Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, September 02, 2011

China’s Rare Earths Squeeze / Commodities / Metals & Mining

By: Anthony_David

China’s policy of tightening its rare earth export quota has been causing quite a furor in the rare earth metals market since 2009. With increasing technological advances, the demand for rare earth metals is only increasing worldwide and the declining supply is causing prices to shoot upwards. Prices can come down only if end users reduce production and thereby reduce demand. However, that is an unlikely situation and even if it did happen, the effects are likely to be short lived.

Friday, September 02, 2011

Solar Demand Drives Silver Prices Higher / Commodities / Gold and Silver 2011

By: Anthony_David

Fears of a declining industrial demand for silver following the financial problems in Europe and the US kept silver prices at modest levels during early August. Prices did rise in mid-August improving the outlook for the precious metal. The risk of increasing inflation in China leading to a slower economic growth in the country is another concern for the global silver industry.

Friday, September 02, 2011

What Will Drive Commodities Higher for Years? / Commodities / Investing 2011

By: Eric_McWhinnie

Intelligent Commodity Indexing is a new book that explains how investors can intelligently use commodities in a portfolio in order to diversify risk and protect against inflation.  Readers will find the book filled with decades of experience from its authors.

Thursday, September 01, 2011

Gold Rises 12% in August as Stocks Plunged / Commodities / Gold and Silver 2011

By: GoldCore

Review of Precious Metals, Equities, Commodities, Bonds and Currencies
August was a very turbulent month for markets with equities falling sharply and commodities mixed on Eurozone and United States sovereign debt concerns and concerns about the health of the U.S. and global economy.

Thursday, September 01, 2011

Gold Could be Pushed into Uncharted Territory / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold bullion prices edged down to $1820 an ounce by Thursday lunchtime in London – 1.1% off the high for this week so far – while stocks and commodities dropped and government bonds gained following publication of weak European manufacturing data.

"The [gold] market is dead in this time zone," said a Hong Kong gold bullion dealer this morning.

Thursday, September 01, 2011

U.S. Dollar’s On the Verge of a Relief Rally Look Out Gold, Oil and Stocks! / Commodities / Gold and Silver 2011

By: Chris_Vermeulen

Let’s talk about the dollar for a moment… The US Dollar has been stuck in a very large trading range during the past 4 months. But when the dollar actually breaks out of this pattern in either direction we should see some big price movements across the board in stocks and commodities.

Thursday, September 01, 2011

Gold is the best Safe Haven we Have / Commodities / Gold and Silver 2011

By: George_Maniere

           Gold may not be the perfect safe haven but it’s sure the best one we have and we can use all of the confidence we can muster.
           Consumer confidence in the U.S. fell this month to the lowest level since March of 2009. Just to refresh your memory that was when the Dow was at 6400, the S&P was at 667 and the NASDAQ was trading at 1265.

Thursday, September 01, 2011

CNBC Visits The SPDR Gold Shares’ GLD ETF Controversial Vault / Commodities / Gold and Silver 2011

By: Submissions

David Bettencourt writes: CNBC’s Bob Pisani brings in the CNBC cameras for a look inside the gold vault of the SPDR Gold Trust (NYSE:GLD). GLD is the largest exchange traded fund (ETF) in the world, backed by gold in a secret location in London. This is the largest private gold reserve in the world with more than 1,200 metric tons. The reserve is valued at more than $70 billion. Almost no one outside the World Gold Council has ever seen all the gold…until now.

Thursday, September 01, 2011

Silver Poised to Move Higher / Commodities / Gold and Silver 2011

By: Mike_Paulenoff

Although the action in spot silver is a bit uneventful, the near-term technical picture and set-up remain relatively positive, and argue strongly that spot silver is poised to move higher into the 42.80-43.20 target zone. This bodes well for traders of the iShares Silver Trust ETF (SLV).

Wednesday, August 31, 2011

Agri-Food Prices Make New Highs / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Unburdened by the failure of Keynesian socialism, China continues to grow. India, despite repeated self inflicted political wounds, is also likely to experience an expanding economy. With the EU suffering from another financial crisis, it is unlikely to have a positive economic experience in the next few years. In the U.S. job killing policies and regulations of Obama regime stand in the way of expanding employment.

Wednesday, August 31, 2011

Gold "Dominated by Uncertainty" as "Reality Dawns" for Investors in Stocks / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold prices wavered around $1830 an ounce Wednesday morning London time – 4.3% off last week's all-time record high – as prices of major commodities fell and stocks rose following Tuesday's publication of the latest US Federal Reserve minutes.

Silver prices meantime traded around $41.41 per ounce – the price at which they started the week.

