Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, May 29, 2013
Graphite Flake Prices Have Bottomed / Commodities / Graphene
Growth potential among end-users and underinvestment on the supply side makes graphite an obvious go-long play, according to Simon Moores, manager of Industrial Minerals Data. China's consolidation of graphite production plays a role in that scenario. Now is the time to look for responsible junior graphite miners that base their economics on current (lower) prices, says Moores in this interview with The Metals Report.
The Metals Report: Simon, the Chinese government says it is no longer willing to sacrifice the environment to mine and export commodities. You recently visited several graphite mining operations in China. Is this for real or just paying lip service?
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Tuesday, May 28, 2013
Why The Uranium Prices Could Soon Move Higher / Commodities / Uranium
Four months ago I warned my readers that the uranium price could breakout due to the rise of terrorism and radical extremism in West Africa. This past week there was a suicide car bombing on a French uranium mine in Niger. Twenty people were killed.This latest terrorist attack comes just a few months after terrorists violently took control of a natural gas plant in Algeria. Thirty eight hostages were killed in that standoff.
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Tuesday, May 28, 2013
Commodities Catching a Falling Knife Part II / Commodities / Commodities Trading
In my May 7, 2013 commentary, “Catching a Falling Knife?” I discussed my expectations for a temporary low in the commodity complex near the end of May. Since that time the DJ UBS commodity index has essentially moved sideways forming a triangle pattern on its chart. Triangles are typically thought of as continuation patterns. In this case, that would be a continuation of the previous decline from last September and should give us one final decline into the expected low this week.
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Tuesday, May 28, 2013
Central Banks Show Faith in Gold, Indian Policies Risk Surge in Smuggling / Commodities / Gold and Silver 2013
ALTHOUGH silver rallied, the price of gold held onto an earlier drop Tuesday morning in London, retreating from last week's closing levels as UK and US traders returned from national holidays.
Gold edged down to $1380 per ounce, half-a-percent below Friday, even as the US Dollar slipped on the currency market.
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Tuesday, May 28, 2013
Belgian Central Bank Loans Out 10% or 25 Tons Or 10% of Gold Reserves / Commodities / Gold and Silver 2013
Today’s AM fix was USD 1,379.00, EUR 1,067.42 and GBP 913.43 per ounce.
Friday’s AM fix was USD 1,385.25, EUR 1,068.95 and GBP 917.81 per ounce.
Yesterday a national holiday was observed in both the United Kingdom and the USA.
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Tuesday, May 28, 2013
How to Invest in Crude Oil's Final Frontier / Commodities / Crude Oil
Tony Daltorio writes: Investors searching for how to invest in oil in 2013 should be focused on these latest developments from the Arctic.
In fact, countries are racing to get a piece of what could be the final frontier for oil...
As ice melts in the Arctic region, oil and gas trapped beneath the water becomes more accessible.
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Tuesday, May 28, 2013
A Brief History and Outline of Gold as a Precious Metal / Commodities / Gold and Silver 2013
Pablo Paciello writes: Gold. Perhaps no other precious metal, or any metal for that matter, has been as important to the history of humanity as Gold. That's a big statement to make, given how important iron, copper, and other metals have been. So what makes Gold so special? And why have investors been flocking to it in recent years? The long history of Gold and its various properties have been essential to establishing it as the world's most important bullion metal.Read full article... Read full article...
Monday, May 27, 2013
Gold, Silver and Miners Start Bottoming Process / Commodities / Gold and Silver 2013
Precious metals and their related mining stocks continue to underperform the broad market. This year’s heavy volume breakdown below key support has many investors and trader’s spooked creating to a steady stream of selling pressure for gold and silver bullion and mining stocks.
While the technical charts are telling me prices are trying to bottom we must be willing to wait for price to provide low risk entry points before getting involved. Precious metals are like any other investment in respect to trading and investing in them. There are times when you should be long, times to be in cash and times to be short (benefit from falling prices). Right now and for the last twelve months when looking at precious metals cash has been king.
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Monday, May 27, 2013
World Central Banks Buying Gold / Commodities / Gold and Silver 2013
Today is a national holiday in the United Kingdom and the USA.
Friday’s AM fix was USD 1,385.25, EUR 1,068.95 and GBP 917.81 per ounce.
Gold climbed $5 on Friday and closed at $1,390.25/oz in London and silver closed at 22.482 in NY.
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Monday, May 27, 2013
The Truth About Central Bank Gold Buying / Commodities / Gold and Silver 2013
Dear Trader,
Volatile price action is a surprise to most investors most of the time.
That's definitely true of precious metals in the past 30 days. But, the real story is far bigger than just one month. In fact, gold and silver have seen declines of more than 30% and 50%, respectively, since 2011. Now that's news!
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Monday, May 27, 2013
The Geopolitics of Gold / Commodities / Gold and Silver 2013
Shanghai skyline Western central banks have got themselves horribly wrong-footed as a result of not adjusting their anti-gold policies to allow for the realities of Asian gold demand. Though their dealings are shrouded in secrecy, there is compelling evidence that much – if not most – of Western central bank gold has been quietly sold over the last three decades.
