Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, March 18, 2011

Crude Oil Underpinned Despite Weakness as the Only Alternative to Nuclear Power / Commodities / Crude Oil

By: Seven_Days_Ahead

The recent rally in oil markets, driven by unrest in the Arab world, has paused in the aftermath of the Japanese natural disaster and possible and impending nuclear disaster. Traders are trying to assess the implications for energy demand as the world’s 3rd largest economy looks set to endure a recession.

Friday, March 18, 2011

Sugar Turns More Negative After 76.4% Resistance Test / Commodities / Commodities Trading

By: Seven_Days_Ahead

In our last Sugar Update we were looking at potential resistance from a long term Fibonacci level. So far the reaction around this has been negative and now there are further reasons to expect continued weakness.

Friday, March 18, 2011

We Love Silver But We Respect The Trends - Be Careful / Commodities / Gold and Silver 2011

By: Investmentscore.com

We believe in investing in long term bull market trends. To illustrate this point consider the following. In theory, with only two trades and two and a half long term trends, an individual could have turned only $10,000 into more than $47.6 million dollars.

Friday, March 18, 2011

Gold and Silver Correction Ending / Commodities / Gold and Silver 2011

By: Mike_Paulenoff

Although gold and silver have yet to show much, if any, upside volatility amidst the Japan crisis, the patterns carved out during the past several sessions strongly suggest corrections are ending and new uplegs about to emerge.

Friday, March 18, 2011

Uranium Future Remains Intact Despite Japan Nuclear Meltdown / Commodities / Uranium

By: The_Energy_Report

Even in the face of problems at Japan's Fukushima Dai-Ichi nuclear reactor following a massive earthquake and tsunami, Jennings Capital Mining Analyst Alka Singh takes a positive long-term view on uranium prices. In this exclusive interview with The Energy Report, Alka explains why uranium demand will increase globally in the next two years and offers a few companies poised to capitalize on that need.

Friday, March 18, 2011

Oil Shale Stock Plays From Around the World / Commodities / Oil Companies

By: Keith_Schaefer

Dear OGIB Reader,

How much oil is there in newly economic shale oil deposits around the world?

We won’t know that for 50 years or more, but it’s not stopping energy companies from publicizing some extremely large prospective resource estimates – like, tens of billions of barrels of oil – with almost no data to back it up, and only one similar play on earth with any operating history.  A prospective resource is an estimate of the amount of oil that might be the recoverable volume of oil in an area.

Thursday, March 17, 2011

The World’s Best Gold Experts: “Buy and Hold!” / Commodities / Gold and Silver 2011

By: Jeff_Clark

Jeff Clark, BIG GOLD

In January, Jeff Clark of Casey Research’s BIG GOLD advisory set out to get opinions from some of the smartest, most accomplished investors in the gold industry – where is the gold price going to go, how volatile will the markets be, what’s the outlook for precious metals stocks? Read on for some of the most insightful answers you’ll see anywhere…

Thursday, March 17, 2011

Gold Breakout, Three Years Ago to the Day / Commodities / Gold and Silver 2011

By: Adrian_Ash

A quick reminder of recent history...

REMEMBER Bear Stearns? You know, that quaint little investment bank which blew up 6 months before Lehmans and a full 12 months before quantitative easing began.

Thursday, March 17, 2011

Gold's Track Record / Commodities / Gold and Silver 2011

By: Douglas_French

Anyone who has bought gold for the entirety of this bull market is always looking for signs of a top. Not to sell — one doesn't get rid of their insurance — but just to wait until the insurance goes on sale.

A price steadily holding over $1,400 per ounce (until the Japanese quake) has put gold on the cover of a few magazines, along with constant hawking of the yellow metal on daytime Fox News.

Thursday, March 17, 2011

The Once-a-Decade, 1200% Profit Trade Is Set Up / Commodities / Natural Gas

By: DailyWealth

Matt Badiali writes: Rick Rule is buying natural gas...

Longtime DailyWealth readers are familiar with our friend Rick Rule, founder of Global Resource Investments. Rick is one of smartest, most successful resource investors in the world. In one of the greatest "runs" in investment history, from 1998 to 2006, Rick turned $15 million into roughly $460 million (before fees) for his customers.

Thursday, March 17, 2011

"No Alternative" to Gold as Global "Tipping Point" Looms Amid Japanese Nuclear Crisis / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD prices stalled just above $1400 per ounce for the second day running on Thursday, as crude oil rose sharply amid the near-meltdown at Japan's Fukushima nuclear reactors.

Major-economy government bonds slipped back as Western stock markets rallied.

