Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, August 05, 2013

Gold Rally Out of Seasonal Strength and Soft Non Farm Payrolls Payrolls / Commodities / Gold and Silver 2013

By: Bob_Kirtley

Fed monetary policy has been the most significant driver of gold prices over recent years, and US employment data has been the main driver of Fed policy. Therefore the release of US Non-Farm Payroll data is hugely significant for gold investors and Friday’s release was no exception. We have been bearish on gold prices for all of 2013 and as a result our model portfolio is up nearly 60% year to date. However, there a couple of factors that are causing us to consider the possibility of a significant rally in gold prices towards the end of the year. Whilst our core view is that gold prices will head lower, we see a risk that softer employment data and delay of QE tapering triggers a rally in gold over the coming months.

Sunday, August 04, 2013

COMEX Registered Gold Inventory Continues To Drift Lower / Commodities / Gold and Silver 2013

By: Jesse

Total gold at the COMEX, which includes eligible and registered bullion, remained steady at around 7 million ounces.

Registered gold, which is bullion that is considered as deliverable for those who choose to 'stand for delivery' on their futures contracts, remained a bit thin and decreased slightly to a little over 935,000 ounces.

Sunday, August 04, 2013

Investor Opportunity Erupts as the Potash Cartel Dissolves / Commodities / Potash

By: Investment_U

Sean Brodrick writes: North American potash producers got sucker-punched when Russian fertilizer giant OAO Uralkali suddenly said the price of potash could fall in a big way.

Uralkali should know. At the same time it made the bold statement, it broke the news that it will back out of Belararus Potash Co. (BPC), its partnership with a Belarus-based fertilizer maker.

Saturday, August 03, 2013

Gold And Silver – Contrary To Popular Belief, Paper Is The Bellwether For Near-Term Precious Metals / Commodities / Gold and Silver 2013

By: Michael_Noonan

For all of the disdain directed toward the paper futures markets in gold and silver from the Precious Metals, [PM], community, those markets continue to set the tone for pricing. Why is that?

People by the tens of thousands lining up to buy gold and silver, waiting for hours in lines; record sales for gold and silver coins growing month by month; central banks have over- leased their gold holdings, [add also the gold holdings of its customers, against their knowledge]; banks no longer delivering physical gold; banks with allocated gold accounts held by the uber-wealthy not able to make good in delivering gold to rightful holders; German bank demanding gold back from New York and London, told "unable" for the next seven years, not weeks, not months, years; India banning gold imports, and now Pakistan. There are many rumors that COMEX/LMBA have little to no gold and silver available to deliver. The paper markets are garbage, worthless, a joke.

Saturday, August 03, 2013

Gold Investors Golden Sunrise Coming / Commodities / Gold and Silver 2013

By: DeepCaster_LLC

“To combat depression by a forced credit expansion is to attempt to cure the evil by the very means which brought it about; because we are suffering from a misdirection of production, we want to create further misdirection – a procedure which can only lead to a much more severe crisis as soon as the credit expansion comes to an end.” Friedrich Hayek, 1933

Gold Investors have suffered through nearly two years of Price Takedowns, as have the Gold Miners.

Friday, August 02, 2013

Junior Gold Stocks Confidence Crisis / Commodities / Gold and Silver Stocks 2013

By: Zeal_LLC

Gold’s miserable 2013 has been devastating for gold stocks.  This sector, arguably the best performing over the 2000s, has quickly become the pariah of the markets.  And no group of gold stocks has seen more carnage than the junior explorers.

Descriptive of their name, junior gold explorers are small mining companies that explore for gold.  And within this sub-sector is a wide spectrum of exploration stages, from early-stage to advanced-stage.

Friday, August 02, 2013

How Falsified U.S. GDP Data will Lead to Much Higher Gold and Silver Prices / Commodities / Gold and Silver 2013

By: Steve_St_Angelo

While it seems that just about all of the economic data coming out of Wall Street or the U.S. Government is manipulated, there is one piece of data that is not.  This valuable piece of information may also give us an idea on just how much the U.S. GDP data is being falsified.

The problem today with modern economics is that it has totally divorced itself from the physical economy.  Everything is based upon a financial adjustment of one figure or a recalibration of another.  Nothing is as its seems in the "Wonderful World of Financialization."

Friday, August 02, 2013

Can Crude Oil Play Super-Commodity Like 2008? / Commodities / Crude Oil

By: Andrew_McKillop

TIME WAS
Due to the recession, global oil demand in 2008 went down as global supply rose. Prices rose, also. Using US EIA data, global oil consumption decreased from 86.66 million barrels per day (Mbd) in the fourth quarter of 2007 to 86.34 Mbd in the first quarter of 2008. Between Q1 2008 and Q2 2008 global demand fell again, to 85.73 Mbd.

Friday, August 02, 2013

London Gold Bullion Market Data Beyond The Smoke And Mirrors / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,285.75, EUR 972.34 and GBP 847.84 per ounce.

