Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, June 24, 2010

Deep Water Oil The Final Frontier / Commodities / Crude Oil

By: Andrew_McKillop

BP's disaster in the Gulf of Mexico, leading to accusation by Obama himself of corporate recklessness, and to huge numbers of lawsuits for damages and loss of earnings, is also capable of leaving very long-term ecological damage. This disaster however underlines the basic problem facing all the major Western oil corporations, and most national oil companies - outside the OPEC states, Russia and a few other oil producer countries with large or relatively low cost, onshore and shallow offshore oil reserves and an export surplus.

Thursday, June 24, 2010

It’s THE Most Profitable Oil in North America / Commodities / Crude Oil

By: Keith_Schaefer

Few investors realize that one sector of the heavy oil market is the most profitable oil in all of North America – it’s called cold flow heavy oil. Think of it as light heavy oil, thick and gooey enough that it needs a pump to get out of the ground, but no so thick that it needs expensive heating to make it flow – hence the name cold flow.

Thursday, June 24, 2010

ETFs for the Gold Bull Market / Commodities / Gold & Silver Stocks

By: Ron_Rowland

A little over a year ago I told you about Four Easy Ways to Trade Gold With ETFs. Since then, gold has shot up from below $1,000 to as high as $1,265.30 this past Monday. Is it going still higher? If so, you need to know how to take advantage of the trend.

Today I’m going to review some ways you can get involved in gold through easy-to-buy exchange traded funds (ETFs). Of course, you may want to have some actual gold coins in your possession, too. However, for larger amounts or short-term speculation, ETFs are usually the best way to go.

Thursday, June 24, 2010

Gold Slips as Yen Surges on Risk Aversion / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD fell again but held above yesterday's 1-week low on Thursday in London, trading 2.2% below last week's finish as world stock markets fell for the third day running.

The Euro held below $1.23 as gold prices slipped and Sterling retreated from an early jump to $1.50.

Wednesday, June 23, 2010

Use Gold to Protect Purchasing Power Against Inflation / Commodities / Gold & Silver Stocks

By: The_Gold_Report

In the last decade, Gold Stock Analyst Editor John Doody has seen his top-listed equities skyrocket a combined 1,000%, including an eye-popping 130% in 2009. John's tried and true methods have little to do with luck; this student of the gold business rarely fails to find value at any gold price. Subscribers pay a lot for his knowledge and expertise in the Gold Stock Analyst; but in this exclusive interview with The Gold Report, you get a few of his favorites Doody-free.

Wednesday, June 23, 2010

Path to Gold Backed Currency / Commodities / Gold and Silver 2010

By: Jim_Willie_CB

SDR Strawman & Gold-Backed Euro - The world faces challenges and uncertainty these days like perhaps never before in modern history. Broken insolvent banking systems match the insolvent homeowners living in despair but with newfound hope from simply not paying home mortgages in large numbers. Henry David Thoreau could actually run for the US Senate, as his platform of civil disobedience is more widely embraced with each passing month. Over a quarter million Bank of America home mortgage holders have not made a loan payment in a year, yet still occupy rent-free dwellings. The European sovereign debt has shaken the entire government financial structures, offering a preview of what comes to the sacrosanct Untied States and Untied Kingdom. In its wake, a fire is lit under gold as a recognized safe haven asset that has no debt attachment or counter-party risk.

Wednesday, June 23, 2010

Oil Prices Below $78 as Fed Meetings Conclude / Commodities / Crude Oil

By: LiveCharts

As analysts and investors await the Federal Reserve’s announcement on interest rates later Wednesday (June 23), oil prices are trading below $78 per barrel on the New York Mercantile Exchange.

Wednesday, June 23, 2010

What The Economist Doesn't Know About Gold / Commodities / Gold and Silver 2010

By: Adrian_Ash

Two things happen to cash savers (meaning pretty much everyone) when real interest rates get stuck below zero...

HOW HAS GOLD reached and breached new all-time highs in the absence of strong 1970s-style inflation?

Wednesday, June 23, 2010

When Will the SEC Prosecute for Gold Market Price Rigging? / Commodities / Gold and Silver 2010

By: Global_Research

Michael Schmidt writes: For thousands of years, gold has been a central monetary component of most civilizations. It is durable and has been able to retain its value even to this day. That, in and of itself, is extremely remarkable considering how many paper currencies that have went the way of the dodo. 

Wednesday, June 23, 2010

Nickel LME Inventories Fall Sharply, Putting Nickel Miners on Investor Radar / Commodities / Nickel

By: Richard_Mills

London Metal Exchange (LME) nickel inventory levels are down 20% from their peak in February and the latest International Stainless Steel Forum (ISSF) production data suggests that the nickel market will remain in deficit for 2010 and 2011.

Barclays Capital is forecasting nickel spot price increases of 30% over the next 24 months - this is supported both by China's furious pace of industrialisation and weakness on the supply side due to labour disputes.

