Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, March 25, 2011

World Non-Energy Commodity Price BubbleOmiX: Crash Warning / Commodities / CRB Index

By: Andrew_Butter

There is a pretty little chart doing the rounds, put up originally by the Netherlands Bureau for Economic policy Analysis; that has been seized on by the Fed and her acolytes to prove that “easy-money” from that source did NOT cause a bubble in commodity prices, or perversely, by the Fed-Bashers to prove the opposite.

Thursday, March 24, 2011

Potash Supply Stocks / Commodities / Agricultural Commodities

By: HRA_Advisory

Cloth-dying and soap-making have employed residue from boiled plant material since ancient times.  The plants are reduced to brine and that evaporated until only the useful “potash” remains.  In the 19th century the active ingredient in this precipitate was fit into the periodic table as “potassium” with the symbol “K”.  Potash has stuck for potassium bearing salts mined in modern times.  The salts are processed into fertilizer, now 95% of the K market, which returns potassium to the plant world to increase agricultural yields.  Potassium is irreplaceable in this application, so growth of its supply is considered critical to expand global food output.  Potash salts are extracted in about a dozen areas, but only a few have large scale.  As with other bulk minerals, the boom in potash exploration is keyed to both greater supply diversity and more capacity.      

Thursday, March 24, 2011

Japan Crisis Is Not the End of Nuclear Power / Commodities / Nuclear Power

By: The_Energy_Report

John Pugsley has been publishing The Stealth Investor newsletter for the past five years, producing a recommendation record that is enviable by any standard. In this exclusive interview with The Energy Report, John reveals his current thinking on energy-related investments in light of the global economic situation and the effects of the catastrophe in Japan.

Editor's Note: Shortly after this interview was recorded, Mr. Pugsley suffered a major heart attack. Our thoughts are with him and his family as we share his insights. New subscriptions to The Stealth Investor have been temporarily suspended.

Thursday, March 24, 2011

Gold and Silver Sell Targets / Commodities / Gold and Silver 2011

By: Ned_W_Schmidt

Why do you suppose that gasoline prices at stations on the corner near your home generally post the same price? While the companies might contend that their product's secret additive will make your car run faster, last longer, and cause your love life to be better, most of us cannot tell the difference. If we price our gasoline above the true equilibrium price, buyers will simply not buy our gasoline. That is true for gasoline, cannabis, and precious metals.

Thursday, March 24, 2011

Gold and Silver Break Records on Libya, Japan, Portugal / Commodities / Gold and Silver 2011

By: Midas_Letter

I don’t know how likely it is, but shouldn’t the gold price naysayers and gold bubble theorists all stand up on their chairs and jump off right about now?

There are so many factors pointing to not just an increasing gold (and silver) price, but an absolute breakout seems all but inevitable at this point. Judging by the solid return to strength in the junior resource sector on the buy side, it appears that not only gold, but silver too, are poised to set new records in the sessions immediately ahead.

Thursday, March 24, 2011

Gold & Silver Hit New Records, But ETF Buying is Absent / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF GOLD hit the second new all-time high in succession at Thursday morning's London Gold Fix, set at $1441.25 per ounce as the Dollar held flat on the forex market and US crude oil prices rose.

New York's stock markets opened the day 0.5% higher. Silver bullion jumped to fresh 31-year highs above $37.85 per ounce.

Thursday, March 24, 2011

Silver Hits 31Year High, Gold Close to Record High of $1445 / Commodities / Gold and Silver 2011

By: GoldCore

Gold is flat while silver has risen in all currencies again today. Sterling has fallen sharply again today and the euro, yen and sterling have fallen sharply versus gold and silver in recent days. Silver's surge to new 31 year highs at $37.87 is due to continuing strong industrial and investment demand and tight supply.

Thursday, March 24, 2011

Gold and Silver Investors Beware of Leverage Accounts / Commodities / Gold and Silver 2011

By: GoldSilver

The Sun-Sentinel of Southern Florida reports that over the past 18 months, clients and creditors of 7 local precious metals businesses have claimed losses of more than $54 million!

How is it possible in this great 21st century gold and silver bull market, this many folks are losing that kind of capital?

Wednesday, March 23, 2011

Gold and Silver, Look at the Big Picture / Commodities / Gold and Silver 2011

By: The_Gold_Report

John Pugsley, author of the highly successful newsletter, The Stealth Investor, is struggling with some sudden health issues. But in this exclusive interview with The Gold Report, he shared his insight on how the global economic situation, including the catastrophe in Japan, is affecting the prospects for precious metals-related investments.

Wednesday, March 23, 2011

Mad Dog Gaddafi's Gold of Mass Destruction / Commodities / Gold and Silver 2011

By: Adrian_Ash

Gold plus Gaddafi – what more sexing up could a story need? Well, quite a bit it would seem...

EVEN Alan Greenspan knows that gold is always and everywhere about economic freedom.

