Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, April 05, 2012
Lithium Rare Earths Critical Metal for Green Energy Technologies / Commodities / Metals & Mining
Rare and critical metals are playing a crucial role in recent scientific advancements, especially in the environmental technologies and energy sectors. These advancements in today's and tomorrow's green technology are driving industrial countries like the United States to allocate significant funding for breakthroughs in alternative fuels for vehicles and alternative energy storage.
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Thursday, April 05, 2012
US scores own goal on Gold / Commodities / Gold and Silver 2012
Will Bancroft takes a look at America and the West’s decision to force Iran out of the global payments system, SWIFT, and what these geo-politics mean for investors. Read more to learn if Washington may have stumbled again in its management of the dollar.
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Thursday, April 05, 2012
Asian Gold Demand Still Lacking as Vietnam Bans Monetary Use / Commodities / Gold and Silver 2012
GOLD and SILVER ticked higher from Wednesday evening's 3-month lows in London on Thursday, going into the long Easter weekend with gold trading 0.7% higher against the US Dollar.
Silver bullion rallied 2.2% from last night's low, but held one-third below the 3-decade peak near $50 per ounce hit at Easter 2011.
Thursday, April 05, 2012
Jim Rogers “I Will Buy More” Gold – Still Long Term Bullish / Commodities / Gold and Silver 2012
Gold’s London AM fix this morning was USD 1,622.50, EUR 1,239.21, and GBP 1,022.82 per ounce. Yesterday's AM fix was USD 1,631.75, EUR 1,239.65 and GBP 1,027.75 per ounce.
Silver is trading at $31.36/oz, €24.00/oz and £19.80/oz. Platinum is trading at $1,595.75/oz, palladium at $635.80/oz and rhodium at $1,350/oz.
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Thursday, April 05, 2012
Silver’s Trend and the Death of Technical Analysis / Commodities / Gold and Silver 2012
The death of technical analysis has arrived. What took place in the markets (especially in the precious metals) on April 3rd & 4th proves this in spades. There were several calls made prior to the takedown, by some very well known individuals in the precious metal field, that became NULL & VOID when either bottoms or chart patterns failed.
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Thursday, April 05, 2012
How Exporting Liquid Natural Gas Could Bring Serious Wealth to the U.S. / Commodities / Natural Gas
Where will the wealth created by the fast growing Liquid Natural Gas (LNG) market be concentrated in the coming years?In a word–Australia. It’s the #4 exporter of LNG in the world already, and seven new plants are in various stages of planning and development, which would require $200 billion in capital investment–and lots of jobs.
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Thursday, April 05, 2012
The Federal Reserve Did It Again to Gold Prices / Commodities / Gold and Silver 2012
Easy come, easy go. Gold and silver prices received a boost last week as Federal Reserve Chairman Ben Bernanke appeared to place more quantitative easing back on the table. In a speech at the National Association for Business Economics, he noted some positive signs in the job market, but said the Fed can aid economic growth by “continued accommodative policies.” However, these gains in precious metals have been quickly erased as the Federal Reserve continues to play with the hearts of investors.
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Thursday, April 05, 2012
Institutional Investors Continue Gold and Silver Buying Spree / Commodities / Gold and Silver 2012
The global silver market was pretty shaken up in 2011 when silver bullion prices dropped from a high $49 to $32 and then again from $43 to $28. Investors around the world have been reacting differently to the price upheavals which triggered the most paranoia in October 2011. However, about 50% of investors have turned the fall into an opportunity and are aggressively buying the lower-priced silver. Considering the uncertain financial future, the decision to hold silver bullion instead of fiat currency certainly appears to be a wise one.
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Thursday, April 05, 2012
U.S. Prepares For Rare Earth Metals Major Supply Disruptions / Commodities / Metals & Mining
In continuation of the China vs. the-rest-of-the-world rare earth saga, the US, EU and Japan recently filed separate but coordinated complaints with the World Trade Organization (WTO) on the grounds that China was fortifying its stocks of those rare earth metals that were critical for the manufacture of technology products such as mobile phones, camera lenses, hybrid cars and weapons. The complaint also includes non-rare earth metals tungsten and molybdenum.
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Wednesday, April 04, 2012
Where and When to Place Your Gold Investment Bets? / Commodities / Gold and Silver 2012
Jeff Clark, Casey Research : Let's explore the advantages of saving in gold and silver over dollars. Here's a hypothetical look at what could occur over the remainder of this decade.