Wednesday, June 23, 2010

Metals Industry Confidence Creeping Back as Australian Prime Minister Put on the Defensive / Commodities / Gold and Silver 2010

By: Neil_Charnock

Breaking news in Australia as the Prime Minister falls on the super tax sword.  PM Rudd is going to fight this leadership challenge however this is still a great moment for Australia.   The people have already voted forcing the government to shift to a new leader tomorrow.  The mining industry in Africa and Canada, Brazil and elsewhere will weep a few tears of sorrow.  But Labor is not dead yet and we have to see if they will now distance themselves from Henry, Rudd and the RSPT.  This writer could not imagine that they could do anything else but run as far from this tax proposal as they can.

Wednesday, June 23, 2010

Gold "Supported by US Fed" as Eurozone Faces 1st July "Liquidity Drought" / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in wholesale dealing reversed an earlier 0.6% gain as New York opened for business on Wednesday, slipping back to its overnight range around $1239 an ounce.

Broad commodity markets ticked lower as Asian stocks closed the day lower and G7 government bonds rose.

Wednesday, June 23, 2010

Falling Stocks, Gold, Silver and Miners / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

In our previous essay we have mentioned that it does not seem that the ultimate top for this gold rally is behind us. Consequently, this week we would like to provide more information on what may influence various segments of the precious metals market, and what you can do about it.

Wednesday, June 23, 2010

Gold Robust as Equities Fall On Concerns Over U.S. Economic Recovery and Sovereign Default Risk / Commodities / Gold and Silver 2010

By: GoldCore

Gold's slight gains and resilience yesterday has surprised the bears who were expecting further falls. The downside reversal pattern seen on Monday may not have incurred as much technical damage as thought - especially if gold can manage to eke out a higher weekly close this week - above $1255/oz.

Wednesday, June 23, 2010

Why Many Analysts See Gold Going As High As $10,000 / Commodities / Gold and Silver 2010

By: Lorimer_Wilson

My first reaction when I read an article on this site by Arnold Bock - articulating why gold would go to $10,000 – by 2012 no less - was amazement. Who in their right mind would suggest that gold would eventually reach $2,500, let alone $5,000 or even $10,000?  Well, I did some investigation and, believe it or not, Bock is in lofty company. Many respected individuals, such as David Rosenberg, Peter Schiff, Harry Schultz, Rob McEwen and many others, have come to the same conclusion. Below is a partial list of such individuals with sound reasons to substantiate their views.

Wednesday, June 23, 2010

A Look At Gibson's Paradox And Gold  / Commodities / Gold and Silver 2010

By: Jim_Richter

As I write these words in late June, 2010, I note that gold went to an all-time nominal high against the dollar on June 21. However, even though we find ourselves in the worst financial crisis since the 1930s, gold has still not reached a REAL, inflation-adjusted high. Using the numbers given to us by the U.S. government, gold would have to reach a nominal price of about $2,400.00 per ounce to equal its January, 1980, high of about $850 per ounce. Other analysts, such as the noted John Williams, of Shadow Stats, contend that gold would have to reach a nominal high of about $7,595.31 per ounce in order to equal its 1980 high in real terms.  Suffice it to say that there are some who think that gold should be a lot higher in price than it is at present.  

Tuesday, June 22, 2010

Gold and Silver Price Conspiracies Earn Their Weight / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

Investigations into the trading at the COMEX have yet to make headlines, but they could uncover what traders have been seeing for a very long time.  The price of gold and silver ebb and flow as part of a malicious attempt to corner the industry and create profitable opportunities for investment banks and hedge funds.

Tuesday, June 22, 2010

China Revaluation News Could Spark Short Term Squeeze in Metals / Commodities / Metals & Mining

By: Dr_Jeff_Lewis

News that China is open to revaluing its currency could bring about a short term reduction in the price of precious metals.  Ahead of important multi-national conversations about the future of global trade and the world economy, China politicized its monetary policy, hoping to push back criticism that it is a global currency manipulator.  Earning the title of a currency manipulator could open an easy door for global political leaders to push tariffs on Chinese manufactured goods, allowing for a trade war that would be most destructive to international economic growth, particularly in China.

Tuesday, June 22, 2010

Gold Ready for Parabolic Take Off? / Commodities / Gold and Silver 2010

By: Aden_Forecast

GOLDEN TIMES - Gold is amazing. It’s been very strong, hitting record highs last week. Its bullish price action means investors and governments know it’s time to be in safe assets. The result is, gold continues to benefit as the world’s #1 safe haven.

Tuesday, June 22, 2010

Gold Sits Tight vs. Rising Dollar / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD held tight vs. a rising US Dollar on London's wholesale market early Tuesday, trading back down from $1240 to last night's two-session low of $1232 an ounce.

World stock markets caught up with Wall Street's late fall, and commodity markets also fell.