Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, July 23, 2012

Crude Oil Prices Heading For A Fall / Commodities / Crude Oil

By: Andrew_McKillop

The week ending 20 July had vintage scenes from the 2008 epoch, as oil boomers bid up prices with such gusto they were able to grab 3%-a-day rises, midweek, but by weekend the cold chill of reality was trmming their sails. Although this was a vintage spectacle for a global oil market where the biggest brokers, bankers and traders both need and want higher oil prices, oil prices are set on greasy skids, oiled by a slew of so-called fundamentals. These include stubbornly slowing world demand, growing stocks, OPEC overproduction, increasing NOPEC output, large new finds of shale oil and stranded "greasy gas" able to yield NGL output, and oil's declining share in the global energy mix.

Saturday, July 21, 2012

Gold Daily and Silver Coiling for an Imminent Move / Commodities / Gold and Silver 2012

By: Jesse

"Everything predicted by the enemies of banks, in the beginning, is now coming to pass. We are to be ruined now by the deluge of bank paper, as we were formerly by the old Continental paper.

It is cruel that such revolutions in private fortunes should be at the mercy of avaricious adventurers, who, instead of employing their capital, if any they have, in manufactures, commerce, and other useful pursuits, make it an instrument to burden all the interchanges of property with their swindling profits, profits which are the price of no useful industry of theirs."

Friday, July 20, 2012

How to Profit From Europe's New Gold Rush / Commodities / Gold and Silver 2012

By: Jeff_Clark

Europe owns a sizable chunk of the world's natural resources.

Over the past few decades, however, EU countries have mostly imported their resources.

Outlandish? Maybe.

But it was simply easier, cheaper, and most importantly it avoided most environmental conflicts.

Friday, July 20, 2012

How to Minimize Risk and Increase Returns on Junior Gold Mining Stocks / Commodities / Gold and Silver 2012

By: The_Gold_Report

Joe Mazumdar, senior mining analyst at Vancouver's Haywood Securities, adheres to certain fundamental metrics when reviewing the pedigree of a junior firm. In this exclusive interview with The Gold Report, Mazumdar explains why some juniors are positioned to do better than some majors in the current geopolitical climate and he counsels pragmatism: the key to unlocking golden opportunities is locating firms with experienced management and adequate cash flow that can qualify for mixed-source financing in the international context of uneven gold prices. He shares a few picks in that space.

Friday, July 20, 2012

Gold Reality Therapy for Abused Investors / Commodities / Gold and Silver 2012

By: DeepCaster_LLC

“Renewed economic contraction has started to show up in the reporting of major economic series. Headline June retail sales declined by 0.5% versus May, in the context of earlier monthly contractions…

“The general outlook remains unchanged …. Official reporting shows a plunge in economic activity from fourth-quarter 2007 to second-quarter 2009, with an ensuing upturn in activity that led to a full recovery as of third-quarter 2011. In contrast, I contend the economy began turning down in 2006, plunging in 2008 into 2009 and subsequently stagnating—bottom-bouncing—at a low level of activity ever since. There has been no recovery, and the economic downturn is intensifying anew.

Friday, July 20, 2012

Silver Price Undervalued / Commodities / Gold and Silver 2012

By: Zeal_LLC

After being sucked into the general commodities correction, silver has been relentlessly drifting lower since late February.  But this weakness has forced the white metal down to a very bullish place technically.  Silver is now quite undervalued compared to prevailing gold prices, its primary driver.  Thus it has great potential to rally mightily in the coming months to regain much lost ground relative to gold.

Friday, July 20, 2012

Gold Technical or Fundamental Analysis? / Commodities / Gold and Silver 2012

By: P_Radomski_CFA

Each week we reply to questions from our subscribers and include them in our Premium Updates. Today's essay is dedicated entirely to commenting on one of the letter that we received this week. It touches several interesting points and shows us that there are still some controversies and doubts regarding two most popular approaches to analyzing financial markets, i.e. technical and fundamental analysis, that need clarification. For clarity's sake we decided to put our comments alongside it, in addition to answering the reader's final question.

Friday, July 20, 2012

Flat Currency Momentum Sees Gold in Contracting Range / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE U.S. DOLLAR gold price hovered above $1580 an ounce during Friday morning trading in London – in line with where it has spent the last two weeks – while stocks and commodities ticked lower and US Treasuries gained, as market attention returned to the European debt crisis, currently focused on Spain.

The silver price dipped to $27.07 per ounce, though it too remained firmly within its range for the last fortnight.

Friday, July 20, 2012

If India Sneezes, will the Gold Industry Catch a Cold? / Commodities / Gold and Silver 2012

By: Jan_Skoyles

“If India sneezes, the gold industry will catch a cold” Ajay Mitra

India and gold are two words closely linked in the precious metals world. Gold investing is so deeply ingrained in Indian culture that Indian’s have over 20 different words for the yellow metal.

