Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

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.

Friday, June 29, 2012

CRB Commodities Index Just Formed a Final Three Year Cycle Low / Commodities / CRB Index

By: Toby_Connor

I think it's clear by the action in the dollar index this morning and the response by risk assets in general, that the bottom I have been looking for is here.

Friday, June 29, 2012

Navigating Global Troubled Waters With Gold and Silver Safe Haven / Commodities / Gold and Silver 2012

By: Jeb_Handwerger

We have climbed the wall of worry for over twenty years as wealth in the ground becomes increasingly desirable in a world that is threatened with the ghosts of depressions past. We observe the doubters who regale us with such headlines as "The Fed's Big Move Is No Solution" or a noted economist writes that he senses the tone of urgency of Fed Governor Janet Yellen's remarks that "the scope remains to provide additional accommodation." Yellen's comments are really repetitions of her boss The Fed Chairman Ben Bernanke.

Friday, June 29, 2012

Europeans Storing Gold in Switzerland On Concerns About Inflation and Systemic Risk / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,569.50, EUR 1,248.01, and GBP 1,006.09 per ounce.
Yesterday’s AM fix was USD 1,567.75, EUR 1,261.47, and GBP 1,008.98 per ounce.

Silver is trading at $27.26/oz, €21.25/oz and £17.54/oz. Platinum is trading at $1,420.25/oz, palladium at $576.20/oz and rhodium at $1,190/oz.

Friday, June 29, 2012

Shale Oil Stocks are Poised to Earn Investors Big Profits / Commodities / Crude Oil

By: Money_Morning

Don Miller writes: With oil production soaring in the United States, shale oil stocks will be pumping out profits for years to come.

It's all thanks to huge deposits of shale oil.

At least four new major shale oil plays including the Bakken in Montana and North Dakota, the Eagle Ford in Texas, and the Marcellus in Pennsylvania and New York, may have more than 20 billion barrels each of recoverable oil.

Friday, June 29, 2012

Energy Markets Inflation vs. Deflation Opportunities, Part3 / Commodities / Energy Resources

By: Brian_Bloom

In the first two parts of this trilogy, we concluded that the most likely reasons for the “odd” behaviour of the gold price (which is weaker than would be expected given the chaos in Europe), and of the US Industrial Equity indices (which is not as weak as would be expected given the high levels of US unemployment and sovereign debt), were:

Friday, June 29, 2012

Crude Oil Price Bubbleomics Impact on EP Valuations / Commodities / Crude Oil

By: Andrew_Butter

Just so you know, my interest in oil prices is not because I trade (I don’t), or that I care about global warming, tree-hugging, or America’s bill to buy oil, all I care about is the price; because that drives the value of companies and projects I’m involved in.

This is an update on an article posted eighteen months ago called Crude Oil Price Forecast to 2020. The issue then was the specter of Peak Oil.

Thursday, June 28, 2012

A Warning for Gold Stock Investors / Commodities / Gold & Silver Stocks

By: DailyWealth

Frank Curzio writes: Aaron Regent just lost his job.

A month ago, Aaron was the CEO of Barrick Gold, one of the world's largest, most successful gold-mining companies. He earned over $8 million in 2011, making him one of Canada's highest-paid executives.

Thursday, June 28, 2012

Gold, Silver and the Black Hole of Deflation / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

In Part I of this series we looked at the decaying state of confidence and how this is assisting in the deflationary process that is slowly, inexorably, moving forward, with limited action from central bankers and very little action at all from politicians. We looked at Christine Legarde's comments that highlighted the need for value and measures of value to keep the monetary system under control. And then we looked at the loss of money velocity, deflation and the damage it's doing to the solvency of banks and nations.

Thursday, June 28, 2012

Gold Lacks All Safe Haven Interest as Commodities Pull Silver Lower / Commodities / Gold and Silver 2012

By: Adrian_Ash

WHOLESALE PRICES to buy gold ticked back above $1570 per ounce in London trade Thursday lunchtime, but held onto a 0.5% loss for the session as stock markets fell ahead of today's Euro crisis summit in Brussels – the 12th such meeting in 12 months.

"Nein! No! Non!" said the front-page of German finance daily Handelsblatt, urging chancellor Angela Merkel not to concede to calls for weaker monetary or fiscal policy across the 17-nation currency zone.

Thursday, June 28, 2012

The Record Breaking 1 Tonne Gold Bulllion Coin / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,567.75, EUR 1,261.47, and GBP 1,008.98 per ounce.
Yesterday’s AM fix was USD 1,567.50, EUR 1,255.31, and GBP 1,003.39 per ounce.

