Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, January 09, 2013

Platinum Market Analysis and Forecast for 2013 / Commodities / Platinum

By: The_Gold_Report

Violent strikes and supply disruptions in South Africa put platinum in the headlines last year, and the metal spent 2012 selling at a discount to gold. Is a platinum discount the new normal? How will the market shift in the labor strike fallout? And will mining asteroids transform supply fundamentals? CPM Group Platinum Analyst Erica Rannestad met with The Metals Report to share her price and cost forecasts for 2013 and discuss the supply and demand trends to watch this year.

The Metals Report: Across the mining sector, investors are concerned with rapidly rising costs. How did the 2012 strikes in South Africa affect operating costs in the platinum group metals (PGM) mining industry specifically?

Tuesday, January 08, 2013

Crude Oil Stocks Forecast 2013 / Commodities / Oil Companies

By: David_Petch

This article was published for the benefit of subscribers on January 7th, 2013. The purpose of this article is to discuss what lies ahead in 2013. Areas not discussed are prior articles relating to 9 healthcare stocks in uptrends or the most recent update regarding the S&P 500 and AMEX Gold BUGS Indices. General concepts are shared in this article, with more detailed information and future dates kept for subscribers. We thought it was important to share this information to help guide investors for the turbulent period of time that lies ahead into 2014.

Tuesday, January 08, 2013

Dealers Report "Very Strong" Gold Demand from China, Indian Interest "Significant" / Commodities / Gold and Silver 2013

By: Ben_Traynor

WHOLESALE gold bullion prices ended Tuesday morning in London at $1655 per ounce, regaining ground lost yesterday to climb back to where it started the week, with dealers reporting signs of strong demand from India and China, the world's two biggest gold buying nations.

Silver climbed to $30.40 an ounce, slightly up on the week so far, while stocks and commodities also edged higher and US Treasuries fell.

Tuesday, January 08, 2013

China's Gold Volume “Shot Through The Roof” Yesterday Ahead Of Lunar New Year / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,653.75, EUR 1,261.06 and GBP 1,028.07 per ounce.
Yesterday’s AM fix was USD 1,653.75, EUR 1,267.82 and GBP 1,029.60 per ounce.

Silver is trading at $30.38/oz, €23.25/oz and £18.95/oz. Platinum is trading at $1,569.50/oz, palladium at $672.00/oz and rhodium at $1,150/oz.

Monday, January 07, 2013

Gold Bugs Ready to Accept Apologies From Paper Asset Buying Gurus / Commodities / Gold and Silver 2013

By: Ned_W_Schmidt

All us crazy Gold bugs are ready to accept the apology of gurus and strategists that have filled the airways and internet with the unrelenting drivel on buying paper equities over the past two decades. We just have not heard it yet. We may have to wait longer, though the evidence suggests it should come soon. Twenty years should be sufficient time for them to recognize the error of their ways.

Monday, January 07, 2013

Shanghai Gold Trading Jumps as US Gold Derivatives Shrink to 3-Year Low / Commodities / Gold and Silver 2013

By: Adrian_Ash

SPOT GOLD PRICES traded in a $10 range Monday morning, rising above last week's finish at $1656 per ounce as European stock markets cut earlier losses.

Silver prices also whipped in a tight range, holding at $30.25 per ounce by lunchtime in London.

Major currencies and government bonds were also little changed, as were broader commodity prices.

Monday, January 07, 2013

Gold Rush Bubble? US Gold Coin Sales Fall 25% In 2012 / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,653.75, EUR 1,029.60 and GBP 1,267.82 per ounce.   Friday’s AM fix was USD 1,632.25, EUR 1,254.32 and GBP 1,018.37 per ounce. Silver is trading at $30.21/oz, €23.29/oz and £18.89/oz. Platinum is trading at $1,565.50/oz, palladium at $682.00/oz and rhodium at $1,150/oz.  

Monday, January 07, 2013

Four Timely Investment Moves For The Next Three Crises 2013 / Commodities / Energy Resources

By: Money_Morning

Dr. Kent Moors writes: As I wrote last Thursday, the aftermath of the fiscal cliff deal requires some restructuring of energy sector holdings.

We are currently in a brief period between crises. Nothing was resolved in the eleventh (and a half) hour compromise.

The truth is there are still three huge fights on the horizon - revisiting the sequestration (automatic spending cuts) portion of the fiscal cliff, spending versus taxation in the budget, and raising the debt ceiling.

Monday, January 07, 2013

The Economics of Gold and Silver in 2013 / Commodities / Gold and Silver 2013

By: Alasdair_Macleod

The New Year should see some major changes in how gold and silver are regarded in the West, if it becomes obvious that confidence in government-issued money as a medium of exchange might be misplaced. This concern is for the moment essentially limited to economists of the Austrian School.

Monday, January 07, 2013

Gold And Silver – Who [What] Do You Trust? You Have A Choice / Commodities / Gold and Silver 2013

By: Michael_Noonan

If you collect the money, you disperse the people;
If you disperse the money, you collect the people.
-Chinese Proverb

Nobody understood that better than the moneychangers, today known as central banks. It is the Rothschild creed that has worked for centuries. Remember the “other” Golden Rule: “He that owns the Gold, Rules.”

