Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, June 03, 2010

Commodities, Time To Go Long and Physical / Commodities / Investing 2010

By: Dian_L_Chu

Deutsche Bank AG recently noted that commodities will continue to “struggle” as the dollar strengthens and China seeks to restrain growth. Looking at the recent performance between the CRB index, S&P 500 and Legg Mason Emerging Market (LGEMX) would certainly seem to support Deutsche’s view. (Chart 1)

Thursday, June 03, 2010

Silver to Break Through $20 per Ounce / Commodities / Gold and Silver 2010

By: Miles_Banner

Gold has stolen the limelight thanks to its bull run which started in the early 2000s. However, our attentions turn to another metal this week, as investors sentiment towards silver is gathering pace, and now is a make or break moment for the versatile metal.

Thursday, June 03, 2010

Gold, The World’s True Reserve Currency / Commodities / Gold and Silver 2010

By: Michael_Pento

Since The Bretton Woods Agreement was signed in 1944, the U.S. dollar has been viewed as the undisputed world’s reserve currency. Unfortunately, however, investors the world over are now asking themselves if that should continue to be the case. They are instead on an ever increasing basis seeking to rely on a more stable form of money (gold) in which to park their global savings.

Thursday, June 03, 2010

BP Share Price Crash Triggers Takeover Rumours as Oil Spill Disaster Spirals Out of Control / Commodities / Oil Companies

By: Money_Morning

Kerri Shannon write: BP PLC's (NYSE ADR: BP) share price has plunged by more than one-third, as the company has struggled to contain the Gulf oil spill. Now, the company is being rumored as a takeover target as its stock has yet to find a floor.

Thursday, June 03, 2010

Gold and Silver Bull Market / Commodities / Gold and Silver 2010

By: The_Gold_Report

Weiss Research Natural Resources Analyst Sean Brodrick expects the bull market for precious metals to run for "quite some time," with gold hitting $1,450 /oz. by year-end and silver at $25 not long after. In this exclusive interview with The Gold Report, Sean sees silver reasserting itself as a monetary, investment and industrial metal. South of the border, some of the Mexican miners have an "embarrassment of riches"—which have largely escaped the attention of Wall Street.

Wednesday, June 02, 2010

Gold's Record-Breaking May Madness / Commodities / Gold and Silver 2010

By: Adrian_Ash

May 2010 brought new closing highs for gold in all but two major currencies...

IT'S PRETTY RARE for gold to make a new monthly high for the year in May, let alone for all time.

Wednesday, June 02, 2010

Gold ETFs, and Stocks, What to Pay When You're Selling / Commodities / Gold and Silver 2010

By: Jeff_Clark

Jeff Clark, Senior Editor, Casey’s Gold & Resource Report writes: Proper planning with your finances is incomplete until you consider the endgame consequences of your investment decisions today. So, what are the tax consequences of selling gold, gold ETFs, and gold stocks?

Wednesday, June 02, 2010

Gold "Should Continue to Rise" as World Stock Markets Fall / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in wholesale dealing held near two-week highs against the major reserve currencies in London trade on Wednesday, creeping 0.1% higher from yesterday morning's AM Gold Fix as world stock markets fell for the eighth time in 11 sessions.

US Treasury bonds eased back but German and UK debt rose again.

Wednesday, June 02, 2010

Gold Rises in Yen on Japanese PM Resignation; Premiums for Physical Bullion Rising Again / Commodities / Gold and Silver 2010

By: GoldCore

Gold rose again yesterday on safe haven demand due to falling stock markets after growing concerns about the impact of the oil spill in the Gulf of Mexico and continuing concerns about contagion in the eurozone. Gold initially rose in Asia before giving up those gains and falling as low as $1218/oz in early European trading.

Wednesday, June 02, 2010

New Uses and Projections for Manganese, Magnesium and Molybdenum / Commodities / Metals & Mining

By: Anthony_David

In April 2010, India successfully traced manganese nodules at the poly metallic nodule (PMN) site in the Central Indian Ocean Basin (CIOB) by using ROSUB 6000, the remotely operable vehicle (ROV) developed at India’s National Institute of Ocean Technology (NIOT) in Tamil Nadu. The ROV is a part of the technologies being developed to observe and explore deep-sea mineral wealth. The UN’s International Sea Bed Authority (ISBA) has allotted India 7,500 square kilometers in the CIOB to harness PMN nodules of cobalt, copper, manganese, and nickel. PMN nodules are located at depths of about 6,000 meters and according to estimates, the total resources available are a massive 380 million metric tons.

