Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, November 03, 2011
US Mint Sales Show Buyers Want Silver / Commodities / Gold and Silver 2011
The US Mint released its silver sales figures, relaying to investors what was already known—investors want silver, and silver only.
The Mint ran into problems during September, taking more orders for coins than it had available in uncirculated condition. As of October 21, the problem in supplying the market with uncirculated coins has been smoothed out, and the market remains hungry for silver coins of all types, except those closest to numismatic coins.
Thursday, November 03, 2011
Indian Silver Demand to Blossom Amidst Festival / Commodities / Gold and Silver 2011
As fears of recession return, one major driver for silver consumption is still in play: India’s year-end festival. Shying away from high-priced gold, the more affordable alternative seems perfect at current prices, and some analysts believe 2011 demand could come in 50% higher than in 2010.
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Thursday, November 03, 2011
Questions to Ask Every Gold Mining Company / Commodities / Gold and Silver 2011
Could a few simple questions help you find winners in the mining space? Dr. Michael Berry, publisher of Morning Notes, thinks so. Berry has taken years of experience picking resource stocks and boiled it down to key questions he asks of every company. He has refined his Discovery Investing philosophy into the Discovery Investing Scoreboard software, which debuts for investors in January at the Cambridge House Symposium in Vancouver. Berry turns his high-powered analysis toward the European debt crisis and what it means for gold in this exclusive interview with The Gold Report.
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Thursday, November 03, 2011
How Long Will Gold Miners Lag Bullion Prices? / Commodities / Gold & Silver Stocks
As we have previously discussed, the gold miners continue to lag behind bullion prices. In the past six months, the SPDR Gold Shares ETF has increased by nearly 10%, while the Market Vectors Gold Miners ETF has declined by 5%. The disconnect continues as traders feel uneasy about equities and elevated gold prices. When it comes to panic and confusion, cash is still king on Wall Street. However, another well-known investor is endorsing gold mining companies, a sign that gold miners may finally catch up to bullion prices.
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Thursday, November 03, 2011
Peak Oil Could Limit Economic Growth / Commodities / Crude Oil
Exponential debt increases coupled with limited natural resources mean that we are in a predicament. This is the message The Crash Course Author Chris Martenson delivered at the Casey Research/Sprott Inc. summit, "When Money Dies." As an economic researcher, Chris considers the "Three E's" that shape our future: Economy, Energy and the Environment. In the below presentation, "Unfixable," Chris explains to Energy Report readers why these indicators suggest a global economic slowdown. Read on.
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Thursday, November 03, 2011
China Completes First Biofuel Jet Test Flight / Commodities / Ethanol
On 28 October Air China conducted its first trial flight of a passenger jet powered by a mix of biofuel and traditional aviation fuel.
The Jet A-1 biofuel kerosene used in the flight was derived from the seeds of tung trees, more commonly known as japtropha.
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Thursday, November 03, 2011
Gold Stocks / Commodities / Gold & Silver Stocks
compelling argument to steer clear of gold and silver miners is their poor management. "Those companies are run by a bunch of miners. They don't know how to manage a company." Most often this criticism refers to gold miners' seemingly insatiable desire to issue new shares. By issuing new shares, a company reduces the value of shares already in the hands of the public. For instance, a company has issued 10 million shares of common stock. Now, it sells another 10 million shares. The profit-per-share to current shareholders (before the new issue) is cut by one-half.
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Wednesday, November 02, 2011
Silver Is Ready, Are You? / Commodities / Gold and Silver 2011
In my previous silver update, I presented the following chart, which indicated that silver was at a major crossroads:Read full article... Read full article...
Wednesday, November 02, 2011
Will China Save CleanTech / Commodities / Renewable Energy
One of the most derisory add-on components to the supposed miracle accord cobbled together under France's Sarkozy and Germany's Merkel last week, to save Europe through a Bad Debt Fund (called the Financial Stability Fund) was the claimed sincere interest of China to partly finance this fund by recycling some of its huge stash of euros and dollars - while they still have any value. French state TV channels went as far as telling their supposedly gullible or plain stupid viewers that the Chinese interest almost verged on humanitarian concern !
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Wednesday, November 02, 2011
Gold Rebounds, Greek People asked to say "Yes or No" to Euro, FOMC "To Lay Ground for QE2" / Commodities / Gold and Silver 2011
THE SPOT MARKET gold price climbed to $1736 an ounce in early London trading – 3.1% above Tuesday's low – before falling back a bit, while European stock makrets halted recent steep declines but failed to stage a convincing rally following news that Greece's prime minister had been summoned to France to explain himself after calling for a referendum on last week's bailout deal.
