Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, January 12, 2016

Here is How You Fix the Oil Market / Commodities / Crude Oil

By: EconMatters

The Mining Industry Approach

Monday, January 11, 2016

Crude Oil Price Closed Week under 2009 Low! / Commodities / Crude Oil

By: Nadia_Simmons

Trading position (short-term; our opinion): Short positions (with a stop-loss order at $39.12) are justified from the risk/reward perspective.
On Friday, crude oil lost 1.14% as concerns over a global supply glut, the situation in China and the Middle East continued to weigh on investors sentiment. Thanks to these circumstances, light crude closed the week under the 2009 low. Does it mean that we’ll see a test of the barrier of $30 in the coming weeks?

Monday, January 11, 2016

The “Hanging in There” Game for Oil Producers / Commodities / Oil Companies

By: EconMatters

9.2 Million Barrels

The latest EIA report shows the US Production rate steady and holding at the 9.2 million barrels per day. And although there have been some anecdotal reports out of Canada at the start of the year on this recent down leg in oil prices, that this has triggered them to shut down production, that at these prices it makes no sense to continue operations; the rest of the beleaguered producers in the oil space are continuing to operate and hold on throwing more bad money after bad money.

Monday, January 11, 2016

Must See Presentation: “Wealth” of “Positive Catalysts” for Gold / Commodities / Gold and Silver 2016

By: GoldCore

Grant Williams gave another must see presentation at the Mines and Money Conference in London last month, laying out why he believes the gold price is languishing despite a wealth of what would ordinarily be “positive catalysts.”

Williams’ presentation is titled “Gold: The Unsurance Policy — Love It or Loathe It.” It is 28 minutes long and can be viewed here:

Monday, January 11, 2016

What’s Up with the HUI and Gold ? / Commodities / Gold and Silver 2016

By: Dan_Norcini

“UP” it was, but the intermediate term chart is certainly not that impressive, given the pandemonium that has been taking place since the start of the New Year.

The index does seem to have carved out a bottom just above the 100 level but it must take out initial resistance near 140 and then again above the 50 period moving average to give chartists some reason to turn more solidly bullish. As things stand now, all it looks like the index has done is to bounce off a bottom and trek higher towards to the upper bounds of a sideways trading pattern. For a bullish breakout to occur, 150 will have to be cleared.

Sunday, January 10, 2016

The Dot Plot, Treasuries and the Gold Stocks TSX.V / Commodities / Gold and Silver Stocks 2016

By: Richard_Mills

The Federal Reserve has finally raised their target for the Fed Funds rate. In a unanimous vote members decided to raise rates by 25 basis points to 0.25 - 0.50 per cent. It was the first hike since June 2006 when then Fed head Ben ‘helicopter’ Bernanke increased the benchmark rate from 5 to 5.25 percent.

How far and how fast will the Fed's rate-hike cycle go? Maybe Federal Reserve members themselves can tell us that…

Saturday, January 09, 2016

Gold And Silver – Why More Important Than When. Going Lower Before Moving Higher / Commodities / Gold and Silver 2016

By: Michael_Noonan

When the globalist’s central bankers are in control, primarily the US/UK, they are proving their ability to supersede the natural forces of supply and demand with impunity. When they have the ability to “print” unlimited amounts of fake fiat, no other country can stand in the way, not even China.

On the other hand, neither China nor Russia wants to oppose the globalist forces of evil, for both of those nations see what is unfolding on the world’s stage is the kabuki theater death dance of the US and the inexorable fading away of the fiat Federal Reserve Note.

Saturday, January 09, 2016

Gold to Equities Ratios Have Bottomed / Commodities / Gold and Silver 2016

By: Jordan_Roy_Byrne

It has been a strong start to 2016 in precious metals, today notwithstanding. Gold was able to break above daily resistance at $1080 to $1090 while miners climbed higher until Friday's reversal. Rather than focus on the nominal gains I want to turn our attention to Gold's performance against other markets and asset classes. It is starting to turn in Gold's favor and that is imperative if the precious metals bear market is to end in 2016.

Friday, January 08, 2016

Natural Gas Prices Signaling Oil Bottom for Investors / Commodities / Natural Gas

By: EconMatters

Everyone is trying to figure when the oil markets will bottom. Well lost in all the crazy action in markets globally is the nice resurgence off the bottom for natural gas prices. Natural Gas prices have essentially gone from $1.68 per MMBtu to $2.40 per MMBtu rather rapidly in the midst of a mild winter so far. The reason is that all those rig reductions are starting to affect the production of the commodity, less natural gas is coming to market relative to expectations.

Friday, January 08, 2016

That`s the Bottom in the Crude Oil Price, Clear Out Weak Hands in the Market / Commodities / Crude Oil

By: EconMatters

On Wednesday the oil market sold off to $33.77 on large product`s builds, China`s devaluation of its currency, and a substantial selloff in equities. Sure Oil can go a dollar below this low, but for all intents and purposes this is the bottom in the oil selloff that was predicted for the start of the year. This move down was as predictable a move as there is in financial markets, and we called this down move to start the year with a piece we issued in December.

