Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, July 01, 2015
How the Latest Greek Drama Will Affect the Price of Crude Oil / Commodities / Crude Oil
By: ...
MoneyMorning.com 
Dr. Kent Moors writes: In Greek history, there is a story that after devising the Athenian system of governance the great classical lawgiver Solon was walking down from the sacred council site of the Areopagus when he was greeted by another citizen.
“Well, Solon, did you give Athens the best constitution possible?” the fellow asked.
“No,” Solon responded. “I gave her the best constitution she could accept.”
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Tuesday, June 30, 2015
Greece Crisis Shows Importance of Gold as Europeans Buy Coins and Bars / Commodities / Gold and Silver 2015
By: GoldCore
- Demand for physical gold from Europeans surges
- Greek ATMs limit withdrawals to €60 per day
- Greeks panic buy food, fuel and medicine
- European elites threaten Greece with expulsion
- Gold not subject to capital controls or “bail-ins”
Tuesday, June 30, 2015
Gold GDXJ : Impulse Move Pending / Commodities / Gold and Silver 2015
By: Rambus_Chartology
The GDXJ is at an important inflection point right here and now. As you can see it’s sitting right on the neckline of a small H&S top that has formed at the fourth reversal point on the potential bearish falling wedge. A break of the neckline will almost assure a move down to the bottom blue rail of the falling wedge at a minimum.
Tuesday, June 30, 2015
Crude Oil Weakness is Not Gold Friendly / Commodities / Gold and Silver 2015
By: Dan_Norcini
Amidst all the talk about "Grexit" (are the rest of the readers as sick of hearing about this as I am at this point?), one thing being overlooked, especially by those who keep calling for some sort of rip roaring surge higher in gold and silver, is the fact that crude oil is weakening.
In short, with many looking at the situation in Greece as contributing to a hit on economic growth, and with the fact that China is struggling, crude oil is moving lower as traders are concerned over a SLOWDOWN IN DEMAND.
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Tuesday, June 30, 2015
Fed Interest Rate Increase Could Be Best Thing to Happen to Gold / Commodities / Gold and Silver 2015
By: The_Gold_Report
A true contrarian knows that when everyone says an interest rate hike by the Federal Reserve would kill stocks, that is the best time to double down on junior mining names. In this interview with The Gold Report, Gold Stock Trades author Jeb Handwerger shares the names of the companies he thinks could do well through the drill bit or by acquisition regardless of when the inevitable turnaround comes.
The Gold Report: Common wisdom says that when the U.S. Federal Reserve raises interest rates later this year, it will prove negative for gold. Do you agree?
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Monday, June 29, 2015
U.S. Crude Oil Glut An EIA Invention? / Commodities / Crude Oil
By: OilPrice_Com
In the latest weekly production data from the EIA, on the back of recent March revisions, the U.S. managed to post a 76,000 barrel per day increase in the lower 48. Production from Alaska fell by 61,000 barrels per day, putting overall U.S. output 15,000 barrels per day higher for the week ending June 12 compared to the previous week.This comes at a time when multimillion barrel draws have become the norm. It is important to note that lower 48 production is estimated based on an EIA black box model, while Alaska is virtually real time data. That suggests that the weekly supply estimates are hugely overestimated.
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Monday, June 29, 2015
Gold and Silver Greece and Short Positions / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
Hedge funds and high-frequency traders have finally forced gold into a US dollar loss this year as shown in our introductory chart, but silver is still in positive territory. This week gold declined $29 with a break from the $1200 level to $1171, and silver fell 40 cents to $15.70 early this morning in European trade.
Sunday, June 28, 2015
China the Wild Card On Gold, Greek Referendum Vote July 5 / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
The Bucket Shop on the Hudson was quiet in this day after precious metal options expiration.
There was intraday commentary here about China's desire to make the yuan a global reserve currency, and some possible implications for gold from the head of Bloomberg precious metals analysis. You may read about that here.
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Sunday, June 28, 2015
Silver - Boiling Down The Narratives / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
Charlie, a long term subscriber sent me the note I’ve included below.
I decided to share it with you because I’m tired. I’m tired of conceding to the mainstream view.
I often find myself apologizing for the emotion and struggling to keep it all professional. To keep a cool head, stick to the facts, honor the investment implications and serve the interests of readers.
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Saturday, June 27, 2015
Gold And Silver – Three Choices: Sell, Hold, Hold and Add. A Trading Treatise / Commodities / Gold and Silver 2015
By: Michael_Noonan
Last year, the rage was the record-setting number of coins various mints were selling to the public, such an incredible demand that would surely impact the demand factor for gold and silver. Then the focus changed to how many tones China and Russia were buying each and every month, scooping up all available supply with their insatiable demand. Gold and silver responded by going lower.
The most popular gold/silver sites, the most respected gold/silver analysts from around the world all chiming in how gold and silver will go through the roof while both metals continue to still languish in the basement, as it were.
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Friday, June 26, 2015
Renewable Energy the Fastest-Growing Energy Sector of 2015 and Beyond / Commodities / Renewable Energy
By: Investment_U
David Fessler writes: I’ve been talking about renewable energy at conferences for the last eight years. Every year, I’ve said renewables will continue to be the fastest-growing energy sector.
And every year, the data proves me right.
Renewable energy sources now generate 28% of the world’s electricity, up from 25% in 2013.
