Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, May 03, 2012
Gold "Lackluster" in "Calm Before Storm" / Commodities / Gold and Silver 2012
By: Adrian_Ash
THE PRICE OF GOLD in wholesale trading slipped to a new 1-week low at $1640 per ounce in London on Thursdayb as the US Dollar rose and crude oil slipped again.
Ahead of Friday's much-anticipated US Non-Farm Payrolls report for April, weekly data showed a fall in the number of jobless benefit claimants.
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Thursday, May 03, 2012
Were We Wrong About the U.S. Dollar? Is it Safer than Gold? / Commodities / Gold and Silver 2012
By: Jan_Skoyles
As figures are released this week which cast yet more negative light on the US economy we ask why is the US dollar not suffering much as a result? Were wrong about the dollar? Is it a safer safe haven than gold investment?
This week figures were released to show that US debt is now at a record $15.962bn, or 101.5% of GDP. One wonders if President Obama, or in fact any potential sovereign leader out there has any idea how to solve this without printing yet more money and issuing yet more debt.
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Thursday, May 03, 2012
Catalytic Events Moving Gold Stocks / Commodities / Gold and Silver 2012
By: The_Gold_Report
Sagient Research Systems is known for its investor research in the drug and medical device field, but the firm has also tailored its scientific approach to market-moving catalysts in the precious metals industry. In this exclusive interview with The Gold Report, Senior Analyst Jocelyn August discusses looming events in a select group of natural resource stocks that are expected to move as information flows out.
The Gold Report: Jocelyn, you are following catalysts that affect resource stocks. Tell me about that.
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Thursday, May 03, 2012
What Do Americans Think About Gold? / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
Precious metals have been relatively quiet this week. After posting its best weekly gain in two months, gold is trading slightly lower at about $1,650 per ounce. Meanwhile, silver is trading near $30.50 per ounce. Gold and silver are currently taking a pause, but have been in a bull market for more than a decade and apparently Americans are taking notice.
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Thursday, May 03, 2012
Betting Against Crude Oil Falling Below $40 / Commodities / Crude Oil
By: Marin_Katusa
At the latest Casey Research conference, respected investment analyst Porter Stansberry stood at the podium and predicted that the price of oil will fall below US$40 per barrel within the next 12 months. Part of his reasoning revolves around the impact that the shale gas revolution has had in the United States – he believes a similar thing will happen with oil.
Porter is a friend of mine and a very smart, successful individual… but I think not.
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Thursday, May 03, 2012
Gold Price Breaks 3-Month Rule for 1st Time in 11 Years / Commodities / Gold and Silver 2012
By: Adrian_Ash
Last time gold fell for 3 months running was March 2001. And so...?
IT HAD BECOME so rare, you could take its absence for granted to buy gold on the cheap.
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Thursday, May 03, 2012
A Weak Economy Remains Gold's Best Friend / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
It was Bob Prechter of Elliott Wave fame, likely among others who noted that correlations between all asset classes are quite strong during a Depression. This is true in a cyclical sense but not in a structural sense. Stocks tumbled in the 1929-1941 period while commodities, led by Gold and gold producers, increased in value. We've experienced similar phenomena in the past 12 years. Cyclically, there has been a correlation between these asset classes. Structurally, stocks have been in a bear market and resource sector has been in a bull market. The driving force has been a weak economy and bear market which usually leads to more inflationary policy, which in turn benefits the resource sector. Are we soon to see a replay of this scenario?
Thursday, May 03, 2012
Manganese Production Gearing Up Worldwide / Commodities / Metals & Mining
By: Anthony_David
Manganese may be the fourth most used metal in the world but last year ended on a relatively weak note for manganese products. While Chinese ports had large stockpiles of manganese ore, the weak demand for steel long products was reflected in a weak demand for manganese. The economic uncertainty and low business confidence in Europe and the USA were key reasons for the lack of interest in manganese. The recovery of the construction industry in these regions would certainly be a big boost to the manganese market and prices would firm up by 2013.
Thursday, May 03, 2012
Rare Earths Industry Expanding Outside China’s Borders / Commodities / Metals & Mining
By: Anthony_David
Colorado based Molycorp Inc. is one of the few non-Chinese mining companies develop-ing rare earth metal mines. The company’s shares shot up by over 7% when it announced that its Mountain Pass rare earth mine in California contained at least 36% more proven or probable reserves than earlier estimated. The deposit is now estimated to contain about 2.94 billion pounds of rare earth oxide equivalent, an amount that is about 11 times the existing annual global demand of 120,000 tons. The number could rise further with progress in drilling.
Wednesday, May 02, 2012
Open Market Manipulation of the Gold and Silver Futures Market By Banks and Producers / Commodities / Market Manipulation
By: Marshall_Swing
The precious metals marketplace and even main street media is all abuzz about the 7,500 contract trade, in gold, on Monday, April 30th. Gold fell $15 in the space of a minute as many news outlets reported. Speculative traders think the trade could have been a fat finger. COMEX floor traders say otherwise and think the trade was deliberate just like any other trade because no one makes a trade of that size without specific instructions.
