Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Sunday, November 18, 2012

Negative Real Interest Rates Continue To Drive The Gold Price / Commodities / Gold and Silver 2012

By: GoldSilverWorlds

People tend to focus on the daily “noise” and often forget the long term view. The first point that Ronald Stoeferle made during our discussion, was that the major topics of his first report (from  five years ago) are still relevant. In fact, he doesn’t see any fundamental change since then. The only change he noticed is that the figures became bigger, in the first place the debt levels and the amounts of the rescue packages.

Sunday, November 18, 2012

Clean Coal And The Transformation Of Society / Commodities / Coal

By: Andrew_McKillop

The OECD's so-called "oil and energy watchdog agency", the International Energy Agency (IEA) continues to claim, firstly, that CO2 sequestration and deep underground storage or other disposal - called CCS - is a vital and obligatory energy revolution for all countries, due to the anthropogenic global warming crisis. Secondly it claims that CCS can be made a technological and industrial reality but will not "significantly harm the economy" or create the need for an unprecedented transformation of both the economy and society.

Saturday, November 17, 2012

How to Protect Your Portfolio from a Slumping U.S. Dollar in 2013 / Commodities / Gold and Silver 2012

By: InvestmentContrarian

John Paul Whitefoot writes: No one said austerity measures would be an easy pill to swallow. But, after decades of overspending, they’re become an unwanted necessity. And the fed-up workers of Europe are uniting!

Protests broke out Wednesday across Europe in a coordinated day of action over ongoing austerity policies. While some of the largest and most violent protests took place in Spain, Portugal, Greece and Italy also took to the streets.

Saturday, November 17, 2012

Nickel Metal Mining Like its 1864 / Commodities / Nickel

By: Richard_Mills

Nickel Sulphide Project Pipeline Empty

Nickel is present in over 3000 different alloys that are used in over 300,000 products for consumer, industrial, military, transport/aerospace, marine and architectural applications.

Nickel's biggest use, about 65%, is in alloying - particularly with chromium and other metals to produce stainless and heat-resisting steels. Its primary function is to stabilize the austenitic (face-centered cubic crystal) structure of the steel. Normal carbon steel will, on cooling, transform from an austenite structure to a mixture of ferrite and cementite. When added to stainless steel nickel stops this transformation keeping the material fully austenite on cooling. Austenitic stainless steels have high ductility, low yield stress and high tensile strength when compared to carbon steel - aluminum and copper are examples of other metals with the austenitic structure.

Saturday, November 17, 2012

The Cash Broilers Market / Commodities / Livestock

By: Ned_W_Schmidt

J. Wellington Wimpy was always one of our favorites. The guy was somewhat of a gourmet as his favorite food was hamburgers. He was also a pal of Popeye, an individual addicted to spinach. However, Wimpy would not be happy with the modern world. Finding a good hamburger is tough these days.¹ (Are they still legal in the nanny republic of NYC?) Today the world is filled with an endless variety of boneless, skinless, tasteless, tough-to-chew chicken breast sandwiches? Wimpy would think the world has gone mad if he were still around.

Saturday, November 17, 2012

Marc Faber, Gold and a Special Picture of Ben Bernanke / Commodities / Gold and Silver 2012

By: Adrian_Ash

What Marc Faber said in Hong Kong this week…

YOU ALWAYS get great presentations from the biggest players in gold and silver at the annual London Bullion Market Association conference.

Being in Hong Kong this year, the world's premier event for the bullion industry also got lots of great insights from genuine Asian insiders – ICBC, Kotak Mahindra, the People's Bank of China no less. 

Friday, November 16, 2012

Gold and Silver Bullish Technicals / Commodities / Gold and Silver 2012

By: Zeal_LLC

With the US stock markets falling sharply since the elections, shell-shocked investors are scrambling for the exits.  And this mass exodus is certainly rational in light of 2013’s record tax hikes looming for American investors.  But with interest rates near record lows, cash yields nothing and bonds are hyper-risky.  So a fantastic alternative for capital is the precious metals, which are very cheap technically.

Friday, November 16, 2012

Shale Gas Will be the Next Market Bubble to Pop / Commodities / Natural Gas

By: OilPrice_Com

The "shale revolution" has been grabbing a great deal of headlines for some time now. A favourite topic of investors, sector commentators and analysts - many of whom claim we are about to enter a new energy era with cheap and abundant shale gas leading the charge. But on closer examination the incredible claims and figures behind many of the plays just don't add up. To help us to look past the hype and take a critical look at whether shale really is the golden goose many believe it to be or just another over-hyped bubble that is about to pop, we were fortunate to speak with energy expert Arthur Berman.

Friday, November 16, 2012

Gold and Silver Stocks – A Dramatic Change in Fundamentals or a Short-Term Anomaly? / Commodities / Gold & Silver Stocks

By: P_Radomski_CFA

Stock exchange is a very volatile, emotion-driven place. Even though most of the time one can predict future moves in particular assets with decent effectiveness, every once in a while abrupt and unexpected market moves take place. And we have just seen such violent and heavy declines in precious metals mining stocks.

