Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, January 24, 2012

Currency Wars Are Driving Gold and Silver Higher / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

Over the weekend, talks between Greece and its private-sector creditors over debt write-downs were unsuccessful. Charles Dallara, the creditors’ lead negotiator, left Athens on Saturday as differences remained over the terms of new Greek bonds. Although a deal was not agreed upon, the market is signaling high expectations for a deal to be completed soon.

Tuesday, January 24, 2012

LNG Exports Won’t Save Natural Gas’ Slide / Commodities / Natural Gas

By: G_Joel_Chury

As the price of natural gas continued its free fall through last week, resulting in lows not seen since 2002, it’s no surprise that the price environment has chipped away at the big producers. Chesapeake Energy (NYSE:CHK) tipped its hand today, stating that it would pull back on its drilling activity by half and reduce production by 8% on account of low natural gas prices.

Tuesday, January 24, 2012

Agri-Equities and the Global Food Crisis / Commodities / Agricultural Commodities

By: Ned_W_Schmidt

Some may have considered a planter of herbs on the patio for that taste only freshly picked gives. Many of us have a garden for fresh vegetables in the back yard. In the city that is about all that most can do. For in the city, no chickens are allowed. Most communities have strong ordinances against raising a flock of chickens in the backyard. And forget it, no cows for milk either.

Monday, January 23, 2012

Currency Wars - Iran Banned From Trading Gold and Silver / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,675.00, GBP 1,076.55, and EUR 1,294.94 per ounce.

Friday's AM fix was USD 1,646.00, GBP 1,064.68, and EUR 1,274.29 per ounce.

Monday, January 23, 2012

Gold Forecast $6000, And Gold Mining Analysis Through Visualisation / Commodities / Gold and Silver 2012

By: Hubert_Moolman

Gold Chart Analysis: Gold Price At $6000 Before 2014?

Monday, January 23, 2012

Gold, Financial Market Safe Havens / Commodities / Gold and Silver 2012

By: UnpuncturedCycle

For the last year or so there has been a lot of commentary with respect to money flows from more risky investments like stocks, commodities and gold and into the so called safe havens like the US dollar and the 30-Year Treasury. That’s the message heard day and night on Bloomberg and CNBC and they bring in one expert after another to back them up. They’ll sit there and beg the question knowing full well what the answer is going to be. It always struck me as far fetched that paper assets emitted by the world’s largest debtor, and backed by absolutely nothing, could be considered a safe haven. Meanwhile gold has been money for more than three thousand years and it is considered to be risky, speculative and down right dangerous by the gurus that fill the airwaves with their prophecies.

Monday, January 23, 2012

Gold Confiscation, a Reality? / Commodities / Gold and Silver 2012

By: Julian_DW_Phillips

The issues facing the developed world's financial systems are ones of liquidity and solvency, among others. The assumptions of liquidity levels proved horribly incorrect! The request of the IMF to lift their resources from $380 billion to $980 billion and the currency swaps between the U.S. and Eurozone confirm that (these may still prove inadequate). Many markets, which reserve managers had considered to be deep and liquid, proved to be the exact opposite with assets-selling only at a large discount. This was even true of some AAA-rated assets, showing that credit ratings offered no effective guide to liquidity. Many central banks had to rely on bi-lateral currency agreements with other central banks, principally the US Federal Reserve.

Saturday, January 21, 2012

Making Green Energy Credible / Commodities / Renewable Energy

By: Andrew_McKillop

Can we make green energy credible ? Not so much a victim of its own succees, but victim of its own failure, green energy still hangs on and hangs in among the mix-and-mingle of dominant government and elite ideologies in most OECD countries, and several G20 and Emerging economies led by China and India. One reason for this is really basic: there are no other ideas on the subject of "After we run out of cheap oil, what do we do ?"

Saturday, January 21, 2012

Euro, Gold on the Move / Commodities / Gold and Silver 2012

By: Mike_Paulenoff

Purely from a technical perspective, let's notice that the Euro/US Dollar hit a one-week high this morning at 1.2985 off its low at 1.2620 (+2.85%). It has since corrected and turned up from 1.2890, which happens to be the recent upside breakout plateau of a two-week base-like formation that projects to 1.3080-1.3120.

Friday, January 20, 2012

Gold Stock Upleg Cycles / Commodities / Gold and Silver 2012

By: Zeal_LLC

Despite gold’s powerful secular bull over the past decade, gold stocks remain vexing to investors and speculators.  Though this metal’s miners have yielded truly colossal bull-to-date gains, they failed to leverage the record-high gold prices seen in much of 2011.  So naturally traders aren’t very enthusiastic about this sector at the moment.  But they sure would be if they understood the gold-stock upleg cycles.

Friday, January 20, 2012

Platinum’s Upside Potential / Commodities / Platinum

By: Przemyslaw_Radomski

There are certain dogmas held sacrosanct by precious metals investors and one of them is that platinum is supposed to be more expensive than gold. That’s just the way it is. Quite a few eyebrows lifted and jaws dropped last fall when the yellow metals price overtook that of platinum. The historic switch took place on Sept. 2nd when Comex gold futures settled at $1,875.25 per troy ounce, just above platinum’s closing price of $1,873 per ounce. When you consider the price history of the two precious metals—platinum has traded at a $200 to $400 premium to gold—the reversal was astounding. Just to give you a better idea, before the 2008 Lehman Brothers crash, platinum was trading at more than $2,270 per ounce while gold was trading under $990 an ounce.

