Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Sunday, February 03, 2013

Many Key Resources Have No Security of Supply / Commodities / Resources Investing

By: Richard_Mills

The truth, in regards to the world's mineral resources, is that we in the western developed countries are not in control of supply. The map below was posted on reddit.com. While interesting it does not reveal the enormity facing the western world in regards to Security of Supply for many of our key minerals.

"The spectre of resource insecurity has come back with a vengeance.The world is undergoing a period of intensified resource stress, driven in part by the scale and speed of demand growth from emerging economies and a decade of tight commodity markets. Poorly designed and short-sighted policies are also making things worse, not better. Whether or not resources are actually running out, the outlook is one of supply disruptions, volatile prices, accelerated environmental degradation and rising political tensions over resource access." Chatham House, Resources Futures

Sunday, February 03, 2013

Head & Shoulder Tops in Gold and Silver Stocks ..Is the Fat Lady Singing ? / Commodities / Gold and Silver Stocks 2013

By: Submissions

Rambus writes: In the weekend report we looked at some of the precious metals stock indexes that are showing some massive H&S topping patterns. These type of patterns are distribution patterns and the bigger they are the bigger the move down in time and price. Could these massive topping patterns be the end of the bull market for the precious metals stocks? I think on a one or two year basis these H&S topping patterns could put a big dent in the bull market for the precious metals stocks if the necklines are broken to the downside which remains to be seen yet.

Saturday, February 02, 2013

America's Modern-Day Nevada Gold Rush / Commodities / Gold and Silver Stocks 2013

By: The_Gold_Report

These days, monetary policy moves stock prices more than economic data releases, says Mike Niehuser, founder of Beacon Rock Research. While the potential for higher gold prices is compelling, the decline in the number of discoveries and grades of resources makes mining stock selection intriguing. Niehuser has scoped out jurisdictions and finds the stars are aligning to put Nevada on top. In this interview with The Gold Report, Niehuser shares the names of companies that he feels have the right stuff.

The Gold Report: Now that the election is in the rearview mirror and we are well into the new year, what are your thoughts about gold prices and mining stocks for 2013?

Saturday, February 02, 2013

Gold Long-term Outlook 2013 / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

Gold moved sideways for the last six weeks, with each rally and correction sparking either new hopes or new fears about the yellow metal. But focusing on such short-term volatility can rarely bring any good when it comes to long-term investments. That's one of the things that we often stress - one should always analyze the market form different perspectives and keep in mind their order of importance. This week we will focus on the long term.

Another thing, that we have already mentioned, is that such universal commodities, traded on many exchanges and in many currencies, like gold ought to be assessed taking other currencies into consideration. Hence, to get a clearer, distilled from the short-term noise picture of the situation in gold, today we will focus mostly on long- and medium-term charts, as well as on the yellow metal priced in currencies other than the U.S. dollar.

Saturday, February 02, 2013

Gold Stocks Biggest Buying Opportunity in 25 Years / Commodities / Gold and Silver Stocks 2013

By: Investment_U

Mike Kapsch writes: Don’t look now but gold stocks are cheap, really cheap.

Just take a look at this chart:

Friday, February 01, 2013

Global Silver-Mining Trends / Commodities / Gold and Silver Stocks 2013

By: Zeal_LLC

Over the course of silver’s secular bull, the miners have steadily increased production in order to meet fast-growing demand.  And in 2012 mine production exceeded 24k metric tons (770m+ ounces), an all-time production high and 28% increase over 2001.  As an investor interested in silver’s structural fundamentals, this rapid growth begs a question.  Where in the world is this silver coming from?

In our modern information age we can ask questions like this and easily find the answer.  And we need look no farther than the data provided by the U.S. Geological Survey.  The USGS is a global authority in collecting, analyzing, and disseminating information on both domestic and international mineral supply and demand.  And for silver it dutifully provides annual detailed country-level mine production data.