Wednesday, March 23, 2011

Global Money Printing Q.E. Tsunami To Lift Gold / Commodities / Gold and Silver 2011

By: Jim_Willie_CB

The entire world struggles to determine the fallout effects of the Japanese earthquake and tsunami, along with the ensuing problems. The effects are so pervasive, so profound, so critical, that it is no wonder the news networks focus on two things only. They have switched emphasis to the Libyan civil war, a pitched battle to retain a tyrant and his larcenous rule. But the news stories out of Japan focus 98% on their Fukushima nuclear complex, with hardly a peep about the long list of other economic and financial effects. This article will focus on what they leave out, dutifully reporting amidst the purposeful new vacuum in a grand distraction.

Wednesday, March 23, 2011

Silver Surges Over $37.25 On Way to Record $50, Gold to $5,000 in 3 or 4 Years? / Commodities / Gold and Silver 2011

By: GoldCore

Gold and silver have rallied again today in all currencies but particularly the British pound, Swiss franc and the euro. The euro has fallen on concerns that the eurozone debt crisis may be entering a new phase (see chart below). Silver surged to $37.25/oz its highest nominal price since February 1980 and gold is just shy of its nominal record high of $1444.95/oz.

Wednesday, March 23, 2011

Gold Seen Nearing Cyclical Peak / Commodities / Gold and Silver 2011

By: Adrian_Ash

THE PRICE OF PHYSICAL gold bullion rose sharply against all major currencies on Wednesday morning in London, touching near-two-week highs against the Dollar even as the US currency rose amid fresh European debt and budget concerns.

Crude oil and world equity prices were little changed, but major-economy government bonds rose as UN air-strikes continued in Libya, targeting loyalist Gaddafi troops attacking the rebel-held town of Misrata.

Wednesday, March 23, 2011

Why Sam the Gas Station Man is Pumping His Last Gallon of Gas / Commodities / Gas - Petrol

By: Money_Morning

Kent Moors, Ph.D. writes: I am a great believer in the American entrepreneurial spirit. In fact, the U.S. economy stands or falls on our ability to provide enough space to allow small folks to have big-time dreams.

However, when times get difficult, some little folks end up under the bus - along with their dreams.

Wednesday, March 23, 2011

Gold Stock Seasonality / Commodities / Gold and Silver 2011

By: Jordan_Roy_Byrne

Many analysts focus on the seasonality of Gold and Silver. Why? It plays out most of the time. The metals tend to peak in the late spring and then bottom in the early summer before moving into the sweet spot of the year. When researching seasonality, I came across this chart from equityclock.com that shows the seasonality of the XAU Gold Stock Index.

Wednesday, March 23, 2011

Gold Karats & Diamond Carats; Ounces & Troy Ounces: What’s the Difference? / Commodities / Gold and Silver 2011

By: Lorimer_Wilson

You have no doubt read countless articles on the price of gold costing “x dollars per ounce”, own a gold ring or some other piece of gold jewellery and/or wear or have bought/plan to buy a diamond ring but do you really understand what exactly what you are buying? What’s the difference between 1 troy ounce of gold and 1 (regular) ounce? What’s the difference between 18 and 10 karat gold? What’s the difference between a .75 and a 1.0 carat diamond? Let me explain.

Wednesday, March 23, 2011

Financial Conglomeration Gives Rise to Metals / Commodities / Gold and Silver 2011

By: Dr_Jeff_Lewis

In the coming weeks, it is expected that the world’s financial centers will be intertwined further, with the stock markets becoming united under one massive banner.  The Nasdaq’s OMX group is expected to launch an offer to buy NYSE Euronext, though it may be already too late. 

Wednesday, March 23, 2011

Gadaffi and The Hidden Pot of Gold in Libya / Commodities / Gold and Silver 2011

By: Dian_L_Chu

Speaking through a telephone call to state television, Libyan leader Moammar Gadhafi delivered quite a defiant tirade on Sunday, March 20 vowing a 'long war to victory' and pledged retaliation against the international military action descended upon Libya.  Many military experts have suggested that the number of troops loyal to Gadhafi could be fewer than 10,000, and argued that Gadhafi will not last long at all

Wednesday, March 23, 2011

Coal Stocks All Fired Up / Commodities / Coal

By: The_Energy_Report

The earthquake, tsunami and resulting problems at the Fukushima nuclear power plant in Japan could impact some coal plays as global demand shifts to fossil fuel. In this exclusive interview with The Energy Report, UBS Securities Analyst Shneur Gershuni argues a bullish case for coal demand and shares some select coal stocks poised to benefit significantly.

The Energy Report: How has the tragedy in Japan at the Fukushima nuclear power plant impacted the outlook for coal globally?

Tuesday, March 22, 2011

Gold Bullion Storage, Think Like a Thief / Commodities / Gold and Silver 2011

By: Jeff_Clark

Jeff Clark, BIG GOLD writes: It’s official: the greatest number of responses to any article I’ve written since joining Casey Research was to Robbed!,the story of my friend’s gold being stolen and the suggestions for storage. It’s clear the article struck a nerve – from those who’ve also been a victim of theft, to those who were simply looking for additional ideas for storage locations.