Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, August 16, 2012

Gold Price Disillusionment / Commodities / Gold and Silver 2012

By: Jan_Skoyles

The markets are holding on for more quantitative easing (QE). This is what we keep hearing. Every day we hear reports of the gold price still maintaining its narrow ‘trading range’ of the last month. In fact, since May it hasn’t broken out of the $100 trading range.

Things don’t seem to be getting any better, the markets are still demanding more action, banks are asking for more liquidity, bailouts still seem to be the only medicine for the PIIGS and the central banks are mulling about what to do next.

Thursday, August 16, 2012

Gold Investment Demand and India, China Demand Down; Central Bank Demand Doubles / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,603.50, EUR 1,306.74, and GBP 1,021.34 per ounce.
Yesterday’s AM fix was USD 1,594.75, EUR 1,293.60 and GBP 1,016.74 per ounce.

Silver is trading at $27.91/oz, €22.81/oz and £17.85/oz. Platinum is trading at $1,401.00/oz, palladium at $574.40/oz and rhodium at $1,075/oz.

Thursday, August 16, 2012

Gold "Trapped" in Same Range for Over 2 Months / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET prices for Buying Gold hovered just above $1600 per ounce Thursday morning in London, well within their trading range of recent weeks, having risen back above that level amid ongoing speculation over quantitative easing.

"Gold remains trapped in a range where it has been for two-and-a-half months," says a note from bullion bank Scotia Mocatta.

Thursday, August 16, 2012

Weak Second Quarter For Linn Energy Not A Cause For Concern / Commodities / Natural Gas

By: Elliot_H_Gue

Linn Energy LLC’s (NSDQ: LINE) second-quarter results fell short of expectations, prompting management to reduce its full-year forecast for distributable cash flow (DCF). The limited liability company (LLC) generated $0.70 per unit in DCF, which fell slightly short of the declared quarterly payout of $0.725 per unit. In contrast, Linn Energy covered its payout by 114 percent in the first quarter.

Despite these disappointing results, the firm grew its hydrocarbon output by 76 percent from a year ago, to 630 million cubic feet equivalent per day. Much of this upside stemmed from the integration of new acquisitions, though Linn Energy also posted solid production increases in core operating regions such as the Permian Basin and the Granite Wash.

Thursday, August 16, 2012

How to Optimize Your Gold Stocks Portfolio / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Ron Struthers has crunched the numbers and his indicators are telling him the gold markets are poised for a big jump up. The editor of Struthers' Resource Stock Report called a double-bottom in July and is ready to deploy his liquid reserves so he will be ready for the next bounce. In this exclusive interview with The Gold Report, he makes recommendations for optimal portfolio diversification and names some junior companies set to take off.

Wednesday, August 15, 2012

Do Hedge Funds Still Have Faith in GOLD? / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

The price of gold has been relatively subdued so far this year. After finishing 2011 at $1,531 an ounce, the precious metal trades modestly higher near $1,600. Over the past three months, gold has been in a tight trading range between $1,540 and $1,640. However, several well-known hedge funds recently made large moves regarding the safe-haven asset.

Wednesday, August 15, 2012

Soros Gold Action Speaks Louder Than Trumpeted 'Bubble' Words / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,594.75, EUR 1,293.60, and GBP 1,016.74 per ounce.
Yesterday’s AM fix was USD 1,614.50, EUR 1,305.60 and GBP 1,028.34 per ounce.

Silver is trading at $27.70/oz, €22.65/oz and £17.74/oz. Platinum is trading at $1,401.25/oz, palladium at $571.75/oz and rhodium at $1,060/oz.

Wednesday, August 15, 2012

Good Economic News is Bad for Gold / Commodities / Gold and Silver 2012

By: Ben_Traynor

THE WHOLESALE MARKET gold price fell back below $1600 an ounce during Tuesday morning's London trading, hitting its lowest level for nearly two-weeks, while European stock markets also traded lower, as analysts speculated on the prospects for a third round of quantitative easing (QE3) from the Federal Reserve following the release of positive US economic data.

"The market is disappointed that [gold] was not able to revisit the July high of $1633," says the latest technical analysis note from bullion bank Scotia Mocatta.

Tuesday, August 14, 2012

Quiet Gold Market Waiting for German Big Bang / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET gold prices traded above $1610 an ounce Tuesday morning in London, slightly below where they started the week, while European markets edged higher following news of better-than-expected German economic growth.

Silver prices briefly rallied back above $28 per ounce before retreating, while other commodities were similarly flat on the day.

Tuesday, August 14, 2012

Secret Factors for Beating the Gold Stock Indexes / Commodities / Gold & Silver Stocks

By: The_Gold_Report

John Doody doesn't run off chasing down Indiana Jones' lost gold mines in Peru. He focuses on producers or near-producers whose reserves have been verified as economic to produce. A former professor and the author of the Gold Stock Analyst, Doody has been lying in wait for the market to reach bottom, at which point he's ready to deploy the one-third of his portfolio he's been holding in cash into his top 10 stocks. In this exclusive interview with The Gold Report, Doody shares the metrics he uses to nail down those companies.

