Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, November 17, 2011

Whirlwind Debt Crisis Ensures Gold $2000 Assured / Commodities / Gold and Silver 2011

By: Jim_Willie_CB

What an incredible whirlwind of crisis from seven foul winds around the globe. Most emanate from Europe, which is far from its climax in crisis. Three steps will lead to full blown eruption, the first Italy with rising bond yields and a bank run, the second Spain with rising bond yields and admission that banks are far more insolvent than recognized, and third the failure of all three largest French banks as the principal swine creditor. In fact, a great split has occurred, as France has been cut off from the future world by Germany, which looks East to Russia and China. The Berlin leaders will not be needing French squires to carry their bags, but instead will watch as Paris becomes the appointed leader of the PIIGS.

Wednesday, November 16, 2011

Is It a Good Time to Invest in Oil and Gas Pipeline Companies? / Commodities / Oil Companies

By: Marin_Katusa

Marin Katusa, Casey Energy Opportunities writes: Let's begin by positioning the sector. Investing in a pipeline company is similar to investing in a utility: Like electricity providers, pipeline companies operate in heavily regulated environments, and once they are up and running, pipeline operators enjoy stable cash flows from long-term contracts.

Wednesday, November 16, 2011

Gold Climbs as Euro Crisis Gets Worse Every Day / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR prices to buy gold climbed to $1779 an ounce Wednesday lunchtime in London – 0.5% down from last week's close –amid suggestions that central bankers in London and Frankfurt are growing more interventionist.

"Our strategic view remains unchanged," says Standard Bank commodities strategist Walter de Wet.
"Gold will push higher in 2012 with a target of $2000 in the first quarter of 2012."

Wednesday, November 16, 2011

Euro Gold Outperforming Bunds and Euro Assets / Celente’s MF Global Gold Account ‘Looted’ / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,775.20, EUR 1,318.30, GBP 1,125.30, CHF 1,630.20 , JPY 136,576 and CNY 11,263 per ounce.

Gold’s London AM fix this morning was USD 1,773.00, GBP 1,124.43, and EUR 1,311.49 per ounce.

Wednesday, November 16, 2011

The “Gold Beta” Of Mining Stocks and Why We Continue To Avoid Them / Commodities / Gold and Silver 2011

By: Bob_Kirtley

In this article we aim to explain the relationship between the movements in the price of gold and movements in gold stocks.

The financial tool that measures this relationship is the asset’s “Beta”. Beta is a measure of risk and compares the historical return of asset X with the return on the relevant market index over the same time period (eg returns on Google in the past 5 years vs returns on the S&P 500 in the past 5 years).

Wednesday, November 16, 2011

Will China’s Housing Market Boom Flow to Silver? / Commodities / Gold and Silver 2011

By: Dr_Jeff_Lewis

It now appears that the Chinese real estate market will face an inevitable correction.  Property prices in major metro areas have skyrocketed in the past decade, the result of a middle class that grew faster than available real estate, along with sky-high inflation statistics that make real estate an excellent store of value for Chinese investors. 

Tuesday, November 15, 2011

Bullish Coil for Gold / Commodities / Gold and Silver 2011

By: Mike_Paulenoff

From an hourly perspective of the SPDR Gold Shares (GLD), all of the action off of the Nov 8 high at 175.46 has carved out a high-level bullish coil formation, which (if it is bullish) should resolve itself to the upside in a thrust that projects into the 178.00 area next.

Tuesday, November 15, 2011

Paulson Sells Gold ETF, Buys Physical Bullion? Soros Not Gold Bearish / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,768.20, EUR 1,305.30, GBP 1,113.30, CHF 1,620.20 , JPY 136,076 and CNY 11,223 per ounce.

Gold’s London AM fix this morning was USD 1,765.00, GBP 1,113.99, and EUR 1,302.39 per ounce.

Tuesday, November 15, 2011

Gold Bounces on "Physical Demand", as Bond Market Attention Shifting Spain's Way / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold prices bounced to $1771 an ounce Tuesday lunchtime in London – still nearly 1% down on where they started the week after sharp falls yesterday and this morning.

"The yellow metal continues to find good scaled down buying interest towards $1750 as safe haven diversification continues," says a note from Swiss precious metals group MKS.

Tuesday, November 15, 2011

Gold as a Positive Economic Indicator / Commodities / Gold and Silver 2011

By: The_Gold_Report

A $3,000/ounce gold spike could boost equity valuation. In this exclusive interview with The Gold Report, John Kaiser, editor of Kaiser Research Online, shares the catalysts that could propel gold and silver stock prices higher in 2012.

