
Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Saturday, May 18, 2013
Commodities Boom to be Driven by the Urbanisation of 1 Billion More People / Commodities / Demographics
By: Richard_Mills
 Many, many years ago during a lengthy argument with a friend he told me to   'give it a doubt' - he meant I was wrong.
Many, many years ago during a lengthy argument with a friend he told me to   'give it a doubt' - he meant I was wrong.
The herd is convinced the commodities boom is over. Doom and gloom, the sky is falling, the bears argument sounds convincing - growth has stopped, economies are slowing. Looking at the TSX.V's performance (most of the world's mineral exploration firms call the Venture Exchange home) it's as if people are convinced the need to search for, develop and mine new mineral deposits is over.
Read full article... Read full article...
Friday, May 17, 2013
The Last Investable Moment for Silver / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
 In the context of the current U.S. Dollar valuation  bubble, silver’s eventual price rise seem inevitable. This paper currency bubble  commenced with a desperate flight to quality, despite the fact that the U.S.  Dollar had been an intrinsically worthless currency since it was taken off the  gold standard by Nixon in the early 1970’s.
In the context of the current U.S. Dollar valuation  bubble, silver’s eventual price rise seem inevitable. This paper currency bubble  commenced with a desperate flight to quality, despite the fact that the U.S.  Dollar had been an intrinsically worthless currency since it was taken off the  gold standard by Nixon in the early 1970’s.
Silver is one of many sought after investment choices when risk aversion is high. What makes it a convenient choice happens to be that the metallic commodity has special qualities that have historically made it one of the best forms of money.
Read full article... Read full article...
Friday, May 17, 2013
Silver COT Report - The Day the Numbers Lied / Commodities / Gold and Silver 2013
By: Dr_Jeff_Lewis
 Prices ended down slightly once again for both silver and gold last week. There was no great  change noted in the COT reports for either precious metal, and the monthly Bank  Participation Report was a non-event for silver. This is once again leaving  many observers scratching their heads about the suddenly questionable reliability  of these numbers.
Prices ended down slightly once again for both silver and gold last week. There was no great  change noted in the COT reports for either precious metal, and the monthly Bank  Participation Report was a non-event for silver. This is once again leaving  many observers scratching their heads about the suddenly questionable reliability  of these numbers.
Friday, May 17, 2013
Gold Wars: U.S. Undermining Iranian Currency By Blocking Gold Imports / Commodities / Gold and Silver 2013
By: GoldCore
 Today’s AM fix was USD 1,376.75, EUR 1,069.15 and GBP 903.62 per ounce.
Today’s AM fix was USD 1,376.75, EUR 1,069.15 and GBP 903.62 per ounce. 
Yesterday’s AM fix was USD 1,377.00, EUR 1,070.01 and GBP 904.32 per ounce. 
Friday, May 17, 2013
The Key Reason to Buy Gold Stocks Now / Commodities / Gold and Silver Stocks 2013
By: Money_Morning
 Tony Daltorio writes: One of the most successful long-term strategies when hunting for the best stocks to buy is contrarian investing.
Tony Daltorio writes: One of the most successful long-term strategies when hunting for the best stocks to buy is contrarian investing.
It's a rather simple strategy: buy something when it is out of favor and everyone else is selling, which leads to bargain prices. Then wait for sentiment to turn, sell and pocket your profit.
Read full article... Read full article...
Friday, May 17, 2013
Will Soaring Stock Market Indices Hit the Ceiling? / Commodities / Gold and Silver 2013
By: DailyGainsLetter
 Moe Zulfiqar writes: The stock market rally that began in March of 2009 is gaining attention once again. The key stock indices have surpassed the highs they registered before the U.S. economy was hit with a financial crisis and the ones made at the peak of the tech boom.
Moe Zulfiqar writes: The stock market rally that began in March of 2009 is gaining attention once again. The key stock indices have surpassed the highs they registered before the U.S. economy was hit with a financial crisis and the ones made at the peak of the tech boom.
  With all this, the direction in which the key stock indices are headed next has become a topic of discussion among investors: can they go any higher? Or we are bound to see another market sell-off, like the one we saw in 2008 and early 2009?
Thursday, May 16, 2013
European Natural Gas Industry's Green Rage / Commodities / Natural Gas
By: Andrew_McKillop
 DYING IN GREEN TAPE
DYING IN GREEN TAPE
  BusinessEurope president Jürgen Thumann  speaking to EurActiv at the European Business Summit which opened 15 May, squarely  blamed the European Commission for "the negative effects of green tape”,  also saying EU regulations create ‘unnecessary burdensome legislative  instruments in climate, energy and environment policies’. One of these is the  so-called Third energy package, which is supposed to encourage Europe's gas  importers, producers, pipeline transporters, distributors and users, because  gas is cleaner-burning, lower emission and therefore preferable to coal for  power generation. Gas-fired power is also the fastest-response, best backup  power choice to run with renewable power.
