Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, December 15, 2011
Gold Falls due to Re-Hypothecation, Counter Party, Liquidity and Contagion Risk / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,591.10, EUR 1,224.20, GBP 1,026.30, CHF 1,501.40, JPY 123,940 and AUD 1,602.0 per ounce.
Gold’s London AM fix this morning was 1,590.00, GBP 1,026.535 and EUR 1,223.64 per ounce.
Yesterday's AM fix was USD 1,635.00, GBP 1,055.32 and EUR 1,255.18 per ounce.
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Thursday, December 15, 2011
Don't Be Fooled by Gold's Recent Dip, Still Forecast to See $2,000 in 2012 / Commodities / Gold and Silver 2012
By: Money_Morning
Kerri Shannon writes:
If you're concerned about where gold prices are headed after yesterday's (Wednesday's) bear-market buzz, don't be. This is just a brief pit-stop in what continues to be an epic bull-run for the yellow metal.
Gold prices fell below $1,600 an ounce Wednesday for the first time since October, settling down nearly 5% at $1,586.90 an ounce Comex division of the New York Mercantile Exchange (NYMEX). That's below the closely-watched 200-day moving average for the first time since January.
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Thursday, December 15, 2011
Crude Oil Price Forecast 2012, How to Profit from $150 Oil / Commodities / Crude Oil
By: Money_Morning
Jason Simpkins writes:
2011 was an up-and-down year for oil prices, but don't expect that pattern to repeat in 2012.
No, next year, the trajectory for oil prices will be far more linear - and it's pointed up.
In fact, we could even see $150 oil by mid-summer.
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Thursday, December 15, 2011
Gold – 2006 Similarities and Correction Over? / Commodities / Gold and Silver 2011
By: Willem_Weytjens
I guess a lot of people wet their pants last night, as gold was down over 4% at some point. The chart incurred technical damage over the short term, and if current support fails to hold, gold could be headed for about $1,440 (or the equivalent of $140 GLD), as we will discuss later on.
Thursday, December 15, 2011
Balancing Small Silver Mining Companies with Big Payoffs: David Morgan / Commodities / Gold & Silver Stocks
By: The_Gold_Report
David Morgan, publisher of Silver Investor, likes the balanced risk and growth that midtier companies provide, but even he can't resist the pull of having a speculative pick pay off. In this exclusive interview with The Gold Report, Morgan talks about the tenets he lives by when investing in mining companies, be they small-cap or midtier or billion dollar companies.
The Gold Report: David, in August you predicted that the silver price could go as high as $75 an ounce (oz). It was recently at about $32/oz. Where is it along the path to $75/oz?
Thursday, December 15, 2011
Gold Price Long-term Advance Still in Place / Commodities / Gold and Silver 2011
By: Donald_W_Dony
Gold's multi-year rise remains firmly in place in spite of the recent drop to $1600. The elements that have fueled the advance over the past decade have not gone away. Concerns over mounting sovereign debt, the secular decline of the US dollar and future inflationary fears continue to drive gold higher in value over the long term.
Thursday, December 15, 2011
Why Buy that Parabolic Move in Gold / Commodities / Gold and Silver 2012
By: Aftab_Singh
It may be just me, but it seems like the majority of market participants are terrible at dealing with one of the rudiments of life as a human being; time. It is almost as if the herding man lives in constant contempt for his former self and dogmatic surety about his current convictions (whether they relate to past, present or even the future). If this hunch happens to be true, then it doesn’t take much to see the folly – for surprise surprise; as time passes the much-loved present conviction joins the realm of past regrets. So to thwart the arrogance of the gold bubble-top callers and the long-for-the-sake-of-being-long speculators here I outline why you, they and — hell — I might just buy that forthcoming parabolic move in gold.
Thursday, December 15, 2011
Is Gold’s Bull Market Over? / Commodities / Gold and Silver 2011
By: Eric_McWhinnie
Early Wednesday, the euro dropped to under $1.30, its lowest level since January. The decline came after Italy paid a euro era record yield of 6.47% to sell five-year notes. Last month, Italy paid an average yield of 6.29%, which shows that despite the EU summit, there has been very little change in the euro debt crisis. With the euro still on the edge, investors are seeking safety in the US dollar. Gold prices dropped below $1,600, while silver broke its $30 support level.
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Thursday, December 15, 2011
Mike Shedlock Tells Nouriel Roubini, Fundamental Case for Gold Has Not Changed / Commodities / Gold and Silver 2011
By: Mike_Shedlock
In response to Dollar Soars vs. All Major Currencies Following FOMC No Hint of QE3; Looking Ahead, What's Next? I received the following email question from a reader.
Still standing by your position? The euro has tanked, US dollar has shot up, and lo-and-behold gold drops $150.
