Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, June 08, 2013

What Does Lack of Gold Price Reaction to U.S. Dollar Plunge Tell Us? / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

The U.S. Mint has resumed selling its 2013 American Eagle One-Tenth Ounce Gold Proof Coin at a hefty $195 per coin as of last week. The Mint has set a 20,000-coin production limit for the coin. Sales of its smallest gold coin was suspended by the Mint in late April as year-to-date demand had increased by more than 118% until inventories could be replenished.

Here are some interesting statistics. So far at close to the half-way point of the year, the U.S. mint has sold more one-tenth ounce gold coins than it did in all of 2012.  About 50,000 such coins have been sold thus far for this month, with a total of 350,000 sold so far this year. This compares to total sales of 315,000 such coins sold for the entire year of 2012. The U.S. Mint will continue to limit purchases of the American Eagle one-ounce silver coins. Sales were suspended earlier this year due to record-breaking demand.

Friday, June 07, 2013

Contrary Gold Futures Forced ETF Selling / Commodities / Gold and Silver 2013

By: Zeal_LLC

Futures speculators are extraordinarily bearish on gold today.  Their short positions on it are extreme and unprecedented, the highest seen by far in gold’s entire dozen-year secular bull.  They expect downside gold momentum to persist indefinitely.  But despite their reputation for sophistication, futures speculators are notorious for betting wrong at extremes.  Their bearishness is a very bullish contrarian omen for gold.

Given gold’s horrendous 2013 so far, you really can’t blame futures speculators for being so pessimistic on it.  Down 16.2% year-to-date, gold has never suffered a worse calendar-year start in its secular bull.  American stock traders spawned a fierce gold headwind that global buyers couldn’t overcome.  To help raise cash to plow into the euphoric, levitating stock markets, they aggressively dumped gold ETF shares.

Friday, June 07, 2013

US Jobs Data Whip Gold Bullion Prices / Commodities / Gold and Silver 2013

By: Adrian_Ash

GOLD and silver prices whipped sharply Friday lunchtime in London, as new US jobs data matched analyst forecasts with a 175,000 rise in Non-Farm Payrolls for May and a slight rise in the jobless rate to 7.6%.

Having touched 1-week highs above $1419 per ounce on Thursday, gold fell back through $1400 Friday as European stock markets erased earlier losses.

Friday, June 07, 2013

France Imposes Cash and Gold Capital Controls / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,410.00, EUR 1,065.12 and GBP 905.53 per ounce.
Yesterday’s AM fix was USD 1,399.50, EUR 1,066.69 and GBP 906.12 per ounce.

Gold climbed $9.90 or 0.71% yesterday to $1,412.00/oz and silver’s gained 0.71%.

Friday, June 07, 2013

Gold, Silver & Precious Metal Ming Stock Signals / Commodities / Gold and Silver 2013

By: Chris_Vermeulen

It has been a very long couple of years for the precious metal bugs. The price of gold, silver and their related mining stocks have bucked the broad market up trend and instead have been sinking to the bottom in terms of performance.

Earlier this week I posted a detailed report on the broad stock market and how it looks as though it‘s uptrend will be coming to an end sooner than later. The good news is that precious metals have the exact flip side of that outlook. They appear to be bottoming as they churn at support zones.

Friday, June 07, 2013

China Pollution Crisis Potential for Exponential Clean Energy Metals Demand / Commodities / Metals & Mining

By: Jeb_Handwerger

The U.S. equity markets such as the S&P500 (SPY) and Dow (DIA) are breaking into new 15 year highs, after an unprecedented move by Bernanke to stimulate the economy over the past five years.

Increasingly, investors may look to cheaper, out of favor sectors such as the uranium and rare earth sector which is critical for clean-carbon free energy. These sectors are crucial for the clean carbon reducing future of emerging nations such as China and India which are dealing with dangerously high levels of air pollution from dirty coal producing plants. Take a look at this picture of Beijing. Air pollution is a major health crisis that is killing people.