Friday, February 01, 2013

JPMorgan Forecasts Gold $1,800 By Mid 2013 / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,665.00, EUR 1,217.99, and GBP 1,052.46 per ounce. Yesterday’s AM fix was USD 1,674.50, EUR 1,234.88, and GBP 1,058.47 per ounce.

Silver is trading at $31.45/oz, €23.12/oz and £19.93/oz. Platinum is trading at $1,680.50/oz, palladium at $745.00/oz and rhodium at $1,200/oz.

Friday, February 01, 2013

End of an Era for Gold as Stock Market Records Best January Since 1997 / Commodities / Gold and Silver 2013

By: Ben_Traynor

THE U.S. DOLLAR gold price recovered some of its losses from the previous day Friday, edging higher to $1666 an ounce by the end of the morning in London, while most stock markets also edged higher ahead of US nonfarm payrolls data due out 08.30 Washington, DC time.

A day earlier, gold dropped 1% during Thursday's US session, in what one analyst describes as "a remarkable display of schizophrenic volatility".

Friday, February 01, 2013

Gold Stocks Final Bottom Coming / Commodities / Gold and Silver Stocks 2013

By: Jordan_Roy_Byrne

In my articles you've heard me talk about accumulating on weakness, buying support, being patient and waiting for better opportunities. Folks, this next week is one of those opportunities. The mining stocks have been a disaster if you've invested in the average fund, GDX or GDXJ. If you've invested in the wrong stocks, they've been a total disaster and you now hate the sector forever. We've certainly been surprised by this protracted struggle. However, the gold shares are set to test a major bottom and could be on the cusp of a major reversal which could begin as soon as next week.

Friday, February 01, 2013

Stock Market Rally Should Boost Discounted Rare Earth and Uranium Miners / Commodities / Metals & Mining

By: Jeb_Handwerger

I notice with interest that the popular media is ignoring the World Trade Organization case against China for restricting exports of critical materials (REMX). This reduction of supply of the critical metals has a significant impact on the global economy.

These critical metals are not only crucial for your iPads and smartphones, but for our top secret, most advanced weaponry. Looking for substitutes for rare earths has proven to be a poor return on investment. For 50 years, they have been trying to find alternatives, only to find out that the chemical characteristics of rare earths are inimitable.

Friday, February 01, 2013

Gold Repatriation - Is Germany Preparing for Future Capital Controls? / Commodities / Gold and Silver 2013

By: Jeff_Clark

The best indicator of a chess player's form is his ability to sense the climax of the game. –Boris Spassky, World Chess Champion, 1969-1972

You've likely heard that the German central bank announced it will begin withdrawing part of its massive gold holdings from the United States as well as all its holdings from France. By 2020, Bundesbank says it wants half its gold reserves stored in its own vault in Germany. p>

Thursday, January 31, 2013

Why Buy Gold? / Commodities / Gold and Silver 2013

By: DeviantInvestor

• Gold has been real money (medium of exchange and a store of value) for over 3,000 years. It is still real money.
• Gold has no counter-party risk. It is not someone else’s liability. It has intrinsic value that is recognized around the world.
• ALL paper money systems have eventually failed. The intrinsic value of paper money is effectively zero; and all paper money has, throughout history, eventually devalued to zero.

Thursday, January 31, 2013

Marc Faber "You Don't Own Gold And You Are In Great Danger" / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,674.50, EUR 1,234.88, and GBP 1,058.47 per ounce.
Yesterday’s AM fix was USD 1,666.25, EUR 1,230.70, and GBP 1,057.20 per ounce.

Silver is trading at $32.08/oz, €23.76/oz and £20.40/oz. Platinum is trading at $1,677.50/oz, palladium at $736.00/oz and rhodium at $1,200/oz.

