Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Wednesday, May 30, 2012
Expecting Crude Oil Prices to End 2012 Higher / Commodities / Crude Oil
By: Money_Morning
Larry D. Spears writes:
Forecasts for oil prices in the second half of 2012 and on into 2013 are varied, but there's one point on which virtually all agree: Oil prices won't be going down.
One reason is that oil prices have already dropped substantially in recent weeks.
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Wednesday, May 30, 2012
Trading Euro Misery with Gold / Commodities / Gold and Silver 2012
By: Adrian_Ash
Is the Euro as good as gold again, or is gold investing only as good as the Euro...?
SO "HEDGE FUNDS find ways to trade Euro misery," according to a Reuters headline. And with no hint of irony, the newswire includes gold in its list.
Tuesday, May 29, 2012
Gold’s “Contrarian Moment” / Commodities / Gold and Silver 2012
By: David_Galland
Glancing at the news most days, it's hard not to feel like Bill Murray's character in Groundhog Day. In the event you are unfamiliar with the movie, in it Murray's character becomes trapped in the same day… day after day.
In the current circular condition, we have the powers-that-be assuring us that the next high-level meeting will finally produce a permanent fix to the broken economy, essentially solving the sovereign debt crisis. Then, in no more than a few days, or at most a couple of weeks, the fix is revealed to be flawed and the crisis again sparks into flames... followed shortly thereafter by yet another high-level meeting – and the cycle begins anew.
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Tuesday, May 29, 2012
"Under-Valued" Gold Stalls Again as New Chinese Stimulus Rumored / Commodities / Gold and Silver 2012
By: Adrian_Ash
PROFESSIONAL WHOLESALE prices in the gold investment market reversed an early lift for the second day running in London Tuesday morning, easing back to last week's finish at $1573 per ounce as the Euro currency also reversed its early rise to $1.26.
European stock markets cut their gains but held 0.7% better by lunchtime, while commodity prices were broadly higher but the silver price fell to new 3-session lows beneath $28.30 per ounce.
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Tuesday, May 29, 2012
Risk Of Bank Runs And Forcible FX Conversion of Savings Deepens / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,573.75, EUR 1,254.48, and GBP 1,003.67 per ounce. Yesterday's AM fix was USD 1,579.00, EUR 1,255.67, and GBP 1,006.63 per ounce.
Silver is trading at $28.36/oz, €22.71/oz and £18.16/oz. Platinum is trading at $1,440.75/oz, palladium at $603.60/oz and rhodium at $1,275/oz.
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Monday, May 28, 2012
Gold Price Extreme Calls / Commodities / Gold and Silver 2012
By: EWI
Gold went mostly sideways in April and remains 15% beneath its September peak at $1921.50 basis spot.
Despite it's lackluster performance over the past eight months, forecasts for ever-higher prices abound. The latest extreme call is for gold to "go parabolic" and touch "$7,000". Apparantley, 11 consecutive yearly up closes, a new record for a commidity, is not straight up enough. Our stance remains that gold has completed a five-wave rally from August 1999 at last years high.
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Monday, May 28, 2012
Cleantech Consolidates Before The Next Big Push / Commodities / Renewable Energy
By: Andrew_McKillop
Cleantech, green energy and sustainable development technology are coming of age, into a changing and difficult world. The conclusion by many analysts at this time is that only those businesses that target a comprehensive and diverse energy strategy, which really balances out the risks and rewards will create and maintain enough competitive advantage and industrial momentum to gain lasting success in the resource-constrained world of today. The rearview mirror image however looks good: 2011 was a record year for investment flows and government support to the very broadly defined "clean energy and sustainable development" space.
Monday, May 28, 2012
Will Gold and Silver Fall Hard with the Euro? / Commodities / Gold and Silver 2012
By: Julian_DW_Phillips
For many years now gold and silver -by its pattern of following gold wherever it goes-- have been treated by traders, investors and central banks as a 'counter to the U.S. dollar' and quite rightly so; this definition, however, applies primarily to the long-term value of the dollar and not simply to the daily gyrations of the dollar's exchange rate.
Monday, May 28, 2012
July Key Month for Gold as US Futures Positions Steady / Commodities / Gold and Silver 2012
By: Adrian_Ash
LONDON's benchmark wholesale gold price rose 0.8% in Asian and London trade Monday, touching $1584 per ounce before easing back as silver also retraced early gains and European stock markets halved their initial rise.
Press reports said Madrid may move to support both the failed Bankia lender and Spain's cash-strapped regional governments with new public debt.
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Monday, May 28, 2012
Gold Bar Demand in China Surged 51% to 213.9 Tons In 2011 / Commodities / Gold and Silver 2012
By: GoldCore
Gold’s London AM fix this morning was USD 1,579.00, EUR 1,255.67, and GBP 1,006.63 per ounce. Friday's AM fix was USD 1,560.50, EUR 1,240.66, and GBP 996.04 per ounce.
