Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, March 26, 2012

Stealth Bottom Coming in Gold Stocks / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

The struggle of the mining stocks has surprised many including us. We thought record profits and a bullish environment would catapult the miners out of a consolidation and into a major breakout. The perception of an enduring recovery and the endurance and persistence of the wall of worry stage has left the gold stocks unloved and under-owned and for far longer than we expected. We do have to remember that the miners exploded in 2009 and 2010 and it is normal for a bull market to spend months in consolidation.

Monday, March 26, 2012

Gold Gains as Fed Chairman Points to "Continued" Economic Stimulus / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold prices jumped to $1679 an ounce ahead of Monday's US trading – up nearly 1% on last week's close – while stocks, commodities and the Euro also gained and government bond prices dipped, after Federal Reserve chairman Ben Bernanke said the US economy still needs "continued accommodative polices" despite recent signs of improvement.

Monday, March 26, 2012

Fake Gold Bar (1 Kilo) Filled With Tungsten Found in UK / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,658.00, EUR 1,255.02, and GBP 1,047.91 per ounce.

Friday's AM fix was USD 1,651.00, EUR 1,246.04 and GBP 1,040.85 per ounce.

Monday, March 26, 2012

Gold and Silver Stock Dividends Offer Investors the Best of Both Worlds / Commodities / Gold and Silver 2012

By: Money_Morning

Peter Krauth writes: What if I told you there was a company that paid its shareholders in physical gold?

Would a "golden dividend" be enough to get you interested in gold stocks?

Monday, March 26, 2012

Gold Bar Discovered Filled With Tungsten, How Widespread is Counterfeiting / Commodities / Gold and Silver 2012

By: LewRockwell

Robert Wenzel writes: Australian bullion dealer ABC Bullion is reporting that one of its suppliers has provided them photographic evidence of a tungsten filled 1 kilo gold bar,. The bar passed a hand-held xrf scan which showed 99.98% pure AU. The tungsten was only discovered when the bar was physically cut in half.

Sunday, March 25, 2012

Manipulation of the "Paper Gold" Market, "Worthless" Paper versus Physical Gold / Commodities / Gold and Silver 2012

By: Bob_Chapman

We have been in and around the gold markets for 53 years and conditions have certainly changed, driven mainly by market manipulation of all markets as a result of the Executive Order, which created the “President’s Working Group on Financial Markets.” Those who doubt that are either on the government payroll one way or the other, or you are just too dumb to understand what is really going on. In spite of these machinations and ignorant naysayers the bull markets in gold and silver are still alive and well. What you are seeing are paper markets and the use of derivatives to effect short-term pricing, especially when negative events are about to occur.

Sunday, March 25, 2012

Gold and SIlver Elliott Wave Trading / Commodities / Gold and Silver 2012

By: WavePatternTraders

The metals made a decent move on Friday and potentially could have started the next stage higher. Back in the beginning of this month, I had penciled in a target range of $1620 target for gold and $30.80 for silver and was working a number of ideas, readers of the newsletter and members have been tracking this along with me, gold and silver have slowly made their way lower.

Sunday, March 25, 2012

Calling Another Bottom in Gold and Silver Stocks Sector / Commodities / Gold & Silver Stocks

By: Adam_Brochert

The last time I called an important bottom in the precious metals sector was on December 29, 2011 (as documented here). Well, it's time for another important bottom. I believe the late December lows in the precious metals (PM) sector were THE lows for the metals, for the GDXJ ETF (a rough representation of the junior Gold mining sector) and for silver stocks (as represented by the SIL ETF). The current bottom is much more important for those seemingly perpetual laggards, the senior Gold mining stocks.

Sunday, March 25, 2012

Asia's Gold Future / Commodities / Gold and Silver 2012

By: Alasdair_Macleod

For most of the last century the default currency for international settlements has been the US dollar. This has given America ultimate power over international trade. In recent months, the US wielded this power against Iran, making life extremely difficult for all Iranians. Importantly it has interrupted oil trade with India, China and Japan. Furthermore SWIFT, the Belgian-based international banking settlement agency, has halted all Iranian interbank transfers.

Saturday, March 24, 2012

Randgold Highlights Mining Risk as Turkey Seeks Gold Bullion / Commodities / Gold & Silver Stocks

By: Eric_McWhinnie

On Thursday, gold prices declined to $1,642.50 per ounce, while silver fell nearly 90 cents to settle at $31.35. Both precious metals have declined over the past few weeks. While short-term corrections in bullion prices can be frustrating for investors, the pullback in miners has been even more pronounced. In the past month, the Market Vectors Gold Miners index declined almost 11 percent, while the Market Vectors Jr. Gold Miners index has fallen 14 percent. However, both indices fail to compare to the steep sell-off seen in Randgold Resources.

Friday, March 23, 2012

China Reaches Peak Coal / Commodities / Coal

By: Andrew_McKillop

Coal presently supplies about 67% of China's commercial energy but its National Energy Administration, 21 March, released its five-year 2011-2016 plan for Chinese coal, which features a near-term peak, and then decline of coal in the energy economy. The world’s largest user and producer of coal intends to limit domestic output and consumption of the commodity by 2017, to reduce pollution and to curb reliance on this fuel, which also faces a rising number of supply problems from reserve depletion to coal import costs, infrastructure and transport needs.