Thursday, January 31, 2013

Gold and Silver Prices Counterintuitive Behavior To Continue / Commodities / Gold and Silver 2013

By: GoldSilverWorlds

Grant Williams writes: The gold and silver price have been trading in a quite counterintuitive way lately. It became very obvious after the US Fed announcement on December 13^th which was a fundamentally bullish event for precious metals. Gold was trading above $1,700 an ounce but has been trading lower since then. The gold price tried only once to break above $1,700 but did not succeed. Which leaves a lot of believers and investors with the question how that is possible and if more of the same can be expected in the foreseeable future.

Thursday, January 31, 2013

Gold Bugs Response to Money Printing / Commodities / Gold and Silver 2013

By: Adrian_Ash

What gold investors think of money printing, inflation, and the vulgar crooks behind them...

Back in the final, dying days of 2012, Paul Tustain here at BullionVault offered a little fable to explain why money exists, how it is created by banks today, and why things could get very ugly tomorrow.

Thursday, January 31, 2013

Gold and Quantitative Easing: Inflation All Over Again? / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

Perhaps you have heard that the Fed is printing money to get out of the crisis and that such actions cannot possibly end other than in even more money being printed and in the dollar losing its ability to buy you tangible assets. In our essay on gold and the dollar collapse we pointed out that since 1970 the debt numbers have gone up more than 40-fold (!). In 2002, future Fed chairman Ben Bernanke noted that "the U.S. government has a technology, called a printing press (or today, its electronic equivalent), that allows it to produce as many U.S. dollars as it wishes at no cost." In keeping with these words, Bernanke has played an important role in the introduction of three rounds of what is known today as quantitative easing (QE) - programs expanding the money supply beyond the usual. The bill for QEs is $2.25 trillion and counting. As of January 17, 2013, U.S. debt totaled $16.4 trillion. These extraordinary numbers call for a deeper analysis and today we focus on what QE actually is.

Wednesday, January 30, 2013

Gold & Silver Jump on Weak US Data / Commodities / Gold and Silver 2013

By: Adrian_Ash

GOLD and silver jumped to 4-session highs above $1674 and $31.65 per ounce respectively Wednesday lunchtime in London, gaining as new data showed the US economy unexpectedly shrinking in late 2012.

US stock-market indices held flat near 5-year highs, while the EuroStoxx 50 was unchanged near 18-month highs despite news that Spain's GDP shrank by 0.7% in the last 3 months of 2012.

Wednesday, January 30, 2013

Swiss Banks Offer Allocated Gold and Silver Accounts / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,666.25, EUR 1,230.70, and GBP 1,057.20 per ounce.
Yesterday’s AM fix was USD 1,660.50, EUR 1,235.12, and GBP 1,057.17 per ounce.

Silver is trading at $31.36/oz, €23.25/oz and £19.25/oz. Platinum is trading at $1,690.00/oz, palladium at $754.00/oz and rhodium at $1,200/oz.

Wednesday, January 30, 2013

Why the Fed Needs Golden Handcuffs / Commodities / Gold and Silver 2013

By: Jan_Skoyles

Jan Skoyles looks at how 100 years of the Federal Reserve system has affected asset prices, from the Dow Jones Industrial Average to the gold price. Read on to find out what happened in the last century to cause prices to rocket and what the Federal Reserve had to do with it.

This year the US Federal Reserve System will celebrate its 100-year existence thanks to the signing of the Federal Reserve Act in December 1913.

The Federal Reserve System was set up in response to a series of financial crises and ‘panics’, in the hope that it would redress the financial system’s shortcomings.

Wednesday, January 30, 2013

Why Doomsayers Are Wrong About Crude Oil Prices, Up 11% Since December / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: The stock market is not the only thing that is up. Crude oil prices have jumped as well rising faster than the S&P for the past month.

West Texas Intermediate (WTI) next month futures contract prices for crude oil on the NYMEX increased again last week. That marked the seventh consecutive week oil prices have gained, the first time that has happened since 2009. Overall, WTI pricing level has risen 11% since mid-December.