Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, August 10, 2012
It's Time to Invest in Argentina's Oil and Natural Gas Plays / Commodities / Oil Companies
By: The_Energy_Report
Argentina's nationalist leanings grabbed major headlines earlier this year, but Mackie Research Analyst Bill Newman says the conflict is unlikely to become a repeating trend with the majors and supermajors currently trolling for oil and gas in the country's Vaca Muerta shales. In fact, Newman expects newer policies to encourage foreign investment in energy exploration. In this exclusive interview with The Energy Report, Newman explains why investors should keep an eye on the region and watch for major catalysts.
Thursday, August 09, 2012
Natural Gas Prices Tick Up on Hot Weather But Investors Shouldn’t Expect Much More Upside / Commodities / Natural Gas
By: Roger_Conrad
Four months ago, natural gas bottomed out at a 10-year low of less than $2 per million British thermal units. Since then, the price has rocketed around, actually bursting over $3 in early July before backing off later in the month.According to the US Dept of Energy (DoE), America’s inventories of natural gas are still running 20 percent above their five-year average. That’s despite the fourth-hottest summer on record, which drove demand for gas to generate electricity up 21 percent over 2011 levels.
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Thursday, August 09, 2012
Cameco to Benefit From Rising Demand For Uranium / Commodities / Uranium
By: Elliot_H_Gue
For the first time in 34 years, US oil production has risen for three consecutive years. Since reaching a low in 2008, output has increased by 1.2 million barrels per day and America’s reliance on imported oil has fallen to 66 percent of consumption from 75 percent.Read full article... Read full article...
Thursday, August 09, 2012
Gold Production Down Another 4% In South Africa - Total Mineral Production Up 4.2% / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,612.75, EUR 1,307.46, and GBP 1,029.79 per ounce.
Yesterday’s AM fix was USD 1,607.00, EUR 1,298.90 and GBP 1,030.33 per ounce.
Silver is trading at $27.93/oz, €22.79/oz and £17.94/oz. Platinum is trading at $1,415.75/oz, palladium at $583.80/oz and rhodium at $1,060/oz.
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Thursday, August 09, 2012
Gold Seeks Foothold Above $1600 / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE MARKET prices to buy gold bullion hovered in a tight range around $1615 an ounce for much of Thursday morning in London – marginally above where they started the week – before dipping slightly around lunchtime, while stock markets also edged lower following gains earlier in the week.
"Gold seems to have gotten a foothold above the $1600 level and seems to be relatively stable," says Robin Bhar at Societe Generale
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Thursday, August 09, 2012
There Is More to Gold than Mere Capital Appreciation / Commodities / Gold and Silver 2012
By: The_Gold_Report
John Hathaway, senior managing director of Tocqueville Asset Management, does not particularly trust banks to keep stores of physical gold safe and segregated. Indeed, he considers his black lab Jake a better watchdog than the SEC. That is why he favors the SmartMetals program from Hard Assets Alliance, a new service launched in July. Hard Assets Alliance has partnered with Gold Bullion International (GBI) to offer precious metal purchasing and storage solutions to retail investors. With more investors realizing that safety of capital is the real reason to own gold, safe storage is more important than ever. Read more in this exclusive Gold Report interview.
Thursday, August 09, 2012
Get Ready for the Gold Rebound Before It Is Too Late / Commodities / Gold and Silver 2012
By: The_Gold_Report
While timing exactly when the rebound will happen is impossible, Marshall Auerback, director of Pinetree Capital, believes now is the time to pay the gold market renewed attention. In this exclusive Gold Report interview, he explains why the gold market is more interesting than in the recent past and shares what he would do if he were chairman of the Federal Reserve.
The Gold Report: Marshall, in a July 12, 2012, post on the Pinetree website, you suggest that some central banks may have forward-sold their gold against their initial positions, thereby eliminating them altogether. Can you tell us more?
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Wednesday, August 08, 2012
Could Gold Be Tripped Up by Coming Deflation? / Commodities / Gold and Silver 2012
By: Jeff_Clark
Interview with Jim Puplava, by Jeff Clark, Casey Research
Jim Puplava has robust convictions….
The CEO of Financial Sense News Hour, Jim is a man you should listen to carefully if gold factors in your portfolio or if you are thinking about adding gold anytime soon.
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Wednesday, August 08, 2012
GOLD Close to Confirming Breakout to All-time Highs / Commodities / Gold and Silver 2012
By: David_Banister
Back in the fall of 2011 I was warning my subscribers and the public via articles to prepare for a large correction in the price of GOLD. The metal had experienced a primary wave 3 rally from $681 per ounce in the fall of 2008 to the upper $1800’s at the time of my warnings in the fall of 2011. A 34 Fibonacci month rally was sure to be followed by an 8-13 month consolidation period, or what I would term a Primary wave 4 correction pattern.
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Wednesday, August 08, 2012
Silver Market Sees ‘Anomalies’ and ‘Devious Efforts’ - CFTC’s Chilton / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,607.00, EUR 1,298.90, and GBP 1,030.33 per ounce.
Yesterday’s AM fix was USD 1,613.00, EUR 1,300.39 and GBP 1,032.39 per ounce.
Silver is trading at $27.88/oz, €22.67/oz and £17.89/oz. Platinum is trading at $1,406.20/oz, palladium at $582.70/oz and rhodium at $1,100/oz.
