Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, October 18, 2011

Developing Economies Driving Commodities Super-Cycle / Commodities / Commodities Trading

By: Richard_Mills

The Reuter's CRB index reached record levels in 2010 - why?

• Raw materials shortages
• Infrastructure constraints
• Resource nationalism
• Emerging market demand
• Technological innovation
• Speculation
• Intense weather pattern changes

Tuesday, October 18, 2011

Compelling Case for Urgent Action in the Global Food System / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

UK Government Office of Science report on global food situation, The Future of Food and Farming (2011):Challenges and choices for global sustainability is likely to become the benchmark for such research, and will be quoted extensively in the years ahead. Sir John Beddington, Chief Scientific Advisor to HM Government, summarizes the situation well in the preface to this 200+ page report,

Monday, October 17, 2011

Will Weak Bank Earnings Force Investors into Gold? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

Early Monday, gold climbed to a three-week high as global noise continues to confuse investors. Gold and silver both turned in strong performances last week as the US dollar came off its highs due to progress made in Europe. Over the weekend though, Germany decided to clear the air on the bailout euphoria.

Monday, October 17, 2011

Which Gold Miners Have Largest Upside? Buyouts Crystallize Value in the Market / Commodities / Gold and Silver 2011

By: Frank_Holmes

There’s value in the market. That’s the message the market is sending through the recent strategic acquisitions in the energy and gold mining spaces.

Last week it was announced that Sinopec, a large Chinese oil and gas company, is purchasing Canadian energy company Daylight Energy for $2.1 billion in cash. The deal was struck at a whopping 120 percent premium to Daylight’s share price prior to the announcement and a 43.6 percent premium over the 60-day weighted average price, according to Reuters.

Monday, October 17, 2011

Silver's Savage Correction Appears to be Complete / Commodities / Gold and Silver 2011

By: Clive_Maund

Silver’s 3-wave A-B-C correction is believed to be complete, with the savage A and C waves serving to both flush out and wipe out Large and Small Specs and transfer their assets to Big Money interests. Like gold its suspected bear Pennant of a week ago now looks more like a completing base pattern, and also like gold it has risen to arrive at an important resistance level which is centered on $33.

Monday, October 17, 2011

Gold Breakdown to Provide Final Opportunity to Load Up Ahead of Major Rally / Commodities / Gold and Silver 2011

By: Clive_Maund

News has come in that "Germany and France are spearheading a multi-trillion dollar “shock and awe” programme expected to be agreed next weekend and presented the following week at the G20 summit in Cannes. The international community may provide further support after the G20 agreed that the IMF should “consider new ways to provide on a case by case basis short-term liquidity to countries facing systemic shocks”.

Monday, October 17, 2011

The Illogical Gold Bull Market? / Commodities / Gold and Silver 2011

By: Bill_Bonner

Nothing much to talk about in the markets yesterday.

We had been expecting a bigger sell-off in the price of gold. The metal went down, about $300 if we recall correctly, but not as much as we expected.

Monday, October 17, 2011

Gold and Stock Rallies Fade, "We'll Solve the Crisis" say Euro Leader / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE SPOT MARKET Dollar price to Buy Gold rose to $1694 an ounce Monday morning – the highest level since September 23 – before dropping back to roughly where it ended last week.

"[A gold price of] $1,650 should remain as good support with sovereign and physical bids coming in at that level," reckons one London bullion dealer.

Monday, October 17, 2011

Gold Trading in Hong Kong on 'Triple Demand' ‎- China Positioning CNY as Reserve Currency / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,686.70, EUR 1,218.80, GBP 1,069.29, JPY 130,327.94, AUD 1,634.84 and CHF 1,506.12 per ounce.

Gold’s London AM fix this morning was USD 1,689.00, GBP 1,069.33 and EUR 1,217.65 per ounce.

Monday, October 17, 2011

Barrick Gold Corporation: Buy, Sell or Hold? / Commodities / Gold & Silver Stocks

By: Bob_Kirtley

Barrick Gold Corporation (ABX) has a market capitalization of $48.21bln and is the largest gold mining company in the world. There are 999 million shares in circulation, 72% of the companies stock is held by the Institutions and it is reasonably liquid in that its average volume of shares traded is between 4 and 8 million per day, however, it can spike to 100 million shares on a very busy day.