Friday, November 16, 2012

Gold and Silver Supply - Will the Real Ratio Please Step Forward? / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

Those attracted to the precious metals markets are often curious about the various ratios existing between gold and silver, as well as what these ratios might reveal about the relative fair values of these key investment metals. 

Friday, November 16, 2012

Gold and Silver: Accumulation and Liquidity / Commodities / Gold and Silver 2012

By: Dr_Jeff_Lewis

As history has shown again and again, hard currencies like gold and silver are perhaps the only truly safe long term investments.

Part of the safety of these assets arises from the fact that they are traditionally accumulated and hoarded by individuals, especially in financially challenging times and periods of high inflation. Even more importantly, precious metals like gold and silver are liquid assets that can be readily sold for currency or exchanged in a barter situation.

Friday, November 16, 2012

Gold Being Liquidated for Cash as Stock Markets Fall Ahead of Fiscal Cliff Negotiations / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE gold bullion prices fell below $1710 an ounce Friday morning in London, dropping below that level for the second day in a row, as stocks, commodities and the Euro all fell and US Treasuries gained ahead of negotiations among US lawmakers about the so-called fiscal cliff.

Friday, November 16, 2012

Silver Price Forecast 2013 / Commodities / Gold and Silver 2013

By: GoldCore

Today’s AM fix was USD 1,710.00, EUR 1,342.76, and GBP 1,077.91 per ounce.
Yesterday’s AM fix was USD 1,723.50, EUR 1,351.45, and GBP 1,087.66 per ounce.

Silver is trading at $32.32/oz, €25.48/oz and £20.46/oz. Platinum is trading at $1,554.50/oz, palladium at $624.80/oz and rhodium at $1,095/oz.

Friday, November 16, 2012

Exxon Supports Carbon Taxes / Commodities / Climate Change

By: Andrew_McKillop

Surprising to some, Exxon Mobil Corp. is now flexing its political and media muscles as part of a growing coalition, ranging from environmentalists to advocates of reindustrialisation, political isolationists and a large slice of the energy sector, which backs a US carbon tax. This new taxation would be an alternative to the costly additional regulations the Obama administration is mulling. Once upon a time, that is 3 years ago, any talk about carbon taxes was anathema in Washington.

Thursday, November 15, 2012

U.S. Fiscal Cliff, Asian Currency Wars, Buoys the Gold market / Commodities / Gold and Silver 2012

By: Gary_Dorsch

Texas Republican Ron Paul’s maverick crusade to “audit the Fed”, and to rein-in the “fourth branch” of the US-government, suffered a major blow in the wake of the November 6^th elections that saw President Barack Obama prevailing over his Republican challenger Mitt Romney. Adding insult to injury, the Republican Party not only failed to secure a majority in the Senate, but it lost 2-seats. Mr Paul is the author of a bill to audit the clandestine activities of the Fed that passed the House by a 327-98 vote on July 25^th, exceeding the two-thirds majority needed.  Astoundingly, 89 Democrats joined 238 Republicans to approve it.

Thursday, November 15, 2012

Gold, Paper, and a Train Wreck / Commodities / Gold and Silver 2012

By: DeviantInvestor

Begin with a few facts and assumptions and follow the logic:

Gold has been a store of wealth for more than 3,000 years. Silver has been used as money in most countries of the world. Both are still valuable.

Thursday, November 15, 2012

Gold Major Buying Opportunity / Commodities / Gold and Silver 2012

By: Toby_Connor

I'm just going to do a quick post today. The relevant factors are that gold appears to have put in an intermediate degree bottom last week. Miners are being dragged down at the moment as the stock market makes its final move into an intermediate bottom. This happens pretty much like clockwork every 20-25 weeks (currently on week 23).

Thursday, November 15, 2012

Eurozone Enters Recession, Worldwide Gold Demand Down in Q3 / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE DOLLAR gold price drifted lower to $1720 an ounce during Thursday morning's London session, around ten Dollars down on the week, as stocks and the Euro also drifted lower following the release of weak economic growth data from the Eurozone.

The silver price dropped below $32.60 an ounce, more-or-less exactly where it started the week, while other industrial commodities edged higher.

Thursday, November 15, 2012

Is it Better to Buy Gold in Singapore? / Commodities / Gold and Silver 2012

By: Jan_Skoyles

Switzerland is a traditional investment safe-haven, however in a recent survey we found that when it comes to gold bullion storage there is a new star emerging and our customers want to be a part of it. Below we explain why those looking to invest in gold may want to look at Singapore to store their gold.

Thursday, November 15, 2012

Global Energy's Massive U-Turn / Commodities / Natural Gas

By: Andrew_McKillop

GLOBAL U-TURN
Received wisdoms in global energy are falling like downed skittles as the world lurches into the biggest-ever U-turn in energy history. The US gas story shows the most dramatic and rapid changes. From the late 1990s until the past 2 years, billions of dollars were spent by developers of LNG regasification facilities in the United States, as well as most other OECD countries and by China and India. The received wisdom was that world gas resources were limited and depleting fast. The gas outlook for the US seemed especially dire: it was resigned to a future of declining domestic natural gas production, needing rapid growing LNG imports to fill a looming supply-demand gap. Outside the US, eyeing the world's largest single market for gas, developers of LNG projects were investing billions of dollars to meet the USA's projected import demand for LNG.