks and restored to the people, to whom it properly belongs.” ~ Thomas Jefferson ~

Monday, January 30, 2012

Underpriced Gold and Silver Due to Move in 2012 / Commodities / Gold & Silver Stocks

By: The_Gold_Report

After a tough year in 2011, there is definitely a good selection of underpriced junior resource stocks available for astute investors to focus on before the rest of the herd finally wakes up and smells the gold. In this exclusive interview with The Gold Report, Matthew Zylstra, mining analyst at Northern Securities, reviews the gold, silver and PGM markets and tells us why he believes that better times are ahead for junior miners in 2012, and which ones he particularly likes at current price levels.

Monday, January 30, 2012

Fed Action Will Decide Next Major Move For Gold / Commodities / Gold and Silver 2012

By: Bob_Kirtley

As our regular readers will know, we view US real interest rates as the key determinant of gold prices over the medium term. Six weeks ago we updated the situation with U.S. real rates (discussion of the theory behind the relationship can be found in that article) and since then, we have observed the gap between gold and real rates closing.

Monday, January 30, 2012

Beijing Shoppers Snatching Up Gold, Germany Failing to Learn Lessons of History / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE SPOT MARKET price of buying gold climbed to $1728 an ounce Monday morning London time – a slight drop from last week's close – while stock markets, commodities and the Euro all fell and government bond prices rose as European leaders met for their latest summit in Brussels.

The cost of buying silver fell to $33.08 at one point – a 2.6% drop from where it ended last week.

Monday, January 30, 2012

Chinese 'Gold Rush' -Year of Dragon First Week Sees Record Sales– Up 49.7% / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,720.50, GBP 1,097.40, and EUR 1,310.06 per ounce.

Friday's AM fix was USD 1,722.00, GBP 1,095.98, and EUR 1,310.30 per ounce.

Monday, January 30, 2012

The Endless Agony of Gold Procrastinators / Commodities / Gold and Silver 2012

By: Gary_North

It happened again on Wednesday, January 25. Gold shot up by $50.

Across the nation, a band of perpetual procrastinators thought to themselves: "I knew! I knew! Why didn't I buy?"

This is the never-ending cry of the perpetual gold procrastinator, year after year. "I knew! I knew!"

Monday, January 30, 2012

Gold Stocks To Rally Like During The Great Depression And Early 70s / Commodities / Gold & Silver Stocks

By: Hubert_Moolman

Below, is an extract of my Gold Mining Fractal Analysis Report.

"He answered and said unto them, When it is evening, ye say, It will be fair weather: for the sky is red. And in the morning, It will be foul weather to day: for the sky is red and lowering." ~ Jesus Christ

Monday, January 30, 2012

Gold ETFs and Stocks Major Uptrend Just Starting / Commodities / Gold and Silver 2012

By: Clive_Maund

This Gold Market update is going to be short and to the point for 2 reasons. One is that I am too busy writing up stocks for subscribers to devote much time to the world at large - they are being written up as fast as possible, for reasons that will become obvious as you read on. The other reason is that for the 1st time in many months, the situation is nice and clear, and doesn't require a time wasting diatribe.

Monday, January 30, 2012

Silver Reversal Complete, Now In Early Stages of Powerful Uptrend / Commodities / Gold and Silver 2012

By: Clive_Maund

An important reversal has now completed in silver and it is in the early stages of what promises to be a powerful uptrend that should take it comfortably to new highs.

Monday, January 30, 2012

Stock Market Last Gasp, Gold Vs Paper / Commodities / Gold and Silver 2012

By: Adam_Brochert

I am speaking of the intermediate term move in paper assets versus hard assets, affectionately referred to as "Gold versus paper" around here. Paperbugs had their moment in the sun these past few months and I hope they enjoyed it. The reversal in fortunes has begun.

Monday, January 30, 2012

The Five Stages of Collapse and the Coming Paradigm Shift in Silver / Commodities / Gold and Silver 2012

By: Steve_St_Angelo

The biggest problem for investors today in trying to forecast the future price of silver is the enormous amount of contradictory analysis on the Internet.  There are bulls, bears, paper traders, physical buyers, technical analysts, hedge funds, commercial banks and silver manufacturers all trying to play a part in this highly volatile silver market.  Trying to sift through the huge volumes of silver analysis on the internet can be extremely frustrating.  In addition, some of this information is not meant to inform, but rather to confuse or mislead the investor.

Sunday, January 29, 2012

Comex Silver Futures to Bullion Leverage Reaches 6.8 to 1 / Commodities / Gold and Silver 2012

By: Jesse

There are 49,436 contracts currently open for the next delivery month which is March 2012. Each contract represents 5,000 ounces. That is 247.18 million ounces of silver being traded for March delivery against a registered 36.56 million ounces. This is a subset of all the contracts going out over the year.

The is leverage of about 6.8 to 1. It 'works' because most contracts are speculative and settled for cash. Comex is not where one goes for the delivery of a large amount of silver.

Sunday, January 29, 2012

Silver Epic Reversal / Commodities / Gold and Silver 2012

By: Willem_Weytjens

On January 11th, we expected the US Dollar to top as Sentiment was uber-bullish, which would lead to a nice rally for Gold, Silver, and (Mining) stocks. That day, the USD index closed at 81.35, Silver at $29.89, and Gold at $1,641. (Click HERE for the article)

Today, the USD stands at 78.90, Silver at $33.89 and Gold at $1,733.50, so we got what we expected.

Sunday, January 29, 2012

Nuclear Energy is Fossil Fuels Electricity Generation Replacement, No Contest / Commodities / Nuclear Power

By: Richard_Mills

The electricity needed for any country to successfully replace fossil fuels, both for transportation and everyday use, will have to come from nuclear generation.

As the world's population and standard of living continues to climb, demand for more - and cleaner energy - grows alongside the pressures we continue to put on our environment.