Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, May 11, 2010
Gold And The Myth Of Free Markets / Commodities / Gold and Silver 2010
Some conspire to take power; others conspire to keep it
What we don’t know explains what we don’t understand. This is why the work of the Gold Anti-Trust Action committee, GATA, is to be admired. Much of the exposure of the US government’s hidden hand in the manipulation of the gold markets is due to GATA’s work. What most still do not understand is the extent of that hidden hand and its effect on America, a nation many believe to be free.
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Monday, May 10, 2010
CRU's Helen O'Malley Speaks Manganese / Commodities / Metals & Mining
"The price for manganese ore has recovered a lot more swiftly and strongly than we anticipated," explains Helen O'Malley, a bulk manganese specialist with London-based CRU, adding: "The price bottomed out last year to about $3.50 per dry metric ton unit (DMTU) and now it's up to about $8.00." In this exclusive interview with The Gold Report, O'Malley sheds some light on the seldom-discussed metal and its supply and demand fundamentals. She also explains how the market is really being driven by China and even lists several junior mining companies who are actively exploring manganese properties.
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Monday, May 10, 2010
Greenland Proceeds with Plans for Offshore Drilling in Arctic Waters / Commodities / Crude Oil
While the oil spill from a sunken drilling rig in the Gulf of Mexico threatens to become an environmental disaster, plans are proceeding for opening up new drilling territories in the iceberg-infested waters off Greenland.Read full article... Read full article...
Monday, May 10, 2010
Increasing Sovereign Bailouts and Worsening Economy Boost Gold and Silver / Commodities / Gold and Silver 2010
More than the perception increasing sovereign bailouts in a worsening economy around the world will bolster precious metals moving forward, countries that are still paying their bills will need to have greater percentages of gold in reserve in order to maintain any semblance of currency stability in what might escalate into quasi-hyperinflation despite what faulty money supply measures will have the consensus believe. This is why gold is rising in the collective faces of the deflationists, and why it will continue to confound such views. It’s because the gold is gone and in short supply in a world that will need it to facilitate currency stability and trade increasingly; this, as confidence in governments and bureaucracies around the world are called into question.
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Monday, May 10, 2010
Gold "Calms" as Stocks, Euro Leap on Brussels' €750bn "Shock & Awe" / Commodities / Gold and Silver 2010
THE PRICE OF GOLD fell hard from last week's record-high finish on Monday morning, losing 2% vs. the Dollar as commodities and global equities jumped on news of the European Union's new €750 billion "Stabilization Mechanism" plan.
The Euro currency leapt 2.6% during Asian trade, rising back above $1.30 – a level first broken in late 2004 – for the first time in five sessions.
Monday, May 10, 2010
The Gold Bull Market Ratio, Paperbugs Don't Understand How Far We Have to Go / Commodities / Gold and Silver 2010
The value of common stocks relative to Gold is about to accelerate in the opposite direction the Larry Kudlow and Jimmy Jack Cramer crowd are expecting. The concept of relative wealth is an important one for Gold bulls to comprehend and embrace, as it allows them to calculate gains in something besides unstable paper debt-backed fiat currency, which is a worthless measure of value. In other words, it negates the need to worry about the inflation-deflation debate.
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Sunday, May 09, 2010
Optimizing Your Gold Investment Vehicle / Commodities / Gold and Silver 2010
Sam Kirtley writes: There are many different investment vehicles one can use to invest in gold. The key aspects that we as investors and traders look for are the vehicles relationship and correlation with gold prices, and how much that correlation is or isn’t leveraged to the gold price. More leverage is not always the objective of an investor, one may be looking for less sensitivity to the gold price, or simply to match gold’s performance.Read full article... Read full article...
Sunday, May 09, 2010
Gold Targets New All Time High Whilst Gold Stocks Avoid Market Crash / Commodities / Gold and Silver 2010
Gold ended last week very close to new highs against the dollar, which was a remarkable achievement given that the dollar soared and that the stockmarket fell heavily. The NYSE tried to explain away the near 1000 point drop in the DJIA intraday on Thursday as being due to some sort of technical glitch, but the more plausible explanation for us is that it was occasioned by temporary blind panic, which should it recur would have rather unfortunate consequences, to put it mildly. The implications of this formidable strength in gold are immense, for what this means is that it has arrived at the point where it no longer matters much what the dollar and stockmarkets do - it's going up anyway. The reason for this is that we are now advancing rapidly into the endgame of the global fiat experiment, which is concluding as it inevitably must with mess and mayhem.
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Sunday, May 09, 2010
Gold Latest Activity Looks Too Good To Be True / Commodities / Gold and Silver 2010
The saying “looks too good to be true” just seems to fit the latest gold activity. I like the action but something just doesn’t jive. Maybe it’s that (lack of) momentum (strength) behind the recent stock price action. Love it while it’s there but always be on guard.