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Wednesday, August 08, 2012
Gold Market "Lacking Momentum" as Traders "More Interest in Olympics" / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE U.S. DOLLAR gold price hovered just below $1610 an ounce for most of Wednesday morning's trading in London – in line with last Friday's close – while stocks and commodities ticked lower and US Treasuries gained.
The silver price dipped below $28 an ounce, although like gold, silver remains slightly above where it ended last week.
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Wednesday, August 08, 2012
U.S. Food Prices 2013: Jeremy Grantham Warns of Coming "Dystopia" / Commodities / Agricultural Commodities
By: Money_Morning
Ben Gersten writes:
The U.S. Department of Agriculture (USDA) on July 25 issued a report warning every American that U.S. food prices in 2013 will rise 3%-4% -- but that jump is just the start of a frightening long-term trend.
The warm weather in the winter months gave farmers hope for a great crop production this year, but a crippling U.S. drought now covers around 60% of the continental United States. The water shortage has killed crops, pushed corn prices higher, and will eventually make its way to your local store shelves.
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Wednesday, August 08, 2012
What Happens to the Gold World When Greece Exits the Eurozone / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
Can it Happen?
It's becoming clearer and clearer that there is a large blind spot in the minds of financial people regarding this probability. Only financial men who have been in the markets for 40+ years understand what can happen. Since then and until 2007, financial men in general have lived in a growing, constructive world that has bred a comfort zone that's still the norm for them. But we've entered a decaying zone, one replete with disappointing financial news and sagging structures that repeatedly fail to meet expectations.
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Wednesday, August 08, 2012
These Oil and Gas Technologies Lower Costs, Boost Upside / Commodities / Oil Companies
By: The_Gold_Report
There's more to the oil and gas business than drilling holes and distributing what comes out of the ground. Technological advancements in other details of exploration and production are creating major opportunities. In this exclusive interview with The Energy Report, EnerTech Advisor publisher James West fills us in on new cost-cutting technologies and the relatively unknown companies behind them, as well as some major companies that are already benefiting from them.
The Energy Report: In your last interview with The Energy Report, "The Who, What and Where of Energy Investing," you touched on a range of energy subsectors. Why are you placing more emphasis on energy rather than mining investments?
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Tuesday, August 07, 2012
Gold "Popular Again" Despite Worries Over Indian Monsoon / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE SPOT MARKET cost of buying gold climbed to $1616 an ounce Tuesday morning in London, its highest level so far this week, as commodity prices and stocks markets also edged higher, with the exception of the FTSE which was hit by allegations that one London-listed bank has hidden "secret transactions" from US regulators.
"Gold appears to be enjoying increasing popularity again," says Commerzbank's Commodities Daily note.
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Tuesday, August 07, 2012
Gold Market Optimistic on Central Bank Intervention / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,613.00, EUR 1,300.39, and GBP 1,032.39 per ounce.
Yesterday’s AM fix was USD 1,606.75, EUR 1,299.43 and GBP 1,032.28 per ounce.
Silver is trading at $28.08/oz, €22.71/oz and £18.01/oz. Platinum is trading at $1,415.70/oz, palladium at $582.50/oz and rhodium at $1,100/oz.
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Tuesday, August 07, 2012
Why Junior Gold Stocks Are Still the Place to Be Invested / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Edward Karr, CEO of Geneva-based RAMPartners, favors a disciplined, patient and steady approach to investing in junior gold mining companies. In this exclusive interview with The Gold Report, Karr shares his thoughts on the European crisis, its effect on gold prices and some of his favorite junior gold mining companies.
The Gold Report: Edward, because you're based in Switzerland, it would be interesting to get your perspective on the Eurozone's new rescue fund, the Eurozone Stability Mechanism (ESM). There is talk in the market that it could get a banking license, which would provide it access to European Central Bank (ECB) funds, aiding it in bailing out Spain and other economies. Do you believe that will happen?
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Tuesday, August 07, 2012
The Global Race for Energy Resources / Commodities / Oil Companies
By: Frank_Holmes
The world watched in awe as American swimmer Michael Phelps became the most decorated Olympian of all time. I’ve read he’s been training in the pool for an average of 6 hours a day, 6 days per week, which equates to about 30,000 hours since age 13 and about 10,000 calories burned during a training day. It’s inspiring to see the incredible results of his tremendous sacrifice and commitment.
Investing in global markets requires the same sort of stamina, especially at times like this week, when the month’s reading on the manufacturing industry was not encouraging. The J.P. Morgan Global Manufacturing PMI of 48.4 for July was the lowest since June 2009.
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Monday, August 06, 2012
No Need to Feed the Gold Bull / Commodities / Gold and Silver 2012
By: Ned_W_Schmidt
Animals, real or imaginary, must be fed on a regular basis. That feed, as we have also learned in recent years, can be either real feed or imaginary feed. Virtual animals that live on web-based children’s games can survive on virtual feed. Real bulls can only survive on actual grass or hay. Financial bulls can survive on a variety of imaginary feeds, but only for a limited period of time. As real feed has not been available for financial bulls for such a long period of time, their survival may be in question.
Monday, August 06, 2012
Silver Prices: When Schrödinger's Cat Jumps Out of Pandora's Box / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
Although silver is traded as a commodity, it is also a form of money. You only have to go back less than a hundred years in the long span of human history to discover that silver once circulated widely as currency, typically in the form of silver coins.
In fact, the UK’s paper currency the Pound Sterling originally obtained its name from the British currency that once represented the value of one pound of sterling silver, which is a mixed metal that consists of more than 92.5 percent pure silver.
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