Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, April 05, 2011

China Room to Increase Gold Reserves, Silver Backwardation Correction / Commodities / Gold and Silver 2011

By: GoldCore

Gold and silver have consolidated after yesterday’s gains although gains have been made in the Japanese yen which has fallen due to a growing realisation that the nuclear disaster is far from over and will pose massive challenges to the Japanese economy and challenges to the global economy.

Tuesday, April 05, 2011

Rising Crude Oil Prices, Is Yemen the Next Trigger? / Commodities / Crude Oil

By: Money_Morning

Jon D. Markman writes: Crude oil futures spiked to a 30-month high on Monday - and crude prices have zoomed 19% so far this year - so it's no surprise that energy stocks have enjoyed one whale of a run.

Even so, energy stocks continue to top my list of favorite plays - and for one very good reason.

Tuesday, April 05, 2011

Crude Oil Market Speculation Argument to be Tested by WTI Rollover Cycle / Commodities / Crude Oil

By: Dian_L_Chu

The monthly roll cycle starts Tuesday April 5th for Crude Oil with the 4-day rolling of USO positions, the USO is an exchange traded security meant to track movements in the WTI futures contract. This happens over a four day period now from the 5th-8th of April, so that traders cannot easily front-run the rollover process.

Tuesday, April 05, 2011

Distressed Companies Offer Gold Lining / Commodities / Gold and Silver 2011

By: The_Gold_Report

Jared Sturdivant, portfolio manager and managing partner of O-Cap Management, LP, likes to find special-situation investment opportunities, which include companies that have "good assets and bad balance sheets." When he finds them, he digs deep to ascertain their value and looks for the catalyst that will turn them into attractive investment opportunities. In this exclusive interview with The Gold Report, Jared talks about which companies in the metals sector look good to him now.

Monday, April 04, 2011

Silver Leads the Metals Charge / Commodities / Gold and Silver 2011

By: Mike_Paulenoff

Spot silver continues to lead the charge of the metals and mining complex. The iShares Silver Trust (SLV) and Silver Wheaton (SLW) are in thrust position -- as is the SPDR Gold Shares (GLD) and Freeport-McMoRan Copper & Gold (FCX) -- poised to rally to hurdle key resistance plateaus on the way to new high ground.

Monday, April 04, 2011

Gold’s historic undervaluation versus oil / Commodities / Gold and Silver 2011

By: Michael_J_Kosares

The Wikileaks/Financial Times revelations on significant gold buying interest in the Middle East — notably Iran’s central bank, Jordan’s central bank and Qatar’s sovereign wealth fund — brought to mind the story of Saudi Arabia’s King Ibn Saud and his sale of oil concessions to the major oil companies. In payment he received 35,000 British sovereigns — a coin many of you hold in your own sovereign wealth fund. The good king understood the difference between the value of gold and the value of a paper promise.

Monday, April 04, 2011

The Bedrock of the Gold Bull Rally / Commodities / Gold and Silver 2011

By: Frank_Holmes

Last week I had the pleasure of participating in a webcast for Bloomberg Markets Magazine regarding gold investing. It was a very insightful presentation and I suggest you view the replay at www.bloombergmarkets.com. What struck me on the call was the negativity surrounding the gold market. Call it a bubble, a frenzy or mania, there seems to be a large number of voices in the marketplace who just are not fans of gold, whether prices are moving up, down or sideways.

Monday, April 04, 2011

Gold and Silver and the Endgame for U.S.A. Inc. / Commodities / Gold and Silver 2011

By: Midas_Letter

I’m going to take a leap of faith and assume the reader harbours a sufficiently enlightened mind to be aware of several key facts regarding the world as we know it. The fatuous commentary suggesting gold is a bubble, gold has peaked, gold is a bad investment, etc shall from this point forward be consigned to its rightful place in the Horribly Flawed Thinking dumpster and discussion of same restricted to the hopelessly naïve (or sublimely clever and duplicitous) CNBC. Henceforth we proceed under the assumption that ;

Monday, April 04, 2011

Gold "Consolidates", Re-Asserts Link with Euro / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD rose Monday morning in London, nearing last week's high of $1439 per ounce as energy prices led a rise in commodity prices and silver bullion jumped more than 1.8% to fresh 31-year highs.

Stock markets were mixed, rising in Hong Kong and London but holding flat in Tokyo and Paris, while Brent crude oil rose to a new 30-month peak near $120 per barrel.

Monday, April 04, 2011

Silver Reaches New 38-Year High at $38.50/oz - Backwardation Ends But COT Data is Bullish / Commodities / Gold and Silver 2011

By: GoldCore

The positive momentum of gold and silver continue with both higher in European trade as oil prices have risen due to geopolitical tensions in oil rich nations and the euro has fallen on Eurozone debt concerns.

Focus will be on interest rates this week with the ECB likely to increase interest rates, and renewed speculation as to whether the Federal Reserve will attempt to increase interest rates or embark on QE3.

