Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, July 04, 2012

Unconventional Oil is NOT a Game Changer / Commodities / Crude Oil

By: Raul_I_Meijer

Oil prices have been falling.

This is no surprise to us here at The Automatic Earth, as our position is that the 2008 price peak will stand for a very long time, and that the rise from the 2009 low has been a counter-trend rally. Prices of many assets have been moving with the ebb and flow of confidence, and therefore of liquidity, in this era of extreme financialization, and commodities are no exception.

Wednesday, July 04, 2012

Gold Stocks, How Undervalued? Part2 / Commodities / Gold & Silver Stocks

By: Neil_Charnock

Continued from the last article...

Something missing here?

There is another important factor left out of this research train of thought however; and that is 'cost of production'. We have to be careful to get this right or we could end up comparing apples to oranges. Therefore to complete this line of reasoning we have to consider the profitability factor. Cash costs are confusing across the industry because they are not standardized. Royalties and other factors vary from company to company and lease to lease.

Tuesday, July 03, 2012

"QE3 Probability" Could Boost Gold Price / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET gold prices traded close to $1610 an ounce for most of Tuesday morning in London, after breaking through the $1600 mark during the earlier Asian session.

Silver prices touched $28 an ounce for the first time in nearly two weeks, while stocks and commodities also gained after disappointing US manufacturing data led to renewed speculation that the Federal Reserve might launch a third round of quantitative easing, known as QE3.

Tuesday, July 03, 2012

Did the EU Summit Affect Gold? / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

The markets rallied last week as European leaders made progress at a two-day summit in Brussels. European Union participants said they would speed up plans to create a single supervisor to regulate the region’s banking system, and also agreed that EU bailout funds should be used to directly increase capital of struggling banks. The news was a surprise to traders, but little has changed in the big picture.

Tuesday, July 03, 2012

Gold Stocks the Way to Benefit from Gold Bullion Price Strength / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Henk J. Krasenberg, analyst and founder of the European Gold Centre and author and publisher of the GOLDVIEW newsletter, sees no lack of potential among small-cap equities, especially for investors willing to look beyond the U.S. borders. He offers names in Europe and Africa—what he calls "the poorest and richest continent"—and reminds us that Mexico produces a lot more than silver. In this exclusive Gold Report interview, Krasenberg counsels patience because "you have to wait for the development."

Tuesday, July 03, 2012

Gold and Silver Paper Sellers Conveniently Trapped / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

The large and mostly naked holders of short positions in precious metals are conveniently trapped, especially in the silver market. Covering in any meaningful way would blow the U.S. Dollar's cover.

The Dollar’s increasingly serious valuation issues are also being ignored, but this may only last as long as the Euro continues to remain in the currency market’s spotlight as a target for selling pressure as Europe’s debt problems deepen.

Tuesday, July 03, 2012

The Gold to Silver Price Ratio and the Surge in Silver Jewelry Buying / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

Some would say that the gold to silver price ratio is meaningless.

Others debate whether it will revert back to historic values maintained at a level mandated by law or policy, or if it will be based on actual above and below ground supply. Above ground investment grade silver is reversed, with five times more gold, while estimates indicate that nine times more silver than gold remains to be mined.

Tuesday, July 03, 2012

Investing in Green Energy Through Big Oil Companies / Commodities / Oil Companies

By: InvestmentContrarian

Sasha Cekerevac writes: There is a growing movement to invest in green energy. The thinking behind this movement is that oil stocks are bad and green energy is good. That type of black-and-white thinking is silly, and it doesn’t appreciate that in life, everything is a shade of gray.

Monday, July 02, 2012

Is Oil Overvalued? Or are we just seeing temporary weakness in the Price of Crude Oil / Commodities / Crude Oil

By: Submissions

By Larry Cyna:

Canadian Oil Sands Prices as an Indicator
In recent months there has been an anomaly between world oil prices and the price of oil coming out of the Canadian Oil Sands. Because of transportation issues Canadian heavy oil has been receiving less value than the world price of oil. They say that this is a temporary anomaly and perhaps it is so. But this differential is but an indication of weakness in the price of oil everywhere.

Monday, July 02, 2012

Gold Price Could Benefit from Policymakers Actions / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR gold bullion prices hit $1597 an ounce during Monday morning trading in London – in line with where they ended last week – while European stock markets ticked higher following the release of better-than-expected European manufacturing data.

"Gold still remains in the same range since early May," say technical analysts at bullion bank Scotia Mocatta, adding that gold "would have to move above trendline resistance [at $1624] to reverse the bearish posture."

