Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, July 10, 2007
Niger Rebels Interfere with Uranium Mining Plans / Commodities / Articles
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
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
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.
Read full article... Read full article...
Monday, July 09, 2007
Gold and Silver Analysis - K30 It All Adds Up – Don't Be Confused / Commodities / Gold & Silver
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.
Read full article... Read full article...
Monday, July 09, 2007
Daily London Gold Market Report - Fresh funds are flowing into gold / Commodities / Gold & Silver
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.
Read full article... Read full article...
Sunday, July 08, 2007
What's Happening With The Nickel Market ? / Commodities / Nickel
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
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
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!”
Read full article... Read full article...
Friday, July 06, 2007
Gold & Dow Jones Update - Policy Implications / Commodities / Gold & Silver
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
Read full article... Read full article...
Friday, July 06, 2007
Gold: The Fundamental Rules / Commodities / Gold & Silver
"...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.
Read full article... Read full article...
Friday, July 06, 2007
Outraged At Oil Companies, But Not Chicken Farmers? / Commodities / Agricultural Commodities
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
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.
Read full article... Read full article...
Friday, July 06, 2007
Daily London Gold Market Report - Gold Under Pressure / Commodities / Gold & Silver
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.
Read full article... Read full article...
Thursday, July 05, 2007
Beijing to Increase More Natural and CBM gas for 2008 Olympics / Commodities / Natural Gas
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.
Read full article... Read full article...
Thursday, July 05, 2007
Daily London Gold Market Report / Commodities / Gold & Silver
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.
Read full article... Read full article...
Wednesday, July 04, 2007
Gold Thoughts - Loss of US Manufacturing Means Little Benefit From Depreciating Dollar / Commodities / Gold & Silver
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...
Tuesday, July 03, 2007
Rising Sea Levels To Endanger Nuclear Power Future / Commodities / Climate Change
One of the primary reasons for the building of more nuclear power plants today is to combat global warming and climate change, as nuclear power is relatively free of carbon emissions. However if this is to be used as a reason for building more plants, then this implies that the theory of global warming and its effects, such as sea levels rising are to be believed.Read full article... Read full article...
Monday, July 02, 2007
Gold - Keep an Eye on Newmont Mining / Commodities / Gold & Silver Stocks
The share price of Newmont Mining, the second biggest gold minig company in the world, recently touched an almost two year low of $38.08 on the 27th of June. This was the lowest level for NEM (ticker symbol) since August 2nd, 2005! It also marked a very significant drop from the high of $62.72 reached on January 31st, 2006.Read full article... Read full article...
Monday, July 02, 2007
How Do You Make Money in Gold Stocks? / Commodities / Gold & Silver Stocks
The uranium price remains over 135 dollars per pound and seems content to remain climbing.
It amazes me how depressed and skeptical everyone becomes when a target price objective is not met. I suppose it's hard to remember what the original objective of the game is. And the objective is to make money in natural resource stocks. Is that objective being met? For those who had the good sense to listen to solid advice and purchase the best precious metals companies.
Read full article... Read full article...
Monday, July 02, 2007
Turning Bullish on Precious Metals / Commodities / Gold & Silver
Gold's divergence since April was and still is troubling. Despite that divergence, multiple different indicators are now signaling that the precious metal sector could be at or approaching a major bottom. Though gold did break its uptrend from October 2006, it has failed to breakdown in a manner that would deem significant its recent underperformance. Another term for a breakdown that doesn't follow through is "shakeout." The converse is when a breakout occurs but isn't sustained.Read full article... Read full article...