Silver is trading at $26.93/oz, €21.77/oz and £17.39/oz. Platinum is trading at $1,406.50/oz, palladium at $575.20/oz and rhodium at $1,190/oz.

Thursday, June 28, 2012

Why Are We Certain that Gold Producer Stocks Will Soar? / Commodities / Gold & Silver Stocks

By: Jeff_Clark

Jeff Clark, Casey Research writes: For the past eighteen months, gold stocks have been pummeled.

They showed some life from mid-May to mid-June – GDX, the gold miner's index, was up 21%, while gold rose 5.5%. That bounce was exciting, but they've still got a lot of lost ground to make up. Since January 1, 2011, GDX is down 28%, while gold is up 10%.

Thursday, June 28, 2012

Is Gold a Zero Risk Financial Asset? / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Gold has been called many things over the past several years. The shiny yellow metal is seen as a safe-haven to some, but a barbaric lifeless asset by others. In short, gold has trouble receiving a wide range of support as a key player in the global financial system. However, new developments may slowly change how investors and institutions view the precious metal.

Wednesday, June 27, 2012

Pressure Mounting on Gold, But Central banks Still Adding to Reserves / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR gold prices dropped as low as $1565 an ounce during Wednesday morning's London trade – 1.4% down on this week's high – before recovering some ground by lunchtime, while stock markets posted slight gains ahead of tomorrow's European Union summit.

Silver prices traded below $27 an ounce for most of this morning, while other industrial commodities were broadly flat on the day by lunchtime.

Wednesday, June 27, 2012

Gold Bides Time As ‘Risk Free’ German Debt Gets Downgraded / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,567.50, EUR 1,255.31, and GBP 1,003.39 per ounce.
Yesterday’s AM fix was USD 1,583.25, EUR 1,267.41, and GBP 1,013.73 per ounce.

Silver is trading at $26.85/oz, €21.59/oz and £17.87/oz. Platinum is trading at $1,416.00/oz, palladium at $580.00/oz and rhodium at $1,190/oz.

Wednesday, June 27, 2012

While Banks Crumble, The Next Leg Up For Gold Prices Draws Near / Commodities / Gold and Silver 2012

By: Money_Morning

Peter Krauth writes: Something's afoot in the world of high stakes finance.

The Basel Committee for Bank Supervision (BCBS) is about to decide something crucial to bankers, sovereign nations, and gold investors alike.

Wednesday, June 27, 2012

Gold and Silver- Keep it Simple / Commodities / Gold and Silver 2012

By: Jordan_Roy_Byrne

This weekend I had a conversation with a fund manager friend who I admire. He lives in the Asia-pac region and has tremendous knowledge of and insight into markets. I asked him what his advice would be. He told me it's simple. My advice for the next three months is patience. My advice for the next three years is precious metals. People often feel the need to complicate things by over-trading and over-thinking the situation. In this piece, we want to keep it simple for Gold and Silver and the mining shares.

Wednesday, June 27, 2012

An Ending Made For Gold / Commodities / Gold and Silver 2012

By: Frank_Holmes

Over the past several months, the markets have tested investors' conviction to gold. Since February, the price of the yellow metal has steadily stepped lower, rallying somewhat in May before falling again when Ben Bernanke disappointed by not providing the U.S. with more stimulus. Meanwhile, the dollar gained ground as global investors fled the euro.

Tuesday, June 26, 2012

Gold Price Negative Forecast Remains / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET prices to buy gold traded just above $1580 an ounce throughout Tuesday morning's London session, up around 0.6% on last week's close following gains the previous day.

Prices to buy silver traded in a tight range around $27.50 an ounce – 2.1% up on the week so far.
"After last week's bearish price action it is hard to get excited about a sustained rally [for gold]," says the latest note from technical analysts at bullion bank Scotia Mocatta.

Tuesday, June 26, 2012

Turkey, Russia, Ukraine and Kazakhstan Further Diversify Into Gold / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,583.25, EUR 1,267.41, and GBP 1,013.73 per ounce.
Yesterday’s AM fix was USD 1,569.00, EUR 1,256.41, and GBP 1,009.00 per ounce.

Silver is trading at $27.47/oz, €22.08/oz and £17.64/oz. Platinum is trading at $1,445.25/oz, palladium at $601.40/oz and rhodium at $1,190/oz.