Friday, January 20, 2012

Investors Great Opportunities in Gold and A Dangerous Trap / Commodities / Gold and Silver 2012

By: DeepCaster_LLC

“The Fed doesn’t have a clue about markets or economics. They are dangerous people. Printing money is not good for the world and will lead to more problems for the world….

“What the Federal Reserve is doing now is ruining an entire class of investors.” Jim Rogers, Bloomberg Interview, 6/29/11

Friday, January 20, 2012

Gold Down for the Week Down in Euros, Up in Dollars / Commodities / Gold and Silver 2012

By: Ben_Traynor

WHOLESALE MARKET gold bullion prices in Dollars dropped to $1646 an ounce Friday lunchtime in London – down 1.4% on yesterday's high – as China prepared for the week-long Lunar New Year holiday.

Commodities also traded lower, while stock markets were broadly flat overall.

Prices for silver bullion dropped to $30.39 per ounce – though still 2.0% up on last week's close.

Friday, January 20, 2012

QE3, Gold $2,200 Forecast, and the Trillion Dollar Bazooka / Commodities / Gold and Silver 2012

By: Money_Morning

Peter Krauth writes: It's the beginning of a new year, and there's no shortage of big headlines...

Europe is on the financial brink, Iran is a powder keg, and precious metals like gold have retreated.

It's also a time when there is no shortage of financial forecasts.

Thursday, January 19, 2012

Gasland – More Drama Than Documentary, Don't Frack Me Up / Commodities / Natural Gas

By: Marin_Katusa

Marin Katusa, Casey Research writes: To many walking the planet, fracking has a seriously bad reputation. Thanks to hyperbole and misinformation, fracking opponents have convinced a lot of people that the operators who drill and then hydraulically fracture underground rock layers thumb their noses at and even hate the environment.

Anti-fracking claims may be twists on reality – for example, that a legislative loophole makes fracking exempt from the America's Safe Drinking Water Act, when really this federal legislation never regulated fracking because it is a state concern. Then there's the completely absurd, such as the idea that frac operators are allowed to and regularly do inject frac fluids directly into underground water supplies.

Thursday, January 19, 2012

Key Pillars of Gold Bull Market Intact / Commodities / Gold and Silver 2012

By: Adrian_Ash

WHOLESALE PRICES to buy gold and silver with Dollars both eased back after touching new 5-week highs in London, rising 1.3% and 3.0% respectively for the week-so-far as the US currency fell further from this week's 17-month high to the Euro.

Global equities rose for the fourth day running, with shares in Bank of America adding 6.1% in pre-market US trade after it reported better-than-forecast quarterly earnings.

Thursday, January 19, 2012

Gold and Silver Market Price Manipulation, Look for Motive / Commodities / Market Manipulation

By: Janet_Tavakoli

Regulators haven't been able to keep up with price manipulation in the commodities markets or any other market. Why do games persist? The short answer is because they can, and because they can be very profitable in the short run.

If you've Googled gold or silver, you've probably come across sites that are breathless about the possibility of manipulation of metals prices. The problem with the internet is that it's new, too new to capture the rich history of the financial markets. Manipulation of metals prices--and the prices of many other commodities--is an old tradition. Here's one example adapted from An Alchemists Road: My transition from medicine to business, by Dr. Henry Jarecki (Dr. Jarecki is currently Chairman of Gresham Investment Management LLC.), October, 1989. This publication is not available on the internet.

Thursday, January 19, 2012

Gold Rises for Fourth Day - IMF $500 Billion Hopes Create Concerns / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,664.00, GBP 1,076.53, and EUR 1,289.62 per ounce.

Yesterday's AM fix was USD 1,657.00, GBP 1,077.09, and EUR 1,290.80 per ounce.

Thursday, January 19, 2012

Real Risks to the Gold Price / Commodities / Gold and Silver 2012

By: Adrian_Ash

Pending the big downturn in gold, here's 3 near-term risks to beware...

IF YOU'VE BEEN paying attention, then you'll remember how gold can make financial crises fun. Gold bulls were so short of things to keep them awake at night, in fact, many will no doubt be grateful for the 20% plunge of late 2011. Y'know, just to keep their hand in.

Wednesday, January 18, 2012

When Gold New All Time High? / Commodities / Gold and Silver 2012

By: Jeff_Clark

By Jeff Clark, Casey Research : Some investors are frustrated and a few are worried that gold seems stuck in a rut. This stall in price has happened before, of course, but since 2001 it's always eventually powered to a new high. Unless one thinks the gold bull market is over, it's natural to wonder how long might we have to wait before seeing another new high.

Absent some sort of global shock that sparks another rush into gold (easily possible in today's climate), I think the answer may lie in examining the size and length of past corrections and how long it took gold to reach new highs afterward.