Sunday, October 16, 2011

The European Union and Silver / Commodities / Gold and Silver 2011

By: George_Maniere

This was an amazing week! Besides the fact that we got to see some green on the board, the week was totally eclipsed by the latest off Broadway version of “The Mouse That Roared” as Slovakia took the world to the brink and for one bright shining moment held the fate of the world in its hands.

Sunday, October 16, 2011

Gold Not Going Anywhere, Could Stumble Again / Commodities / Gold and Silver 2011

By: Merv_Burak

In the “good old days” gold would move $10 and that was something, now it moves $50 and it’s ho-hum.  Although moving higher slowly it really is not going anywhere and unfortunately looks like it just might stumble.

Saturday, October 15, 2011

Gold Opportunities Under the Mattress and in the Ground / Commodities / Gold and Silver 2011

By: The_Gold_Report

According to Edward Karr, CEO of RAMPartners, the band is tuning up and the guests are just starting to arrive. Instead of selling before the party really gets going, he advises keeping a "decent percentage" of cash to take advantage of opportunities to buy both physical gold and junior mining stocks. His real bottom-line advice in this exclusive Gold Report interview? Tap into what makes you happy in life.

Friday, October 14, 2011

Is It Time to Load up on Gold Stocks? / Commodities / Gold & Silver Stocks

By: Jeff_Clark

Jeff Clark, Casey Research writes: By almost any measure, gold stocks are undervalued. Should we load up?

After completing my research on this question, I’m convinced more than ever that we at Casey Research are in the right place. See if you agree…

Friday, October 14, 2011

Gold Vs. Miners: The Wrong Question, Part 2 / Commodities / Gold and Silver 2011

By: Adrian_Ash

You don't need to be a gold-mining investor to wish gold would stop outperforming them soon...

WHATEVER you think of the gold price right now, gold mining stocks are a raging buy. Everyone says so. There's rarely been this strong a consensus since England were all set to beat France in last weekend's Rugby World Cup.

Friday, October 14, 2011

Gold, Gold, Gold… What About Silver? / Commodities / Gold and Silver 2011

By: Przemyslaw_Radomski

No good news to deliver so far this year on the eurozone. Just this week Slovakia’s government became the first in the eurozone to fall over opposition of bailing out indebted economies after the country’s parliament voted down approval for enhancing the zone’s rescue fund. Also this week, Jean Claude Trichet, European Central Bank President, warned that Europe’s financial crisis has reached “a systemic dimension.” Greece has continued to dominate the headlines and is facing a fifth successive year of recession and a possible sovereign default.

Friday, October 14, 2011

Afghanistan - Newly Discovered Mineralogical Treasure House (Again) / Commodities / Afghanistan

By: OilPrice_Com

As the U.S.-led Afghan campaign lurches into its second decade, the country's vast untapped mineralogical resources are again emerging in the Western media, seemingly underpinning the benefits of International Security Assistance Force troops "staying the course" and defeating the insurgency, after which these resources can be tapped, both providing the administration of Afghan President Hamid Karzai with a source beyond drugs for reconstruction and Western companies who develop the reserves a handsome profit.

Friday, October 14, 2011

Gold Stocks Bargains Galore... / Commodities / Gold & Silver Stocks

By: Dudley_Baker

...at the 5¢ & 10¢ Store: TSX

I'm sure many of our readers remember the 5¢ and 10¢ stores of the past. What a treat as a kid to browse through the merchandise looking for the chance to purchase some of our favorite items literally for pennies. Well, guess what? The 5¢ and 10¢ store is back and this time it is packed with many incredible values for us big boys and girls.

Friday, October 14, 2011

Gold Building a Base above $1650 / Commodities / Gold and Silver 2011

By: Ben_Traynor

WHOLESALE prices for gold bullion climbed to $1679 an ounce Friday morning London time – 0.7% down on Wednesday's high for the week – before easing back, as industrial commodities rallied and stocks edged up, while government bond prices fell.

Silver bullion climbed to $32.31 per ounce – 3.6% up on last week's close – before it too fell back.

Friday, October 14, 2011

Gold to Top $2,000 on Central Bank Buying: Chart of the Day / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,675.30, EUR 1,214.20, GBP 1,062.30, JPY 129,036.00, AUD 1,634.90 and CHF 1,503.70 per ounce.

Gold’s London AM fix this morning was USD 1,676.00, GBP 1,062.31 and EUR 1,214.31 per ounce.