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Saturday, May 08, 2010
The No. 1 Reason Gold Could Enter Mania Phase Soon / Commodities / Gold and Silver 2010
On February 18, 2009 the Financial Times published one of the most important articles nobody read.
The article's headline was Gold primed to become "mania asset."
Saturday, May 08, 2010
The Coming Oil Price Shock / Commodities / Crude Oil
Fatal Difference - Fatal Indifference - We need only to recap the experience of the 1970s and 1980s to understand why massive public national deficit financing of Keynesian-type spending to restore global economic growth will almost surely end with a 1970s style oil shock. That is oil price explosion, falling consumer confidence and corporate investment, falling economic growth, finance sector panic, competitive devaluation of world moneys and a catastrophic slump back into recession. Like the 1970s experience, the recession will be very inflationary.
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Saturday, May 08, 2010
Silver's Plunge, Last Chance to Sell or Buying Opportunity? / Commodities / Gold and Silver 2010
Thursday saw a huge reversal in the general stock market accompanied by huge volume. There seemed to be a selling mood, which accelerated for several hours though the mid-day period. Is this a beginning of a severe plunge or are we likely to see at least a small move higher - and what does this mean for silver? These are the questions that we will deal with in the following part of this essay.
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Saturday, May 08, 2010
Crude Oil Plunges as Turbulence Rocks Financial Markets / Commodities / Crude Oil
In a week of market turmoil resulting from Greece’s fiscal crisis, oil went from an intraday high above $87 on Monday – its highest point in more than a year and a half – to plunge briefly below $75 on Friday.Read full article... Read full article...
Saturday, May 08, 2010
Gazprom vs Shalegas: The victory of the energy colossus / Commodities / Natural Gas
Maninder Batra writes: Shale gas has been touted by the western media as a savior for the West and a silver bullet against Gazprom .In the past few years, due to extreme increase in prices of natural gas prices and betterment of Hydraulic fracturing ,Shale gas became economical .If we were to believe the western media hype and propaganda ,Shale Gas would ruin Gazprom ,a scenario which the anti-russian western media loves to drool over.
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Friday, May 07, 2010
Crude Oil Follows Euro Lower / Commodities / Crude Oil
Crude oil prices have been sinking this week with the plunge in the Euro resulting from serious concerns over the credit worthiness of major European economies including Greece, Spain, and most recently, Portugal.
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Friday, May 07, 2010
Gold Again Rallies on Continuing Risk Aversion and Safe Haven Demand / Commodities / Gold and Silver 2010
Gold has again rallied on continuing risk aversion and safe haven demand. With European equity markets again under pressure and Wall Street threading water with slight losses, traders are choosing to be long gold over the weekend. Gold has rallied in dollars and particularly in British pounds and Japanese yen (see Cross Currency Table). Speculation that the ECB may aid Greece have arrested the recent sharp declines in the euro.
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Friday, May 07, 2010
U.S. Dollar Rally Is Hugely Bullish For Gold, Precious Metals / Commodities / Gold and Silver 2010
For many years, the common viewpoint has been that an inverse price relationship between the United States Dollar and gold constitutes the First Monetary Commandment, and that this Commandment is chiseled into a stone tablet before which markets must genuflect. This false and misleading “Dollar up, gold down” religion has been proselytized at enormous, covert, public expense by the best market manipulations the high priests of Dirty Money have ever been able to buy. This has been done to deceive and delude the people about the true nature of honest money, and its devious, diabolical and immoral imposters.Read full article... Read full article...
Friday, May 07, 2010
Gold $1,200 Will it Hold and Rise? / Commodities / Gold and Silver 2010
That’s what we, at the Gold Forecaster, are doing. After alerting our subscribers at $1,050, and $1,150 with another in between, that gold was turning up while others were pointing to a downturn we feel it is deserved? But far more importantly is the ‘why’ of the matter.
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Friday, May 07, 2010
Gold Mining Stock Valuations / Commodities / Gold & Silver Stocks
As gold stocks continue to power higher in their usual spring rally, they are starting to attract investors’ attention again. This includes some value investors, a group that is always concerned with valuations. Unfortunately, valuation analysis of gold stocks is fairly rare. But I’ve been researching this thread for over 6 years now, and this week is a great time for an update.
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Friday, May 07, 2010
A Small Silver Mining Stock with Big Potential / Commodities / Gold & Silver Stocks
I recently returned from Mexico, where I toured the Royal Mines of Zacualpan project. The project is owned by Minpoza, a subsidiary of IMPACT Silver (IPT on the TSX-V in Canada; ISVLF on the pink sheets in the U.S.). While there, I toured two of the company’s mines — San Ramon and Chivo. I also toured the processing plant and visited other projects, some already well underway, others still being planned.
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