Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, March 22, 2012

The Gold Stock Sector Is On Sale / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Michael Fowler, senior mining analyst with Loewen, Ondaatje, McCutcheon, sees small- and mid-cap junior producers and developers as the "sweet spot" in the gold equities space, and provides a basket of names to consider in each space. In this exclusive Gold Report interview, he also shares his views on the irresponsibility of the "new paradigm" of large-scale financings now in vogue.

The Gold Report: Let's start with the changing risk picture in the gold space. Agnico-Eagle Mines Ltd. (AEM:TSX; AEM:NYSE) and Kinross Gold Corp. (K:TSX; KGC:NYSE) are down by about 50% and 75%, respectively, from their 52-week highs. Both would once have been considered low risk. Are there no low-risk companies in the gold space today?

Thursday, March 22, 2012

Endeavour Silver Provides Blueprint to Sprott’s Call to Action / Commodities / Gold & Silver Stocks

By: Eric_McWhinnie

Eric Sprott, legendary gold and silver investor and chairman of Sprott Inc., famously issued an open letter to 17 of the world’s largest silver producers last year. The letter is well-known to the precious metals community because it challenged the mining industry to limit silver sales until prices increased. Unlike an OPEC style cartel, Sprott advocated that miners simply hold a portion of their cash reserves in the form of silver, in order to protect themselves and shareholders from irrational price corrections that take place too often in the silver market. Endeavour Silver not only heeded Sprott’s advice, but has already benefited from it.

Wednesday, March 21, 2012

Have Gold, Silver Entered a Bear Market? / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

For nearly the last five years, we have seen events that were the first of their kind in modern history, from the credit crunch to the East emerging at the expense of the developed world. The oil price has risen to $145, fallen to $35 and then steadily moved up to the current $108. We have seen sovereign debt levels rise to the point where, if they were individual's loans, the individual would have been bankrupted long ago. We have seen governments all over the world try to stimulate their economies to resurrect the spending powers of their embattled consumers. We have seen the developed world inundated with freshly printed money from central banks as deflation hit asset values reducing the velocity and the volume on money.

Wednesday, March 21, 2012

Gold Market Sentiment Very Poor Despite Strong Fundamentals / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,656.00, EUR 1,248.21, and GBP 1,042.95 per ounce.

Yesterday's AM fix was USD 1,648.50, EUR 1,248.86 and GBP 1,039.01 per ounce.

Wednesday, March 21, 2012

Gold Remains Vulnerable while Silver Support Threatened by Downtrend / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold prices rose to $1660 an ounce Wednesday morning London time – more or less where they ended last week – before easing ahead of US markets open, while stock, commodity and government bond prices held broadly steady following news that the UK government deficit rose sharply last year.

Wednesday, March 21, 2012

How to Trade Gold with ETFs and Options / Commodities / Gold and Silver 2012

By: Money_Morning

Larry D. Spears writes: With few exceptions, most leading financial gurus agree that every portfolio should include some physical gold.

But while the yellow metal itself is great as a long-term hedge against turmoil and inflation, it's a lousy trading vehicle.

Wednesday, March 21, 2012

The Bullish Case for Large-Cap Oil Stocks / Commodities / Crude Oil

By: The_Energy_Report

With oil prices near record highs, who are the big winners in this energy bull market? Fadel Gheit, managing director and senior analyst of Oppenheimer & Co. has large-cap explorers and producers on his radar. In this exclusive interview with The Energy Report, Wall Street veteran Gheit shares his top picks for diversification, income and even growth.

The Energy Report: What is your current investment theme?

Wednesday, March 21, 2012

Iran Says "Gold Is Money" / Commodities / Gold and Silver 2012

By: Casey_Research

Louis James, Casey Research writes: Economic crises signal that the current system isn't working as expected and needs improvement. When it comes to monetary systems, questioning their fundamentals can lead to doubts about whether the preferred medium of exchange will continue to be preferred for long. The large-scale whirlwind of economic trouble around the globe has pushed some to rethink the role of gold in the economy – and to actually move toward bringing it back.

Wednesday, March 21, 2012

Global Oil Market Needs Canada's Crude / Commodities / Crude Oil

By: OilPrice_Com

Canada's natural resources minister told delegates at the International Energy Forum in Kuwait that his country was on the cusp of becoming an "energy superpower." Canada ranks No. 6 in terms of global oil production, but much of its crude exists in the form of oil sands. European leaders are considering a measure that would classify oil sands as an environmental issue, prompting Canada to threaten to take the issue to the World Trade Organization. With the U.S. political system in a deadlock over Canadian crude, the Ottawa government is now working to convince the international community that the global market is in jeopardy if polices "discriminate against oil sands."