Yesterday’s AM fix was USD 1,323.75, EUR 999.20 and GBP 870.29 per ounce.

Gold fell $12.50 or 0.94% yesterday and closed at $1,310.30/oz. Silver also followed suit and dropped $0.16 or 0.81% and closed at $19.66.

Friday, August 02, 2013

The Uneconomic Return of Scrap Precious Metals and Hyperinflation / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

One argument against silver's return to acknowledged monetary status has been that because much of the above ground silver has already been used up by industry, there simply is not enough supply to flow around in the economy, which is a primary requirement of a suitable currency.

Friday, August 02, 2013

The Best Case for Silver is the Other White Metal / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

Most observers know there have been interesting movements in commodity markets of late, much of which has to do with curious developments among some of the largest banks in the world that have been reported in the mainstream media.

Friday, August 02, 2013

Top Ten Stocks for a Uranium Price Rebound / Commodities / Uranium

By: The_Energy_Report

When it comes to uranium market sentiment, "it's all about Japan," says David Talbot, senior mining analyst at Dundee Capital Markets. With restart applications trickling in and reactor construction underway throughout the world, a turnaround looks less like an "if" and more like a "when." In the meantime, Talbot sees many investors sitting on the sidelines. In this interview with The Energy Report, Talbot discusses the catalysts that could trigger the next uranium boom and the companies that could make investors wish they had arrived at the party a little earlier.

Friday, August 02, 2013

Are Industrial Metals Now an Advantageous Investment? / Commodities / Platinum

By: InvestmentContrarian

Sasha Cekerevac writes: Just the other day, I was talking to a friend of mine who happens to be a big investor in precious metals. Naturally, with the sell-off that some of the precious metals markets have experienced over the past few months, he asked me: is now the right time for an investment opportunity in this sector?

Thursday, August 01, 2013

How to Invest in Agriculture After the Potash Price Crash / Commodities / Agricultural Commodities

By: Money_Morning

Garrett Baldwin writes: Global commodity woes increased again on Tuesday after Russia's Uralkali broke up one of the world's largest potash partnerships and ended a marketing venture agreement with producers in Belarus.

This development changes how to invest in agriculture- as it has already sent investors fleeing from nutrient and fertilizer stocks this week.

Thursday, August 01, 2013

Experts Predict 30-Day Window for Gold Price / Commodities / Gold and Silver 2013

By: Money_Morning

Mary Anne & Pamela Aden: We've been studying the resource markets - and gold in particular - for over 30 years. And have seen almost every cycle the yellow metal has gone through.

One thing is certain in our opinion: International investors, central banks and corporations are all looking to buy gold... And these slow summer months are likely providing the best price.

Thursday, August 01, 2013

A Forensic Investigation of Gold Market / Commodities / Gold and Silver 2013

By: Jesse

This is interesting, but apparently somewhat tentative, which is understandable given the nature of the subject.

I am not in a position to assess it quite yet, but I thought it was worth sharing to see what you all might think. I intend to follow this closely and spend more time looking into it. Today I am preoccupied with the wonders of the healthcare system.

Thursday, August 01, 2013

Natural Gas Price Is Primed for a Big Move / Commodities / Natural Gas

By: Investment_U

Sean Brodrick writes: Are you looking for a rip-roaring bull market? Take a long, hard look at natural gas.

Its price increased 40% to 60% during the first half of 2013 compared to the same period in 2012. If the S&P 500 did that, fat-cat bankers would do cartwheels down Wall Street.

Thursday, August 01, 2013

Gold Investor Strategies for Profiting from a Distorted Reality: Investing After QE / Commodities / Gold and Silver 2013

By: The_Gold_Report

Quantitative easing has created new problems for commodity investors—the systemic distortion of the true supply-demand for commodities. What is a long-term investor to do? In this interview with The Gold Report, Chris Berry, founder of Mountain House Partners, explains what specific factors make a compelling junior miner in this market and lays out his strategy for profiting from a QE-distorted reality.

The Gold Report: After months of financial media coverage, investors are suffering from quantitative easing (QE) overload. At this point, what's important for investors to know about QE?

Thursday, August 01, 2013

Summer Fun for Gold and Silver Investors / Commodities / Gold and Silver 2013

By: Adrian_Ash

The long term needn't look quite so far off for bullion buyers right now...

PUT ASIDE the rise in US interest rates, GDP and Fed tapering talk. Just glance at the rest of this summer's headlines, and you'd think it offered a bull market for 'hard money' gold and silver.

Wednesday, July 31, 2013

Gold Nears 10% Monthly Gain Ahead of Fed Decision / Commodities / Gold and Silver 2013

By: Adrian_Ash

The PRICE of wholesale gold fell back to $1320 per ounce Wednesday lunchtime in London as new data showed the US economy expanding faster-than-expected.

Second quarter GDP rose 1.7% in real terms from a year earlier, the Bureau of Economic Analysis said.