Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Saturday, September 14, 2013

Gold Beat Stocks Since Lehmans, But Price Sinks as Tapering Beats Debt Ceiling Fears / Commodities / Gold and Silver 2013

By: Adrian_Ash

The PRICE of GOLD marked the 5th anniversary of Lehman Brothers' collapse by sliding $25 per ounce Friday morning, finally bouncing from a new 5-week low at $1305.
 
World stock markets held flat, while the price of crude oil rallied from a 3-week low.
 
Silver regained 40c per ounce from a fresh 4-week low at $21.42 – some 10% below where it ended last week.

Friday, September 13, 2013

Five Years After Lehman - Gold Still Safe Haven As Financial System 'Insane' / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,308.25, EUR 984.46 and GBP 827.12 per ounce.
Yesterday’s AM fix was USD 1,340.25, EUR 1,008.54 and GBP 847.46 per ounce.

Gold fell $41.60 or 3.05% yesterday, closing at $1,323/oz. Silver slid $1.31 or 5.66%, closing at $21.83. At 3:01 EDT, Platinum fell $28.60 or 2% to $1,437/oz, while palladium fell $2.03 or .3% to $688.47/oz.

Friday, September 13, 2013

Resources Investing Lessons Learned / Commodities / Resources Investing

By: Marin_Katusa

A natural-resource insider asking who Lukas Lundin is would be like a Brit asking who the current queen of England is. You just know.

Fact is, there is no stronger figure in the resource sector than Lukas, who heads the Lundin Group of Companies founded in 1971 by the late Adolf Lundin, Lukas's father and a veritable legend in the sector.

Friday, September 13, 2013

Silver Demand: When Investment Trumps Industrial / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

A slackening U.S. economy typically means that a slowdown in industrial demand for silver will soon be forthcoming. Nevertheless, the re-monetization of silver would more than take care of any such slump in demand.

Even if new supplies of silver are tapped, there is still a considerable premium associated with finding, buying back, smelting and refining the precious metal. Essentially, the physical market for silver would go completely off exchange.

Friday, September 13, 2013

Gold and Silver Price Manipulation Ends With the Death of Fiat Currency / Commodities / Gold and Silver 2013

By: Dr_Jeff_Lewis

The silver and gold market has been rife with speculation about ongoing price manipulation. Most investors are now familiar with this concept, and even the mainstream has admitted that undue market influence has occurred.

Nevertheless, ending this unfortunate fact of life for precious metal investors and allowing prices to rise to their fair value would probably create a U.S. Dollar panic.

Friday, September 13, 2013

Syria Conflict Could Be Good for Energy Investors / Commodities / Energy Resources

By: The_Energy_Report

Conflict in the Middle East has Europe scrambling to find reliable energy sources closer to home. This means investors should consider watching for a big shale discovery in a friendly location. Marin Katusa, energy expert with Casey Research, is constantly looking for the next big thing. In this interview with The Energy Report, Katusa profiles natural gas and uranium companies that could offer stable supply in a time of crisis.

The Energy Report: Energy investing is a truly global venture. What does the possibility of military action in Syria mean for energy investors?

Thursday, September 12, 2013

Crude Oil Prices, Syria, and the Probability of a Price Shock / Commodities / Crude Oil

By: J_W_Jones

Oil prices have been in the spotlight as the Syrian chemical weapons crisis became front and center in the media. As the political process has unfolded, price volatility in oil futures in both directions has been extreme. Oil prices have traded in a wide range the past two weeks between $104 – $112 dollars per barrel.

As a professional option trader, I wanted to look at what the implied volatility within options on oil futures was saying about future oil prices. The oil futures option chain would give me some possible clues about near and intermediate term price direction.

Thursday, September 12, 2013

Planned Attack on Gold Begins, Waiting for Manipulation to End / Commodities / Gold and Silver 2013

By: Toby_Connor

As I was afraid would happen, gold suffered an overnight hit that drove it back below the $1350 support zone. The drop occurred in the span of one minute so it's pretty obvious this was a planned attack with the intent of taking out that support zone in the thin overnight market when there would not be any buyers to defend the against the attack.

Thursday, September 12, 2013

Why I Won’t Be Buying Gold Anytime Soon / Commodities / Gold and Silver 2013

By: InvestmentContrarian

George Leong writes: When gold surged to over $1,400 an ounce, I was still not a believer in its potential as a buying opportunity—rather, I thought it was more a trade against the possibility of an expanded conflict arising in Syria.

The gold bugs were suggesting the time for the yellow metal was here again, and I even heard a target price of $1,700 an ounce. Now, with the situation in Syria looking to be resolved, the safe haven’s gains over the past few weeks are beginning to fade away as the price falls below $1,400.

Thursday, September 12, 2013

Gold Price Hits 1-Month Low Pre-Fed, Asian Stockpiles Cut Bar Demand Outlook in Half / Commodities / Gold and Silver 2013

By: Adrian_Ash

LONDON PRICES for wholesale gold slipped to 1-month lows at $1334 per ounce Thursday lunchtime, extending an early $20 slump in what one dealer called "anaemic trade".

European stock markets reversed morning losses, and crude oil rallied, as the US and Russian foreign ministers met in Switzerland to discuss Syria's chemical weapons.

Thursday, September 12, 2013

Crude Oil Price Forecast: The "Syrian Premium" Is Not Temporary / Commodities / Crude Oil

By: Money_Morning

Dr. Kent Moors writes: By an apparent agreement to place its chemical weapons under international control, Syria seems to have dodged an imminent American military attack.

