Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, June 27, 2009
Haynesville Shale Creates Opportunities in the Energy Sector / Commodities / Crude Oil
By: Joseph_Dancy
Last month investment advisor Marc Faber in a Bloomberg interview noted that “natural gas is the most undervalued commodity in the world right now.” He also said he was a believer in ‘peak oil’ to the extent we have developed most of the cheap and easily recoverable high quality reserves globally, but that the world would move onto other sources of energy as economics dictates. Faber sees energy prices rising over time and also much higher inflation in the U.S. — which will be good for commodities and for small cap stocks.
Saturday, June 27, 2009
Why Higher Gold Prices Will Come / Commodities / Gold & Silver 2009
By: The_Gold_Report
On the global stage of currency devaluation and debasement, the reasons for owning gold seem obvious. But have you ever stopped to consider the derivative market? According to Charles Oliver and Jamie Horvat, both senior portfolio managers at Sprott Asset Management, "The impact of the derivatives has yet to express itself." In this exclusive interview with The Gold Report, Charles and Jamie explain how gold will react in the New Financial (dis)Order. Both foresee $2,000 gold in the next three years and, ultimately, "significant" hyperinflation on a global scale over the next decade.
Friday, June 26, 2009
Time to be Buying Gold and Gold Shares? / Commodities / Gold & Silver 2009
By: Julian_DW_Phillips
As we thought it would, gold has fallen back to the low $900's and begun rising again. Should we be buying? If only life was so simple and we could say to you buy at this price and sell at that price. If we did you can be sure the price would not quite reach the height nor reach the low price. It would almost reach there or overshoot leaving you wrong footed, as most people are. So what do we do?
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Friday, June 26, 2009
Euro Upmove May Lift Silver Higher / Commodities / Gold & Silver 2009
By: Mike_Paulenoff
The euro is bid up this morning versus the dollar in reaction to renewed calls by China’s Central Bank for the creation of a “super-sovereign reserve currency.” This international “movement” by key leaders or institutions in China, Russia and the Mid-East to supplant the U.S. Dollar does not appear to be going away, and in fact might be picking up momentum. In any case, if the euro can hurdle near-term resistance at 1.4140/80, let’s expect Silver – and the iShares Silver Trust (NYSE: SLV) – as well as gold to react positively.
Friday, June 26, 2009
Gold and Silver GLD, SLV ETF Demand Stickiness / Commodities / Gold & Silver 2009
By: Zeal_LLC
Despite gold and silver consolidating in June, investment demand for these precious metals remains robust. This is evidenced by continuing growth in the bullion holdings of the leading precious-metals exchange-traded funds. Both GLD’s and SLV’s physical metals held in trust for investors have edged up to new all-time record highs this month!
Friday, June 26, 2009
How to Profit from the Big Gold Squeeze / Commodities / Gold & Silver 2009
By: Money_and_Markets
Sean Brodrick writes: Man, we are seeing some wild times in the metals markets recently — big swings up and down, as gold and silver move opposite the U.S. dollar. It’s almost as if international investors are having trouble finding the value of the dollar. To me, it’s just laying the groundwork for a coming gold boom … and potential dollar doom.
Friday, June 26, 2009
Ventana Gold Bandwagon Getting Crowded / Commodities / Gold & Silver Stocks
By: Midas_Letter
Nary a week passes without some new analyst report recommending Ventana Gold (TSX:VEN) as a ‘Buy” at prices exponentially higher than the last week. This week was no exception, as yesterday saw Canaccord Adams analyst Nicholas Campbell come out with a $7.50 price target for the company, citing Ross Beaty’s Lumina Capital’s ownership of 11.3% of the company.
Friday, June 26, 2009
Silver Market Update / Commodities / Gold & Silver 2009
By: David_Morgan
The following is an excerpt from the June issue of The Morgan Report. Although I recently wrote about the silver as money issue, many precious metals investors are rather under informed about some aspects of the silver market. Our readers have been kept up to date about the thrust for getting Mexico and other Latin countries to use silver along with their paper currencies.
Friday, June 26, 2009
Gold Gains as Dollar Falls on s Greenspan Warning og a Decade of Inflation / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE PRICE OF GOLD rose yet again on Friday for US-Dollar investors, hitting two-week highs above $947 per ounce as the world's No.1 reserve currency fell on the forex market.
Friday, June 26, 2009
Gold Breaks Back Above $940 on Weak U.S. Dollar / Commodities / Gold & Silver 2009
By: GoldCore
Gold
Gold regained a lot of ground yesterday, breaking through $940. News from the Federal Reserve, that they are to keep interest rates at record lows put the dollar under pressure and it gave up some of its recent gains.
