Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Tuesday, July 10, 2007
Commodities, Stocks & Warrants / Commodities / Options & Warrants
By: Dudley_Baker
Is there any doubt that we are in the mist of a bull market in the commodities sector, especially for natural resources? The expert analysts we follow believe this bull market will last another
15 to 20 years. The purpose of this article is not to convince you of the existence of the bull market but rather to discuss the different investment strategies that investors can use to accomplish their objectives.
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Tuesday, July 10, 2007
Gold Forecaster - Global Watch - A Real Step Forward, in the Opening of Chinas Gold Markets / Commodities / Gold & Silver
By: Julian_DW_Phillips
Over the last few years a lot of reports have described how China's gold markets have been opening up. We have commented in the Gold Forecaster that the changes have been superficial at best , but have laid the groundwork for the eventual opening of the gold market there.
The ‘acid' test will come when the provincial and even rural centers in China have banks/jewelers that sell gold at prices close to if not at the prices to be found elsewhere in the world. With the infrastructural development of China moving at a fast pace now this time is getting closer. A step that precedes this and brings such a situation within reach of the broad Chinese public has now taken place.
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Tuesday, July 10, 2007
Crude Oil surging! Resource countries flying! / Commodities / Crude Oil
By: Money_and_Markets
Martin here with an urgent update on the latest surge in oil, its many causes and its far-reaching consequences.
After months of meandering without direction, oil markets are jumping back into the limelight.
They're bursting with new activity … moving quickly toward the highest price levels of all time … and setting off a rapid-fire chain reaction of events that most investors are missing.
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Tuesday, July 10, 2007
Daily London Gold Market Report - Gold on the Cusp of a Breakout / Commodities / Gold & Silver
By: Adrian_Ash
GOLD TODAY held onto Monday's gains early in the London session, hitting $661.15 per ounce at the Morning Fix – the highest AM Fix since June 7th for Dollar investors.
John Reade at UBS in London today advised investors to start buying gold, according to a Bloomberg report, before large speculators build their holdings, perhaps sending prices higher over the coming month.
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Tuesday, July 10, 2007
Niger Rebels Interfere with Uranium Mining Plans / Commodities / Articles
By: James_Finch
The next potential squeeze on uranium supply could come from terrorism, not nature. The world's seventh and eighth uranium producing mines are found in the Republic of Niger: the underground Akouta and the open pit Arlit. Together, they produced 3434 tonnes of uranium in 2006, according to the World Nuclear Association. This accounted for more than eight percent of the world's mining production last year.Read full article... Read full article...
Tuesday, July 10, 2007
U.S. Uranium Mill Monopoly / Commodities / Uranium
By: James_Finch
He who owns the uranium mill makes the rules. And in this case, not everyone likes the new price schedule a uranium mining company is offering to pay for uranium to feed its refurbished uranium mill.Read full article... Read full article...
Monday, July 09, 2007
Forget The Gold Price! / Commodities / Gold & Silver
By: David_Vaughn
Let's get back to the subject of gold stocks…when do you buy and when do you sell? The million dollar question.
You know I am tired with such a preoccupied absorption of the gold price. Now I don't want to be a hypocrite here because I know I myself often get excited watching gold move higher. That is our natural human reaction to be excited about something climbing, whether it's a possum or a squirrel climbing high into an oak tree. But it is also natural to have a desire for truth and come to an understanding of what matters most when we are talking about making money.
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Monday, July 09, 2007
Gold and Silver Analysis - K30 It All Adds Up – Don't Be Confused / Commodities / Gold & Silver
By: Neil_Charnock
What has been so interesting about the gold and silver markets over the past few months? Very simply there has been massive selling of physical bullion and a massive supply of negative news.
However despite this; we have seen very strong resource share price performance on the ASX and very strong appreciation of the resource currencies – and we have seen relative price stability in the precious metals too. Gold demand has almost met the increased supply as consumers have grown used to relatively higher gold price levels in India and the Middle East . There has been some other significant demand also.
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Monday, July 09, 2007
Daily London Gold Market Report - Fresh funds are flowing into gold / Commodities / Gold & Silver
By: Adrian_Ash
GOLD OPENED Monday in London just shy of Friday's close at $656 per ounce – more than $4 higher from last week's start against the US Dollar – before rising to a five-session high of $657.80 per ounce.
"Fresh funds are flowing into gold as we're in the early part of the third quarter, although the market is still nervous because of uncertainty over the outlook for global interest rates," said Shuji Sugata at Mitsubishi Futures and Securities to Reuters earlier.
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Sunday, July 08, 2007
What's Happening With The Nickel Market ? / Commodities / Nickel
By: Mike_Hewitt
Commodity bull markets can often experience a speculative peak followed by a dramatic collapse in price. These sharp peaks are sometimes associated with an attempt to corner the commodity by either a single large entity or collusion of smaller participants. With the exception of DeBeer's which has allegedly been successful at manipulating the diamond market for decades, these activities often end in financial disaster when the aim of the manipulator becomes widely known. They may find themselves becoming the only buyer in order to keep the price high and prevent a catastrophic collapse.Read full article... Read full article...