Tuesday, March 20, 2012

IEA Report Shows We Are Already In A 'Peak Oil' Context / Commodities / Crude Oil

By: Andrew_McKillop

The most recent IEA Oil Market Report, for February, could be interpreted as bringing some good news to oil importer countries of the OECD group, for which the IEA is the "energy watchdog agency". Its report said that oil demand in the OECD group, at about 46.25 million barrels per day (Mbd) was still 1.25 Mbd below the 5-year average for oil consumption by the 30-nation developed economy group.

Tuesday, March 20, 2012

Massive Silver Price Spike Imminent / Commodities / Gold and Silver 2012

By: Hubert_Moolman

Gold and silver are very close to entering the mania phase of this bull market. In order for gold and silver to go into the mania phase, value has to be diverted from somewhere, and that “somewhere” is most likely stocks. Since 2000, there has been a correction in stock values, in real terms; however, nominally, stocks are still significantly high (close to its all-time highs).

Tuesday, March 20, 2012

Gold Not Looking Great But Fundamentals Still Solid / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR gold bullion prices dropped to $1643 an ounce Tuesday lunchtime in London – 1.0% down on Friday's close – as stock and commodity prices also fell and US Treasury bonds rose.

"[Gold] support is at $1625," says the latest technical analysis from bullion bank Scotia Mocatta.

Tuesday, March 20, 2012

Good As Gold! / Commodities / Gold and Silver 2012

By: UnpuncturedCycle

I want to talk about gold today. Two weeks ago when spot gold was around 1,670.00 I wrote a piece entitled “When To Be Greedy” telling investors to buy. Since then we’ve survived a number of attempts to push the price lower and it is trading at 1,660.00 as I type. In short not much has happened and patience is running thin. In the meantime the dollar tried to rally and failed, the bond suffered a significant break down causing a real spike in interest rates and the Dow broke through significant resistance at 13,323.

Monday, March 19, 2012

Dow vs. Gold vs. Silver since 2008 / Commodities / Gold and Silver 2012

By: Paul_Mladjenovic

We can read all sorts of opinions about what you should do with your money and we hear the scuttlebutt from every pundit out there (including myself!) but at the end of the day, it is about what has done well and what hasn't done well.

Monday, March 19, 2012

Silver Goes Green / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Although gold receives most of the attention in the precious metals space, silver is an amazing metal itself. In addition to being a store of wealth, silver is used in everything from automobiles to alternative energy needs. Almost all electronics are configured with silver. However, the smelting process, which involves extracting silver from ores by burning off unwanted minerals and elements such as lead, can raise pollution concerns. This is an obstacle that Royal Silver Company is tackling at the source. Now, even the most environmentally conscious investor lacks a reason to not invest in silver.

Monday, March 19, 2012

Europe's QE3 Will Boost Gold and Silver / Commodities / Gold and Silver 2012

By: Jeb_Handwerger

Gold is pulling back to long term support and is able to be purchased at a discount. Investors may be seeking riskier assets due to fears of inflation and higher interest rates. Right now industrial metals such as copper/ nickel, oil and blue chips are outperforming due to their value of being hedges against inflation and represent the riskier assets.

Monday, March 19, 2012

Gold "Could Correct to $1600" with "Buyers Reluctant" / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE SPOT gold price held above $1650 per ounce Monday morning in London – staying within $10 of where it closed last week, but over 4% down on the month so far. 

"The market feels a bit top-heavy, which may imply a further correction on the downside to $1600," warns the latest note from Swiss precious metals refiner MKS.

Monday, March 19, 2012

Gold and Silver Stocks Are Decoupling from the Stock Market / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

Normally, decoupling from the stock market is a good thing. In recent turbulent times, many have wondered if emerging markets would decouple or if gold stocks would decouple. Its surprising to see gold stocks decouple from a strong stock market. Many wondered if the sector would decouple from a weak market. Yet, the decoupling now could be positive long-term provided the decoupling continues when the stock market peaks just below the 2007-2008 highs.

Saturday, March 17, 2012

Should Investors Sweat Gold’s Losing Streak? / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Early Friday, gold prices remained mostly flat. However, prices headed towards their third consecutive week of losses, the longest losing streak for the precious metal since October. Despite concerning economic reports, gold and silver seem to be sidelined for the moment.

Saturday, March 17, 2012

Canada Sees Gold Mining Resurgence / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Amid the bustle of the 80th Prospectors and Developers Association of Canada (PDAC) convention in Toronto, The Gold Report sat down with PDAC President Scott Jobin-Bevans for his take on the challenges the mining industry faces. In this exclusive interview, he covers a wide range of topics, from skilled labor shortages to the trials of mining in remote northern Canada.

The Gold Report: What are the key challenges the mining industry faces in 2012–2013?