Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, November 09, 2012

Gold Headed for Weekly Gain Despite Dollar Strength / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT PRICES in the wholesale gold bullion market traded above $1730 an ounce Friday morning in London, having earlier touched a two-week high, while stocks fell and the Dollar and US Treasury bonds gained, with analysts suggesting weak growth and monetary policy are likely to persist.

Friday, November 09, 2012

Gold and Silver Seasonal Year End Rally Underway / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,732.75, EUR 1,362.23, and GBP 1,085.55 per ounce.  Yesterday’s AM fix was USD 1,715.00, EUR 1,347.42, and GBP 1,075.84 per ounce.

Silver is trading at $32.19/oz, €25.42/oz and £20.27/oz. Platinum is trading at $1,560.50/oz, palladium at $613.00/oz and rhodium at $1,100/oz.

Friday, November 09, 2012

Silver $100, Yes, But When? / Commodities / Gold and Silver 2013

By: DeviantInvestor

There are many predictions for the price of silver. Some say it will crash to nearly $20, and others proclaim $100 by the end of 2012. The problem is that some predictions are only wishful thinking, others are obvious disinformation designed to scare investors away from silver, and many are not grounded in hard data and clear analysis. Other analysis is excellent, but both the process and analysis are difficult to understand. Is there an objective and rational method to project a future silver price that will make sense to most people?

Friday, November 09, 2012

US Shale Gas Won't Even Last Ten Years! / Commodities / Natural Gas

By: The_Energy_Report

The shale gas "miracle" is overhyped and bound to disappoint. That's what energy expert Bill Powers argues in his upcoming book. But Powers tells The Energy Report that this could be a very good thing for oil and gas companies and their shareholders, and he is placing his bets accordingly.

Friday, November 09, 2012

Gold Mining Stocks High-Stakes Speculator? / Commodities / Gold & Silver Stocks

By: Casey_Research

Louis James, Chief Metals & Mining Investment Strategist : I attended this year's New Orleans Investment Conference along with Doug Casey, Marin Katusa, and Casey Research's CEO, Olivier Garret. It was fun to see many old friends among the attendees and other speakers, but the most interesting thing was an experiment I conducted as part of my speech.

Thursday, November 08, 2012

Gold Living Up to Safe Haven Reputation / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET gold prices hovered just below $1720 an ounce Thursday morning in London – 2.4% up on last week's close – while stocks recovered some ground following losses yesterday, and the Dollar ticked higher, as central banks in the UK and Europe left monetary policy unchanged.

Silver prices hovered close to $32 an ounce – 3.4% up on the week so far – while other commodities edged higher. US Treasury bond prices gained while those for UK and German government debt fell.

Thursday, November 08, 2012

Increased Gold And Silver Storage In Zurich And Asian Capitals / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,715.00, EUR 1,347.42, and 1,075.84 GBP per ounce.  Yesterday’s AM fix was USD 1,730.50, EUR 1,345.86, and GBP 1,080.75 per ounce.

Silver is trading at $31.85/oz, €25.10/oz and £20.00/oz. Platinum is trading at $1,546.75/oz, palladium at $607.30/oz and rhodium at $1,100/oz.

Thursday, November 08, 2012

Gold Forecast $3,700 By 2016 U.S. Presidential Election / Commodities / Gold and Silver 2012

By: Money_Morning

Peter Krauth writes: It's now two years and two billion dollars later...

And in many ways, we're right back where we started with the same President, and a house divided.

For investors, all the uncertainty this situation brings to the fiscal cliff and its impending tax increases and spending cuts are likely to fuel plenty of volatility for the next several months.

Thursday, November 08, 2012

Gold and Silver Prices Set to Rocket Higher / Commodities / Gold and Silver 2012

By: Bob_Kirtley

Now that the presidential election is over we can hopefully look forward to some respite from the perpetual bombardment dished out by both the Republican and the Democratic Party machines. President Obama has been re-elected so we can expect four more years of a Washington centric controlled economy with a rolling program of borrow, print, spend and pretend, similar to the last four years. The so called fiscal cliff will not be met head on, the approach will be one of extending some of the tax cuts now in place and a watered down strategy of fiscal prudence. Budget ceilings will come and go and the deficit will grow ever larger as the economic recovery will be considered far too fragile for any serious attempts at financial reform. All in all nothing has really changed, the slow motion train crash will continue and the fallout will affect everyone.

Thursday, November 08, 2012

iNeed Rare Earths / Commodities / Rare Earths

By: Anthony_David

Smaller, faster, smarter. Technological advances have reduced the size of electronic devices whilst endowing them with ever more speed, intelligence, and functionality making them ever more personal and indispensible.

Rare earths play a huge role in almost all electronics and green technologies today, and judging by the unprecedented pace at which the world is embracing smartphones and tablets, our dependence on rare earths is rising exponentially. Such dependence certainly won’t wane until an alternative is discovered.