Silver is trading at $28.65/oz, €22.86/oz and £18.33/oz. Platinum is trading at $1,442.50/oz, palladium at $592.60/oz and rhodium at $1,275/oz.
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Monday, May 28, 2012
Strong Evidence of an Important Low in Gold Stocks / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
Two weeks ago we proclaimed a major bottom could be imminent in the precious metals sector. Our basis for making the prediction was that the metals and shares were extremely oversold, breadth indicators were at 2008 levels, sentiment was contrarian bullish and markets were nearing areas of strong support. In this missive we review the compelling evidence for this important bottom and discuss the potential fundamental driving forces for the start of the next cyclical bull market in this sector.
Monday, May 28, 2012
Gold Bugs Will be Vindicated / Commodities / Gold and Silver 2012
By: Alasdair_Macleod
In recent weeks, while the eurozone has suffered escalating levels of systemic stress in government bond markets and its banking system, the gold price has fallen under $1,600. One would have thought that – but for the occasional fat-finger trade – gold would rise in all this instability, not fall. Putting aside short-term considerations, the simple reason has to be that the investment establishment, which has bought into the bond market bubble, does not believe that gold is any longer an alternative to paper money.
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Saturday, May 26, 2012
Gold and Silver, Fed Will Backstop a Run On the Exchange / Commodities / Gold and Silver 2012
By: Jesse
Gold and Silver, Fed Will Backstop a Run On the Exchange
The situation remains rather volatile and open to an exogenous event.
Gold has not yet broken its downtrend. We do have the option expiration under our belts at least and are entering a heavy delivery season.
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Saturday, May 26, 2012
An Urgent Update on America's Energy Megatrend / Commodities / Natural Gas
By: DailyWealth
Frank Curzio writes:
Friday, May 25, 2012
Low Baltic Dry Index and Negative Real Rates Make Silver Attractive / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
Recently, Bill Holter, a contributor to The Lemetropolecafe pointed out an interesting relationship between two major economic indicators and the quiet desperation that is propping up the world financial system.
The Baltic Dry Index or BDI provides a daily assessment of the cost of shipping key raw commodities by sea and is issued by London’s Baltic Exchange. The index covers 23 shipping routes for dry bulk carriers on a timecharter basis. These large ships move various commodities, such as coal, grain and iron ore, around the world.
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Friday, May 25, 2012
US Mint Turning Artificial Silver Prices Into Profits? / Commodities / Gold and Silver 2012
By: Dr_Jeff_Lewis
The paper precious metals market seems more and more like merely a leveraged, computer-driven poker game manipulated by the biggest players with the deepest pockets, mainly the bullion banks, (governments by extension) and hedge funds.Read full article... Read full article...
Friday, May 25, 2012
What Can We Infer From the Gold Dow Ratio? / Commodities / Gold and Silver 2012
By: Przemyslaw_Radomski
There is all the talk of Greece leaving the eurozone and we are already seeing a slow-motion runs on Greek banks. The Financial Times reports that €5 billion has left Greek banks in just the last two weeks and the more that Greek citizens feel it is possible that their country will leave the euro, the more incentive they have for pulling their money out and sending it abroad.
Friday, May 25, 2012
Gold's Potential Move From Tier 3 to Tier 1 Capital / Commodities / Gold and Silver 2012
By: Richard_Mills
Institutional investors tend to prefer investments that are thought to contain the potential for growth, growth = sprouts. An investment has to produce a growing revenue stream - if it doesn't grow it doesn't compound. Gold is rejected as an investment because it doesn't produce sprouts, meaning the steady income and systematic growth so sought after by institutional investors just isn't there.
Friday, May 25, 2012
Asian Gold Demand "Decent", Premiums "Steady" as US Futures Exchange Cuts Margin / Commodities / Gold and Silver 2012
By: Adrian_Ash
LONDON QUOTES for wholesale gold bars held above $1560 per ounce Friday morning, cutting the week's losses to 1.9% as European stock markets reversed their earlier rally and the Euro fell to a new two-year low.
Oil rose, but commodities headed for their fourth weekly loss in succession as Asian stock markets crept 0.1% higher from Thursday's near 5-month low.
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Friday, May 25, 2012
Worries Escalate Over $200 Crude Oil and $6 Gas / Commodities / Crude Oil
By: Money_Morning
Don Miller writes:
Could new sanctions against Iran spark a crisis that drives oil prices to $200 a barrel?
The leaders of the Group of Eight (G8) economies certainly hope not.
Even still, they recently unveiled plans to tap into global emergency strategic oil reserves -- just in case.
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