Friday, January 08, 2016

Gold Price Higher In Most Currencies in 2015 – Up 4% This Week / Commodities / Gold and Silver 2016

By: GoldCore

- Gold acts as safe haven in 2015 … for those who need safe haven
- Gold gains in CAD, AUD, NZD, ZAR, RUB & most emerging market currencies
- Gold essentially flat in EUR (-0.3%) as ECB QE supports gold
- Gold lower in USD, GBP, CNY, INR, JPY, CHF
- Of 18 major currencies, gold was higher in 11 currencies and lower in 7
- Hallmarks of market bottoming and bodes well for 2016
- Gold over 4% higher in USD, EUR and GBP so far in January 

Thursday, January 07, 2016

Why are Gold Stocks Outperforming? / Commodities / Gold and Silver Stocks 2016

By: Ned_W_Schmidt

Even a cursory review of U.S. stock market indices over the past year shows sharp differences in the character of the first half of last year and the latter half. A clear discontinuity occurred in the path of that market. That a Part A and a Part B existed cannot be ignored. The fantasies and dreams of Part A were dashed in Part B. For whatever the reason, the character of markets changed.

Table that follows shows end of July 2015 values for a number of market indices and investments, the recent value for the same, and the percentage change for that period. One question comes to mind after reviewing this table. Why are the Gold stocks outperforming?

Thursday, January 07, 2016

Perth Mint Silver Coins Sales Surge 56%, Gold Sales Drop 16% In 2015 / Commodities / Gold and Silver 2016

By: GoldCore

Perth Mint’s sales of silver coins surged 56%, while gold sales fell 16% in 2015, as silver stackers continued to accumulate silver coins and bars and the new silver nugget or kangaroo bullion coin (1 oz and 5 oz) saw very high levels of demand.

The Perth Mint’s gold sales rose in December from the prior month, but annual sales slid by nearly a fifth in 2015. Gold sales in December rose to 40,096 ounces from 31,664 ounces in November, the mint said on its website on Wednesday as reported by Reuters.

Thursday, January 07, 2016

Crude Oil Price Breakdown! / Commodities / Crude Oil

By: Nadia_Simmons

Trading position (short-term; our opinion): Short positions (with a stop-loss order at $39.12 and an initial downside target at $33.66) are justified from the risk/reward perspective.

On Tuesday, crude oil lost 2.47% as a stronger greenback pushed the price lower. As a result, light crude extended losses and broke below important support line. What impact could it have on future moves?

Thursday, January 07, 2016

Crude Oil Price Tanks but Oil Tankers are Filling Up and Raking it In / Commodities / Crude Oil

By: Sol_Palha

"A man, when he wishes, is the master of his fate." ~ Jose Ferrer

While oil continues to drop, there is one sector connected to the oil market that is doing rather well. It is the oil tanker sector, and while oil is trading at 11-year lows, many stocks in this sector are already posting double digits gains over the past 12 months. This sector looks appealing both from the Contrarian and Mass psychology perspective for the following reasons.

Wednesday, January 06, 2016

Gold Price Up On Mid East, Asia Risk – January Best Monthly Performance / Commodities / Gold and Silver 2016

By: GoldCore

- Gold up 2.5% in January on stock falls, Korea nuclear test, Middle East tensions
- Gold up an average of 4.4% in January over past decade
- January positive month for gold and silver

Gold prices hit a four-week high today over $1,088 per ounce, extending gains for the third day and leading to a 2.5% gain year to date. Deepening concerns over the indebted Chinese economy saw falls in stock markets again and tensions rose in Asia and the Middle East.

Wednesday, January 06, 2016

Gold Market, Two Charts / Commodities / Gold and Silver 2016

By: Denali_Guide

As you build a model of the trend  you want to find in a Sector or stock that has a trend you can find.  Better yet if you can catch it while it changes trend from down to up.
            Compare the left chart, GIMBO with the RIGHT hand chart, DIMBO. If we are constructing a model of a chart of a stock or sector we want to buy into, which one typifies the best situation that can be there for us : Bottoming, ready to move up, LEFT HAND SIDE, or CRESTING or ROLLING OVER with no decisive trend outlined.

Wednesday, January 06, 2016

Investors Green Energy Trend Is Your Friend / Commodities / Energy Resources

By: The_Energy_Report

David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher.

Tuesday, January 05, 2016

Silver Rides a Runaway Expense Train / Commodities / Gold and Silver 2016

By: DeviantInvestor

The US government will spend nearly $4 Trillion this fiscal year – starting last October 1.  Of course it projects a massive deficit, increasing national debt, uses “funny” accounting, and does not address unfunded liabilities.

Business as usual…

Examine the last 100 years of US government expenditures and national debt – on a log scale in $ millions.  Note that official government expenses have increased from about $750 million to about $4 Trillion, an increase by a factor of over 5,000.

Tuesday, January 05, 2016

DJ-UBS Forecast: Can it get worse in 2016 for Commodities? / Commodities / Commodities Trading

By: Submissions

Ken Ticehurst writes: The commodities complex ended 2015 with another poor year, the Dow Jones Commodity Index ended down 25%. Unfortunately as far as we are concerned the downtrend is set to continue for the foreseeable future there appears very little evidence of a capitulation or a bottom forming.

We are currently in a small oversold bounce which we do not expect to last too long as the index itself has spent the last few months in a controlled descent. Rather than an uncontrolled crash the index has moved steadily lower which can sometimes indicate a lower for longer pattern is unfolding.