The Gold Report: Gold prices reached historic highs during the last quarter. However, in a recent Kaiser Bottom-Fish newsletter, you showed the Toronto Stock Exchange Venture (TSX.V) listings since February have had dramatically more down than up days. Is this a correction or a long-term trend?

Tuesday, November 15, 2011

Gold Producers Lead while Developers and Explorers Lag / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

Back in August we wrote a piece titled: The Catalyst for Consolidation in the Gold Sector. We noticed that the large cap producers had begun to outperform the rest of the sector which consists of small producers, developers and explorers. Risk aversion, the Euro debt crisis and a struggling stock market has contributed to the continued underperformance of the riskier plays in a risky sector. The chart below shows GDX (large producers), GDXJ (developers, explorers) and the ratio between the two.

Tuesday, November 15, 2011

IEA Report Advises Governments to Embrace Renewables and Nuclear Power / Commodities / Energy Resources

By: OilPrice_Com

The good news is that on 8 November the International Energy Agency released its 2011 "World Energy Outlook."

While it will cheer nuclear advocates, overall the report makes for grim reading.

Tuesday, November 15, 2011

Why Gold Should Set New Highs by Year End / Commodities / Gold and Silver 2011

By: Jeff_Clark

Jeff Clark, BIG GOLD writes: Most gold followers know the metal has a seasonal tendency to perform better in the fall and winter than in the spring and summer. Indeed, since 2001, the annual high for the gold price has occurred after Labor Day every year except two (2006 and 2008). Further, that peak was hit in November or December in seven of the last ten years.

Tuesday, November 15, 2011

Here’s Why Goldman Sachs is Staying Long Gold / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

On Monday, banking giant Goldman Sachs announced it is staying long gold. Due to low real interest rates, slower US economic growth, and rising debt, the bank has also raised its gold forecast for 2012.

Tuesday, November 15, 2011

Many Factors Fueling a Return to $100 Crude Oil / Commodities / Crude Oil

By: Frank_Holmes

Oil prices rose about 5 percent last week to finish only a dollar short of regaining triple-digit status. Since dipping below $80 per barrel on October 3, West Texas Intermediate (WTI) prices have increased almost 28 percent. This increase is nearly twice that of the S&P 500 Index, up 15 percent since October 3, but reinforces a recent trend for oil prices--as equities go, so goes oil.

Monday, November 14, 2011

U.S. Dollar Rally sees Gold Fall Whilst Chinese Gold Demand hits "New Levels" / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold bullion prices dropped to $1775 an ounce Monday morning London time – a 0.7% drop from Friday's close.

"We see very light volume today," says one Hong Kong gold bullion dealer.

"Gold could test $1800 soon, while the $1750 level provides good support."

Monday, November 14, 2011

Gold Call Options at $2,000/oz – Goldman and Credit Suisse Bullish Due to US Interest Rates / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,778, EUR 1,300.20, GBP 1,114.90, CHF 1,606.10, JPY 136,750 and CNY per ounce.

Gold’s London AM fix this morning was USD 1,780.50, GBP 1,115.29, and EUR 1,299.06 per ounce.

Monday, November 14, 2011

Crop-Killing Drought to Push Food Price Inflation Even Higher / Commodities / Agricultural Commodities

By: Money_Morning

David Zeiler writes: A drought affecting one-third of the lower 48 states has hurt several key food crops, driving up prices this year and assuring widespread food inflation well into 2012.

According to the National Climatic Data Center, the drought has caused more than $10 billion in losses to agriculture and cattle, a number it expects to keep rising as the drought continues.

Monday, November 14, 2011

Platinum, The Cheapest Precious Metal… / Commodities / Platinum

By: Willem_Weytjens

Historically, precious metals (such as Gold & Silver for example) had an important role as currency, but are now regarded mainly as investment and industrial commodities. Gold, silver, platinum, and palladium each have an ISO 4217 currency code.

With the ongoing crises in the Western World, precious metals are regaining their role as "currency", as they cannot be printed out of thin air unlike fiat money.

Monday, November 14, 2011

Gold Producers Are at a Critical Juncture / Commodities / Gold & Silver Stocks

By: Bob_Kirtley

Once again the gold mining stocks are pressing for recognition and acceptance by encroaching on a previous all time high with the view to bursting through it in an attempt to convince the investment community that mining is the place to be. This is a critical juncture for these stocks as they have performed poorly in recent years despite gold making new records highs. The early years of this bull market are now behind us and those early leveraged gains on the back of gold's progress have now dissipated.