Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, December 31, 2012

Gold Records 5.7% Annual Gain for 2012, Still No Deal on Fiscal Cliff / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE gold bullion prices touched their highest level since Christmas at $1669 an ounce during Monday morning's London session, before easing slightly towards lunchtime to record a 5.7% gain for 2012 at the final gold fix of the year.

Silver failed to hold gains from Asian trading, falling back towards $30 an ounce.

Sunday, December 30, 2012

Nuclear Failure Sparks New Era of Oil Renaissance, $45 Oil Price / Commodities / Crude Oil

By: EconMatters

In a continuation of our series on the state of the oil industry we look at some of the other ramifications of what we are labeling the Oil Renaissance in the US, and around the world for that matter. This phrase was first proposed regarding the potential Nuclear turnaround here in the US, where companies like NRG Energy, Toshiba and many more players all along the supply chain were positioning themselves for the Nuclear Renaissance of cheap, and abundant Nuclear energy for the next 50 years.

Sunday, December 30, 2012

Crude Oil & Gasoline Markets End 2012 with Swollen Inventory Levels / Commodities / Crude Oil

By: EconMatters

EIA Inventory Data

In analyzing the last EIA report of the year it is noteworthy that gasoline stocks really rose the last 5 weeks of the year. The takeaway isn`t so much that gasoline inventories rose 23 million barrels the last 5 weeks of the year, wow that is some build in inventories, but the fact that Oil inventories barely budged at all during the process.

Sunday, December 30, 2012

Gold and The Fiscal Cliff / Commodities / Gold and Silver 2012

By: Clif_Droke

The price of gold has been hit by selling under concerns over the upcoming U.S. "fiscal cliff." At least that's what the news media's explanation for gold's decline has been. Here's what Reuters had to say in a recent news article:

"U.S. stocks sold off late in the day to close at session lows on Wednesday as talks to avert a year-end fiscal crisis turned sour, even as investors still expect a deal....

Sunday, December 30, 2012

Crude Oil Prices and the Fiscal Cliff / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: You have heard all the stories of what will happen when the U.S. economy falls over the fiscal cliff.

As I write this, it appears that will happen--at least on paper.

Saturday, December 29, 2012

Coffee Commodity Trading Major Bull Market Forecast 2013 / Commodities / Coffee

By: Chris_Vermeulen

Coffee prices have fallen more than 50% since 2010 which can be seen through the coffee exchange traded fund symbol: JO. This investment seeks to replicate the returns that are potentially available through an unleveraged investment in coffee futures contracts as well as the rate of interest that could be earned on cash collateral invested in specified Treasury Bills.

Saturday, December 29, 2012

Government Reckless Spending and Soaring Debts Should Boost Gold and Silver 2013 / Commodities / Gold and Silver 2013

By: Jeb_Handwerger

We are still climbing the wall of worry as wealth in the ground metals becomes increasingly cheaper in a world that is threatened with the ghosts of depressions and deflations past. We observe the doubters who regale us with the view that the miners are underperforming bullion and the general equities. They claim that housing, financials and the dollar has bottomed. We disagree and believe gold (GLD), silver (SLV) and the undervalued gold (GDXJ), silver (SIL), uranium (URA) and rare earth miners (REMX) may be bottoming and a reversal may occur in 2013.

Saturday, December 29, 2012

High IQ Gold Stocks Investing / Commodities / Gold & Silver Stocks

By: The_Gold_Report

The past year was a very tough one for the junior gold mining sector. In this interview with The Gold Report, Brien Lundin, CEO of Jefferson Financial, says that the past year has, in fact, put many gold mining companies on the bargain basement shelf. He shares some advice on end-of-year portfolio repositions and talks about some of his favorite stocks that he believes are poised for a rebound in 2013.

The Gold Report: Brien, in late October you and your company Jefferson Financial hosted the New Orleans Investment Conference. What were some of the commodity-related themes consistently making the rounds there?

Saturday, December 29, 2012

American Glory Days, Made in America Again Needs Resource Extraction and Agriculture / Commodities / Resources Investing

By: Richard_Mills

Gus Gunn, of the British Geological Survey, has identified three main factors behind the steep rise in commodity demand and prices:

• Urbanization that is accompanied by a rise in the standard of living. By 2025, nearly 2.5 billion Asians will live in cities, accounting for almost 54 percent of the world's urban population. India and China alone will account for more than 62 percent of Asian urban population growth and 40 percent of global urban population growth from 2005 to 2025

Saturday, December 29, 2012

2013 Invest in Year Apples not APPL / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Apples are, according to many nutritionists, good for us. However, one has to be sure to choose the right ones as AAPL has demonstrated in recent months. AAPL, despite the Street's claim in would be working its way toward $1,000 by now, has fallen hard from the tree. Now badly bruised, investors are suffering from a collapse of more than 25% from the high. Investors would have been far better off, as the following chart portrays, down on the farm, perhaps in real apples.