Thursday, May 16, 2013
Controlling the Beginning Stages of Hyperinflation by Manipulating the Gold and Silver Prices / Commodities / Gold and Silver 2013
By: Steve_St_Angelo
 The  tactic by the Fed and Central Banks is to inflate the stock markets while  manipulating the price of gold and silver lower. This achieves two goals, 1) it  reassures the public’s faith by pumping up stock prices while the economic  indicators continue to deteriorate and 2) it elevates the dollar while it  destroys market sentiment in the precious metals.
The  tactic by the Fed and Central Banks is to inflate the stock markets while  manipulating the price of gold and silver lower. This achieves two goals, 1) it  reassures the public’s faith by pumping up stock prices while the economic  indicators continue to deteriorate and 2) it elevates the dollar while it  destroys market sentiment in the precious metals.
So far, the strategy has worked. Some of the toughest gold and silver bugs are becoming extremely frustrated and downright bearish. You can’t blame them as this is typical human psychology. Although, extremes and manipulations never last forever and at some point in time they reverse.
Read full article... Read full article...
Thursday, May 16, 2013
Silver and the Dow / Commodities / Gold and Silver 2013
By: Hubert_Moolman
 The Dow making new highs is likely to be very good news for silver investors, because nominal silver peaks tend to come after significant nominal peaks in the Dow. These stock market rallies are driven by the expansion of the money supply, causing a big increase in value of paper assets (including stocks) relative to real assets.
The Dow making new highs is likely to be very good news for silver investors, because nominal silver peaks tend to come after significant nominal peaks in the Dow. These stock market rallies are driven by the expansion of the money supply, causing a big increase in value of paper assets (including stocks) relative to real assets.Read full article... Read full article...
Thursday, May 16, 2013
Gold Bullion Demand Remains Strong Whilst Price Remains Weak / Commodities / Gold and Silver 2013
By: GoldCore
 Today’s AM fix was USD 1,377.00, EUR 1,070.01 and GBP 904.32 per ounce.
Today’s AM fix was USD 1,377.00, EUR 1,070.01 and GBP 904.32 per ounce. 
Yesterday’s AM fix was USD 1,412.25, EUR 1,094.51 and GBP 926.67 per ounce. 
Wednesday, May 15, 2013
The Coming Natural Gas Boom - These Will Soon be the World's Most Profitable Corporations / Commodities / Natural Gas
By: DailyWealth
 Porter Stansberry writes: I'm extremely bullish on natural gas.
Porter Stansberry writes: I'm extremely bullish on natural gas. 
    
    That might sound strange to you. If you've been reading our work for any amount of time, you've heard about new drilling techniques that have produced a tremendous glut of natural gas in the U.S.  
Wednesday, May 15, 2013
Gold and Bitcoin are the Currencies of the Future / Commodities / Gold and Silver 2013
By: The_Gold_Report
 Europe, says James Turk, founder and  chairman of GoldMoney, is in the midst of two crises—one in the banking  sector, the other related to economic activity, and capital is needed to solve  both. As to the allegedly strong dollar, Turk, in this interview with The  Gold Report, suggests comparing it to the price of gold rather  than other fiat currencies for a better picture. And the world's newest  currency—Bitcoin—has a lot in common with one of the oldest—gold.
Europe, says James Turk, founder and  chairman of GoldMoney, is in the midst of two crises—one in the banking  sector, the other related to economic activity, and capital is needed to solve  both. As to the allegedly strong dollar, Turk, in this interview with The  Gold Report, suggests comparing it to the price of gold rather  than other fiat currencies for a better picture. And the world's newest  currency—Bitcoin—has a lot in common with one of the oldest—gold. 
The Gold Report: James, from your perspective in Europe, is the region in as bad a financial crisis as it appears in the headlines here in the U.S.?
Read full article... Read full article...
Wednesday, May 15, 2013
Putin’s Power Play to Change the Uranium Mining Sector / Commodities / Uranium
By: Casey_Research
 The last time Vladimir Putin was president, he laid the foundation to pull Mother Russia from the wreck of economic chaos to a world power once again. This time, he's ready to extend that influence to counter the West. His tools: Russia's abundant resources of energy, including uranium.
The last time Vladimir Putin was president, he laid the foundation to pull Mother Russia from the wreck of economic chaos to a world power once again. This time, he's ready to extend that influence to counter the West. His tools: Russia's abundant resources of energy, including uranium.
There's a new war developing on the continent, and the weapons this time will be oil wells, gas fields, and uranium mines, pipelines and ports, processing facilities, and supply deals.
Read full article... Read full article...
Wednesday, May 15, 2013
Gold and Silver Hit 3-Week Lows, ETFs "Could Sell Another 250 Tonnes of Gold" / Commodities / Gold and Silver 2013
By: Ben_Traynor
WHOLESALE gold bullion prices fell to three week lows around $1410 an ounce Wednesday, as European stock markets ticked higher, reversing earlier losses following disappointing Eurozone growth data.