The charts below compare saving $100/month in gold and silver vs. an interest-bearing money-market account. For our projections, we assumed gold's average annual gain of 18% since 2001 will continue through 2020. For the money-market account, we used an annual interest rate of 1% in 2012 and added 0.5% each year, so that by 2020 it's earning 5%.
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Wednesday, April 04, 2012
Is it Safe to Start Buying Gold Stocks Yet? / Commodities / Gold & Silver Stocks
One of the most common questions I field from my forecast and trading subscribers is can we buy Gold stocks yet? We have seen Gold consolidating and correcting following a 34 fibonacci month rally that I discussed last fall was going to top out around 1900 per ounce. This type of rally went from October of 2008 to August of 2011 and we saw Gold rally from $680 to $1900 per ounce during that time.
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Wednesday, April 04, 2012
Is the Chinese Economy Driving Gold Prices? / Commodities / Gold and Silver 2012
We sometimes miss the bigger picture, when we focus solely on the U.S. economy. This certainly seemed like the case in 2011, when precious metals corrected sharply in the second half of the year, despite a new U.S. easing effort in the form of ‘operation twist’. In particular, we can take our eye off the Chinese economy, which I shall examine below.
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Wednesday, April 04, 2012
Crude Oil Under Pressure / Commodities / Crude Oil
Let's notice that today's swoon in nearby NYMEX crude oil has pressed to a new corrective low at 101.49 off its March 1 high at $110.55. It just so happens that this morning's new low for the move has not been confirmed by my 4-hour RSI momentum gauge, which is our first warning signal that the selling pressure might be drying up for oil and the U.S. Oil Fund ETF (USO).
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Wednesday, April 04, 2012
Gold Sinks to 3-Month Low as Fed "Distances Itself" from Further QE Stimulus / Commodities / Gold and Silver 2012
THE U.S. DOLLAR gold price hit its lowest level since early January on Wednesday morning, when it sank to $1622 an ounce ahead of US markets open.
Silver prices dropped to $31.76 an ounce – a fall of 1.7% for the week so far, but still just above last week's low.
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Wednesday, April 04, 2012
Gold Down 2% On FOMC Minutes – Fundamental Support From Negative Real Interest Rates / Commodities / Gold and Silver 2012
Gold’s London AM fix this morning was USD 1,631.75, EUR 1,239.65, and GBP 1,027.75 per ounce. Yesterday's AM fix was USD 1,674.75, EUR 1,254.03 and GBP 1,044.17 per ounce.
Silver is trading at $32.01/oz, €24.31/oz and £20.16/oz. Platinum is trading at $1,622.20/oz, palladium at $640/oz and rhodium at $1,350/oz.
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Wednesday, April 04, 2012
Gold Bull Market Real Interest Rates Critical Metric / Commodities / Gold and Silver 2012
Jeff Clark, Casey Research : There are many reasons why gold is still our favorite investment – from inflation fears and sovereign debt concerns to deeper, systemic economic problems. But let's be honest: It's been rising for over 11 years now, and only the imprudent would fail to think about when the run might end.
Is it time to start eyeing the exit? In a word, no. Here's why.
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Tuesday, April 03, 2012
Gold New Rally Phase? / Commodities / Gold and Silver 2012
Although spot gold remains stuck between a set of convergent support and resistance lines derived from the Mar 11 rally peak at $1717.36, my near-term pattern work argues that what looks like a coil is really the initiation of a new rally phase off of the Mar 22 low at $1631.89.
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Tuesday, April 03, 2012
Game Changer for Gold and Stocks / Commodities / Gold and Silver 2012
I am not preaching to the converted however most if not all readers will know that the US banking system is in trouble as evidenced by QE1, QE2 and now suggestions of QE3. Governments would not offer or provide the monstrous bailouts and deposit guarantees unless this was the case. The European bank has also taken steps to prop up their banking system since 2008, with in excess of US$1.2T in new support in the past 4 months. This is a global phenomenon made necessary due to the gradual debt collapse, a deleveraging process that will persist for many years to come.
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Tuesday, April 03, 2012
Gold Stocks Cheap or Silver Stocks Expensive? / Commodities / Gold & Silver Stocks
Although Gold prices are off their highs of 2011, they still remain at a reasonably high level.
From the chart below, we can see that Gold and Silver are highly correlated:
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Tuesday, April 03, 2012
Gold Market To See Little Business This Week with India Striking and China Closed / Commodities / Gold and Silver 2012
WHOLESALE MARKET prices to buy gold dropped to $1672 an ounce Tuesday lunchtime in London – a 0.7% fall from the previous day's high – while stocks and commodities traded lower and US Treasury bond prices rose ahead of the release of the latest Federal Reserve policy meeting minutes.
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