Friday, June 26, 2009
Russia Targets African Resources While U.S. is Busy with Wars / Commodities / Russia
By: Pravda
Russia’s Dmitry Medvedev started his visit to Africa on June 24. Medvedev will travel to Nigeria, Namibia and Angola. Moscow is ready to help the African countries in the development of their natural resources – oil, gas and uranium - despite the economic crisis.Read full article... Read full article...
Friday, June 26, 2009
Digging for Opportunities in Rare Earths Resource Sector / Commodities / Resources Investing
By: The_Gold_Report
Why all the buzz about rare earths elements (REEs)? In this exclusive Energy Report interview, industry expert Clint Cox, The Anchor House, tells how he separates the hype from reality, and what a challenging and complex market it is. It's estimated that 25% of new technologies such as hybrid cars use rare earths, and that demand is increasing. Clint talks about China's current market dominance and the potential for production in North America. In a companion article, Alternative Energy Becoming a Little Less Alternative , Victor Goncalves of The Green Money Report examines how the growth of hybrid vehicles on the road will affect the rare earth market.
Thursday, June 25, 2009
Crude Oil Bears Lower the Tone / Commodities / Crude Oil
By: Seven_Days_Ahead
We have been bullish in Crude Oil for some time now, but recently started to look closer for evidence of a temporary pullback phase – particularly after the market had reached a certain Fibonacci projection level. This correction is probably now underway.
Thursday, June 25, 2009
China Decision to Buy $80 Billion of Gold, the Dragon's Hoard / Commodities / Gold & Silver 2009
By: Michael_J_Kosares
"We've got a situation where Geithner is smiling and has no choice but to stress the credibility and stability of the US financial and economic system, while the creditors [such as the Chinese] smile back and say they believe him, while at the same time giving hand signals to their reserve managers to get rid of these things [U.S. Treasuries]." - Neil Mellor, Bank of New York-Mellon
Thursday, June 25, 2009
China Dumping Treasury Bonds for Gold as U.S. Debt Surges Higher / Commodities / Gold & Silver 2009
By: Adrian_Ash
THE WHOLESALE PRICE of physical gold rose again early Thursday in London, reaching one-week highs for UK and Euro investors as local stock markets fell and crude oil bounced back above $69 per barrel.
Thursday, June 25, 2009
China Concern at U.S. Printing Dollars on a Massive Scale / Commodities / Gold & Silver 2009
By: GoldCore
Gold - Gold is trading at $933.50 and remains subdued overall. Near term resistance and support are currently $944 and $913 respectively. Direction may be poised to come from EUR/USD moves and the EUR/USD is maintaining equilibrium despite a positive world economic outlook from the OECD. This positive news is paired against continuing geo-political risk and negative USD comments overnight from a senior Chinese official.
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Thursday, June 25, 2009
Commodity Bulls Snared by China Stimulus Snafu / Commodities / China
By: Justice_Litle
Some of China’s stockpiling may well have been due to speculative excess, rather than any rational plan on the ground. That realization played a role in the market carnage seen this week.
As Grant’s Interest Rate Observer has been known to say, “We wrote it. Did you read it?”
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Wednesday, June 24, 2009
Gold, Crude Oil and Gas Commodity Trading Made Simple / Commodities / Commodities Trading
By: Chris_Vermeulen
In the past commodity trading was only available to trader with large accounts, high risk tolerance and a good understanding of how the futures market works. During the past 7 years with commodities making incredible moves and gaining attention from the media, several exchange traded funds (ETF’s) have been created allowing everyone to take advantage of the commodity market.
Wednesday, June 24, 2009
What’s Up With Crude Oil / Commodities / Crude Oil
By: Hans_Wagner
The price of oil has climbed despite the lack of demand and a glut of surplus crude. Benchmark crude closed near its highest level in eight months on Friday June 19, 2009 reaching $69.50 on the New York Mercantile Exchange. Gasoline has risen with the price of oil reaching a national average of $2.63 per gallon. Higher oil prices are another factor affecting the economy’s ability to recover. What is fueling this price increase and is it sustainable?
Wednesday, June 24, 2009
Defeating the Cartel... With Profit, Part 2 / Commodities / Gold & Silver 2009
By: DeepCaster_LLC
The Gold Report newsletter today interviewed Sprott Asset Management's chief investment strategist, John Embry…
"If you look at the short positions that the commercials, that is the bullion banks -- which are the agents of the U.S. government -- are running, it's a complete fraud," Embry says. "Because they couldn't possibly deliver on their paper promises if they were called by the people on the other side of the trade. The gold isn't there to deliver."
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