Tuesday, August 14, 2012

Gold and the Middle East Crisis / Commodities / Gold and Silver 2012

By: Clif_Droke

The year 2012 has been relatively peaceful compared with the past 10 years. The lack of military aggression on the part of the U.S. has led many to believe that the America's days of military adventures are over. But as we'll see here, 2012 is simply a temporary respite in a longer-term "theater" of war that has only just passed the opening act.

The past decade has indeed been one of near constant strife and turmoil. Starting with 9/11 and the U.S.-led NATO invasion of Afghanistan, and later Iraq, the 10 years between 2001 and 2011 were characterized by ceaseless warfare. The military invasions in the Middle East have been followed by civil and military uprisings in Egypt, North Africa and elsewhere in the region. By contrast, 2012 might be styled a "quiet" year for the Mideast. A withdrawal of U.S. troops from Iraq began in mid 2009 and formally ended in late 2011.

Tuesday, August 14, 2012

Why Stock Selection in Gold Mining is Paramount / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

As we alluded to last week, there is an overflowing amount of evidence that both the metals and the shares have bottomed. Price action, sentiment indicators and fundamentals more than confirm a market bottom. Does this mean the market is ready to zoom much higher? Not necessarily. The sector must contend with some overhead supply as well as repair technical damage that caused a loss of both short and long-term momentum.

Tuesday, August 14, 2012

Gold Mining Stocks Continue to Disappoint But Not For Long / Commodities / Gold and Silver 2012

By: Chris_Vermeulen

It is an endless debate for investors interested in gold. Should they buy a direct play on the gold price, either gold bullion itself or even so-called paper gold with an ETF such as the SPDR Gold Shares (NYSEArca: GLD)? Or should they invest into gold equities, particularly the larger, higher quality gold mining companies?

Tuesday, August 14, 2012

Which Way Will the Pendulum Swing for Gold? / Commodities / Gold and Silver 2012

By: Frank_Holmes

One of the most fascinating aspects when watching a sporting event like the Olympics is the historical statistics highlighting the tremendous advances in athleticism over the years. In the spirit of the events this summer, BTN Research compared gold's advancement from the beginning of the games in Beijing to the London Olympics.

On the day of China's auspicious opening ceremonies on August 8, 2008, gold was $857.80 an ounce. By the time the world watched the opening ceremonies of the 2012 London Summer Olympic Games, the precious metal had climbed to $1,617.90 an ounce. This represents a remarkable increase of 89 percent in four years.

Monday, August 13, 2012

Olympic Calm Before Coming Financial Storm / Commodities / Gold and Silver 2012

By: GoldCore

Today's AM fix was USD 1,622.25, EUR 1,317.30, and GBP 1,035.33 per ounce.
Friday’s AM fix was USD 1,608.50, EUR 1,310.92 and GBP 1,030.69 per ounce.

Silver is trading at $28.04/oz, €22.81/oz and £17.94/oz. Platinum is trading at $1,405.30/oz, palladium at $580.10/oz and rhodium at $1,060/oz.

Monday, August 13, 2012

Gold "Better Sentiment" Seen as Gold-Platinum Premium Sets New High / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR gold bullion prices rose to $1625 an ounce during Monday morning's London trading, towards the higher end of gold's range over the last three months.

Silver bullion climbed to $28.18 an ounce – in line with last week's close, after briefly dipping below $28.

Stock markets were broadly flat following news that Japan's economic growth slowed sharply in the second quarter.

Sunday, August 12, 2012

World Fresh Water Maps / Commodities / Water Sector

By: Richard_Shaw

Fresh water is a fixed quantity.  Population and water usage per capita are rising quantities.  When the demand exceeds supply, various forces come into play:  allocation by price and affordability, efficiency changes, investment in desalination, legal disputes and at some point wars.

Saturday, August 11, 2012

Crude Oil Price Spike on QE3 Expectations Should be a Warning to the Fed / Commodities / Crude Oil

By: EconMatters

Crude Oil prices for WTI were just $78 dollars in July, a month later they are $93.40 with supplies well above their five year average range, China decelerating at a rate not seen since the financial crisis, and US gasoline demand down 4.2 percent year-on-year and distillates down 2.8 percent.

Saturday, August 11, 2012

Water, an Endangered Global Resource / Commodities / Water Sector

By: Richard_Mills

Our groundwater is being used up at record rates and claims to ownership are becoming increasingly contentious. It won't be long before the first water war begins.

There's a lot of water on the planet we inhabit - an estimated 326 million trillion gallons or 1,260,000,000,000,000,000,000 liters.

That makes it hard to believe that there are somewhere between 780 million to one billion people without basic and reliable water supplies and that more than two billion people lack the requirements for basic sanitation.

Saturday, August 11, 2012

Gold's 'Fearless' Summer Turnaround / Commodities / Gold and Silver 2012

By: Clif_Droke

When does a precious metal known for feeding off investors' fears need the opposite of fear to move higher? Answer: Right now!

Austin Kiddle, an analyst with bullion broker Sharps Pixley, asked the following question in a recent commentary: "Can fear refuel the investment demand for gold?" It's a question many investors are now asking and well worth addressing.