Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Tuesday, August 14, 2012
Gold Mining Stocks Continue to Disappoint But Not For Long / Commodities / Gold and Silver 2012
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?
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Tuesday, August 14, 2012
Which Way Will the Pendulum Swing for Gold? / Commodities / Gold and Silver 2012
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.
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Monday, August 13, 2012
Olympic Calm Before Coming Financial Storm / Commodities / Gold and Silver 2012
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.
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Monday, August 13, 2012
Gold "Better Sentiment" Seen as Gold-Platinum Premium Sets New High / Commodities / Gold and Silver 2012
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.
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Sunday, August 12, 2012
World Fresh Water Maps / Commodities / Water Sector
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.
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Saturday, August 11, 2012
Crude Oil Price Spike on QE3 Expectations Should be a Warning to the Fed / Commodities / Crude Oil
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.
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Saturday, August 11, 2012
Water, an Endangered Global Resource / Commodities / Water Sector
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.
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Saturday, August 11, 2012
Gold's 'Fearless' Summer Turnaround / Commodities / Gold and Silver 2012
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.
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Friday, August 10, 2012
GOLD: Lover or Fighter? / Commodities / Gold and Silver 2012
If there is one lesson that investors have learned in recent years, it is don’t fight central banks. The rally seen in equities since the lows of 2009 is now considered one of the most hated rallies in history. Analysts and pundits can debate macroeconomic conditions until blue in the face, but when central banks inject trillions of dollars into the financial system, the general trend tends to be higher. Precious metals have also benefited from monetary easing programs, but they are now finding out how hard it is to fight central banks.
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Friday, August 10, 2012
Gold Technicals Portend Impending Breakout / Commodities / Gold and Silver 2012
Similar chart patterns in seven major currencies signal potential for resumption of secular bull market
Ah, the long, lazy, hazy days of summer: Here in Colorado, it's been a particularly hot and dry one, leading to one of the worst wildfire seasons in recent memory. As for 'lazy', that's a pretty apt description of the gold market, which has been confined to a range of just $66.36 since the summer solstice.
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Friday, August 10, 2012
Is the Silver’s Move Above Its 50-day Moving Average a Bona Fide Buy Signal? / Commodities / Gold and Silver 2012
Many metaphors have been used for gold but never to our knowledge has the price of gold been compared to the non-barking dog. (This refers to the Sherlock Holmes story, Silver Blaze and the "curious incident of the dog in the night-time." Holmes infers that the dog made no noise because the villain was someone the dog knew very well.)
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Friday, August 10, 2012
Three Charts Every Gold Stock Trader Should See / Commodities / Gold and Silver 2012
Jeff Clark writes: Everything is falling in place for a big gold stock rally...
So far this year, it's been tough to make money owning gold stocks. Every rally has been weak. Every subsequent decline has been steep. The big gold stock fund, GDX, for example is down 25% over the last 12 months.
This decline has made gold stocks very cheap... and ready to rally. Let me show you what I mean...
Friday, August 10, 2012
Cash Out Of Gold And Send Kids To College? / Commodities / Gold and Silver 2012
Today's AM fix was USD 1,608.50, EUR 1,310.92, and GBP 1,030.69 per ounce.
Yesterday’s AM fix was USD 1,612.75, EUR 1,307.46 and GBP 1,029.79 per ounce.
Silver is trading at $27.91/oz, €22.84/oz and £17.96/oz. Platinum is trading at $1,405.50/oz, palladium at $576.00/oz and rhodium at $1,060/oz.
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Friday, August 10, 2012
Gold Bullion Market Marking Time Until Federal Reserve Symposium / Commodities / Gold and Silver 2012
U.S. DOLLAR gold prices traded slightly lower Friday morning in London, hovering around $1610 an ounce for most of the session, as stock markets also edged lower and US Treasuries gained, after trade data from China provided further signs of economic slowdown.
China's trade surplus fell by 20% month-on-month in July, with both import and export growth slowing, according to official data published Friday.
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Friday, August 10, 2012
The Dumb Money Hates Silver, it’s Time to Buy / Commodities / Gold and Silver 2012
Peter Krauth writes: Speculators hate silver...
For the past year, the positive silver headlines have been few and far between.
Ever since the poor man's gold peaked near $50 in April of last year, it's become a despised metal.
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Friday, August 10, 2012
Silver Wheaton Corporation: The $100.00 Silver Bullet / Commodities / Gold & Silver Stocks
Today our team is full of excitement as we work our way through the news of new acquisitions and the publication of the Q2 financial results of our largest single holding in the silver space. In this article we will cover the Q2 financial results, the additions to the silver streaming facilities, take a quick look at the charts and conclude with one long term suggestion and one short term suggestion for your consideration.Read full article... Read full article...
Friday, August 10, 2012
It's Time to Invest in Argentina's Oil and Natural Gas Plays / Commodities / Oil Companies
Argentina's nationalist leanings grabbed major headlines earlier this year, but Mackie Research Analyst Bill Newman says the conflict is unlikely to become a repeating trend with the majors and supermajors currently trolling for oil and gas in the country's Vaca Muerta shales. In fact, Newman expects newer policies to encourage foreign investment in energy exploration. In this exclusive interview with The Energy Report, Newman explains why investors should keep an eye on the region and watch for major catalysts.
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Thursday, August 09, 2012
Natural Gas Prices Tick Up on Hot Weather But Investors Shouldn’t Expect Much More Upside / Commodities / Natural Gas
Four months ago, natural gas bottomed out at a 10-year low of less than $2 per million British thermal units. Since then, the price has rocketed around, actually bursting over $3 in early July before backing off later in the month.According to the US Dept of Energy (DoE), America’s inventories of natural gas are still running 20 percent above their five-year average. That’s despite the fourth-hottest summer on record, which drove demand for gas to generate electricity up 21 percent over 2011 levels.
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Thursday, August 09, 2012
Cameco to Benefit From Rising Demand For Uranium / Commodities / Uranium
For the first time in 34 years, US oil production has risen for three consecutive years. Since reaching a low in 2008, output has increased by 1.2 million barrels per day and America’s reliance on imported oil has fallen to 66 percent of consumption from 75 percent.Read full article... Read full article...
Thursday, August 09, 2012
Gold Production Down Another 4% In South Africa - Total Mineral Production Up 4.2% / Commodities / Gold and Silver 2012
Today's AM fix was USD 1,612.75, EUR 1,307.46, and GBP 1,029.79 per ounce.
Yesterday’s AM fix was USD 1,607.00, EUR 1,298.90 and GBP 1,030.33 per ounce.
Silver is trading at $27.93/oz, €22.79/oz and £17.94/oz. Platinum is trading at $1,415.75/oz, palladium at $583.80/oz and rhodium at $1,060/oz.
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