Friday, December 28, 2012

Silver Junior Mining Stocks / Commodities / Gold and Silver 2012

By: Zeal_LLC

Silver mine production is expected to come in at nearly 800m ounces in 2012, an all-time record and the seventh consecutive year of growth (per the U.S. Geological Survey).  At 2012’s average silver price, this total represents a value of nearly $25b.  There’s a lot of money to be made mining this shiny-white metal!

With a massive capital carrot supported by structural fundamentals that are still great, there ought to be a ton of mining companies targeting silver in their exploration endeavors.  So in my latest silver-stock research project I took a close look at the companies on the ground floor of silver exploration, the juniors.

Friday, December 28, 2012

A Gold and Silver Paper Default in the Wake of an EU Collapse / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

The EU has failed to recapitalize its banking sector, which still remains massively over-leveraged. They have not yet had their "Lehman moment" of truth.
 
Furthermore, governments of the Eurozone adopted the Euro as a common currency in part because by doing so, they could collectively borrow at much lower interest rates than they were used to when they printed their own money.

Friday, December 28, 2012

Future Silver Prices and Inflation- Bernanke Says Don’t Worry / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

The aftermath of dramatic balance sheet expansion is bound to be a rebound in inflationary pressures, but Fed Chair Ben Bernanke said the central bank is not going to react to a short term increase in current inflation.

Basically, if the FOMC is convinced that a rise in inflation today is going to be reversed in the future, they are not going to do anything to offset it with a rise in benchmark interest rates.

Friday, December 28, 2012

Gold Trades Higher as Japan, UK and US Face Fiscal Abyss / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,658.75, EUR 1,259.68 and GBP 1,031.37 per ounce.
Yesterday’s AM fix was USD 1,655.25, EUR 1,247.65 and GBP 1,022.96 per ounce.

Silver is trading at $30.16/oz, €22.97/oz and £18.79/oz. Platinum is trading at $1,533.70/oz, palladium at $701.00/oz and rhodium at $1,040/oz.

Friday, December 28, 2012

Gold Market Overhang Poses Risk of Another Price Fall Into Year End / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE SPOT MARKET gold price fell back to $1660 an ounce Friday morning, close to where it started the week, as stock markets also edged lower, ahead of talks in Washington aimed at avoiding the $600 billion "fiscal cliff" of spending cuts and tax rises due within days.

Gold will break its four-week losing streak today if the spot price ends the week above $1657 an ounce, while spot silver needs to close above $30.03 an ounce to do likewise.

Thursday, December 27, 2012

US Energy Independence: The Next Big Thing for 2013? / Commodities / Energy Resources

By: The_Energy_Report

Energy investment is about more than just the commodities; it's about growth. That's why, for example, the emerging economies theme has been an important one for investors who know that every business and modern home in Brazil, Russia, China or the African continent will need to keep the lights on somehow. But the next big thing for 2013 may be in our own backyards: the drive toward U.S. energy independence. How feasible is this goal, and how can investors profit from it? With this question in mind, The Energy Report looked back at some of the most memorable interviews of 2012 for expert advice on how to get positioned for it.

Thursday, December 27, 2012

Will Gold Follow What it Did This Time Last Year? / Commodities / Gold and Silver 2012

By: Jesse

As you can see, gold had a 'tap tap' bottom at the end of last year, with a final intraday low on the 29th, the second last trading day of the year.

It rallied in January back to where it had been at the beginning of December.

Thursday, December 27, 2012

Gold 1980 Top is Key Reference Point for Precious Metals Investors / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

This essay is inspired by a question we received from one of our subscribers. On December 2012, we published an essay on gold and the dollar collapse in which we pointed out why you might profit from gold even if the U.S. dollar doesn't deteriorate completely. Today, we will elaborate on why we actually use the 1980 top in comparisons.

The fact that nobody really knows with absolute certainty where gold will really go from today onward makes people try to make their own guesses about what can happen with the yellow metal. One of the methods to do that is to look back into past situations and try to estimate if what is happening now is somehow similar to those past events.

Thursday, December 27, 2012

Gold Stocks Investing 2013 Guide / Commodities / Gold and Silver Stocks 2013

By: Money_Morning

William Patalon writes: Gold bullion, gold stocks or no gold at all?

I put that question to Real Asset Returns Editor Peter Krauth last week.

You see, there's a lot of interest in investing in gold right now. Or perhaps I should say that there's a lot of interest in what gold might do.

Thursday, December 27, 2012

Gold and Silver Under Pressure Ahead of Year-End / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR gold prices traded above $1650 an ounce Thursday morning, in line with where they started the week, as the London market reopened following Christmas.

Silver meantime hovered either side of $30 an ounce, while stock markets edged higher and the Dollar fell, following news that the US Treasury is to take extraordinary measures to avoid hitting the federal debt ceiling next Monday.