Friday, June 07, 2013

Investors Realize the Full Potential of Natural Gas / Commodities / Natural Gas

By: The_Energy_Report

Ramping up domestic North American liquid natural gas production for export to pricier international markets could be a game changer for struggling junior explorers. In this interview with The Energy Report, C. K. Cooper & Company's Jeff Grampp tells us why drilling in domestic gas fields for export is a good idea. . .if the Feds play along. And he identifies promising juniors with leaseholds in particularly desirable fields.

The Energy Report: Jeff, if the Obama administration continues to authorize liquid natural gas (LNG) exports, will that benefit the juniors as well as the big producers?

Jeff Grampp: I believe all U.S. natural gas producers will generally benefit from an increase in LNG exports. Historically, the pricing dynamics of natural gas in the U.S. have been linked to local supply-demand dynamics. With an increase in the potential to export, domestic natural gas producers would be able to access higher priced markets internationally, particularly in Europe and Asia. There will also be local economic benefits tied to the creation of jobs at newly constructed exporting facilities.

Friday, June 07, 2013

Gold Confiscation Possibility Warning / Commodities / Gold and Silver 2013

By: Casey_Research

By Jeff Thomas, International Man

If you hold precious metals in your portfolio, there is a good chance you fear hyperinflation and the crash of fiat currencies.

You probably distrust governments in general and believe they are self-serving and have no interest in your economic well-being. It is likely that your holdings in gold are your lifeline – your hope to get you through these times while holding on to your wealth.

Friday, June 07, 2013

COMEX Gold Revealed - Investigating the Paper Gold Market / Commodities / Gold and Silver 2013

By: Jan_Skoyles

Since the gold price crash in April there has been wide debate about how the gold market works. Analysts have contrasted paper gold versus physical gold, urging that the different parts of the gold markets offer very different services to investors. Conspiracy theories have also abounded.

Thursday, June 06, 2013

Follow the Money - Sell Google Buy Hogs / Commodities / Livestock

By: Ned_W_Schmidt

Does management of Shuanghui International Holdings understand the future better than most? Or maybe, the Street and its army of overpaid analysts and gurus never understand the future. Whatever the actual situation, the best course for investors may be to simply follow the money.

Thursday, June 06, 2013

India's Latest Anti-Gold Moves / Commodities / Gold and Silver 2013

By: Adrian_Ash

The WHOLESALE price of gold flipped yet again either side of $1400 on Thursday in what dealers called "choppy" trade ahead of tomorrow's much-anticipated US jobs data for May.

Asian stock markets followed Wall Street's overnight loss to finish lower, but European equities rallied as major government bonds held flat.

Thursday, June 06, 2013

Should Investors Still Diversify with Gold? / Commodities / Gold and Silver 2013

By: DailyGainsLetter

John Whitefoot writes: When it comes to investing, it’s important to diversify and spread your money around. Put all your assets in one basket and it could evaporate overnight if the markets go into correction mode. As a result, diversification is a good strategy to follow, because it can protect you from losing your entire retirement portfolio should the markets turn.

Having a number of different stocks does not make a portfolio diversified. A diversified portfolio means having different kinds of investments, including stocks, bonds, cash, and so on. While we all know diversification is key, it’s important to know where you should park your assets.

Thursday, June 06, 2013

Possible Euro Devaluation Casts Shadow Over Gold’s Future / Commodities / Gold and Silver 2013

By: Bob_Kirtley

As the European Union struggles with rising unemployment they now have to face a future of increased competition from the Japanese as they actively devalue the Yen. The new government in Japan, under the Premiership of Shinzo Abe, has managed to devalue the Yen by round 20% so far. In the short term this devaluation should boost Japanese exports as their goods are available at a substantial discount. This action mirrors that of the United States as they continue with their programme of Quantitative Easing. The United Kingdom has also joined in this ‘race to the bottom’ and has managed to reduce the value the British Pound.

