Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Saturday, December 01, 2012
Gold Stocks Bullshine Investing / Commodities / Gold and Silver Stocks 2013
By: Richard_Mills
In 2001 and 2002 miners were producing gold for sub-$180 cash costs - the operational cost of the mine divided by the ounces of production. By 2005 cash costs had risen 45 percent to US$250. Data from GFMS shows world gold production costs for the first half of 2009 averaged $457/oz. Average cash costs in 2011 were US$657.
According to the Thomson Reuters GFMS’s Gold Survey 2012 global gold mine production was flat (output rose 0.1 percent to 1,366 metric tons) in the first half of 2012. The average grade of ore processed globally dropped 23 percent from 2005 through the end of last year and is forecast to decline another four percent in 2012.
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Friday, November 30, 2012
Two Major Stock and Commodities Trading Opportunities - Video / Commodities / Commodities Trading
By: EWI
The editor of Elliott Wave International's Metals Specialty Service, Mike Drakulich, has just recorded a new, free video forecast:
Read full article... Read full article..."Aluminum and Alcoa: Exciting Juncture (Nov. 29, 2012.)"
Friday, November 30, 2012
Global Silver Mining Stocks Production / Commodities / Gold & Silver Stocks
By: Zeal_LLC
In order to satiate the world’s growing hunger for silver, a lot of pressure has been placed on its supply chain. And with total annual supply recently exceeding 31k metric tons (1.0b ounces) for the first time ever, the suppliers of this white metal have so far made a valiant effort to meet demand.
Silver demand is on the rise for a variety of reasons, in large part due to big increases in investment demand. And this has naturally created a structural imbalance that has spawned a major secular bull market. A bull in silver of course translates to higher prices. And silver’s much higher prices have provided ample incentive for the major sources of supply (recycling and mining) to boost output.
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Friday, November 30, 2012
Gold Possibility to Regain Its Medium-term Glitter / Commodities / Gold and Silver 2012
By: P_Radomski_CFA
10 days ago, in our gold and silver stocks essay, we wrote that volatility in the mining stocks sector was mostly emotionally-driven. Since then some of that volatility seems to have transpired to the metals market. Gold dived $25 on Wednesday, immediately triggering rumors of misplaced trades or technical errors. The CME Group denied this had been the case and theories of a large player selling gold off in the morning sprung up like mushrooms.
Friday, November 30, 2012
US Power Grid Vulnerable to Just About Everything / Commodities / Electricity
By: OilPrice_Com
As Washington hunts ill-defined al-Qaeda groups in the Middle East and Africa, and concerns itself with Iran's eventual nuclear potential, it has a much more pressing problem at home: Its energy grid is vulnerable to anyone with basic weapons and know-how.
Friday, November 30, 2012
Gold, Silver Rise On QE4 Currency Debasement Concerns / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,728.25, EUR 1,329.53, and GBP 1,077.87 per ounce.
Yesterday’s AM fix was USD 1,724.50, EUR 1,327.56, and GBP 1,076.47 per ounce.
Silver is trading at $34.32/oz, €26.53/oz and £21.50/oz. Platinum is trading at $1,621.00/oz, palladium at $683.30/oz and rhodium at $1,050/oz.
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Friday, November 30, 2012
Gold Price Forecast to Average $1920 in 2013 / Commodities / Gold and Silver 2013
By: Adrian_Ash
GOLD PRICES rose back to $1730 per ounce in early London trade on Friday – the same level seen just before last week's late jump and subsequent 2.0% sell-off on Wednesday.
Silver touched a new 8-week high just shy of $34.40 per ounce, while the broader commodities market ticked lower.
Major-government debt prices were flat. So too were European stock markets.
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Friday, November 30, 2012
Gold Confiscatation, When and How? / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
There has been a persistent fear among both institutions and private owners of gold that, at some point in the near future, their gold will be confiscated by their governments, as was the case in 1933. For very different reasons, we believe that that danger persists and is growing by the day. We feel that because gold is rapidly returning to an active role in the global monetary system -as we have seen in the gold/currency swaps within the Bank for International Settlements and in the discussions on redefining gold as a Tier I asset right now--investors should be aware of the conditions in which this would. We also indicate what we feel to be a solid solution for protecting yourself against a gold confiscation.
Friday, November 30, 2012
Gold Price Market Manipulation Proof / Commodities / Gold and Silver 2012
By: GoldSilverWorlds
A lot has been written lately about the gold price manipulation and the real amounts of gold reserves of the central banks. There are several views on the same topic, the most rational one being purely statistical. As it’s easy to get caught by emotions, we have chosen in this article to let the figures and the charts tell the story.