Sunday, July 08, 2007
Gold and Silver Analysis - All's Well That Ends Well / Commodities / Gold & Silver
By: Joe_Nicholson
Previous tests of the 50-week moving average have preceded significant rallies over the past year. Two consecutive weekly closes above the 5-week moving average constitute “confirmation” of a new upleg in the gold bull market… silver tends to exaggerate the trends in gold and… a tentative buying level is beginning to be described. ~ Precious Points: The Beauty of Bernanke's Machine , June 30, 2007Read full article... Read full article...
Saturday, July 07, 2007
Gold Stocks vs. Oil Stocks / Commodities / Gold & Silver Stocks
By: Greg_Silberman
Oil Stocks are likely to outperform Gold Stocks over the next 6-months which should provide further support to the stock market.
A question I get asked a lot is where should I be investing my money?
“I'm a believer in the Commodity Super-cycle and in Peak Oil but gosh, just tell me what (and when) I should be buying!”
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Friday, July 06, 2007
Gold & Dow Jones Update - Policy Implications / Commodities / Gold & Silver
By: Brian_Bloom
Regular Readers will be aware of the fact that I have recently had the temerity to stick my neck out and call for a strong rise in the Gold price and precious metal related investments.
The two charts below – courtesy Bigcharts.com – are particularly illuminating
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Friday, July 06, 2007
Gold: The Fundamental Rules / Commodities / Gold & Silver
By: Adrian_Ash
"...Asia's booming economies are colliding with its traditional love of gold. If you like unstoppable investment trends, it might pay to take note..."
SO THE FUNDAMENTAL rules still apply in the credit markets then – and complex mortgage derivatives leveraged to the Nth degree still need the original home-buyer to meet his monthly repayments if they're to avoid blowing up.
You might have expected someone at Bear Stearns...then Queens Walk in London...and now Italease in Milan, Italy...to have spotted this simple fact.
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Friday, July 06, 2007
Outraged At Oil Companies, But Not Chicken Farmers? / Commodities / Agricultural Commodities
By: Michael_K_Dawson
As gas prices continue going up, the debates are getting more emotional. About a month ago I had an interesting discussion or should I say argument about escalating gas prices. My “friend” adamantly put the blame on the oil companies. My argument about a few billion new entrants into the global economy creating supply/demand imbalances fell on deaf ears.Read full article... Read full article...
Friday, July 06, 2007
Global Demand for Gold is Increasing - Global Gold 3 / Commodities / Gold & Silver
By: Zeal_LLC
As American investors and speculators in precious metals and their miners, it is really easy to lapse into a provincial perspective. Although the American PM markets are certainly very important, there is a massive world out there beyond our country. The entire populace of the United States represents less than 5% of the world's people, and a similar tiny fraction of potential investors.
We Americans have been incredibly blessed with unparalleled per-capita wealth, and it is great to see other nations around the world thriving economically too. In any country more free enterprise ultimately leads to better standards of living and more surplus capital to invest. Some of this capital will certainly find its way into gold, the ultimate long-term investment throughout human history.
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Friday, July 06, 2007
Daily London Gold Market Report - Gold Under Pressure / Commodities / Gold & Silver
By: Adrian_Ash
GOLD MOVED in a $4 range early Friday, reaching lunchtime in London little changed from Thursday's sell-off at $649.50 per ounce.
"As the metal continually fails to make its mark above the 100-day moving average," says the latest technical analysis from Standard Bank in Johannesburg , "it should remain under pressure in the near term.
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Thursday, July 05, 2007
Beijing to Increase More Natural and CBM gas for 2008 Olympics / Commodities / Natural Gas
By: James_Finch
Where do you turn and what do you to when your city is among the filthiest in the world?In Seoul, South Korea, public officials pressured food vendors to stop selling roasted canines during the 1988 Olympiad to avoid giving the city and country a bad name among the tourists.
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Thursday, July 05, 2007
Daily London Gold Market Report / Commodities / Gold & Silver
By: Adrian_Ash
SPOT GOLD PRICES moved gently higher against the US Dollar in London on Thursday, adding $2 per ounce from the overnight start in Asia to break $656 just before the US open.
"People are reluctant to take new positions ahead of New York trade today after the Fourth of July holiday," reckoned Shuji Sugata at Mitsubishi Corp. Futures in Tokyo , to Bloomberg earlier.
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Wednesday, July 04, 2007
Gold Thoughts - Loss of US Manufacturing Means Little Benefit From Depreciating Dollar / Commodities / Gold & Silver
By: Ned_W_Schmidt
Economists spend considerable time fantasizing about a world than only exists in theory. If they become really good at it, they can move on to managing a speculative hedge fund. In that world, fantasizing has been elevated to a new higher level, one that uses computer algorithms.Read full article... Read full article...