Monday, July 02, 2012

Why Deflation is the Biggest Catalyst for Gold and Silver / Commodities / Gold and Silver 2012

By: Jordan_Roy_Byrne

By now, everyone has seen the chart of Homestake Mining and its bull market run from 1924 through 1935. Hence, there is no need to repost it. In this editorial, Frank Barbera shows a handful of charts of gold stocks and gold stock indices during the Depression era. US Gold producers apparently bottomed in 1929 while the Financial Times Gold Index bottomed in 1931. The time to buy the gold stocks was when deflation set in. More recently, the time to buy gold stocks and physical (Gold or Silver) has coincided with fears of deflation.

Sunday, July 01, 2012

Silver Price Triple Bottom / Commodities / Gold and Silver 2012

By: Clive_Maund

Much of what is written for the Gold Market update applies equally to silver, so it will not be repeated here. There are, however, some important differences that we will focus on here, which suggest that silver now has really big upside potential from this point, despite its comparatively anemic reaction on Friday to the news out of Europe, compared to other commodities.

Sunday, July 01, 2012

Gold Price Triple Bottom / Commodities / Gold and Silver 2012

By: Clive_Maund

The European Union is a creation of global elitists, the Bilderberg et al, in pursuit of their long-term goal of a world government. Whether this is a good thing or not depends in large part on whether politicians in positions of great power can be trusted to behave fairly and responsibly. In deciding if this is the case you have plenty of empirical evidence to assist you in making up your mind, based on their activities and antics of the past several years and their consequences for the global populace.

Sunday, July 01, 2012

The Gold Price Stutters Around $1600 / Commodities / Gold and Silver 2012

By: Miles_Banner

The gold price today continues to linger around $1,600 closing on Friday at $1,599 or £1,017 per ounce.

On Friday the gold price surged higher after Eurozone officials agreed to ease restrictions on emergency loans to European banks. The spot price grew as much as $44.37, or 2.9%, to $1,601.27 per ounce in morning trading.

Saturday, June 30, 2012

John Embry on Gold, Silver, Currencies and Commodities / Commodities / Commodities Trading

By: Ron_Hera

The Hera Research Newsletter is pleased to present the following insightful interview with John Embry, Chief Investment Strategist of Sprott Asset Management LP, where he plays an instrumental role in the corporate and investment policy of the firm. Mr. Embry, who is a world renowned expert on the gold market and on gold and precious metals mining shares, currently focuses on the Sprott Gold and Precious Minerals Fund. Mr. Embry has researched the gold sector since 1963 and has more than thirty years of industry experience as a portfolio management specialist.

Saturday, June 30, 2012

Gold Stock Investors Need to Understand Basic Geology / Commodities / Gold and Silver 2012

By: The_Gold_Report

Chris Wilson, president of Exploration Alliance, a niche consulting group, believes education is an investment basic. In this exclusive interview with The Gold Report, Wilson shares his guidelines for winnowing out the crowded junior mining sector to find the companies worth serious investigation and urges investors to know their porphyries from their narrow veins.

The Gold Report: Chris, you have described the junior mining industry as being "in disarray." Do you have any ideas for investors who might want to participate in the space, but may be a bit confused or discouraged?

Saturday, June 30, 2012

Gold and Silver Metals Mining Stocks: Long- and Short-Term Outlook / Commodities / Gold & Silver Stocks

By: P_Radomski_CFA

Today’s market session is very volatile, not only in case of euro, dollar and stock indices, but also in case of precious metals. The rally in the mining stocks is much less significant than one might expect based on gold’s and stocks’ rally. Should this be of concern to precious metals investors?

Saturday, June 30, 2012

Garnering Gold Nuggets From Financial Crisis Investing / Commodities / Gold and Silver 2012

By: DeepCaster_LLC

“A continuation of bailouts in Europe could ultimately spark another world war, says international investor Jim Rogers….

“‘Add debt, the situation gets worse, and eventually it just collapses. Then everybody is looking for scapegoats. Politicians blame foreigners, and we’re in World War II or World War whatever.’

Friday, June 29, 2012

Gold Gets "Shot in the Arm" from Europe / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET gold prices hit $1584 an ounce ahead of Friday's US trading – a 2.3% rise from the previous day's low – while stocks, commodities and the Euro also rallied following news of an "important" agreement at the European Union summit in Brussels.

Silver prices climbed to $27.38 by lunchtime in London – a 4.6% gain on yesterday's low.

Friday, June 29, 2012

Gold Junior Exploration Stocks / Commodities / Gold & Silver Stocks

By: Zeal_LLC

Over the course of gold’s secular bull the demand for this precious metal has skyrocketed.  And as a result gold’s primary supply source, mine production, has been forced to respond.  Thankfully with the price of gold soaring to all-time highs, there’s been no shortage of mining companies hitting the hills to look for the next deposit.