Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, November 30, 2011
BHP, Vale, Rio Tinto, World's Largest Miners Like Potash / Commodities / Agricultural Commodities
Miners are looking to enter the potash business, or expand existing operations, as they look for increased demand from developing nations such as China, India and Brazil.
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Wednesday, November 30, 2011
Gold Jumps after Central Banks Launch Liquidity Measures / Commodities / Gold and Silver 2011
U.S.DOLLAR gold bullion prices leapt 1.7% in 30 minutes Wednesday lunchtime in London – hitting $1744 an ounce – following an announcement of coordinated action from central banks worldwide aimed at increasing Dollar liquidity in the global financial system.
The Bank of Canada, the Bank of England, the Bank of Japan, the European Central Bank, the Federal Reserve, and the Swiss National Bank will all lower the price on existing Dollar liquidity swap arrangements by 50 basis points (0.5 percentage points), effective Monday.
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Wednesday, November 30, 2011
Why Politicians Are Good for Gold / Commodities / Gold and Silver 2011
After a long and lengthening political debacle on both sides of the Atlantic, the developed world remains embedded in a crisis that the political systems are unable, or unwilling, to resolve despite all the hopeful talks. The leaders of the developed world are capable, competent men who have what it takes to surmount the debt crises that are consuming confidence day by day. So why don't they?
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Wednesday, November 30, 2011
John Paulson’s Fund Obscures Gold and Silver ETF Flow Data / Commodities / Gold and Silver 2011
Absent the weekly COT report for gold and silver, the array of exchange-traded funds available on the market acts as an excellent source of money flow data for both silver and gold. While the media tends to focus on total assets, exchange-traded funds also release the quantity of gold and silver attributed to individual exchange-traded funds.
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Wednesday, November 30, 2011
Can Domestic Natural Gas Cut the U.S. Budget Deficit? / Commodities / Natural Gas
The prospect of significant U.S. natural gas production may not be powerful enough to overcome the hot air coming from government quarters, but ShadowStats Editor John Williams identifies it as one bright spot in his otherwise dark outlook for the U.S. economy. As Williams tells The Energy Report in this exclusive interview, increased domestic shale production may not save the U.S. dollar from extinction but it just might have a major positive impact on the GDP, the trade deficit and employment.
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Wednesday, November 30, 2011
Where is Support for Gold and Silver Stocks? / Commodities / Gold & Silver Stocks
It has been a tough year for the mining stocks. The large stocks have moved back and forth in a range from support to resistance while the mid tiers and juniors have really struggled especially in recent months. With Europe seemingly on the brink and most markets turning down, it is an opportune time to examine the technical support of the various gold and silver equity indices. The longer the large cap equities maintain support, the more internal strength they build in preparation for a breakout in early 2012. In turn, such action would greatly help the juniors and non producers who have had a difficult year.
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Wednesday, November 30, 2011
Peru: An Emerging Power in the Global Gold Hunt / Commodities / Gold and Silver 2012
Chris Devauld writes: Peru has a rich precious metals history. This diverse Andean nation, once a victim of Spanish looting, is now the largest silver producer in the world, the second largest copper and zinc producer and the sixth largest gold producer. The richness of its mineral deposits stems from a dramatic landscape consisting of soaring mountains, winding valleys, stark deserts, dark jungles and lonely coastlines. More than 7% of global mining exploration occurs on this unforgiving terrain, where historical production collides with modern geological technology. The Peruvian mining industry represents about 60% of the country’s export earnings. Earnings from mining are expected to grow 6% annually through 2011-13.
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Tuesday, November 29, 2011
What Gold Stocks Going To The Moon Will Look Like / Commodities / Gold & Silver Stocks
Jeff Clark, BIG GOLD writes: This may sound sensationalistic, but I think the odds are very high that, on average, gold producers will sell in the $200 range before this bull market is over. With most of them trading between $20 and $40, the returns could be tremendous. And while the typical junior won't reach the same price level, their percentage returns will be much greater and potentially life-changing, as you're about to see.
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Tuesday, November 29, 2011
Gold Could Gain from "Aggressive Monetary Policy" / Commodities / Gold and Silver 2011
THE WHOLESALE market gold price hovered in a 0.5% range around $1711 an ounce Tuesday morning in London, where Britain's chancellor today gave his autumn budget statement to parliament.
Elsewhere in Europe, Italy's borrowing costs hit new highs at an auction of government bonds, while Eurozone finance ministers are meeting to discuss boosting the single currency rescue fund.
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Tuesday, November 29, 2011
CFTC Data Shows Total Gold Futures and Options Positions Back at 2009 Levels / Commodities / Gold and Silver 2011
Gold is trading at USD 1,715.60, EUR 1,280.80, GBP 1,097.00, CHF 1,574.10 and JPY 133,280 per ounce.
Gold’s London AM fix this morning was USD 1,717.00, GBP 1,098.32, and EUR 1,278.67 per ounce.