Yet even as the world takes a step back from the brink, three critical questions still remain:

Thursday, September 12, 2013

India's Anti-Gold Policies: Symptom, Not Cure / Commodities / Gold and Silver 2013

By: Adrian_Ash

Miguel Perez-Santalla writes: Controls on gold inflows don't fix the causes of capital outflows...

WHAT'S GOING on in India is nothing new. We've seen it over and over again throughout struggling economies.

These attempts to control movement of currency are very common when a government is faced with problems like India's. They actually create a more crippling environment than the one they are put in place to improve.

Thursday, September 12, 2013

Gold and Silver Stocks Ten Week Counter Trend Rally ..Up Close and Personal / Commodities / Gold and Silver Stocks 2013

By: Rambus_Chartology

Tonight I would like to show you some charts of what this nearly 10 week counter trend rally looks like compared to this downtrend that has been in place since the highs made one year ago. I want to start with a one year two month chart for the HUI that starts with the right shoulder top, for the massive H&S topping pattern, Big S. This chart may look a little busy but if you start at the top left side corner, Big S, you will see the downtrend channel that has been in place for one year now and shows all the consolidation patterns that have formed during this time. Looking at the top left side of the chart the first chart pattern you see is the black bearish falling wedge which at the time I thought would be a bullish falling wedge. Note the two day hard break below the bottom black rail of the bearish falling wedge. That was my cue that the black 5 point falling wedge was a reversal pattern to the downside. The red arrow and the purple vertical dashed line shows you where we took our first position in DUST, which is a 3 X short the precious metals stocks index, on December 3rd, 2012. As you can see we bought the backtest to the underside of the black falling wedge reversal pattern. We slowly kept building our short position as the downtrend unfolded.

Thursday, September 12, 2013

Gold Price in India: Stronger Rupee Pushed Gold Lower / Commodities / Gold and Silver 2013

By: Nadia_Simmons

Yesterday, the Indian rupee rose to a two-week high as expectations for a narrower trade deficit and receding concerns about Syria helped the currency continue its recent recovery from record lows hit last month. Today, the Indian currency extended gains and added as much as 1.52%. It's worth noting that the rupee posted a fifth consecutive session of gains after former International Monetary Fund Chief Economist Raghuram Rajan took the helm of the central bank last Wednesday and quickly unveiled a spate of measures to support the currency and open up markets.

Wednesday, September 11, 2013

Silver, Butter and TANSTAAFL / Commodities / Gold and Silver 2013

By: DeviantInvestor

TANSTAAFL is the acronym for “There ain’t no such thing as a free lunch.” The saying has been used for years, even prior to Robert Heinlein’s use of it in “The Moon Is A Harsh Mistress.” It is another way of saying there is always a price that must be paid.

Wednesday, September 11, 2013

Gold Bullion Continues to Slowly Bleed Out of COMEX / Commodities / Gold and Silver 2013

By: Jesse

"Though justice often moves slowly, it seldom fails to overtake the unjust." - Horace, Odes

There were no deposits into the COMEX warehouses yesterday. Apparently GLD was not able to squeeze out any bars for the banks.

Wednesday, September 11, 2013

Gold and Silver Bounce from 3-Week Lows as Syria "Averted" / Commodities / Gold and Silver 2013

By: Adrian_Ash

WHOLESALE bullion prices bounced on Wednesday from new 3-week lows as the US cancelled a Congressional vote on Syria, and traders pointed to next week's expected "tapering" of quantitative easing by the Federal Reserve.

Oil prices and other commodities also stemmed this week's drop. World stock markets rose sharply.

Wednesday, September 11, 2013

Is Platinum the New Gold? / Commodities / Gold and Silver 2013

By: The_Gold_Report

The Goldrums of June are giving way to a new dawn for platinum group metals, says David Franklin, a market strategist at Sprott Asset Management. While white metal miners face a variety of challenges, there is an increasing demand for platinum and palladium from vehicle manufacturers in the U.S. and China. And supplies of the hard-to-find metal are vanishing day by day. Now is the time to buy into existing stockpiles of the precious metal, Franklin tells The Metals Report.

The Metals Report: David, can you give us your recap on gold's recent performance?

Wednesday, September 11, 2013

Uranium Price Headed for $50 in 2014, Taking Stocks Higher / Commodities / Uranium

By: The_Energy_Report

The stubborn spot price of uranium has frustrated market watchers for the past year. But that's not the whole story. As most long-term contracts have been made at higher prices, astute investors have been slowly moving into the stocks of uranium producers and explorers in anticipation of the delayed commodity price move expected in 2014. In this interview with The Energy Report, Cantor Fitzgerald Canada Metals and Mining Analyst Rob Chang explains what lies ahead and how the turnaround in the uranium market will benefit the companies he thinks investors should focus on for maximum profits.

Wednesday, September 11, 2013

Could This Be the Next Bakken Resources Discovery? / Commodities / Resources Investing

By: Marin_Katusa

Everyone is looking to make the "Big Score" in the resource sector—that one special discovery that is not just elephant- but brontosaurus-size: big enough to put you into the annals of resource exploration and make fortunes for your investors.

Everyone knows that investing in the junior resource sector can be dangerous. In fact, there are few investments where the odds are so high that they will fail and you will lose your money.