Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, February 07, 2012
In the Gold Bullring / Commodities / Gold and Silver 2012
After prices fell 10 percent in December, many investors wondered if the bull market in gold was running out of steam. That was before Federal Reserve Chairman Ben Bernanke swooped in with a "red cape" and fired the bulls back up. Since the Fed reassured the world that interest rates will remain at "exceptionally low levels" for another two years, gold has jumped more than three percent.
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Monday, February 06, 2012
This Precious Metal Could Rise 125% Over the Next 10 Months / Commodities / Palladium
Brett Eversole writes: You've probably never considered this precious metal before. But you should today...
The last time a trade like this set up, investors walked away with a double in just 10 months. And every similar trade in the last seven years was a winner.
Monday, February 06, 2012
Investors Returning To Undervalued Uranium Mining Stocks / Commodities / Uranium
Gold Stock Trades will not regale you with the growing presence of nuclear facilities throughout the world despite the German (EWG) and Japanese (FXY) negative stance. It is well known that reactors (NLR) are going to come online in increasing numbers and that uranium will be in rising demand. In fact, several reactors (PKN) are being built right here in the United States as well as all over the world.
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Monday, February 06, 2012
Gold "Rollercoaster" Heads Yet Lower as Greece Hits "Crunch Time for Bankruptcy" / Commodities / Gold and Silver 2012
SPOT MARKET gold prices fell further Monday morning in London, reaching $1713 an ounce by lunchtime – a 2.8% drop from last week's high – as stock and commodity markets also ticked lower, while US Treasury bond prices gained.
Silver prices dropped to $33.09 per ounce – 3.9% down on the high from last week – as uncertainty grew over the long-running Greek debt issue.
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Monday, February 06, 2012
Gold, Stocks and Euro Fall As Possible Greek Debt Default Looms / Commodities / Gold and Silver 2012
Gold’s London AM fix this morning was USD 1,717.00, EUR 1,315.31, and GBP 1,090.85 per ounce.Friday's AM fix was USD 1759.50, EUR 1,335.48, and GBP 1,110.66 per ounce.
Gold has followed the now familiar trading pattern of gains in Asia followed by weakness in Europe. While gold has fallen and is weaker in most currencies gold remains higher in euro terms due to euro weakness on the concern of a Greek default.
Monday, February 06, 2012
How to Find the Best Junior Gold Stocks / Commodities / Gold & Silver Stocks
Speculating and investing in this sector is difficult. It is a far more difficult industry than others and that is why companies continue to struggle and fail even with the luxury of high metals prices. We’ve written extensively about the recent major bottom in the precious metals sector and the very positive outlook for the equities in 2012 and likely 2013. One can make money if they buy and hold a mutual fund or ETF but they can generate far superior performance with a basket of the right companies. The following explains what we look for in order to uncover the juniors that will deliver outstanding returns.
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Saturday, February 04, 2012
Gold Junior Mining Stocks Poised to Rebound / Commodities / Gold & Silver Stocks
Economics and politics. Accretion and repletion. Mergers and acquisitions. Joe Mazumdar, senior mining analyst with Haywood Securities, sees all of these as catalysts for a rebound in the junior gold space in 2012. In this exclusive Gold Report interview, he reveals the names of companies he expects to take off.
The Gold Report: What is the consensus among Haywood analysts on what 2012 will bring for mine commodities, particularly precious metals?
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Saturday, February 04, 2012
Gold and Silver Mining Stocks Tops Might Be Just Around the Corner / Commodities / Gold & Silver Stocks
This December gold prices swooned by more than 10 per cent in their biggest monthly fall since the collapse of Lehman Brothers. For some insecure gold investors it was like a bad dream. They were happy to wake up to a bright, crisp January whose performance was more than enough to warm the heart of any gold investor. It was the metal's strongest starting month in 32 years giving a resounding answer to those who wondered if the 11-year rally in gold had ended (and they always seem to come out of the woodwork every time gold experiences a correction.)
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Friday, February 03, 2012
Critical Materials for Critical Technologies / Commodities / Metals & Mining
Critical materials have been described in various ways, with perhaps the clearest being the following two definitions:
A critical or strategic material is a commodity whose lack of availability during a national emergency would seriously affect the economic, industrial, and defensive capability of a country.
The critical materials are natural resources that have a threatened supply availability and are a necessity for technology that is experiencing growing demand.
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Friday, February 03, 2012
Junior Gold Mining Stock / Commodities / Gold & Silver Stocks
It only took eleven years, but in 2011 global gold-mine production has finally returned to pre-bull levels. In fact, with 2011’s volume expected to come in at around 88m ounces, we’ll see a new all-time production high. The latest exploration-and-development cycle is finally starting to bear fruit!
This fruit has been hard-earned though, as the miners have had to reverse the course of a brutal production decline that bottomed out in 2008. Incredibly global gold production had fallen nearly 13% in five years from 2003’s high, to a level not seen since the mid-1990s. And needless to say that painted quite an alarming fundamental picture considering demand was on the rise.