Thursday, November 08, 2012

Is Copper a Strategic Metal? / Commodities / Copper

By: Anthony_David

If your country’s main goal is to develop long term electrical infrastructure and distribution, then yes, Copper is certainly a strategic metal.  However, as a reflection of the sluggish economy, Copper dropped to a low of $7,930 per metric ton on the London Metal Exchange (LME). And the International Copper Study Group (ICSG) predicts that, despite the slowdown, the world demand for refined copper in 2012 will exceed supply by around 400,000 metric tons making it the third consecutive year of production deficit.

Wednesday, November 07, 2012

Obama Election Victory Implications for U.S. Dollar and Gold / Commodities / Gold and Silver 2012

By: Axel_Merk

Alia iacta est! As networks projected an Obama victory, there was a sea of red: the dollar is down versus currencies and gold. As pundits will shift the focus on the fiscal cliff, the market appears firmly focused on what may be more relevant: an Obama win favors a continuation of the current easy money policy. Had Romney won, Fed Chair Bernanke would have become a lame duck, undermining the credibility of the Fed's commitment to keep interest rates low way beyond the end of Bernanke's term in early 2014. With this uncertainty removed, the Fed's increased emphasis on employment is here to stay. The market rewards this certainty by bidding up gold, selling off the dollar versus all major currencies.

Wednesday, November 07, 2012

Obama Hope, Change and Gold / Commodities / Gold and Silver 2012

By: Adrian_Ash

Ten years after the American century ended, should an optimist choose to buy gold...?

GOLD doesn't mind a bit of hope or change. It doesn't care about anything much, what with being just an inert metal and all.

Wednesday, November 07, 2012

Gold Gains as Obama Win Means Loose Monetary Policy Will Stay / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT PRICES for buying gold fell back to $1720 an ounce Wednesday morning in London, after hitting two-week highs following news of the re-election of Barack Obama as US president.

"Gold is making significant gains on the back of a weak US Dollar," said this morning's commodities note from Commerzbank.

Wednesday, November 07, 2012

Obama Election Wins Sends Gold And Silver 2 and 3 Percent Higher / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,730.50, EUR 1,345.86, and GBP 1,080.75 per ounce.  Yesterday’s AM fix was USD 1,691.75, EUR 1,321.58, and GBP 1,058.80 per ounce.

Silver is trading at $32.01/oz, €25.18/oz and £20.12/oz. Platinum is trading at $1,559.50/oz, palladium at $614.00/oz and rhodium at $1,120/oz.

Wednesday, November 07, 2012

Bullish Case for Silver and Even More Bullish Case for Silver Stocks / Commodities / Gold and Silver 2012

By: P_Radomski_CFA

We summarized our previous commentary on gold and the US Presidential Elections by stating that based on Friday's decline, it seems that the bottom in the precious metals sector might have just been reached. Based on today's rally in gold and silver, it seems that it was really the case.

Before moving on to the silver market and its technical details, let's discuss the idea of verifying if gold held in New York is as pure as it should be.

Wednesday, November 07, 2012

Be Prepared For Post Election Gold and Silver Rally / Commodities / Gold and Silver 2012

By: Jeb_Handwerger

We are experiencing a pullback in precious metals and mining stocks as investors react momentarily to a purported better than expected jobs report. It is reported that the unemployment rate increased despite adding 171,000 new jobs.

The numbers look abysmal. However, the media reports that the economy is picking up and no more QE will be needed. Hence, precious metals are hammered. We have seen this before where investors are shaken out during corrections while the long term gold and silver players add more on pullbacks.

Wednesday, November 07, 2012

Report Raises Questions About Central Bank Gold Holdings / Commodities / Gold and Silver 2012

By: John_Browne

For years I have cautioned that changes in the ownership of gold held in the vaults of key central banks around the globe may not have been accurately reported. A report issued last month in Germany has once again brought these issues to the fore. In today's environment of rampant money creation and questioning of central bank activities, such uncertainty is bound to spark the curiosity of an increasing number of investors.

Tuesday, November 06, 2012

Uranium, the Most Dramatic Speculative Opportunity in Energy Today / Commodities / Uranium

By: DailyWealth

Daily Crux Interview Series : The Daily Crux: When we last spoke, you mentioned you were bullish on several areas of the resource market. One that you're especially bullish on today is uranium. Can you explain why that is?

Rick Rule: Well, the "big picture" reasons to be bullish on uranium – and energy more generally – are probably quite familiar to most of your readers.

Tuesday, November 06, 2012

Gold Black Hole Friday? / Commodities / Gold and Silver 2012

By: Ned_W_Schmidt

Guess the question is obvious: What the @#$% happened to Gold Friday?

The morning actually seemed to start off fine. U.S. reported on the number of jobs added last month. It was a good number, +171,000. That was the second month in a row with something good in this report. With the U.S. mired in the longest running period of high unemployment since the last great failure of Keynesian economics, the Great Depression, this report should have been welcome news. Instead, Gold, and most other markets, seemed to plunge into a black hole.