Gold in Euros fell as low as €1094 an ounce, while gold in Sterling fell below £930 an ounce.
Read full article... Read full article...
Wednesday, May 15, 2013
South Africa Starts Importing Gold to Meet Global Coins Demand / Commodities / Gold and Silver 2013
By: GoldCore
 Today’s AM fix was USD 1,412.25, EUR 1,094.51 and GBP 926.67 per ounce.
Today’s AM fix was USD 1,412.25, EUR 1,094.51 and GBP 926.67 per ounce. 
Yesterday’s AM fix was USD 1,436.50, EUR 1,103.47 and GBP 938.15 per ounce. 
Wednesday, May 15, 2013
Gold Swift and Violent Plunge to $1100 Possible / Commodities / Gold and Silver 2013
By: Robert_M_Williams
 "It's  not the size of the dog in the fight, it's the size of the fight in the  dog."- Mark Twain  (1835-1910)
"It's  not the size of the dog in the fight, it's the size of the fight in the  dog."- Mark Twain  (1835-1910)
The more I look at gold the more I realize that very few people understand what’s going on with the yellow metal. In part this is do to the fact that gold brings emotions to the surface faster than any other investment I can think of, and emotions have little or no place in the markets. Bringing a varied group of investors together to discuss the yellow metal is like sticking Protestants and Catholics together in a room and telling them to discuss birth control. It may be entertaining, but the discussion goes nowhere. Right now the folks who like gold are complaining that the Fed and the bullion banks, financial institutions like Citibank and J P Morgan, are manipulating the price of gold. I believe there’s more than a grain of truth to that, but if I’m long gold it’s of no conciliation.
Read full article... Read full article...
Tuesday, May 14, 2013
A Different View of the Silver Market / Commodities / Gold and Silver 2013
By: Adrian_Ash
 Miguel Perez-Santalla writes: Why does silver move so much further, and  faster, than gold...?
Miguel Perez-Santalla writes: Why does silver move so much further, and  faster, than gold...?
The SILVER MARKET often gets a bum rap. The reason is that often its gyrations are much greater than those of the gold market.
Read full article... Read full article...
Tuesday, May 14, 2013
How Investors Should Diversify Beyond Gold / Commodities / Metals & Mining
By: The_Gold_Report
 Last month's landslide at Utah's  Bingham Canyon, one of the world's largest copper mines, triggered significant  discussion on possible copper shortages. Brent Cook, veteran geologist and  publisher of Exploration Insights, puts the landslide into  perspective in this interview with The Metals  Report. And for investors who want to dig out profit  potential beyond the yellow metal, Cook gives us a byproduct primer and  suggests base metals are a great way to diversify.
Last month's landslide at Utah's  Bingham Canyon, one of the world's largest copper mines, triggered significant  discussion on possible copper shortages. Brent Cook, veteran geologist and  publisher of Exploration Insights, puts the landslide into  perspective in this interview with The Metals  Report. And for investors who want to dig out profit  potential beyond the yellow metal, Cook gives us a byproduct primer and  suggests base metals are a great way to diversify.
The Metals Report: In April, a landslide shut down operations at one of the largest copper mines in the world, Rio Tinto Plc's (RIO:NYSE; RIO:ASX; RIO:LSE; RTPPF:OTCPK) Bingham Canyon mine. Thankfully, no one was injured. Are landslides always a threat at large, open-pit mines? Will this change the standards for how mines are built and their size?
Read full article... Read full article...
Tuesday, May 14, 2013
Stronger Dollar Means Gold Has Lost Safe Haven Appeal / Commodities / Gold and Silver 2013
By: Ben_Traynor
 SPOT GOLD fell towards three-week lows Tuesday, dropping  as low as $1423 per ounce, as the Euro also fell against the Dollar after  comments from those attending today's Eurozone finance ministers' meeting  appeared to show disagreement over the creation of a banking union.
SPOT GOLD fell towards three-week lows Tuesday, dropping  as low as $1423 per ounce, as the Euro also fell against the Dollar after  comments from those attending today's Eurozone finance ministers' meeting  appeared to show disagreement over the creation of a banking union.
Days after Germany's DAX index set a new record high, European stock markets extended yesterday's losses this morning.
Read full article... Read full article...
Tuesday, May 14, 2013
Fed Gangsters Manipulating Gold and Silver Prices / Commodities / Gold and Silver 2013
By: Paul_Craig_Roberts
 There are many signs of gangster state America. One is the collusion between federal authorities and banksters in a criminal conspiracy to rig the markets for gold and silver.
There are many signs of gangster state America. One is the collusion between federal authorities and banksters in a criminal conspiracy to rig the markets for gold and silver.
My explanation that the sudden appearance of an unprecedented 400 ton short sale of gold on the COMEX in April was a manipulation designed to protect the dollar from the Federal Reserve’s quantitative easing policy has found acceptance among gold investors and hedge fund managers.
Read full article... Read full article...