Friday, November 30, 2012
Gold and Silver Are A Profitable Approach to the Coming Crises / Commodities / Gold and Silver 2012
By: DeepCaster_LLC
Profit Opportunities, as well as pain, surely exist in all coming Crises-Inducing developments such as:
- Inflation generating QE-to-Infinity and Eurozone Outright Monetary Transactions
- Fiscal Cliff/Grand Bargain Negotiations
- Debt Super-Saturation of most of the countries in the Developed World including the USA, Great Britain, and France, as well as the PIIGS
Friday, November 30, 2012
Silver Outperforming Gold May Signal Inflationary Rally / Commodities / Gold and Silver 2012
By: Jeb_Handwerger
We are approaching the end of the year where investors are facing a confluence of mixed signals such as tax loss selling, fiscal cliff discussions, the Greek bailout, future Fed actions and Middle Eastern geopolitical turmoil. Short term shakeouts like yesterday’s early morning drop in precious metals should be expected. The precious metals markets appeared to have found support of a massive sell order at the open. We may see more turbulence as investors react to news driven reports emanating from the gridlock in Washington.Read full article... Read full article...
Friday, November 30, 2012
How to Pick Renewable Energy Stocks in Changing Markets / Commodities / Renewable Energy
By: The_Energy_Report
It's impossible to generalize when it comes to renewable energy investments. Therefore, investors must approach opportunities on a case-by-case—and state-by-state—basis. But Jacob Securities Senior Vice President of Research John McIlveen knows how to pick his plays in any market environment. In this interview with The Energy Report, John McIlveen names his best bets. As always, safety first.
Friday, November 30, 2012
Why we should Ignore the Gold price charts / Commodities / Gold and Silver 2013
By: Jan_Skoyles
New research from The Real Asset Company shows that when it comes to gold, everyone’s been looking at the wrong data. Rather than looking at the price of gold (which has climbed for the last 12 years); we should be looking at the value of the currencies we’re buying it in.
Thursday, November 29, 2012
Silver Price Forecast 2013: Silver Will Perform Like Gold on Steroids / Commodities / Gold and Silver 2013
By: Money_Morning
Peter Krauth writes:
This past March, I asked a highly successful investment advisor what he thought about gold. Since he deals almost exclusively with very high net-worth individuals, his point of view was especially intriguing.
He confided to me that many of his clients had been asking for gold and gold-related investments over the past few years. I can't say that I was surprised.
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Thursday, November 29, 2012
Gold's Comex Drop "A Test of Downside Interest" / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE gold bullion prices rose to $1725 an ounce Thursday morning, recovering some ground after yesterday's sharp drop during US trading, as stocks, commodities and the Euro also gained and US Treasury bond prices fell.
Silver climbed to $33.87 an ounce, 2.7% up on yesterday's low but 0.9% down on this week so far.
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Thursday, November 29, 2012
Gold Drips on Massive 3.5 Million Ounce Sell Orders / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,724.50, EUR 1,327.56, and GBP 1,076.47 per ounce.
Yesterday’s AM fix was USD 1,741.00, EUR 1,347.00, and GBP 1,087.38 per ounce.
Silver is trading at $33.93/oz, €26.21/oz and £21.26/oz. Platinum is trading at $1,626.50/oz, palladium at $680.25/oz and rhodium at $1,050/oz.
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Thursday, November 29, 2012
Clean Energy Mercantilism And The Low Carb World / Commodities / Renewable Energy
By: Andrew_McKillop
CLIMATE CHANGE MOVES ON
Until late 2012 the climate change policy line of OECD leaderships was stuck in the rut of claiming that global warming from human CO2 emissions was a crisis, mitigating this needed urgent measures to "monetize carbon", and this financing would help fund the also-urgent energy transition to clean energy. The policy line was market liberal; the policy goals only focused energy, the environment and climate. The concept of "the sustainable economy" was left for conference speakers and academics to play around with. Using clean energy to bolster state revenues and attack the fiscal crisis at home, or change global trade relations and the economy worldwide, was off the menu.
Thursday, November 29, 2012
Gold Stocks Approaching a Crossroads / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
Recently, the Erste Group published a 120 page report covering precious metals. The report contains an absolute treasure of analysis, figures and charts concerning gold and the gold stocks. I have selected a few of the charts which help us explain the current status of the gold stocks. Essentially, there is a huge divergence between financial performance and valuations. Ultimately, the performance of the shares over the coming months will answer the question as to the resolution of that divergence.
Thursday, November 29, 2012
Why Gold is Overvalued / Commodities / Gold and Silver 2012
By: The_Gold_Report
Many goldbugs like gold as a hedge against Federal Reserve policies and high inflation. Paul van Eeden, president of Cranberry Capital, says he does not fear high inflation due to Fed policies. Van Eeden is a different kind of goldbug and in this interview with The Gold Report, he explains how his proprietary monetary measure, "The Actual Money Supply," is the reason why.
The Gold Report: Paul, your speech at the Hard Assets Conference in San Francisco was titled "Rational Expectations." You spoke about monitoring the real rate of monetary inflation based on the total money supply.
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Wednesday, November 28, 2012
How Do the Chinese View the Gold Market? / Commodities / Gold and Silver 2012
By: Jeff_Clark
Have you ever wondered what the typical Chinese gold investor thinks about our Western ideas of gold? We read month after month about demand hitting record after record in their country – how do they view our buying habits?
Since 2007, China's demand for gold has risen 27% per year. Its share of global demand doubled in the same time frame, from 10% to 21%. And this occurred while prices were rising.
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