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Sunday, May 26, 2013
Is Crude Oil about to Breakout to Higher Levels? / Commodities / Crude Oil
Light Crude oil and the Energy Sector Select SPDR ETF (XLE) normally trade in similar trends. In early May, XLE broke above a significant resistance level of $80 and moved to a new high. However, Light Crude has failed to follow the energy ETF and remained pinned under the $98 resistance line.
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Sunday, May 26, 2013
Dramatic Increase in Comex Gold Shorts / Commodities / Gold and Silver 2013
"One of these days we will...find ourselves staring right into God's eyes.
And the first one who blinks is going to lose his testicles."
Peter O'Toole (Dr. Harry Wolper), Creator
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Sunday, May 26, 2013
Gold And Silver Markets Provide Us The Best Information / Commodities / Gold and Silver 2013
We cannot control the markets, but we can control how to respond to what they are saying. The paper market has been turned into a circus, thanks to JP Morgan, and abetted by the exchanges, COMEX and LME. Focus has to remain on the physical market, for it is where one can expect to find true value for price. What everyone has learned is that as price has declined, demand has disproportionately skyrocketed.
We have written extensively on the acquisition of physical gold and silver, regardless of price, because no one can know when the central bankers will lose control and price will erupt like Eyjafjallajökull. The world is in the middle of a huge central bank bubble, of which there are many sub-bubbles, as it were. [Anyone who pretends to believe whatever information is being disseminated by NWO-owned mainstream media, none of which makes any economic sense, and those who do not fully believe, (or at all), what is being said but do not know where else to turn, stay away from all central banks and central planners news or information.]
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Saturday, May 25, 2013
Why a Uranium Renaissance Looks Inevitable / Commodities / Uranium
Casey Research's Chief Energy Investment Strategist, Marin Katusa, whose portfolio profited nicely the last time the uranium bull broke loose a decade ago, recently interviewed a group of world-renowned energy experts to discuss the prospects for the sector that some considered doomed by the Fukushima disaster. Anti-nuclear power sentiment has by no means evaporated, but Katusa sees clear signals that the bulls are ready to run, not least of which is the recent attack on the Somair uranium mine in Niger.
Why? First, the 20-year Highly Enriched Uranium (HEU) Program agreement between the U.S. and Russia, aka "Megatons to Megawatts," expires this year.
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Saturday, May 25, 2013
The Enduring Value of Gold and Silver / Commodities / Gold and Silver 2013
Do you follow your own advice? Ivan Lo, editor and founder of Equedia.com and The Equedia Weekly Letter, does. Lo doesn't just follow companies in the gold and silver space, he actually paused this interview with The Gold Report to receive a shipment of silver bars. Following the notion that "knowledge is power," Lo also explains the philosophies that guide his publications, the reasons why educated investors have nothing to fear and why some companies remain good bets in the out-of-favor mining sector.
The Gold Report: Some recent headlines from The Equedia Weekly Letter include "A Scary Prediction," "Prepare for a Crisis," "A Nuclear Threat" and "A Shockwave Is Coming." Should investors be fearful, or does fear help sell your newsletter?
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Saturday, May 25, 2013
Russia: The Sleeping Giant of Gold Producing Countries / Commodities / Gold and Silver 2013
“The more gold a country has, the more sovereignty it will have if there’s a cataclysm with the dollar, the euro, the pound or any other reserve currency.” — Evgeny Fedorov, Russian lawmaker, United Russia Party
As it stands today, the top seven global gold producers, according to the U.S. Geological Survey, are:
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Saturday, May 25, 2013
Gold Warnings for Precious Metals Bulls and Bears / Commodities / Gold and Silver 2013
Dear Trader,
Volatile price action is a surprise to most investors most of the time.
That's definitely true of precious metals in the past 30 days. But, the real story is far bigger than just one month. In fact, gold and silver have seen declines of more than 30% and 50%, respectively, since 2011. Now that's news!
Read full article... Read full article...
Saturday, May 25, 2013
Riding A Copper Commodity Horse / Commodities / Copper
My last article, 'Give It A Doubt' was about population growth, urbanization in developing countries and the one billion people predicted to join the consuming classes by 2025.
"One billion people will enter the global consuming class by 2025. They will have incomes high enough to classify them as significant consumers of goods and services..." McKinsey Global Institute, Urban world: Cities and the rise of the consuming class
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Saturday, May 25, 2013
Silver SLV ETF Bullish Divergence / Commodities / Gold and Silver 2013
Silver has suffered horrendously in 2013’s opening months, plunging dramatically to miserable lows. This exceptional weakness has naturally kindled extreme bearishness. Predictions abound for silver to continue selling off indefinitely. But amidst this severe carnage, the silver bullion held by the flagship silver ETF has remained flat. This is an extraordinary bullish divergence in the face of rotten sentiment.
Silver is almost certainly the most volatile of the world’s more-popular markets. When silver starts moving, it often moves fast. Fortunes are won and lost in a matter of months, a very exciting or terrifying prospect depending on which side of the trade you are on. The key to silver’s price action has always been gold. Silver follows gold, usually dramatically leveraging the yellow metal’s fortunes. Silver is a gold play.
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