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Wednesday, November 02, 2011
Gold ready to attack prior highs in the 1900’s / Commodities / Gold and Silver 2011
It’s been several weeks since I’ve written about Gold and we have had a wild ride since the 1910-1920 highs in August. At the time as we approached I forecasted a major correction was nigh and we were shorting the rise from 1862-1910 prior to a huge $208 drop that took place over just a few days. We covered our short at $1725 and then Gold rallied back to a double top at $1920 and then fell back to $1531.Read full article... Read full article...
Wednesday, November 02, 2011
Krugman Warns of “Gigantic Bank Run”, “Emergency Bank Closing” and “New Lira” / Commodities / Gold and Silver 2011
Gold is trading at USD 1,727.10, EUR 1,254, GBP 1,080, JPY 134,790, AUD 1,669.20 and CNY 10,978 per ounce.
Gold’s London AM fix this morning was USD 1,731.00, GBP 1,081.27 and EUR 1,257.35 per ounce.
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Wednesday, November 02, 2011
Silver, Greece and Greenspan / Commodities / Gold and Silver 2011
I must get 20 emails a day asking me if I believe that the silver market is rigged. I answer the same way every time. Yes!!!!!!!!!!!!!!
I have asked a few of my hedge fund buddies and a few were kind enough to comment on what many consider this highly contentious subject.
Wednesday, November 02, 2011
The Narrowing Spread Means Higher Crude Oil Price / Commodities / Crude Oil
Dr. Kent Moors writes: I just left Baltimore, where I met with the Oil & Energy Investor and Money Morning editorial teams to discuss some interesting new developments.
This was followed rather quickly by a flight to Frankfurt, Germany, for meetings on a potentially major push in the European approach to a rapidly changing energy landscape.
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Wednesday, November 02, 2011
Gold Perfect Mini Bubble-And-Bust Suggests Gold Price Will Hit $1800 By End November / Commodities / Gold and Silver 2011
The thing you got to understand about Europe is that in August they go on holiday. They used to all go to Greece although recently it’s only the Brits who go there on account of the demonstrators draping Swastikas over the Acropolis; in 2011 the real action was France and this year the German Invasion was intense.
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Wednesday, November 02, 2011
Confessions of a Gold Scammer, Lessons to Learn / Commodities / Gold and Silver 2011
Last week on Good Morning America, ABC ran an exclusive on the $ 29.5 million Global Bullion Exchange fraud. The piece presented the mastermind behind the gigantic gold and silver scam, Jaime Campany. From 2007 through 2009, Campany and his company's accomplices stole more than 1400 individual investor's savings. The vast majority of these folks will never recoup their losses.
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Wednesday, November 02, 2011
No Easy Substitutes for Rare Earth Metals / Commodities / Metals & Mining
Light, strong rare earth elements (REEs) revolutionized the digital era and changed the face of our everyday lives. Even as shortages loom and companies scramble to find low-cost solutions, these critical materials cannot be easily replaced, nor can opportunities in this sector be dismissed. In this special for The Critical Metals Report, Gold Stock Trades Editor Jeb Handwerger calls attention to mainstream media's shortcomings in its REE sector coverage and profiles one company already making headlines.
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Wednesday, November 02, 2011
Silver, the Schizoid Metal / Commodities / Gold and Silver 2011
Ross Beaty, executive chairman of Alterra Power and serially successful mine finder, talks at the Casey/Sprott Summit When Money Dies about the differences between gold and silver, and why the silver price has gone up so much.
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Wednesday, November 02, 2011
Investment Demand Powers Silver’s Slow Ascent / Commodities / Gold and Silver 2011
Silver prices are known to be volatile given its varying demand in the investment and industrial sectors. Recent times have been trying, as demand in both sectors has been slow. In late October, silver traded at $30.58 per ounce, a fall of 2.08%.
China’s industrial sector accounts for 70% of the country’s demand for silver but with a slowing economy, the demand for the precious metal has naturally slowed down too. Aaron Back of The Wall Street Journal wrote, “China’s trade surplus narrowed in September as exports to the European Union fell, showing that faltering economies abroad are beginning to affect China.”
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Wednesday, November 02, 2011
China’s Rare Earths Game Attracts Players Worldwide / Commodities / Metals & Mining
Early 2011 saw stock prices of rare earth companies soaring upwards with the share price of Colorado based Molycorp Inc. reaching $79.16 per share. However, Molycorp share prices fell by 32% over four days in September. The price fall was partly because of falling rare earth prices worldwide combined with excess inventory and partly because of overall market trends. Stock prices of Australia’s Lynas Corp have also been adversely hit by falling rare earth prices. Average rare earth oxide prices have fallen almost 20% over the last quarter. Recent developments could however bring about another hike in rare earth prices, which would mean sunny fortunes once again for non-China based rare earth producers.
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