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Friday, June 26, 2015
Crude Oil Price Nearing Exhaustion / Commodities / Crude Oil
By: Bob_Loukas
For an asset like Crude, which is normally extremely volatile, the current prolonged sideways range is very much out of character. Crude has us accustomed to daily swings of 2% to 3%, and to shorter term rallies/declines that draw in traders before reversing suddenly. Crude is generally an asset that fluctuates in price, so the current “flat-line” action is rare. Since the last Daily Cycle peaked on May 6th, Crude oil has been locked in a sideways trading range. Short term traders, expecting the usual crude oil volatility, are being chopped to pieces.
Friday, June 26, 2015
Extreme Gold/Silver Shorting / Commodities / Gold and Silver 2015
By: Zeal_LLC
Gold and silver are languishing near major lows, trudging through the barren sentiment wasteland of the summer doldrums. The major factor behind this weakness is extreme shorting by American futures speculators. But their heavily-bearish bets are actually very bullish for both precious metals. Not only do these traders as a herd always bet wrong at price extremes, their shorts are guaranteed near-future buying.
American futures speculators’ trading has utterly dominated gold and silver price action in recent years. This single group of traders doesn’t normally wield such outsized influence. But with Western investors largely missing in action since early 2013, futures speculators have gone unchallenged. Couple this with the extreme leverage inherent in futures trading, and its stranglehold on gold and silver prices is ironclad.
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Friday, June 26, 2015
QM and XLE Energy Sector Charts Analysis / Commodities / Energy Resources
By: Gary_Savage
It’s starting to look more and more likely that the counter trend bounce in oil (and commodities) may be over. If so then my expectation is that oil will test $35 at some point before the 3 year cycle low is complete.
I was expecting a little more out of the bear market rally. Possibly a move to the mid 60’s before heading back down, but it’s looking more and more likely that oil is going to come up short of my original expectation and traders should probably now start looking for lower prices than hoping for one more pop higher.
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Friday, June 26, 2015
Gold Price Target of USD 2,300 / Commodities / Gold and Silver 2015
By: GoldCore
- “Gold remains in secular bull market”
- System is addicted to unsustainable debt
- Persistent deflationary forces threaten system
- Monetary authorities to take increasingly risky measures to engender inflation
- Debt based monetary system is crux of problem
- “All available means” deployed to prevent global government bond bubble from bursting
- Aversion to owning any gold whatsoever displays “ignorance of monetary history”
- Gold’s qualities as store of value and medium of exchange to be “rediscovered”
- Have “gold price target of USD 2,300” in three years
Friday, June 26, 2015
Gold and Silver - Another Successful Option Expiration For the Insiders / Commodities / Gold and Silver 2015
By: Jesse
The Bucket Shop managed to hold gold below the 1180 level, thereby allowing most of the calls for the option expiration to go out worthless. Oh well done.
There was intraday commentary about the Greek situation which may be actually coming to some sort of resolution over the next few weeks. You may read that here.
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Friday, June 26, 2015
Why Buffett Bet A Billion On Solar Energy / Commodities / Solar Energy
By: OilPrice_Com
Miles Per Acre Per Year During the late innings of the ICE-age (as in the Internal Combustion Engine age) it has become clear that feeding gasoline and diesel to the next billion new cars is not going to be easy, or cheap. In China alone, 500 million new vehicles can be expected to jam the roads between now and 2030.
That may sound far-fetched but considering annual sales have already made it to 25 million units per year (vs. around 17 million in the U.S. – China became the top market in 2009), it only requires a 4 percent growth rate to reach that target in fifteen years.
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Thursday, June 25, 2015
Ron Paul Warns “They Can’t Print Money Forever” / Commodities / Gold and Silver 2015
By: GoldCore
- Former U.S. Congressman blasts Fed’s role in markets
- Gives scathing analysis of modern economics and markets
- Highlights complete disregard of economic fundamentals in investment decisions today
- As will be the case with Greece, U.S. will eventually be forced to liquidate debt
- Attempts to forecast day of reckoning are futile as it is a function of psychology
- “They can’t print money forever”
- Gold and silver will weather and thrive in currency devaluation
Thursday, June 25, 2015
In Gold We Trust 2015: Gold Remains In A Secular Bull Market / Commodities / Gold and Silver 2015
By: GoldSilverWorlds
The ninth edition of In Gold We Trust is out. It is another outstanding, world class report full of unique insights for investors. In Gold We Trust 2015 is focused on the impact of the unusual montary policies on the financial system, investing, and precious metals. In sum, the debt problem is bigger than it seems, and it remains widely misunderstood. This report is a master piece in clarifying the future consequences of the huge global debt burden.
The report is written by Ronald Stoeferle who is the managing partner at Incrementum AG in Liechtenstein, and Mark J. Valek who is the founding partner and investment manager. They manage a global macro fund, focusing on a proprietary management approach, influenced by the Austrian School of Economics.
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Wednesday, June 24, 2015
Why I'm Revising My Crude Oil Price Outlook… Upward / Commodities / Crude Oil
By: ...
MoneyMorning.com Kent Moors writes: I just left a closed-door meeting in Paris. Assembled here were some high-powered oil practitioners, the traders selling their productions, and the bankers financing all of it.
As often happens, the pundits and talking heads have been discussing matters quite similar to what was on our agenda. And as usual, their perspectives are very different from those of us "behind the scenes."
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