Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, December 14, 2012
Natural Gas 2013 Forecast: Bullish Reasons Why Now Is The Time to Buy / Commodities / Natural Gas
Dr. Kent Moors writes: Natural gas is developing into a very different market from oil, one that offers plenty of opportunities for investors to make big profits in 2013.
There are two contrasting dynamics when it comes to natural gas prices. First, the amount of recoverable volume has been accelerating, thanks to increasing unconventional (shale, tight, coal bed methane) reserves and technological improvements to extract it.
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Friday, December 14, 2012
Market's Fed Reaction "Could Be Worrying Sign for Gold" / Commodities / Gold and Silver 2012
SPOT MARKET gold prices looked to be headed for a third weekly loss in a row Friday lunchtime in London, after failing to break above $1700 an ounce, while stocks and US Treasuries were little changed on the day, with no signs of progress from Washington on the so-called fiscal cliff.
Silver was also headed for a third losing week in a row, trading around $32.60 an ounce for most of this morning, as other commodity prices gained slightly.
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Friday, December 14, 2012
Queen Asks Bank of England ‘Why Did Nobody Notice?’ / Commodities / Gold and Silver 2012
Today’s AM fix was USD 1,696.50, EUR 1,297.32 and GBP 1,051.38 per ounce. Yesterday’s AM fix was USD 1,694.75, EUR 1,299.16 and GBP 1,051.46 per ounce.
Silver is trading at $32.58/oz, €24.99/oz and £20.29/oz. Platinum is trading at $1,621.50/oz, palladium at $697.00/oz and rhodium at $1,060/oz.
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Friday, December 14, 2012
Gold $XAU Death Cross / Commodities / Gold and Silver 2012
Summary and conclusion
The behaviour of the gold share index may be an early warning sign that Quantitative Easing is about to take a back seat and be replaced by an emphasis on balancing the US budget. Should this turn out to be the case it will place a lid on “growth” of the US economy and will shift the focus of the authorities towards the desire to maintain the economy’s equilibrium. This will allow for a slow (multi year) deflation of the debt bubble but will be hostile to the mainstream investment world. Wealth Creation activities will offer (high business risk) investment opportunities.
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Friday, December 14, 2012
Platinum Market Fear vs. Fundimentals / Commodities / Platinum
In October of last year, we published a platinum-market overview in the Casey International Speculator and concluded by saying: "We recommend avoiding South Africa, and in this context it means staying away from platinum producers located there. If the energy situation spins out of control, miners' strikes continue, and the local trouble puts an indefinite halt to a significant portion of platinum production, some speculative opportunities may appear in the physical-metal market or platinum-backed investment tools. If we see signs of that happening, we may speculate on the results."
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Friday, December 14, 2012
Gold Investor Profit and Protection Despite Banking Cartel Intervention / Commodities / Gold and Silver 2012
“Western central banks conceal their gold loans and swaps because information about them is ‘highly market-sensitive and accountability about them would hinder secret currency market interventions by central banks, according to a confidential report by the International Monetary Fund obtained this week by GATA. …
“This is, the explicit but secret policy of Western central banking toward gold is to deceive and manipulate markets, as GATA long has complained. …
“…they considered that the Special Data Dissemination Standard reserves template should not require the separate disclosure of such information but should instead treat all monetary gold assets, including gold on loan or subject to swap agreements, as a single data item.”
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Thursday, December 13, 2012
Gold Bullion Christmas Dinner / Commodities / Gold and Silver 2012
Aside from the presents, getting the biggest Turkey in the shop, making sure the house is warm and festive and the compulsory family argument the other tradition at Christmas is the vast expense it costs us all.
Christmas has always been expensive but over the past few years it seems to have really crept up. Whilst factors such as weather conditions are frequently blamed on meat and vegetable price hikes our research shows that when the Christmas dinner is priced in gold oz or gold grams, rather than British pounds or dollars, prices haven’t crept up anywhere near as much, and in some cases are going down in price.
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Thursday, December 13, 2012
The Pangaea Resource Mountain / Commodities / Energy Resources
The supercontinent Pangaea was as above all vast, and its formation then movement have left vast resources of all hydrocarbons, often located more than 2000 metres below current land surfaces and ocean floors. Plate tectonics helps us understand the processes.
One example of how different the world was about 220 million years ago, was India's status of an island separated from the Asian continent by the vast Tethys Sea. When Pangaea broke apart, India began moving north-east away from the future Africa, taking about 170 million years before it collided with Asia.
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Thursday, December 13, 2012
Gold & Silver Fall Hard from 2-Week High as New Fed Easing Spooks Traders / Commodities / Gold and Silver 2012
GOLD and silver fell hard overnight and early Thursday in London, dropping as European stock markets also fell and the US Dollar rose despite yesterday's latest "easy money" policy from the Federal Reserve.
Holding its key interest rate in the record low range of 0% to 0.25% for the 48th month running, the Fed's open market committee swapped its guidance for any rise in interest rates from mid-2015 to a target unemployment rate of 6.5% or below.
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Thursday, December 13, 2012
Gold Falls Despite Fed’s QE4 - ZIRP Now Tied To Unemployment / Commodities / Gold and Silver 2012
Today’s AM fix was USD 1,694.75, EUR 1,299.16 and GBP 1,051.46 per ounce.
