Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Sunday, April 26, 2015
If Other Gold Miners Can Do What Newmont Just Did, Look Out / Commodities / Gold and Silver Stocks 2015
By: John_Rubino
The past few years have been brutal for the gold miners, most of which brought it on themselves by starting new, high-cost mines just in time for the metal's price to crater. The resulting write-downs and operating losses have made this without question the most unloved sector in the whole market.
The consensus among analysts has been that most miners' costs are so structurally sticky that only slight reductions will be possible, making the industry a financial basket case until gold starts rising again.
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Sunday, April 26, 2015
What Obama's First-Ever Energy Review Missed / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: The Obama administration just released its inaugural Quadrennial Energy Review (QER).
The aim of the 348-page report, which was ordered by a Presidential Memorandum in January 2014, is to help the U.S. government create a "comprehensive and integrated energy strategy" by identifying the roadblocks to providing affordable and secure energy and energy services for the country.
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Saturday, April 25, 2015
Gold And Silver - The U.S. Is A Corporation. Precious Metals Stand In The Way / Commodities / Gold and Silver 2015
By: Michael_Noonan
Where have all the trillions of newly created "money" gone? Into the failed and bankrupt banking scam conducted by the elites. All world-wide monetary policy undertaken by the central banks has been for the sole purpose of protecting the failed banking financial structure, propping up the fiat currencies.
Virtually none of the newly created "money" has ever left the banking system for loans to be used for productive means. Instead, it is being used to enslave other sovereign nations, breaking them financially, then taking control of each nation, one nation at a time. Think of Ireland, Spain, Cyprus, and now Greece most prominently in the Kabuki theater known as the elite-controlled Western press. The purpose: A no escape treadmill of debt bondage and poverty. [Kabuki theater: Performance where nothing substantive gets done]
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Friday, April 24, 2015
Are Gold Stocks the Cheapest Ever? / Commodities / Gold and Silver Stocks 2015
By: Jordan_Roy_Byrne
Everyone knows that this has been a devastating bear market for the gold mining sector. If you have followed our work you know that it is the second worst cyclical bear market in at least 80 years. Obviously, gold mining stocks have been crushed. Then they became cheaper, then cheaper and then really cheap. Yet, we may not realize just how cheap this sector has become both in nominal and relative terms.
Below we plot the Barron's Gold Mining Index (BGMI) against Gold. The BGMI dates back to 1938. The ratio recently touched its lowest level in at least 77 years! There might not be anyone alive today who has seen gold stocks this cheap relative to Gold.
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Friday, April 24, 2015
Silver - The Good News or Bad News Metal? / Commodities / Gold and Silver 2015
By: Dr_Jeff_Lewis
Excepting short term price performance, physical silver is often referred to as either the ‘good news metal’ or the ‘bad news metal’.
It’s the ‘bad news’ metal because, like gold, in times of a currency crisis it behaves more like a hedge against currency debasement or as a monetary asset.
Friday, April 24, 2015
Four Things Missing From Obama’s First-Ever Energy Review / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: The Obama administration just released its inaugural Quadrennial Energy Review (QER).
The aim of the 348-page report, which was ordered by a Presidential Memorandum in January 2014, is to help the U.S. government create a “comprehensive and integrated energy strategy” by identifying the roadblocks to providing affordable and secure energy and energy services for the country.
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Thursday, April 23, 2015
Gold, the SDR and BRICS / Commodities / Gold and Silver 2015
By: Alasdair_Macleod
Last Monday there was a meeting in Washington hosted by the Official Monetary and Financial Institutions Forum (OMFIF) to discuss the future relationship, if any, of gold with the Special Drawing Rights[1] (SDR). Also on the agenda was the inclusion of the Chinese renminbi, which seems certain to be included in the SDR basket in this year’s revision, assuming that the United States doesn’t try to block it.
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Thursday, April 23, 2015
U.S. Oil Glut: How High Can It Go? / Commodities / Crude Oil
By: GoldSilverWorlds
Oil Glut Build in PAD3 Gulf Coast
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Thursday, April 23, 2015
Gold Price Forecast to Become Priceless / Commodities / Gold and Silver 2015
By: Chris_Vermeulen
Over the next few years as debt, currencies and countries start to fall apart individuals will be looking to place their money where it will hold its value and buying power during times of extreme uncertainty.
If you eliminate fiat currencies which are created out of this air and are nothing more than a credit we are left with precious metals and stones. As much as we have evolved over time, we could be valuing things like gold, silver, platinum, and precious stones more so than our currency.
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Thursday, April 23, 2015
$GOLD Price Year 2007 Again / Commodities / Gold and Silver 2015
By: Ned_W_Schmidt
Imagine you could go back in time so you could buy some investment at a bargain. Many might also wish to go back in time to sell something. But, let us stick with the idea of returning to an earlier time to buy some asset, like before Gold began its ran to $1,900. Since we know what happened, which of us would not again buy Gold? Well, you are in luck. $Gold is now priced relative to stocks as it was in 2007. To save you time, $Gold closed out that year at about $830.
