Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, June 07, 2012
Gold Bears "Wrong" About Dollar as Spain Raises Debt / Commodities / Gold and Silver 2012
By: Adrian_Ash
WHOLESALE MARKET gold prices eased back from an earlier rally Thursday lunchtime in London, trading at $1623 per ounce as the Euro currency slipped from a 1-week high $1.26 after new data showed US jobless claims continuing to fall.
The Bank of England left UK monetary policy unchanged at its scheduled monthly meeting, but the People's Bank of China surprised analysts by cutting interest rates for the first time since early 2009.
Thursday, June 07, 2012
Global Energy Transition Is Moving Fast / Commodities / Energy Resources
By: Andrew_McKillop
Oil analysts already integrate “disruptive technology” in the shape of hybrid and all-electric cars in their forecasts of probable decline in the total oil demand of the world's two-largest car fleets - in the EU27 and USA - and lower demand growth going forward for the world's fastest-growing fleets of China, India and smaller emerging economies.
Disruptive energy economics is also at work changing the energy piechart, especially the future role of oil, gas and the renewables. Under increasingly rational outlooks, oil's share in global energy can fall from its present 36% - 37%, to well below 33% by 2020, this forecast decline being set by the IEA and similar energy agencies as only possible by about 2030 or later.
Read full article... Read full article...
Thursday, June 07, 2012
The Fed Reserve Whispers Sweet Nothings to Gold and Silver / Commodities / Gold and Silver 2012
By: Eric_McWhinnie
May was a disastrous month for the market, as the “sell in May and go away” mantra reared its ugly head. For the month, the Dow Jones Industrial Average and S&P 500 both fell more than 6 percent, while the Nasdaq dropped 7.2 percent. In fact, The Dow and Nasdaq suffered their worst monthly decline since May 2010. Precious metals also experienced sharp pullbacks as the U.S. dollar hit its highest level since 2010. The trend for equities carried over into June, but gold and silver have outperformed as more stimulus chatter circulates.
Read full article... Read full article...
Thursday, June 07, 2012
China Gives Birth to Rare Earth Giants / Commodities / Metals & Mining
By: Anthony_David
China, the largest producer of rare earths in the world, has been restricting the export of its rare earth minerals through a quota system for some years now. Reduced rare earth exports from China have forced many global companies to setup production facilities in China to ensure access to a steady supply of raw materials.
Thursday, June 07, 2012
The End of Cheap Everything, Viewing Gold as Currency / Commodities / Gold and Silver 2012
By: The_Gold_Report
For his money—and the portfolio he offers investors is also his own—Ron Hera, founder of Hera Research, wants uniquely good companies. In an exclusive interview with The Gold Report, Hera shares why he is bullish on gold, finds silver volatile but worth investment and encourages new investors to dig a little to find hidden possibilities.
The Gold Report: What's the macroeconomic picture for gold and silver throughout the rest of this year?
Read full article... Read full article...
Thursday, June 07, 2012
Gold Standard, Gold Futures, and Perception Management / Commodities / Gold and Silver 2012
By: James_West
The apparent end to momentum in the 12-year bull market in the gold price is a carefully coordinated exercise in perception management. J.P. Morgan and a handful of the world’s largest banks have been permitted the right to originate contracts for forward sales and purchases of various commodity products far in excess of what is produced of each commodity annually.
Thursday, June 07, 2012
Is the Table Set for a Mania in Gold and Silver? / Commodities / Gold and Silver 2012
By: Jeff_Clark
It may feel like I'm out of touch with the precious metals markets to broach the subject of a mania today, but I think the table is being set now for a huge move into gold and silver.
There are, however, very valid reasons to reasonably expect a mania in our sector. For one thing, manias have occurred many times before, but the main issue is that a mania in gold and gold stocks is the likely result of the absolute balloon in government debt, deficit spending, and money printing. Saying all that profligacy will go away without inflationary consequences seems naive or foolish. Inflation may not attract investors to gold and silver as much as force them to it.
Read full article... Read full article...
Thursday, June 07, 2012
Gold and Silver Correction Runs its Course, When Time's Up Prices Reverse / Commodities / Gold and Silver 2012
By: Peter_Degraaf
This weekly chart courtesy Stockcharts.com features the gold price rising within the blue channel and the Accumulation/Distribution line at the top. The green boxes show the historical connection between the gold price and the A/D line. Whenever the A/D line rises (as now), price usually follows. The fact that the A/D line has been moving up since the beginning of 2012 puts pressure on the gold price to 'get in step'.
Thursday, June 07, 2012
Gold Modest Proposal / Commodities / Gold and Silver 2012
By: Paul_Tustain
Zurich, Hong Kong, Mumbai, Shanghai and Singapore have all detected the UK's ambivalence to physical metal...
A gold sovereign coin is within the UK tax authority's definition of investment gold. But would a new one pass the tests of fairness which government rightly demands of the investment industry?
Read full article... Read full article...
Wednesday, June 06, 2012
ECB Keeps Interest Rates At 1% - Gold Record High In Indian Rupees / Commodities / Gold and Silver 2012
By: GoldCore
Today's AM fix was USD 1,633.25, EUR 1,305.45, and GBP 1,057.33 per ounce.
Friday’s PM fix was USD 1,606.00, EUR 1,292.76, and GBP 1,041.76 per ounce.
Silver is trading at $29.35/oz, €23.57/oz and £19.03/oz. Platinum is trading at $1,469.00/oz, palladium at $622.00/oz and rhodium at $1,200/oz.
