Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, January 13, 2008
Uranium, Gold and Silver Outlook / Commodities / Metals & Mining
By: Merv_Burak
Well, gold has now made it to a new all time intra-day high. Again, so what? Momentum and volume activity are still lagging. Go with the flow but keep your protective options at the ready.
URANIUM
By all news accounts uranium is much in demand these days. In fact, uranium is supposed to be in greater and greater demand over the next many years as more and more nuclear plants in China and elsewhere come on steam. But it seems that after a sharp run-up over the past few years uranium and uranium stocks just can't seem to get any more steam for further advancement. Were they so overpriced that they are now destined not to go anywhere for some time, until the usage increases significantly?
Sunday, January 13, 2008
Natural Gas Long-term Outlook / Commodities / Natural Gas
By: Elliot_H_Gue
Natural gas prices have been on a roll in the past few weeks, with the 12-month New York Mercantile Exchange (NYMEX) strip rising to about $8.50 per million British thermal units (MMBtu) this morning, up more than $1 dollar off recent lows.
As I discussed in a post on At These Levels yesterday, the NYMEX strip is the most relevant measure of natural gas prices in the US. On NYMEX, gas futures contracts trade with expirations every month. Prices vary wildly from month to month because of seasonality, expectations of future supply shortages or gluts, and the cost of gas storage, among other factors.
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Sunday, January 13, 2008
Gold Strength During US Bi-Inflationary Depression / Commodities / Deflation
By: Alex_Wallenwein
Watch gold prices continue to rise, even accelerate, as the US economy goes into recession, then depression, while inflationary and deflationary forces will battle each other like two vultures fighting over which one gets to devour the juicier part of the carcass.
Since this scenario utterly defies conventional wisdom, the most obvious question that arises is: “how?” How can inflation and deflation happen at the same time? How can the money supply both shrink and increase, how can prices both rise and fall at the same time?It can, because each condition will occur in different segments of the economy. Let's first take a look at the current situation as it presents itself:Read full article... Read full article...
Sunday, January 13, 2008
Energy Sector Stunning Demand and Production Trends & Developments / Commodities / Energy Resources
By: Joseph_Dancy
While we did not see triple digit crude oil prices in the futures market last year we remain optimistic the energy sector will perform well in 2008. Growing global energy demands will continue to present challenges to the market.
Several graphics we ran across last month illustrate the major issues in the energy sector. The chart at right from an article in the Financial Times illustrates that the use of fossil fuels has correlated very closely with economic growth over the last 185 years.
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Sunday, January 13, 2008
Gold $900 - Fed Failing to Beat Inflation / Commodities / Gold & Silver
By: Joe_Nicholson
“Any perception of the Fed's stinginess might play into a consolidation period for metals and could also start a rally in the dollar that has so far not appeared at the top of the year as some expected. That we've seen any weakness in metals at all lately might simply be the technicals asserting themselves, flattening out the ascent a bit before another run. Consider that oil is trading at all-time inflation adjusted highs, whereas gold's inflation adjusted record is above $2000 per ounce! Breaking through and holding last week's highs will be the first objective of any bullish activity.” ~ Precious Points: Wave 1 Done? January 06, 2008 Read full article... Read full article...
Saturday, January 12, 2008
Gold Investments - Time to take Profits? / Commodities / Gold & Silver
By: Adrian_Ash
"...Go on - choose where you'll keep your profits. Then sell your gold if you dare..."
IMAGINE YOU'D been smart and put some cash into gold.
You didn't need to buy before the Gold Market took off. Buying gold at the start of last month will do fine.
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Saturday, January 12, 2008
Gold and Silver Stocks Bull Market Vs US Stocks Secular Bear Market / Commodities / Gold & Silver Stocks
By: Zeal_LLC
The young new year has not been very happy at all for the stock markets. In the first five trading days of 2008 alone, the S&P 500 bled a brutal 5.3%. This sharp slide nearly doubled the SPX's losses since early October to 11.2%. Once a general-market correction exceeds 10%, Wall Street gets nervous.
These growing fears have been very apparent on CNBC, which reflects general stock-market sentiment as efficiently as a weathervane reflects prevailing winds. Hosts and guest commentators alike on this premier television network for traders have been universally wringing their hands in disgust. Not only are they worried, but they are lamenting that “all sectors” are being crushed by the “universal selloff”.
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Friday, January 11, 2008
Gold at $890 on Merrill Lynch $15billion Mortgage Loss / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES for immediate delivery held 1% below their new overnight records in London early on Friday, flipping around $890 per ounce as the US open drew near.
"Yesterday the Gold Market looked bearish on the day [but] after the initial dip we had a rally of $30," says this morning's note from the metals dealers at Mitsui in Sydney .
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Friday, January 11, 2008
Crude Oil Crisis and How to Profit From the Coming Oil Boom! / Commodities / Crude Oil
By: Money_and_Markets
Sean Brodrick writes: Recently, I told you that I expected oil prices could spike to $150 per barrel in 2008. But, if anything, that target might be too low! In fact, the head of the International Energy Agency just said that demand growth just from China and India alone could cause prices to rise to $150 per barrel.
So imagine what other factors such as geopolitical disruptions would do to prices! Indeed, the fastest-growing bet in the oil market these days is that the price of crude will double to $200 a barrel by the end of this year.