Yesterday’s AM fix was USD 1,712.50, EUR 1,315.59 and GBP 1,061.69 per ounce.
Silver is trading at $32.81/oz, €25.22/oz and £20.42/oz. Platinum is trading at $1,619.00/oz, palladium at $678.00/oz and rhodium at $1,060/oz.
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Thursday, December 13, 2012
Gold and Real Estate Hedges for the Fiscal Cliff / Commodities / Gold and Silver 2013
With nary a glimmer of hope that economic sense will supplant political expedience, Stansberry & Associates Investment Research Founder Porter Stansberry expects rampant inflation to roar in once the cost of capital rises. How is he preparing himself? Stansberry tells The Gold Report he continues to buy and hold gold, and discusses another investment vehicle he has been pursuing.
The Gold Report: Not a day goes by that we don't hear or read something about the fiscal cliff. To what extent are you worried about the fiscal cliff? Or do you foresee a resolution?
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Thursday, December 13, 2012
Gold – A Look Back, And A Look Forward / Commodities / Gold and Silver 2012
“History does not repeat itself, but it often rhymes”, as Mark Twain noted.
Featured is the five year weekly gold chart. The green boxes highlight pullbacks from overbought conditions. The blue boxes show the testing of a breakout from below the 50 week moving average. The green arrows point to the expected upward direction upon the completion of this test.
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Wednesday, December 12, 2012
The Big Nuclear Energy Lie / Commodities / Nuclear Power
Matt Badiali writes: What are the Japanese doing in Uzbekistan?
For natural resource investors, it's one of the most important questions in the world. The country is a major gold producer. It also produces large amounts of natural gas, cotton, and copper. But these days, Japan has little interest in the traditional commodities Uzbekistan has to offer.
Wednesday, December 12, 2012
What Happens to Gold If the U.S. Dollar Does Not Collapse? / Commodities / Gold and Silver 2012
We follow up on our essay on gold and the dollar collapse from December 4, 2012. In that essay, we speculated what could happen with gold if the U.S. defaulted on its debt in real terms. Today, we describe possible scenarios in the opposite case where the greenback is not destroyed in spite of excessive debt.
The “imminent” collapse of the dollar has been spoken of years now. Since 2008 this talk has been fueled largely by consecutive rounds of quantitative easing (QE). With QEs at $2.25 trillion and counting, the number of borrowed dollars is hitting new highs and it’s no wonder that the ability of the U.S. to sustain such programs in the future is being questioned.
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Wednesday, December 12, 2012
Gold at $2400 as US Monetary Policy Designed to Weaken the Dollar / Commodities / Gold and Silver 2013
THE SPOT gold price climbed back above $1715 an ounce Wednesday morning, around ten Dollars up from last week's close, as stocks, commodities and the Euro also edged higher and US Treasuries dipped, ahead of today's Federal Reserve policy announcement.
Silver meantime edged above $33.20 an ounce this morning, a slight gain on where it started the week.
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Wednesday, December 12, 2012
Crude Oil Price Forecast 2013 / Commodities / Crude Oil
Dr. Kent Moors writes: One of the most important topics we discussed in Moscow last week were the various forecasts of where crude oil prices are likely to be in 2013.
These 2013 oil price forecasts were all over the place, owing to the high level of uncertainty on a number of basic elements.
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Wednesday, December 12, 2012
Iran As Currency Wars Escalate Obama To Approve Gold Sanctions / Commodities / Gold and Silver 2012
Today’s AM fix was USD 1,712.50, EUR 1,315.59 and GBP 1,061.69 per ounce.
Yesterday’s AM fix was USD 1,709.75, EUR 1,318.23 and GBP 1,063.41 per ounce.
Silver is trading at $33.14/oz, €25.54/oz and £20.51/oz. Platinum is trading at $1,643.00/oz, palladium at $693.00/oz and rhodium at $1,070/oz.
Tuesday, December 11, 2012
Why Crude Oil Prices Could Drop Substantially / Commodities / Crude Oil
There's been plenty of talk about potentially radical US foreign policy changes as a result of the shale boom. While one shouldn't expect any dramatic US foreign policy move away from the Middle East, factors are influencing a greater focus on Asia. Only one thing is certain in this transforming world: The shale boom is real and the implications are many and difficult to predict.
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Tuesday, December 11, 2012
Silver Rally Due - Seasonally Forecasts Strong Trend Mid December To End of April / Commodities / Gold and Silver 2013
Today’s AM fix was USD 1,709.75, EUR 1,318.23 and GBP 1,063.41 per ounce.
Yesterday’s AM fix was USD 1,708.50, EUR 1,324.11 and GBP 1,065.42 per ounce.
Silver is trading at $33.15/oz, €25.62/oz and £20.58/oz. Platinum is trading at $1,632.00/oz, palladium at $697.90/oz and rhodium at $1,070/oz.
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Tuesday, December 11, 2012
Why Silver May Soon Be Heading for $40 / Commodities / Gold and Silver 2012
George Leong writes: Silver continues to hold strong on the charts, with a possible upcoming move at the tough $35.00 resistance level and potential retest of the $40.00 level. The aggressive upward move has largely been driven by the move in gold, along with speculative trading.
Buying in the white metal is generally in line with global economic growth, which drives the demand for industrial goods that use silver as a raw material, while it also pushes up income levels and the global demand for silver and gold jewelry.
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