Thursday, March 17, 2011

Tips For Hedging Silver / Commodities / Gold and Silver 2011

By: Money_Morning

Larry D. Spears writes: Gold has gotten a lot of attention recently, as the yellow metal earlier this month rose to yet another record high. However, gold's little brother - silver - shouldn't be forgotten.

Although gold has garnered most of the headlines - thanks primarily to its historic role as a hedge against both inflation and the political turmoil - silver has actually turned in a far more impressive performance since mid-2010.

Thursday, March 17, 2011

Top Commodity Picks, Comprehensive Video Analysis, & Practical Trading Lessons! / Commodities / Commodities Trading

By: EWI

EWI's FreeWeek is Here! Get full FREE access to Elliott Wave International's most popular commodity forecasting service, edited by Senior Analyst and trading instructor Jeffrey Kennedy. Now through noon (Eastern Time) March 23, you get the hottest daily, weekly and monthly commodity opportunities, complete coverage of up to 18 markets through video analysis and clearly labeled charts, plus practical real-world trader lessons, tips, tricks and more! Access FreeWeek now!

Thursday, March 17, 2011

Gold, Silver, Food, Chinese Hungry for Purchases of All Kinds / Commodities / Gold and Silver 2011

By: Dr_Jeff_Lewis

Without having feet on the ground, it is nearly impossible to understand precisely what is happening in China.  The middle class is exploding, but jobs for skilled workers are few.  New cities are going up overnight, but the pictures show that no one is actually living there.  In many cities, hundreds of buildings are erected, left to be ghost towns for many months or even a few years before the buildings are again destroyed and new buildings are erected in its place.

Wednesday, March 16, 2011

Manganese, a Major Investment Growth Opportunity / Commodities / Metals & Mining

By: The_Gold_Report

After working in the gold mining industry for many years, consultant Ken Reser has turned his attention to special opportunities in minerals of strategic importance to North America and Europe. In 2004, he developed an early interest in molybdenum as a vital resource, and then in 2007 became intensely interested in manganese as an element that would gain prominence due to the unique properties that make it irreplaceable in the manufacture of steel. Also, its growing importance in nascent battery technology will revolutionize development of electric and hybrid automobiles. In this exclusive interview with The Gold Report, Ken shares some thoughts on the significance of manganese and how investors might play growing demand for the metal.

Wednesday, March 16, 2011

Agri-Food Price Inflation Chickens Coming Home to Roost / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Frailty of monetary policy under delusional Keynesians is evident whenever we think about Agri-Food. Price increases for Agri-Foods may be causing measures of consumer prices to rise in many countries. That "inflation," which it is not, is causing some discomfort for politicians around the world. The textbook response, per the ineffective and inbred Keynesian economists, is to tighten monetary policy, perhaps raising interest rates. We ask one simple question: How does raising interest rates cause the supply of Agri-Food to rise, forcing prices lower? Will higher interest rates keep the price of shoes from rising?

Wednesday, March 16, 2011

Gold Recovers $1400, "Support Strengthened" as Japan Crisis Worsens / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD rose in London trade on Wednesday to regain $1400 per ounce as a rally in Japanese shares failed to prevent further losses in global stock markets.

With 450,000 people now homeless in freezing conditions, technicians at the stricken Fukushima nuclear plant were forced to abandon their work by a jump in radiation levels. 150 miles away, Russia joined France in moving to evacuate its embassy staff.

Wednesday, March 16, 2011

The Outlook for Agricultural Commodities / Commodities / Agricultural Commodities

By: John_Hampson

Soft commodities have experienced some steep selling in the days since the Japan disaster, as speculative money has exited more 'risky' assets. But having enjoyed a 9-month stellar run, a pullback was overdue. Considering a broad softs ETF as a proxy, at the time of writing the complex is now nearing oversold levels:

Wednesday, March 16, 2011

Silver Bullion Coin Premiums Rise; Asian Demand for Gold Robust / Commodities / Gold and Silver 2011

By: GoldCore

Markets have recovered somewhat from the recent sharp sell offs despite the worsening nuclear situation in Japan. Gold and silver have made very tentative gains from the falls seen yesterday as commodity and equity markets (and the Nikkei in particular) have stabilised somewhat after the recent sharp falls.

Wednesday, March 16, 2011

Checking in on Relative Gold / Commodities / Gold and Silver 2011

By: Jordan_Roy_Byrne

Relative Gold is also known as the real price of Gold. Its essentially a comparison of Gold against various asset classes. Why is this important? There are two reasons. First, the real price of gold tends to lead leverage performance (e.g the HUI/Gold ratio). Second, the real price of Gold often provides hints of the future direction of the nominal price of Gold.