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Thursday, January 10, 2008
Ranking of Silver Stocks In Order of Leverage / Commodities / Gold & Silver
By: Roland_Watson
Three months ago at the beginning of October The Silver Analyst had a look at 60 silver or silver related stocks and ranked them according to the most important feature investors want in a silver mining stock. That feature is leverage. If silver is powering ahead as we expect it to do increasingly in the months ahead then we want stocks which power ahead even more than silver.
To that end a table was produced which ranked each stock not just by absolute gain but by how much it was delivering leverage on the price of silver. That study was conducted for prices from the major intraday lows on August 16th 2007 to the intraday highs near to October 2nd 2007. I won't reproduce the whole table but will show you who the top ten performing stocks over that time period were.
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Thursday, January 10, 2008
Gold's Two Stage Mini Blowoff Rally / Commodities / Gold & Silver
By: Alex_Wallenwein
Gold's rocket-blast higher on Tuesday, January 8, occurred in two stages and demonstrated a most unusual pattern:
After a brief blip upwards right at the open in Sydney, gold commenced a steady, slow upward trend throughout most of the day. After Sydney closed, it dropped a wee bit and then began an asymptotic moon shot that was immediately capped upon the London open.
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Thursday, January 10, 2008
Gold BREAKS All Records! / Commodities / Gold & Silver
By: David_Vaughn
Wow! Can you believe what gold is doing? It literally has broken every established record climbing to where it has never been before. So far it has climbed as high as 870 before leveling back a bit. Just remember though. This is not about gold. This is actually about deteriorating world economic and political events.Read full article... Read full article...
Thursday, January 10, 2008
Gold Hits New US Dollar All-time High / Commodities / Gold & Silver
By: David_Shvartsman
Gold is making new all-time highs today, as the dollar price for spot gold rises above $890 an ounce .Strong fund buying since the start of the new year, momentum in the key Japanese gold futures price, and the launch of a new gold contract in Shanghai helped to fuel the rise, according to Reuters.
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Thursday, January 10, 2008
Crude Oil Finally Made it to US $100, Where Next? / Commodities / Crude Oil
By: Regent_Markets
While the media's focus continues to be on the mortgage and credit crisis, oil has quietly been making its way back up to $100 per barrel. Oil has already passed its inflation adjusted peak of $80. If oil continues to rise, it will be more expensive that at any other time in history in real terms.Read full article... Read full article...
Wednesday, January 09, 2008
Agri-Foods Demand Fueled by China - Are Governments Starting to Hoard Grains? / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Why are Agri-Food prices rising and stock prices falling? Does a connection exist? Do the markets understand that world is shifting to a new reality? In past decades, around the world a vast amount of money was squandered creating surplus housing and investment bubbles. In same era, little was done to deal with with growing inadequacy of world's ability to feed itself. In the coming years, only way of balancing Agri-Food demand and supply is through higher prices.Read full article... Read full article...
Wednesday, January 09, 2008
Uranium Stocks in Still a Gamblers Market / Commodities / Uranium
By: Merv_Burak
Another down day for the uranium stocks. There still seems to be no end to the decline but on the other hand the decline is still in a predictable and acceptable mode. Even some more downside would not change the basic intermediate or long term prognosis. But first, a rundown of what has happened on the close.Read full article... Read full article...
Wednesday, January 09, 2008
Gold SMASHES Through 1980's All-Time High! Next Target $1,000! / Commodities / Gold & Silver
By: Money_and_Markets
Larry Edelson here with an urgent update on gold: Starting a few minutes before 8 a.m. Eastern Time today ...
• Gold smashed through its all-time record high of $877 per ounce ...
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Tuesday, January 08, 2008
Gold Trades at New All Time High / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES leapt at the London opening on Tuesday, shooting 1.5% higher against the US Dollar to hit all-time record highs above $876 per ounce.Australian investors saw Gold Prices break A$995, another new record high. In Canadian Dollars, gold hit C$876 per ounce, while the Gold Price in Euros jumped 1.3% to a new record of €595 – higher by nearly one-quarter from this time last year.
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Tuesday, January 08, 2008
Gold Demand Heightened by Iranian Action in the Strait of Hormuz / Commodities / Gold & Silver
By: Gold_Investments
Gold was down $3.70 to $859.30 per ounce in New York and silver was down 14 cents to $15.16 per ounce yesterday. But gold is up sharply in Asia and early European trading and the London AM Fix was at $873.25. While profit taking and consolidation were to be expected gold has continued to surprise to the upside and has reached new record highs. Gold's new historic record beat the previous all-time pinnacle of $868.89 set last Thursday amid unrest in Pakistan, a faltering dollar and as oil struck an historic peak above $100 a barrel.Read full article... Read full article...
Monday, January 07, 2008
Inflation, Deflation - A Mexican Standoff / Commodities / Gold & Silver
By: Captain_Hook
The inflation and deflation camps are now at completely opposite ends of the spectrum – each staring the other down in a Mexican Standoff of sorts. In this regard it's not uncommon to find articles telling us why inflation is the big concern right along side others that provide lucid arguments as to why 1929 is just around the corner. And as noted in our alert yesterday , not since the year 2000 have we witnessed such complacency in the trade considering what's happening out there, where if this keeps up at some point the equity complex will just snap-off one morning with big down days over seas leading the way. Of course on the flip-side of this, and as Dave pointed out the other day , history has proven that shorting technical set-ups like we have right now has proven expensive for the bears, and that most should abstain from shorting stocks. So, the 64 trillion dollar question arises, ‘who is right?'Read full article... Read full article...