Thursday, December 15, 2011
Mixed Outlook for Gold as the Market Declines / Commodities / Gold and Silver 2011
By: Przemyslaw_Radomski
Whatever glow there might have been from last week’s European summit turned to gloom as markets turned downwards Monday. Global investors drove down everything in sight, including gold which dropped nearly 3% to a seven-week low to trade under $1,660 an ounce. Gold got lumped with other assets considered risky (we live in interesting times, as gold was known to be the “safe asset” for millennia and now it’s a “risky asset”). European indexes were down: Germany 3.4%, France 2.6% and Italy 3.8 %.
Wednesday, December 14, 2011
Roubini Asks of ‘Goldbugs’ on Twitter “Where is 2,000?” - Ignores Academic Research / Commodities / Gold and Silver 2011
By: GoldCore
Gold is trading at USD 1,614.10, EUR 1,242.20, GBP 1,045.30, CHF 1,533.40, JPY 126,100 and AUD 1,623.0 per ounce.
Gold’s London AM fix this morning was USD 1,635.00, GBP 1,055.32, and EUR 1,255.18 per ounce.
Yesterday's AM fix was USD 1,665.00, GBP 1,068.75, and EUR 1,262.22 per ounce.
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Wednesday, December 14, 2011
Gold Liquidation and 200-Day Moving Average / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF GOLD fell back to new 7-week lows in London on Wednesday, giving back a 1% rally from Asian trade as world stock markets and commodity prices also fell after the US Federal Reserve kept its monetary policy unchanged on Tuesday.
Dollar investors saw the price to buy gold dip below $1624 per ounce – down over 5% from last weekend – as copper prices sank to a 2-week low and US crude oil fell through $100 per barrel.
Wednesday, December 14, 2011
Gold and Silver Patterns Could Weigh On Stocks / Commodities / Gold and Silver 2011
By: Chris_Ciovacco
If you own stocks, you want gold and economically-sensitive silver to perform well. Weakness in precious metals is reflective of diminished concerns about future inflation and increasing concerns about deflation. The Fed, via money-printing exercises such as quantitative easing (QE), is attempting to “inflate away” the large debt burdens plaguing governments around the globe. The Fed is also trying to hold off deflationary forces, which can morph into a negative economic feedback loop of falling asset prices. If gold and silver cannot muster a sustainable rally soon, it will tilt the economy and markets toward bearish/deflationary outcomes over the coming weeks and months.
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Wednesday, December 14, 2011
The Changing Nature of Global Natural Gas Projects / Commodities / Natural Gas
By: Money_Morning
Dr. Kent Moors writes:
I wrapped up my recent trip to Russia at 4 a.m. last Friday in a Moscow airport.
One thing is certain about my trips to Russia - the time schedule is always off.
But I can't complain; the weeklong visit provided many benefits.
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Wednesday, December 14, 2011
Hundreds Of Old Gold Mines Are Reopening / Commodities / Gold & Silver Stocks
By: MIN
New mining technologies combined with high metal prices are triggering a global re-activation of old mines including the Chitradurga mine in India, the Copper Mountain mine in British Colombia, the Sukari Mine in Egypt, the Orvana Mine in Northern Spain and soon the Lincoln Mine in California.Read full article... Read full article...
Wednesday, December 14, 2011
US Real Interest Rates Indicate Gold Undervalued / Commodities / Gold and Silver 2011
By: Bob_Kirtley
In this update, we look at the latest trend emerging in US real rates. US real rates continue to fall and as a result we remain bullish on gold.
We have covered the dynamics of the relationship between gold and U.S. real rates before, but for new readers and those wanting a refresher, here’s an excerpt from a previous article:
Wednesday, December 14, 2011
Gold and Silver $20 Trillion Market Manipulation for Buyers of 300 Billion Silver Ounces / Commodities / Gold and Silver 2011
By: Submissions
Mach M writes: Financial idiots and frauds who are trying to crash Silver & Gold price, they will crash world economy because Gold & Silver are the pillars of world economy and they are hedge against inflation. If the pillars are not strong and frauds try to break the pillars then the 200 storey building (world economy) will crash.
Wednesday, December 14, 2011
The Uranium Mining Industry Is Alive and Well / Commodities / Uranium
By: The_Energy_Report
The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas.
Tuesday, December 13, 2011
India Embraces Solar Power, Says Price Will Equal Thermal Power in Five Years / Commodities / Renewable Energy
By: OilPrice_Com
Economic South Asian superpower India has firmly embraced solar power, advancing the target date by five years for selling solar-generated electricity at the same rate as electricity generated by fossil fuel plants, from 2022 to 2017.
According to government officials, the reason for moving the date forward is plummeting tariffs in the latest solar development projects, a trend that they believe is likely to continue.
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Tuesday, December 13, 2011
Gold Price Could Fall to $1600, Even Lower During this Correction / Commodities / Gold and Silver 2011
By: Dr_Nu_Yu
Gold is in the bump phase of a seven-year Bump-and-Run Reversal Top pattern which typically occurs when excessive speculation drives prices up steeply, and is now at a critical juncture which could change the long-term trend of gold. Silver is already in the run phase which does not bode well for its future price. Let me explain.