Wednesday, April 22, 2015
Looming Bond Market Crisis Set to Improve Gold Demand / Commodities / Gold and Silver 2015
By: Harley_Salt
Historically low bond yields across both the private and government sectors are reducing the margin for error when it comes to the ability of the markets to withstand a bond market shock.Global quantitative easing (QE) has seen bond yields driven to low and often sub-zero levels in many economies. The European Central Bank is currently undertaking a EUR60 billion a month euro-area bond buying programme, this is expected to last at least until September 2016. In the past Japan, U.K . and the U.S. have been very active in the past when it comes to QE to stimulate their economies and create inflation with the bond market being a key asset.
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Wednesday, April 22, 2015
Why Alternative Energy Isn’t Taking It on the Chin Despite Low Oil Prices / Commodities / Energy Resources
By: Money_Morning
Dr. Kent Moors writes: Throughout the recent collapse in oil prices, I’ve been telling my readers about a very unusual development in the energy sector.
I say “unusual” because unlike other episodes of falling oil prices, other forms of energy like wind and solar power haven’t followed suit.
You see, when oil prices decline, there’s always an inevitable uptick in demand.
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Wednesday, April 22, 2015
How to Profit from the Drop in the Oil Price / Commodities / Crude Oil
By: GoldSilverWorlds
Over the past three quarters, the world has watched oil prices plummet from over $100 to its current price of $51/barrel of the grade West Texas Intermediate (WTI). Due to oil’s vital role in the global economy, this massive decline naturally raises questions as to the reasons behind the decline and the perdurability of these lower oil prices. Today we will give you a more in-depth analysis of what is going on in the oil market and offer potential investment implications resulting from these developments.
Tuesday, April 21, 2015
Before Gold Bugs Blaze Their Trumpets…Gold is Due for a Significant Bounce / Commodities / Gold and Silver 2015
By: Harry_Dent
Gold bugs are still waiting on the great hyperinflation that will cause the U.S. dollar to fold over and send gold soaring to the heavens to the tune of $5,000.
That might have looked remotely possible in 2011 when gold almost hit the $2,000 mark… but not now.
Tuesday, April 21, 2015
Currency Wars Back As Russia Buys Gold - One Million Ounces in March Alone / Commodities / Gold and Silver 2015
By: GoldCore
- Russia buys one million ounces and increases gold reserves by another 2.6% in March
- Russia sees gold as important monetary and strategic asset in stealth currency wars
- Large purchase by Russia who normally buy some 300,000 ounces
- Russian gold reserves, at nearly 40 million ounces, are now fifth largest in the world
Monday, April 20, 2015
Gold & Silver Alert: Silver Stocks’ Signal / Commodities / Gold and Silver Stocks 2015
By: P_Radomski_CFA
Briefly: In our opinion, a speculative short position (half) in gold, silver and mining stocks is justified from the risk/reward point of view.
The situation in the precious metals market is quite specific at this time. We have gold moving higher on low volume and moving lower on increased volume (which is bearish), but during the last few weeks miners have outperformed gold which seems to indicate strength. One of the signals that help to decide what the outlook really is comes from silver stocks.
Before we move to silver miners, let's take a look at gold and silver (charts courtesy of http://stockcharts.com).
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Monday, April 20, 2015
Now is the Time to Buy Resource Stocks, Especially Gold Equities / Commodities / Gold and Silver Stocks 2015
By: The_Gold_Report
Kal Kotecha, founder and editor of Junior Gold Report, says now is the time to be buying resource stocks, especially gold equities. He says the TSX Venture Exchange is the most decimated market in the world and the index will rebound to well beyond 1,000 in the next 12 to 24 months. In this interview with The Gold Report, he lists several gold and oil equities, some with near-term production narratives, others with longer-term potential.
The Gold Report: The Junior Gold Report follows both gold and oil equities. Please briefly outline your outlook for both commodities.
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Monday, April 20, 2015
Crude Oil Price Bull Market Hope / Commodities / Crude Oil
By: Bob_Loukas
I believe that energy analysts are absolutely delusional to think Crude production will slow significantly, especially with Oil back near the $60 mark. During the recent, lengthy bull market, tens of billions of Dollars were invested in Crude infrastructure, so there is too much at stake to simply shut down operations and walk away. Investors and participants in any industry that has experienced a 15 year bull market won't change their beliefs overnight - it takes time for sentiment to shift. Most are far too emotionally and financially vested in the industry, so it's unreasonable to think that a 9 month decline is going to drive an immediate adjustment to the imbalance in supply and demand.
Sunday, April 19, 2015
Sugar Commodity Price Bear Rally / Commodities / Commodities Trading
By: Austin_Galt
Sugar finally looks to have kicked off its bear rally so let’s quickly revise the situation using the daily and weekly charts.
Sunday, April 19, 2015
Comex Bucket Shop and Gold Run on China Shanghai Exchange / Commodities / Gold and Silver 2015
By: Jesse
The Comex is a rounding error compared to the global physical market for precious metals.
Shanghai saw 34 tonnes of gold withdrawn last week.
There are less than 18 tonnes of registered (for sale at these prices) gold in all the Comex warehouses, and very little of it sees even a changing of hands, much less withdrawn.
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