Read full article... Read full article...
Wednesday, June 06, 2012
Have Gold, Silver, and Mining Stocks Bottomed? / Commodities / Gold & Silver Stocks
By: J_W_Jones
On Friday, the price action in gold caught the attention of most market participants as gold put in a monster move to the upside in light of risk assets such as the S&P 500 selling off sharply. In fact, gold futures rallied nearly $58 per troy ounce on Friday (+3.71%) while the S&P 500 Index sold off over 32 handles (-2.46%).
Monday saw some profit taking in gold and silver futures as Friday’s monster gains had to be digested. Short term traders were locking in profits, but overall the price action remains quite bullish at the moment. The gold miners remained extremely strong into the bell on Monday as buyers bid up prices in the afternoon to push them nearly 1.65% higher for the trading session.
Read full article... Read full article...
Wednesday, June 06, 2012
Beware of Rare Earth Metals False Claims / Commodities / Metals & Mining
By: Critical_Metals_Repo
Bob Wolf, Alliance LLC vice president, doesn't believe everything he reads. Manufacturers claim they can swap out rare earth elements for cheaper, more accessible materials, while some miners insist they can fill every gap in the rare earth supply chain. In this exclusive interview with The Critical Metals Report, Wolf explains why rare earth elements are irreplaceable in many applications and outlines the patenting and permitting hurdles that producers must overcome to realize mine-to-magnet production.
Wednesday, June 06, 2012
Nuclear Power Has a Bright Future / Commodities / Nuclear Power
By: The_Energy_Report
If you asked Amir Adnani, chief executive of Uranium Energy Corp., why he was so bullish about uranium in 2007, his answer would be the same as it is today: There is not enough supply to meet demand. Investors might wonder if Fukushima has drawn the curtain on this industry, but Adnani says in this exclusive interview with The Energy Report that this is just the first act for nuclear power. Adnani is taking advantage of what he sees as a once-in-a-lifetime opportunity to grow his Texas-based company, snapping up properties that are now "on sale."
Tuesday, June 05, 2012
Intermarket Analysis Applied to Gold, Gold Stocks and Bonds / Commodities / Gold and Silver 2012
By: Jordan_Roy_Byrne
Longtime readers know that we are a huge fan of intermarket analysis which is a rather new field within technical analysis. I believe John Murphy developed this field, thanks to his book. Intermarket analysis is the analysis of the relationships between the major asset classes: stocks, bonds and commodities. Furthermore, evaluating and comparing the different sectors within those asset classes also counts as intermarket analysis. Essentially, it is comparing one market to another. Intermarket analysis is essential when analyzing the precious metals complex because it is always affected by or has some relationship to other markets.
Tuesday, June 05, 2012
Silver: A Tier 1 Asset for All / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
In recent years, precious metals, most notably silver and gold, have played an unusual dual role as both monetary and non-monetary commodities. That may be in the process of changing for major financial institutions to favor holding metals as collateral as the Basel Committee ponders allowing banks to use gold as a Tier 1 capital asset.
Tuesday, June 05, 2012
The Silver Squeeze: Bank Runs Versus EU Short Covering? / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
According to Google Trends, the number of Internet searches for the phrase “bank run” has reached an all-time high, demonstrating just how concerned many intelligent people are becoming over the stability of the global banking system.
Amid these troubling times for financial institutions, silver is continuing to shine as the “poor man’s gold” that will provide a safe haven investment asset if paper currencies lose even more of their already tenuous credibility.
Read full article... Read full article...
Tuesday, June 05, 2012
Golden Days Ahead for Gold Stocks / Commodities / Gold & Silver Stocks
By: The_Gold_Report
Savvy investors and central banks in Asia are accumulating physical gold, the most stable form of value. In an exclusive interview with The Gold Report, Dave Kranzler, founder of Golden Returns Capital, contrarian gold investor and newsletter writer, shares his investment outlook and explains what he looks for when investing in gold miners poised to profit from economic turbulence.
The Gold Report: You started your career, Dave, in the fixed income securities division of Goldman Sachs. And you worked as a junk bond trader before founding Golden Returns Capital. What prompted you to move into precious metals?
Read full article... Read full article...
Tuesday, June 05, 2012
Mining Stocks Booms, Busts and Bargains / Commodities / Metals & Mining
By: Submissions
David Dittman writes: The S&P/ASX 200 Materials Index comprises a wide range of commodity-related manufacturing industries, including companies that manufacture chemicals, construction materials, glass, paper, forest products and related packaging products as well as metals, minerals and mining companies. It forms the basis of the basic materials stocks in my coverage universe.Read full article... Read full article...
Tuesday, June 05, 2012
Disruptive Economics Accelerating Global Energy Change / Commodities / Crude Oil
By: Andrew_McKillop
Oil analysts already integrate “disruptive technology” in the shape of hybrid and all-electric cars in their forecasts of probable, at least possible decline in the total oil demand of the world's two-largest car fleets - in the EU27 and USA - and in the world's fastest-growing fleets of China, India and other smaller emerging economies.
Tuesday, June 05, 2012
Gold and Commodities Major Long-term Bottom Forming / Commodities / Commodities Trading
By: Toby_Connor
Stocks:
With Friday's employment report a few things began to clear up. The first one is the correct cycle count on the stock market. With the break to new lows it's now apparent that April 10th formed either a very stretched, or very short daily cycle. I tend to lean towards the very short cycle interpretation based on the trend line breaks I have illustrated in the chart below.
Read full article... Read full article...