Friday, March 23, 2012

Gold Stocks Panic Levels / Commodities / Gold and Silver 2012

By: Zeal_LLC

The beleaguered gold stocks have spiraled lower this month, heaping misery on poor fools like me naive enough to invest in them.  Dwindling interest and capital has left this realm a desolate wasteland, I’ve rarely seen anything so deeply out of favor.  In fact, relative to gold the gold stocks are now back down to levels only seen briefly during 2008’s epic stock panic!  Are they dying, gasping their last breath?

Friday, March 23, 2012

Nuclear Power Good Intentions Bad Directions / Commodities / Nuclear Power

By: Richard_Mills

One Year On - International Atomic Energy Agency

"Beneath the Pacific Ocean's floor deep in the Japanese trench, tectonic plate boundaries slipped repeatedly, triggering one of the most severe earthquakes in recent history. The earthquake's epicenter lay off the eastern coastline of Japan near the Fukushima Prefecture. The plates' movements generated a tsunami that swiftly drove forward ranks of waves towards the earthquake-battered Japanese coast.

Friday, March 23, 2012

Bullish Outlook for Gold and Silver Stocks Sector Holds / Commodities / Gold & Silver Stocks

By: Przemyslaw_Radomski

It’s tough being a lone voice saying that gold prices will go up when they have tumbled and the financial press is writing obituaries for the gold bull market. It’s also encouraging being a lone voice saying that gold prices will go up precisely because it means that the general sentiment is very bearish and this is what we see at major bottoms. Gold has gotten clobbered and silver has taken a beating as Treasury yields surged and markets are moved by optimism that a recovery has gained traction. Fears over an implosion in the Eurozone seem to have receded. February’s jobs report signaled a strengthening recovery. Greece’s widely expected default has momentarily taken Europe’s sovereign debt crisis off the radar screen. UBS’s Edel Tully has lowered the one-year price target of gold to $1,550 an ounce, a 12.7% downgrade.

Friday, March 23, 2012

Investors "Looking to Short Gold" / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE WHOLESALE MARKET price of buying gold bullion climbed to $1658 an ounce shortly after US markets opened on Friday – matching the level it rose to four hours earlier when London began trading – as European stock markets edged lower and commodity and government bond prices rose.

The cost of buying silver meantime hit $31.87 per ounce – 2.2% down on last week's spot market close.

Friday, March 23, 2012

Gold to Rise to $1,850 On Inflation and Currency Debasement / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,651.00, EUR 1,246.04, and GBP 1,040.85 per ounce. Yesterday's AM fix was USD 1,636.00, EUR 1,243.16 and GBP 1,035.97 per ounce.

Silver is trading at $31.65/oz, €23.92/oz and £19.99/oz.Platinum is trading at $1,617.00/oz, palladium at $649./oz and rhodium at $1,425/oz.

Friday, March 23, 2012

Silver Wheaton Corporation Triples Quarterly Dividend Payment / Commodities / Gold & Silver Stocks

By: Bob_Kirtley

Silver Wheaton Corporation (SLW) Q4 Earnings have been reported as $0.41 which is around the Mean for the analysts who's expectations were in the order of US$0.460 US$0.406 US$0.370. Hopefully this result will be reasonably well received as it is in line with expectations. When earnings fall short they tend to disappoint the analysts and subsequently the stock can be sold off.

Friday, March 23, 2012

Next-Generation Nuclear Power / Commodities / Uranium

By: The_Energy_Report

Can the nuclear industry sustain itself with a once-every-ten-years accident frequency? Absolutely not, says Tom Drolet, principal of energy consulting firm Drolet & Associates Energy Services Inc. However, with new reactor technology underway, the industry has an opportunity to show the public it can safely generate reliable, affordable low-emissions energy. In this exclusive interview for The Energy Report, Drolet outlines his vision for U.S. energy policy and how next-generation nuclear energy figures into it.

The Energy Report: Tom, you recently gave speeches in Vancouver and New York City on American energy policy. Please share with us your view of nuclear energy and its role in American power generation.

Friday, March 23, 2012

Governments Gunning for Gold / Commodities / Gold and Silver 2012

By: Ben_Traynor

Q: What links Turkey, India and Vietnam? A: Weak currencies, trade deficits – and a suspicion that gold is to blame…

HERE'S the scenario: a falling currency, a widening trade deficit, and a population buying more and more gold. What's the result?  Well, it tends to be an unhappy government – followed by a policy response.

Friday, March 23, 2012

Silver Painted Into Potential Head and Shoulders Top’s Neckline / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

After silver staged a dramatic false upside break in late February that whipsawed many bullish traders, the price action has since been forming what appears to be a bearish head and shoulders top pattern on the daily charts.  The keyword is staged, as the decline could not have been more ‘unnatural’ from a technical standpoint, yet the nature of these moves are rarely questioned.