Thursday, July 19, 2012

Gold's Convergring Trading Range as "Summer Doldrums" Worsen / Commodities / Gold and Silver 2012

By: Adrian_Ash

WHOLESALE LONDON prices to buy gold rose 1.3% Thursday morning in London, briefly rising above $1590 per ounce as world stock markets also rallied.

Silver prices rose faster still, gaining 2.2% from Wednesday's low to reach $27.55 per ounce.

Thursday, July 19, 2012

A Clear Tipping Point for Resources, You Don't Want to Miss This Opportunity / Commodities / Commodities Trading

By: Money_Morning

Frank E. Holmes writes: I recently spoke at FreedomFest in Vegas along with the world's best and brightest minds, such as Steve Forbes, Senator Rand Paul, and Whole Foods CEO John Mackey.

I discussed the growing global demand for resources and gold to a crowd of 2,000.

Thursday, July 19, 2012

China Aims To Be "Major Gold Trading Center" With Interbank Gold Trading / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,580.00, EUR 1,287.06, and GBP 1,009.33 per ounce.
Yesterday’s AM fix was USD 1,579.50, EUR 1,288.65 and GBP 1,012.57 per ounce.

Silver is trading at $27.55/oz, €22.51/oz and £17.54/oz. Platinum is trading at $1,429.20/oz, palladium at $580.80/oz and rhodium at $1,190/oz.

Thursday, July 19, 2012

Is Your Gold Bullion Safe? False Sense of Security for ETF Investors / Commodities / Gold and Silver 2012

By: Nick_Barisheff

Worldwide economic uncertainty has created a growing interest in precious metals as a way to preserve wealth. Today, global risks for investors include currency devaluation, sovereign debt defaults, bond market collapses and stock market losses, all underpinned by ever-increasing government debt.

For protection from impending economic Armageddon, investors are turning in increasing numbers to the traditional safe haven of precious metals. Unfortunately, many today don't know how to purchase or store bullion, and consequently may find themselves as vulnerable to financial collapse as those who didn't purchase any bullion at all.

Thursday, July 19, 2012

Can Gold's Luster Be Restored This Summer? / Commodities / Gold and Silver 2012

By: Clif_Droke

The summer has been a dizzying one for commodities. The last four weeks have witnessed the price of corn soaring toward an all-time high due to withering heat in the Corn Belt states. At the same time, this weather-driven bull market in the grain market, as well as the recent oil price rally, has left investors wondering if this summer might finally be gold's time to shine.

Thursday, July 19, 2012

Gold Seasonal Recycling / Commodities / Gold and Silver 2012

By: Adrian_Ash

Even paying July/August's top price for gold has averaged 5.1% returns by New Year's since 1968...

IT'S A HARDY perennial for anyone studying the gold market. And with the British summer being more like November this year, very hardy perennials are just what is needed.

Wednesday, July 18, 2012

Whatever Happened to $200 Crude Oil? / Commodities / Crude Oil

By: Raul_I_Meijer

Jeff Rubin, former chief economist with Canadian bank CIBC, is very well known for his predictions of exponentially increasing oil prices (see for instance this 2009 lecture). Mr Rubin’s position was that prices would continue their rise due to a confluence of circumstances - that conventional supplies have peaked, that unconventional sources are expensive to produce and that demand would continue to grow with the energy requirement inherent in expanding global trade.

Wednesday, July 18, 2012

How Gold Will be Made Acceptable by the Powers that Be / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

The critical requirements of gold's return to the monetary system are twofold:

• It must easily dovetail into the current monetary system.
• It must provide a workable application, right down to consumer level.

Wednesday, July 18, 2012

Gold 'Game Changer' as UK New Regulation Favours Gold / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,579.50, EUR 1,288.65, and GBP 1,012.57 per ounce.
Yesterday’s AM fix was USD 1,595.00, EUR 1,296.85 and GBP 1,020.47 per ounce.

Silver is trading at $27.09/oz, €22.23/oz and £17.43/oz. Platinum is trading at $1,415.75/oz, palladium at $574.18/oz and rhodium at $1,190/oz.

Wednesday, July 18, 2012

Gold "Saddled with Uncertainty" Over QE / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold prices ticked lower Wednesday morning in London, dropping below $1580 an ounce, while stock markets and commodities were broadly flat and US Treasuries gained, as markets continued to digest yesterday's testimony to Congress by Federal Reserve chairman Ben Bernanke.

Like gold, silver prices also eased, falling as low as $27.04 an ounce in Wednesday morning's London trading.

Wednesday, July 18, 2012

Why Gas Prices are Heading Higher / Commodities / Gas - Petrol

By: Money_Morning

Dr. Kent Moors writes: With "Big Ben" testifying over the next two days on Capitol Hill, the indices will be bouncing around.

I always find it curious that the same Street urchins who criticize government for interfering in the "free market" are nonetheless the same ones pouting in the corner when the Fed doesn't propose a new bailout to improve their portfolio values.