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Tuesday, November 29, 2011
Currency Wars: Euro Descending, But What of Gold? / Commodities / Gold and Silver 2011
Jim Rickards’ new book, ‘Currency Wars’, has been getting plenty of attention recently as its launch has seen it rocket up the best sellers lists, and not just in the financial and economic world. Jim has also had an interesting spat with Nouriel Roubini recently on Twitter, which still seems to be rumbling on. The title of Jim’s book seems to be rather prescient at this time as we look across the Eurozone and watch the markets generally. Jim advises that we are in the middle of the third great currency war, we find his arguments compelling, and the release of his book is perhaps timely.
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Tuesday, November 29, 2011
Ron Paul on Return to the Gold Standard (When and How) / Commodities / Gold and Silver 2011
In the following interview video on Fox News, Ron Paul explains his plan for monetary freedom and a return to a gold standard. Paul also addresses a dangerous competing idea for the IMF take over control of setting international monetary standards. Finally, Paul explains how he has been temporarily stymied on his plan for a full and complete Fed audit.
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Tuesday, November 29, 2011
Silver Producers Spend a Day in the Sun / Commodities / Gold & Silver Stocks
Silver producers enjoyed solid gains today with Endeavour Silver Corporation (EXK) up 8.22% followed by Mag Silver Corporation (MVG) up 7.41% and Great Panther Silver Limited (GPL) up 5.99%. Silver prices showed gains of 1.85% to close at $31.85/oz and gold prices also posted impressive gains of 1.53% to close at $1708.70/oz in today's trading session in New York.
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Monday, November 28, 2011
John Williams Hyperinflation Warning, Preserve Wealth Value with Gold / Commodities / HyperInflation
Among the specters lurking in ShadowStats.com's Editor John Williams' gloomy outlook for the U.S. are the demise of the dollar, hyperinflation and the ongoing lack of political will to take sound corrective measures. Still, as he tells The Gold Report in this exclusive interview, investors have options. Williams contends that turning to gold, silver and strong foreign currencies would protect wealth and position savvy investors to take advantage of extraordinary opportunities likely to flow out of the turmoil ahead.
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Monday, November 28, 2011
Are Physical Precious Metals Still in Demand? / Commodities / Gold and Silver 2011
The past couple weeks have been a somewhat trying time for precious metal investors. After liquidity concerns and euro zone theatrics, precious metals have been in a downward spiral. On Friday, gold settled at $1,685.70, while silver closed at $31.01. However, investors continue to acquire physical gold and silver in order to protect themselves from the current financial landscape.
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Monday, November 28, 2011
Crude Oil Price Analysis / Commodities / Crude Oil
January Crude Oil closed lower for the second consecutive week but losses could have been worse if not for a strong comeback on Friday. The primary reason for the weakness throughout the week was concern that the European debt crisis would trigger the start of a global recession. As bearish conditions spread throughout the Euro Region, traders pressured the Euro, driving up the U.S. Dollar and lowering demand for the dollar-based crude oil market.
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Monday, November 28, 2011
Will the Use of Gold as Collateral Push the Gold Price Down? / Commodities / Gold and Silver 2011
Gold Forecaster has for years now pointed to gold's coming monetary role as collateral. We have never believed that a return to the Gold Standard was feasible in the form it was used in last century. We have never believed it would return as day-to-day money. We have always seen its return tied into its use on a global basis, most likely between governments, as we saw under the Bretton Woods system after the Second World War. We have always pointed to a time when it would return to a key monetary position in the global financial system.
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Monday, November 28, 2011
Gold Back above $1700, Investors Pricing In "Euro Endgame" / Commodities / Gold and Silver 2011
THE SPOT MARKET gold price climbed to $1718 an ounce Monday morning London time – a 2.1% gain on Friday's close – while stock and commodity markets also rallied following news that leaders may be close to an agreement on the Eurozone rescue fund.
"News out of the US is also contributing to the more upbeat mood on markets, with preliminary reports from retailers suggesting that it was a good Black Friday weekend," says Marc Ground, commodities strategist at Standard Bank, referring to reports that Americans spent over $52 billion in the days following Thanksgiving on Thursday.
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Monday, November 28, 2011
Venezuela Repatriates ‘People’s Gold’ Due to Gold’s ‘Historic’, ‘Symbolic’ & ‘Financial’ Value / Commodities / Gold and Silver 2011
Gold is trading at USD 1,712.30, EUR 1,280.80, GBP 1,100.00, CHF 1,574.70 and JPY 133,080 per ounce.
Gold’s London AM fix this morning was USD 1,714.00, GBP 1,100.41, and EUR 1,280.06 per ounce.
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Monday, November 28, 2011
Which Fiat Currency Behaves Most Like Gold? / Commodities / Gold and Silver 2011
In this article we are going to be focusing on gold and showing how it behaves more like a currency than a commodity. We will be viewing how gold has performed in regards to other currencies and try and find the most correlated currency pair. In other words, we will be asking the question, “which other currency pair behaves most like gold?”Read full article... Read full article...