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Friday, February 03, 2012
Bernanke's Comments "Lend Support" to Gold, But Dips Following Strong US Jobs News / Commodities / Gold and Silver 2012
SPOT MARKET gold prices slipped back below $1750 an ounce while stock markets rallied strongly following the release of better-than-expected US jobs figures on Friday.
The Bureau of Labor Statistics nonfarm payrolls report, published on Friday, shows that the US added a net 243,000 nonagricultural private sector jobs last month. In addition, both November and December's nonfarm figures were revised upwards. The unemployment rate fell to 8.3%, down from 8.5% the previous month.
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Friday, February 03, 2012
U.S. Mint Gold Coin Sales Return to Fundamental Driven Demand / Commodities / Gold and Silver 2012
Gold’s London AM fix this morning was USD 1759.50, EUR 1,335.48, and GBP 1,110.66 per ounce.
Yesterday's AM fix was USD 1,747.50, EUR 1,326.68, and GBP 1,102.80 per ounce.
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Friday, February 03, 2012
Gold Bull Market Bigger than Ever / Commodities / Gold and Silver 2012
We recently wrote about the difference between gold’s price and its value, demonstrating a significant difference between the two. We asked many fundamental questions which show whether or not the gold price is proximate to its value. The answer was it was not.
Late last year we wrote of the on-going ‘Gold Wars’ between so-called industry experts and gold investors. We repeatedly found ‘experts’, who write in the mainstream media, were calling the end of the gold bubble whenever the price of gold dipped slightly.
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Friday, February 03, 2012
Poland Gives Green Light to Massive Natural Gas Fracking Efforts / Commodities / Natural Gas
There is perhaps no more controversial energy source after nuclear than "hydraulic fracturing," or "fracking," of subterranean shale deposits containing pockets of natural gas.
While the process can liberate previously unusable sources of natural gas, political, environmental and scientific concerns have risen along with production, as evidence mounts that fracking is responsible for everything from polluting subterranean aquifers to causing regional earthquakes.
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Thursday, February 02, 2012
Commodity Wars, Why Trade Milk When You Can Buy the Cow (Cheaply)? / Commodities / Commodities Trading
As you may recall, I was speaking about the Currency War long before it became a recognized issue. From my analysis of history and the major monetary trends it seemed inevitable even in 1999, and events shortly after that confirmed it.
Those who see what is going on behind the scenes are securing supplies of key commodities and hard assets. And this is not limited to the large national banks and financial firms.
Thursday, February 02, 2012
Silver And The Shift To Measuring Wealth In Ounces Instead Of Dollars / Commodities / Gold and Silver 2012
The debt-based monetary system creates an illusion of wealth. It allows for claims on real goods to significantly exceed the actual amount of real goods. You then have a number of people believing they have wealth, since they have claims (pieces of paper or tokens) showing that they have these real assets, whereas, in reality, if everyone was to claim the real goods, there would not be enough to go around.
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Thursday, February 02, 2012
Chinese and Indian Gold Demand Rising as Zero Interest Rates Distort Investment Markets / Commodities / Gold and Silver 2012
The WHOLESALE-MARKET gold price slipped 0.5% from a new 8-week high in London Thursday morning, while global stock markets stalled after a 3-day rise and commodities also edged back.
The Euro fell from $1.32 on the forex market for the third time this week after chief finance minister Jean-Claude Juncker said new proposals for stemming the currency zone's debt crisis – agreed at a summit on Monday – were "largely insufficient".
Thursday, February 02, 2012
Gold Challenges Resistance at $1,750/oz – Technicals and Fundamentals Remain Very Positive / Commodities / Gold and Silver 2012
Gold’s London AM fix this morning was USD 1,747.50, EUR 1,326.68, and GBP 1,102.80 per ounce. Yesterday's AM fix was USD 1,744, EUR 1,327.65, and GBP 1,106.74 per ounce.
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Thursday, February 02, 2012
The Coming Disruption In Rare Earths / Commodities / Metals & Mining
In December 2011, the US Department of Energy (DoE) released the 2011 ‘Critical Materials Strategy’, a report that examines the role of materials such as rare earth metals in the ‘clean energy economy.’ The report cautions that the US runs the risk of facing disruptions in its short-term rare earth supply chain until 2015 at least. Shortage of five critical rare earth minerals—dysprosium, europium, neodymium, terbium and yttrium—could create expensive interruptions in the production of electric vehicles, wind turbines and energy-efficient lighting.
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Thursday, February 02, 2012
Battery Power: The Next Generation / Commodities / Metals & Mining
Lithium Manganese Dioxide (LMD) batteries have 4% lithium, 61% manganese and 35% oxygen by atomic weight. Their high power output, low production cost, enhanced safety and thermal stability in comparison to other lithium ion batteries have made LMD batteries very attractive in the electric vehicle market. LMD batteries are already being used by the Chevrolet Volt and the Nissan Leaf.
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