Wednesday, August 31, 2011

Silver Ready to Breakout - Technicals and Fundamentals Suggest $50/oz in Early Autumn / Commodities / Gold and Silver 2011

By: GoldCore

Gold and silver have fallen after yesterday’s gains due to the very poor consumer confidence data and Federal Reserve murmurings of further monetary easing. Gold is trading at USD 1,792.50, EUR 1,245.10, GBP 1,098.30, CHF 1,471.50 and JPY 137,624 per ounce. While silver is trading at USD 41.21, EUR 28.53 , GBP 25.31, CHF 33.33 and JPY 3,155 per ounce.

Wednesday, August 31, 2011

Beryllium - Even Sexier than it Sounds / Commodities / Metals & Mining

By: George_Maniere

The young Marine sniper lays motionless in a shallow bed of sand and broken rock on the mountainside in Afghanistan. The sun blazes down, and he’s sweating. He’s spent the morning scanning a valley for Taliban fighters who keep a low profile in their maze of spider holes.

After a while, another Marine – the spotter – says, “I’ve got him. He’s just next to the tree, to the left of that stone house.”

Wednesday, August 31, 2011

Cobalt Is the King of Critical Metals / Commodities / Metals & Mining

By: Critical_Metals_Repo

Most people don't know or care about cobalt. But, as with a number of metals we seldom hear about, we would certainly miss cobalt if it were not available for use in many cutting-edge applications. In this exclusive interview with The Critical Metals Report, Rick Mills, editor of Ahead of the Herd, talks about the supply and demand for critical metals and tells us why cobalt is the "King of Critical Metals." He also tells us why he likes two emerging cobalt producers that could reward investors looking to participate in this very tight market dominated by China.

Wednesday, August 31, 2011

Investors Are Returning To The Undervalued Gold Mining Stocks / Commodities / Gold & Silver Stocks

By: Jeb_Handwerger

The brouhaha over the debt ceiling has generated upward moves, particularly in gold bullion. This is a primary example of a news driven market skewing orthodox technical measurements. Now it is entirely possible that the scare headlines are generating a caffeinated move to surpass resistance areas, especially in gold. The debt farce can end precipitously and so may the risk trade. What the market giveth exogenously is what the market taketh away with the resolution of the underlying media hype. The risk off trade may boost mergers and acquisition activity in the mining sector.

Wednesday, August 31, 2011

Galluping Gold, the Best Long-term Investment / Commodities / Gold and Silver 2011

By: Adrian_Ash

Between thought and expression lies a lifetime... – Some Kinda Love, The Velvet Underground

So ONE-in-THREE Americans think gold is the best long-term investment, according to the Gallup survey published by USA Today last week.

Tuesday, August 30, 2011

Gold Leaps as Finnish Demand Puts Entire Greek Rescue at Stake / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE DOLLAR gold bullion price leapt 2.2% in less than an hour Tuesday lunchtime London time, hitting $1832 per ounce – still 4.2% off last week's all-time high – while commodities fell, US Treasury bonds rose and stocks were mixed as Greek debt worries affected the Eurozone.

"Conventional wisdom is that bullish sentiment on equities would mean bearish sentiment on gold," reckons one gold bullion dealer here in London.

Tuesday, August 30, 2011

Gold Forecast $1950 September, $2,500 Before End of the Year / Commodities / Gold and Silver 2011

By: GoldCore

Gold is higher against most currencies and especially the euro. Gold is trading at USD 1,792.50, EUR 1,245.10, GBP 1,098.30, CHF 1,471.50 and JPY 137,624 per ounce.

Gold’s London AM fix this morning was USD 1,791.00, EUR 1,243.49, GBP 1,097.56 per ounce. Gold fixed marginally higher than last Friday’s AM Fix which was at USD 1,787.00, EUR 1237.10, GBP 1,094.17 per ounce which suggests physical demand is supportive at the $1,800 level.

Tuesday, August 30, 2011

Gold Stocks Coiled Again / Commodities / Gold & Silver Stocks

By: Neil_Charnock

Gold has roared an assertive “here I am” as a wider group of investors realized the problems in the financial system were worse than they previously thought.  It is hard to let go of a concept when you are taught something and believe it for a long period of time.  This is especially hard when your model fits the world nicely over this time span.  I have not written this article to be condescending I sincerely understand how hard it is to let go of a newly broken concept that has worked in the past.  I believe this is the hurdle that is gradually breaking down and changing sentiment in the precious metals sector.  Gold stocks are now freshly coiled and raring to go up.

Tuesday, August 30, 2011

Why Gold Will Replace U.S. Treasuries as the World's Last Risk-Free Investment / Commodities / Gold and Silver 2011

By: Money_Morning

Keith Fitz-Gerald writes: It wasn't long ago that U.S. Treasuries were considered a "risk-free" investment. But the financial crisis, hulking budget deficits, political gridlock, and the Standard & Poor's debt downgrade have changed that perception - forever .

Now there's only one safe -haven investment: gold.