Wednesday, May 02, 2012
Gold Down in Dollars, Up in Euros, "Anemic" US Economy Misses Bernanke Jobs Target / Commodities / Gold and Silver 2012
By: Ben_Traynor
THE SPOT MARKET gold price rallied to $1658 an ounce ahead of Wednesday's US trading, following the release of disappointing US jobs data – though gold in Dollars remained down on the week so far.
The ADP National Employment Report shows the US economy added 119,000 nonagricultural private sector jobs in April – less than many analysts had forecast. The ADP report is closely watched as a precursor to the official nonfarm payrolls report, which is out this Friday.
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Wednesday, May 02, 2012
Gold - It's Time to Climb the 'Golden Staircase' / Commodities / Gold and Silver 2012
By: Money_Morning
William Patalon III writes:
When U.K. subscriber John M. wrote in this week, he got right to the point.
Asked John: "What's happening to gold prices? Why are they dropping?"
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Wednesday, May 02, 2012
America's "Safest Long Term Investment" Is Gold - Gallup / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,652.50, EUR 1,257.71, and GBP 1,020.44 per ounce.
Yesterday's AM fix was USD 1,661.25, EUR 1,253.02 and GBP 1,024.70 per ounce.
Gold fell $4.40 or 0.26% in New York yesterday and closed at $1,661.70/oz. Gold rose to over $1,670/oz in early US trading prior to selling capped price gains and the price then fell back to the $1,660/oz level.
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Wednesday, May 02, 2012
Crude Oil Supply And 'Peak Oil' Price Drivers / Commodities / Crude Oil
By: Andrew_McKillop
Peak Oil can be defined at least 4 ways but one way is simple: Peak Oil is when supplies and stocks are tight enough, relative to demand, to make price slides short and price hikes long. This will continue until and unless the economy tilts into recession through market forces, or by policy decision in response to either external or internal shocks. Examples of the second feature the post-2008 bank, finance and insurance sector crisis, and the sovereign debt crisis of many OECD countries since 2008.
Wednesday, May 02, 2012
The Acquisition of Gold Mining Stocks is a Question of Timing / Commodities / Gold & Silver Stocks
By: Bob_Kirtley
In an attempt to maximize the profits on our investments we consider that the timing of any purchase of precious metals mining stocks to be of paramount importance. To that end we have not increased our exposure to this sector since our last purchase, which was in February 2011 and on reflection we are pleased with our decision to keep our powder dry until the opportunity presents itself whereby we bag a jolly good bargain.
Wednesday, May 02, 2012
The Gold Inflation Trade is On: Bernanke Has Broken the U.S. Dollar Rally / Commodities / Gold and Silver 2012
By: Toby_Connor
It may not seem like much happened yesterday, but a very important event occurred. Yesterday the dollar index breached 78.65. The reason that is significant is because 78.65 marked the intraday low of the prior daily cycle. A penetration of that level indicates that the current daily cycle has now topped in a left translated manner and a new pattern of lower lows and lower highs has begun. Any time a daily cycle tops in a left translated manner it almost always indicates that the intermediate cycle has also topped.
Wednesday, May 02, 2012
Potash Stocks Offer Investor Profits Ahead of Summer Doldrums / Commodities / Energy Resources
By: The_Energy_Report
China and India have returned to the potash markets, stabilizing current prices as long-term demand continues to grow. In this exclusive interview with The Energy Report, Corey Dias, who covers the industry for MGI Securities, brings us up to date on industry developments and shares why Brazil-based companies offer huge potential for prudent investors.
The Energy Report: Have there been any significant developments in the potash industry since you last spoke with us in January?
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Tuesday, May 01, 2012
The Central Bankers' Gold Price Manipulation Footprints or "Fat Fingers"? / Commodities / Gold and Silver 2012
By: Mario_Innecco
There has been a great deal of talk about intervention in the currency markets and especially in gold and silver of late. Zero Hedge has done a great job investigating the central banks' banker called the Bank for International Settlements or the B.I.S.. Yeasterday gold dropped almost $15 out of the blue and many in the mainstream are saying that it was a "fat finger" which happens when a trader or a broker input the wrong price and/or amount onto their trading systems thereby causing unusual price movements
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Tuesday, May 01, 2012
Manipulative Gold ‘Fat Finger’ Or Algo Trade Worth 1.24 Billion USD / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,661.25, EUR 1,253.02, and GBP 1,024.70 per ounce. Yesterday's AM fix was USD 1,662.50, EUR 1,256.61 and GBP 1,021.44 per ounce.
Silver is trading at $30.85/oz, €23.37/oz and £19.10/oz. Platinum is trading at $1,570.00/oz, palladium at $677.60/oz and rhodium at $1,350/oz.
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Tuesday, May 01, 2012
Crude Oil Supply & Demand Outlook Remains Favorable for Producers / Commodities / Crude Oil
By: Elliot_H_Gue
My outlook for crude oil prices remains relatively unchanged since the beginning of 2012. Potential demand destruction brought on by persistently high oil prices should limit upside for oil prices.That being said, don’t assume that US oil demand is collapsing because of elevated oil prices and sluggish economic growth.
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