Thursday, June 06, 2013

Gold and Silver Leasing Explained / Commodities / Gold and Silver 2013

By: Adrian_Ash

Miguel Perez-Santalla writes: What is precious metals leasing, and why is it done...?

LEASING is an integral part of the precious metals market, writes Miguel Perez-Santalla at BullionVault.

Why is it necessary? For a diverse number of reasons, the first is the need for industry to borrow instead of buying outright the metal. This enables them to avoid owning the metal at a fixed price if they have not yet contracted to sell their product.

Wednesday, June 05, 2013

The Roubini - Faber Gold Debate / Commodities / Gold and Silver 2013

By: BATR

Two of the most provocative and incendiary economic prophets are Nouriel Roubini and Marc Faber. As with most oracles, the denominational sect of doctrines often determines the forecasts. This especially applies to economic prognosticators. Roubini has evolved into an establishment darling working with central bank governors and finance ministers. Faber remains a contrarian investor earning his designation as the genuine "Doctor Doom". Who is right, depends on the immediate and final outcomes of the international financial troubles. Money markets volatility and fiscal debt obligations are integral components of commercial transactions and political economic policy.

Wednesday, June 05, 2013

The War over Conflict Metals / Commodities / Metals & Mining

By: Metals_Report

Much has been said of the massive scope of the Dodd-Frank Wall Street Reform and Consumer Protection Act, and Lisa Reisman, managing editor of MetalMiner.com, sees opportunity in the controversial provisions governing conflict minerals. In this interview with The Metals Report, Reisman discusses how companies are dealing with the new requirements and names companies closest to production in the crucial tantalum, tungsten and tin space.

The Metals Report: Lisa, how will the Dodd-Frank Wall Street Reform and Consumer Protection Act affect industrial users of metals like tantalum, tin and tungsten?

Wednesday, June 05, 2013

Potential Crude Oil Glut! Contrarian Analyst's Forecast / Commodities / Crude Oil

By: The_Energy_Report

Stepping away from the pack, Andrew Coleman of Raymond James Equity Research is making a contrarian forecast for an oil glut in 2014. Shale oil production is on the ascent, with the United States joining Saudi Arabia on the supply side, while China's hunger for oil may be sliding and demand in developed countries remains in decline. In this interview with The Energy Report, Coleman explains his thinking and names the producers best positioned to capitalize on the turbulence ahead.

The Energy Report: Why are you expecting an oil glut in 2014?

Wednesday, June 05, 2013

Crude Oil Is Trapped In A Triangle Higher Prices Seen / Commodities / Crude Oil

By: ForexPros

Oil is slow, choppy and overlapping since September 2012 , so we think that whole price action represents a triangle pattern in red wave B) that is part of three wave rally in wave (D) from June 2012 low. If we are correct, then we know that we need five sub-waves within a triangle before we may look for a push higher into C) of (D) towards 102/103 mark.

Tuesday, June 04, 2013

Gold Stocks Seller’s Remorse / Commodities / Gold and Silver Stocks 2013

By: Jeff_Clark

I know an investor who is feeling some regret. He's come to the sinking conclusion that he may have made a mistake selling his gold stocks.

He recognizes now that he reacted emotionally to the crash, panicking at the plummet and dumping everything regardless of quality. He's kicking himself for doing so, because he succumbed to an impulsive move, locked in a loss, and realizes that the core reasons for owning gold haven't really changed.

Tuesday, June 04, 2013

The Hidden Investor Bargain in tThe Other Yellow Metal - Uranium / Commodities / Uranium

By: Marin_Katusa

Over the past month, gold has seen a considerable decrease in price, dropping almost 15% since the beginning of May. If this trend continues, gold will have its first losing year since 2000. This has led many investors, from the housewives of China to the bankers on Wall Street, looking for a bargain in gold prices.

However, what they don't realize is that there is already a bargain available – in uranium. Despite being the source of 20% of electricity in the United States and 35% in the EU, its price remains at multiyear lows.