Monday, April 04, 2011

Uranium Prices And Producers Are Poised to Rebound / Commodities / Uranium

By: Money_Morning

Jason Simpkins writes: Uranium spot prices and shares of uranium mining companies have plunged in recent weeks amid fears that the situation in Japan could deteriorate into a nuclear meltdown on par with Chernobyl.

Investors fear that the explosion and subsequent radiation leaks at the Fukushima nuclear power plant will force other countries to tighten restrictions, or worse, abandon their pursuit of nuclear power as an alternative source of energy.

Monday, April 04, 2011

Waking Up Washington to Critical Metals / Commodities / Metals & Mining

By: Anthony_David

On March 11, 2011, The Environmental and Energy Study Institute (EESI) held a congressional briefing on critical metals, which includes strategic metals and rare earth elements (REEs). The briefing – entitled “Securing America’s Supply of Critical Materials and Rare Earth Elements: Implications for Renewable Energy” – focused on the global supply of critical materials, developments in China, and how US policy could be framed such that the nation’s expertise in the occurrence, detection, extraction, processing, and recycling of these commodities could be strengthened.

Monday, April 04, 2011

Japan Earthquake’s Effects Felt Round The World / Commodities / Metals & Mining

By: Anthony_David

Besides the massive human toll, Japan’s catastrophic earthquake and tsunami has destroyed the region’s civil and industrial infrastructure. Water and electricity supply have been adversely impacted forcing several businesses to slow down or stop operations completely and the chance of radiation from the nuclear reactors at the Fukushima Daiichi power station has increased people’s fears.

Monday, April 04, 2011

Fibonacci Gold / Commodities / Gold and Silver 2011

By: John_Townsend

This article will examine the current up leg in gold price that originated in October 2008, present a study of the Fibonacci relationships of this price movement that are evident both in terms of price and time, and offer a projection of future price movement within the time frame suggested by the evidence.

Sunday, April 03, 2011

Gold Forming Bearish Double Top? / Commodities / Gold and Silver 2011

By: Merv_Burak

Looking at a short term chart it sure looks like we are forming a double top here (see chart below).  If so that could take us to at least the lows of early Jan.  Time will tell.  The weakness in the trading has been mentioned before, it still is there.  We need a strong move into new highs to overcome.

Sunday, April 03, 2011

Libya Oil Export Offline Indefinitely? / Commodities / Crude Oil

By: Dian_L_Chu

There were some interesting developments coming out of Libya that It seems behind the scenes a transitional government is already being put in place, and contracts are being signed for the resumption and export of Oil to Libya`s trading partners.

Saturday, April 02, 2011

Silver Very Overbought / Commodities / Gold and Silver 2011

By: Clive_Maund

Silver is very overbought and this fact coupled with the dramatic spike in the silver gold ratio would normally be expected to lead to a significant reaction by both gold and silver, as usually happened following such a situation in the past, but these are not normal times.

On its 2-year chart we can see how silver has been romping ahead since it broke out last August and following its latest upleg had become critically overbought by early March, but only a minor reaction followed.

Saturday, April 02, 2011

Gold Real Money in a World of Fiat Currency / Commodities / Gold and Silver 2011

By: Clive_Maund

Since the Masters of the System have decided to arbitrarily "move the goalposts" to suit themselves by printing money in unlimited quantities, fixing interest rates at artificially low levels, and backstopping the bond market etc, it is incumbent on us as investors to find a fixed point of reference and safe anchorage, the better to weather the financial storms that their crassly irresponsible policies are bringing upon us. That fixed point of reference is gold. As gold is real money it is aloof from the mess and mayhem that now exists in the world of fiat and which is rapidly getting worse - and here it is necessary to make a crucially important point, which is that at this time in world history you have to completely reorder your thinking with respect with gold.

Saturday, April 02, 2011

U.S. Consumers Have Big Banks To Blame For High Gasoline Prices / Commodities / Gas - Petrol

By: Dian_L_Chu

There is a bit of irony here in that the very same banks that taxpayers bailed out, and saved from going completely belly up, are now making you pay once again in the form of higher Oil prices, and the resultant higher gasoline prices at the pump (Fig. 1). Don`t be fooled by the rhetoric generated in the media by the Big Banks regarding the Middle East.

Saturday, April 02, 2011

Junior Gold and Silver Investment Opportunity / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Despite confusing short-term undulations in the price of gold, the shaky foundation under the U.S. dollar could result in long-term opportunities for gold and silver juniors, says Midas Letter Publisher and Editor James West. In this exclusive interview with The Gold Report, James shares some of his top-15 companies to watch.

The Gold Report: James, Comex gold futures hit an all-time high yesterday before falling back to about $1,431/oz. We're seeing dramatic daily swings in the gold price of $20–$50 regularly. How do you explain the volatility?