Wednesday, June 02, 2010

Strategic Metals Shine in Africa / Commodities / Metals & Mining

By: Anthony_David

South Africa has over 80% of the world’s manganese resources and it accounts for about 15% of the global production each year. Statistics South Africa (Stats SA) reported that March 2010 saw the nation’s mining industry record the highest growth since March 2004. While the total mining industry recorded a year-on-year growth of 11% in March, manganese ore production grew by 55.3%. Diamond production rose by 98.4%.

Wednesday, June 02, 2010

Not All Metals Firms Are Interested in Your Success / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

Thanks to the surge in precious metals prices, we've seen quite a few new businesses enter the scene to either buy your gold or silver, or to sell you gold or silver.  Some are reputable, honest, and actually care about what you get for your precious metals.  Others are sly, overpriced, and likely riddled with salespeople far too interested in their own commission.

Wednesday, June 02, 2010

Ban BP but Don't Expect Offshore Oil Drilling Ban / Commodities / Oil Companies

By: The_Energy_Report

Sven Del Pozzo, until recently a senior oil and gas analyst with C.K. Cooper and Co., is nothing if not honest. In this candid interview with The Energy Report, Del Pozzo discusses the importance of Gulf of Mexico oil exploration to the U.S. economy, the need for more reflective oil price markers, how shale gas is keeping investors awake at night and oil and gas companies that could be ripe for the picking. The Energy Report interviewed Del Pozzo in late May, prior to his leaving C.K. Cooper.

Tuesday, June 01, 2010

Gold To Hold Well Even If Stocks Crash Like 2008 / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

In our previous essay we've commented on the precious metals stocks, and since that time we've received many questions about the yellow metal itself, we would like to provide you with a more information regarding that particular topic.

Tuesday, June 01, 2010

What Effect Will High Gold Prices Have on Demand? / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

Traditional thinking has a pat answer for this question, "High prices cut demand!" This doesn't seem to be working in the gold market. At the turn of the century, in the days when gold was a 'barbarous relic' the gold price stood at just under $300 an ounce. Since then there has been an increase in barbarians, or the market doesn't share that view? What has happened since then has been a major, revolutionary change in the structure of the gold and silver markets.

Tuesday, June 01, 2010

Financial Markets and Economic Uncertainty Will Support Gold / Commodities / Gold and Silver 2010

By: Neil_Charnock

News is out that European banks will have to write off 20% of their loan books.  The full news on Spain is not out yet, their banks cannot get reasonably priced funding.  How can we get growth under these conditions?  Despite all this the appetite for risk is apparently returning at least for now.  This increasing appetite could last for anything between 1 day and a few months. 

Tuesday, June 01, 2010

Gold Well Positioned To Move Higher / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD in wholesale dealing rose against all major currencies early Tuesday, hitting two-week highs against the Dollar above $1224 an ounce as world stock markets slumped almost 2%.

The Euro dropped nearly 2¢, hitting a new four-year low on the currency markets, after the European Central Bank warned that Eurozone banks face €195 billion in bad debts.

Tuesday, June 01, 2010

Gold Rises to New Record Highs to Over Euros 1,000 / Commodities / Gold and Silver 2010

By: GoldCore

Gold is the strongest currency in the world today and has risen to $1,220/oz and over €1,000/oz with a variety of macroeconomic and geopolitical headwinds supporting the yellow metal. These include geopolitical risks in the Koreas and in the Middle East, the macroeconomic risks posed by the continuing sovereign debt crisis, concerns about the euro and growing concerns about a double dip recession.

Tuesday, June 01, 2010

Gold Bull Market Unstoppable with Economic Turmoil and Inflation on the Horizon / Commodities / Gold and Silver 2010

By: Money_Morning

Larry D. Spears writes: The gold bull is unstoppable. Gold prices are up fourfold since 2001 and hit a new record high near $1,250 an ounce on May 14. But they're still nowhere close to finished.

In fact, another four-fold increase could be in the cards.

Monday, May 31, 2010

Gold and Silver Bull Market Progress Report / Commodities / Gold and Silver 2010

By: Peter_Degraaf

The debate currently taking place between gold bulls and gold bears is whether or not the central banks of the world are adding to the money supply of the world, or if money supply is contracting.

If bankers are increasing the supply, then the price of gold will rise in terms of this inflated money, (although gold does not really rise in price, it simply holds its value while fiat money loses value, thereby giving the appearance of rising).