Sunday, January 06, 2013

Gold Panicky Response to Fed Sets Up Bullish Potential / Commodities / Gold and Silver 2013

By: Clive_Maund

Just who does the Fed think it is kidding, making noises about choking off QE and Treasury purchases? Any serious attempt to do this at the eleventh hour would crash both the bond and stockmarkets and send interest rates skyrocketing, and they know it - it would be like the Captain of the Titanic grabbing a bullhorn and announcing "You see that Iceberg over there? - we're going to head straight at it" - actually he might as well have, for all the difference it made. So it almost looks like they were engaging in a bit of "tree shaking" for their crony pals, especially with respect to the resource sector. In any case, when it comes to QE they have got some serious competition this year with Japan entering the fray as the new big QE kid on the block, so it hardly looks like they are going to bow out of the QE game at this stage. There is something tragi-comic about the way most investors hang on to the Fed's every word, as if they were gods instead of what they really are which is an elite racket who have painted themselves into a corner after years of malfeasance.

Sunday, January 06, 2013

Silver Steep Price Drop Creates Bull Hammer Pattern / Commodities / Gold and Silver 2013

By: Clive_Maund

After the Fed induced scare on Thursday, silver at first dropped again steeply on Friday before staging a dramatic turnaround to close little changed on the day, leaving behind a large bull hammer on its chart that is a sign of a probable final low for the correction.

We can see this action in detail on silver's 6-month chart, and how Friday's positive close meant that the support of the lower trendline held. It looks like the classic 3-wave A-B-C correction in force from early October has now run its course, and it is interesting to observe that the A and C waves were of almost equal magnitude, which is often the case with these 3-wave corrections.

Sunday, January 06, 2013

2013 - The Year of the Gold Bull? / Commodities / Gold and Silver 2013

By: Adam_Brochert

2012 wasn't a fun year for most Gold bulls. Seeing the S&P 500 outperform Gold and seeing Gold stocks get decimated through the 1st half of the year was enough to create suicidal sentiment that is now only marginally improved after another prolonged correction in the precious metals (PM) sector to end the year. But as the many calls for an end of the PM bull market by several of the same people who have been wrong / missed out the whole way up get louder, the risk in the PM sector gets lower and lower.

Saturday, January 05, 2013

Uranium: Have We Finally Reached a Tipping Point? / Commodities / Uranium

By: Investment_U

Mike Kapsch writes: Haven’t considered investing in uranium lately?

Can’t say I blame you.

Over the past two years, it’s been ugly.

Saturday, January 05, 2013

Gold and Silver Hit by the Usual Jobs Report Shenanigans / Commodities / Gold and Silver 2013

By: Jesse

The metals were hit Thursday and yesterday after a weak jobs report and an uptick in unemployment made a bit of a canard out of the Fed minutes suggesting that they will be able to cease their monetary easing and bond buying anytime soon.

They may shift to some other mechanism, but they will continue to expand the money supply.

Saturday, January 05, 2013

Major Gold Move You're Not Hearing About / Commodities / Gold and Silver 2013

By: DailyWealth

Brian Hunt writes: You didn't hear about it in the mainstream press, but gold just "broke out" to an important all-time high...

Longtime readers know that since we started publishing DailyWealth in 2005, we've been outspoken bulls on gold. (We were gold owners and gold bulls years before that.) Since then, we've published hundreds of essays on the right ways to own it. We even published a book on the stuff.

Friday, January 04, 2013

U.S. Gold Bullion Reserve, the 14 Carrot Rabbit / Commodities / Gold and Silver 2013

By: Richard_Mills

“14 Carrot Rabbit” is an animated cartoon featuring Bugs Bunny and Yosemite Sam.

The story begins with an old man named Louie successfully gold panning on his claim. Chilkoot Sam (Yosemite Sam) of nasty reputation and carrying a gun, scares Louie away and claims his gold.

Chilkoot Sam gets ten bucks for the gold from Pierre at the “Next To Last Chance Saloon.”

Friday, January 04, 2013

US Mint Gold and Silver Bullion Coin Sales / Commodities / Gold and Silver 2013

By: Zeal_LLC

Gold and silver come in multiple forms, each with their own unique yet interrelated supply-and-demand profiles.  Among the most popular in the US physical market are the bullion coins produced by the US Mint.  Investor demand for these beautiful coins has been robust in recent months despite all the unrelated fund selling weighing on gold.  US Mint bullion-coin sales offer great insights into physical demand.

Friday, January 04, 2013

Government Gold Confiscation 2013 / Commodities / Gold and Silver 2013

By: Julian_DW_Phillips

Readers may not agree with our conclusions on the confiscation of gold, but we emphasis this reality. If we are wrong, then you will still own your gold; if we are right and you have not taken the right steps to guard against confiscation and the personal dangers to you individually, then you will lose your gold and possibly suffer the penalties, which the "Gold Confiscation Order" may bring with it.

Friday, January 04, 2013

Gold Price Forecast January 2013 / Commodities / Gold and Silver 2013

By: P_Radomski_CFA

This week we've seen a decent rally in gold, silver and other precious metals and precious metals mining stocks, sparked off probably by the fiscal cliff deal. We have mentioned such a course of events many times and it turned out to be true. As is the case with any strong rally, there always comes a correction (or at least a consolidation) afterwards. The one that took place on Thursday was indeed of significant size but did not - in most cases - invalidate the rally. There were even cases that did not experience any correction at all, such as platinum that held remarkably well. Gold stopped at 200-day moving average, correcting around 72% of the rally.