Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, October 28, 2011

Unconventional Oil Supply / Commodities / Crude Oil

By: Zeal_LLC

Each year a small portion of the world’s finite oil supply is drained.  And over time this annual draw has grown larger in a world that seems to be getting smaller.  As global commerce gains fluidity, the demand for this hydrocarbon appears to be insatiable.

Transportation is of course by far the largest consumer of oil, responsible for about 60% of global demand.  Everything we own and everything available to us to buy had to get from where it was made to the point of sale.  And it is oil that fuels this transportation.

Friday, October 28, 2011

Gold Research Again Proves Gold as “Risk Management Vehicle” and “Store of Wealth” / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,736.36, EUR 1,227.21, GBP 1,078.67, JPY 131,718, ZAR 13,432/oz and CHF 1,500.36 per ounce.

Gold’s London AM fix this morning was USD 1,735.00, GBP 1,077.91 and EUR 1,224.50 per ounce.

Yesterday’s AM fix was USD 1,708.00, GBP 1,067.83 and EUR 1,219.74 per ounce.

Friday, October 28, 2011

Gold Returns to Form, China Considers "Strategic Opportunities" of Bailing Out Europe / Commodities / Gold and Silver 2011

By: Ben_Traynor

SPOT MARKET gold prices touched a one-month high of $1752 an ounce during Asian trading on Friday – a 7.9% gain from the start of October – before falling back by lunchtime in London. 

Stock and commodity markets edged lower and US Treasury bonds gained, as investors began to digest the implications of this week's Euro Summit deal.

Friday, October 28, 2011

Argentina Rule Change Casts a Dark Shadow Over the Gold Mining Industry / Commodities / Gold & Silver Stocks

By: Bob_Kirtley

The re-elected President, Cristina Fernandez de Kirchner, wants export revenues from mining projects to be repatriated and converted to Argentine currency prior to their distribution.

This rule change by the Argentinian government renders this country less attractive than it use to be to inward investors. It also serves as a reminder as to the myriad of risks involved in any mining operation. This one comes under the heading of Geo-political risk, as the re-elected government seeks to stem the flow of capital out of the country. Having this cash repatriated also gives the government the opportunity, further down the line, to introduce capital controls which would result in the cash having to be re-invested in Argentina.

Friday, October 28, 2011

Buying Gold, A Golden Mistake Worth Repeating / Commodities / Gold and Silver 2011

By: Jeff_Clark

Jeff Clark, Casey Research writes: The following conversation took place between a friend's son and me; he's a bright but relatively young investor. He had purchased some gold based on some things I'd told his father. Shortly afterward, the price dropped hard. As you'll see, he was not very happy with my advice and said so in an email to me. So I called him...

Thursday, October 27, 2011

Gold Surges Higher as EU’s ‘Grand Plan’ Leads to More “Irrational Exuberance” and Prevents Contagion / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,722.10, EUR 1,228.20, GBP 1,076, JPY 130,520 , AUD 1,622.40 and 10,955 CNY per ounce.

Gold’s London AM fix this morning was USD 1,708.00, GBP 1,067.83 and EUR 1,219.74 per ounce.

Thursday, October 27, 2011

Gold Gains as Eurozone Optimism "May Fade" Following Details / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE SPOT MARKET gold price rallied to $1725 an ounce Thursday lunchtime in London – 5.1% up from the start of the week – following a mid-morning dip.

Silver prices continued to see-saw around $33.50 per ounce – 6.7% up for the week so far.

Thursday, October 27, 2011

Why A Mega Gold Stocks Rally Is Imminent / Commodities / Gold & Silver Stocks

By: Hubert_Moolman

During the Great Depression, at a certain point, gold stocks started a massive rally. While most things were going down in price, gold stocks made significant gains, becoming one of the best performing sectors during that time. Below is a chart (from sharelynx.com), which illustrates the performance of the gold stocks during this time:

Thursday, October 27, 2011

Two Ways to Profit From La Nina Seasonal Weather Shift / Commodities / Agricultural Commodities

By: Money_Morning

Jack Barnes writes: If you follow the commodity markets, you know that weather can have a dramatic effect on your investments.

A flood, drought, hurricane, tornado, or even something as simple as the changing of the seasons can be a game changer.

Thursday, October 27, 2011

An Unlikely New Supporter for Alternative Energy / Commodities / Ethanol

By: Money_Morning

Dr. Kent Moors writes: During a biofuels conference at Mississippi State University last week, Navy Secretary Ray Mabus announced that his branch would be leading the charge to lessen the U.S. Department of Defense's (DOD) dependence on fossil fuels.

This involves a rather large chunk of traditional fuel usage.

Thursday, October 27, 2011

Gimmick Car Fuels: Biofuels And Hydrogen Are Back / Commodities / Renewable Energy

By: Andrew_McKillop

Not for long, of course.
Biofuels as a gimmick alternative to oil-fuelled cars wax and wane with oil prices. At times of specially high stress, that is high or fast-rising oil prices even hydrogen cars will be dredged out of the timewarp closet, to join today's real favourite - electric cars. Gimmick fuels and the cars which go with them are totally linked to the vagaries of oil prices because they all need oil to be manufactured: their media exposure soars when oil prices are high, then wanes with oil price lows, but everybody (sane) knows the simple fact: these are time wasting and money wasting gimmicks, to which we can add - with H2 Cars - they are outright lethal hydrogen bombs on wheels making Osama bin Laden totally surplus !

Thursday, October 27, 2011

Hands Off Germany's Gold!!! / Commodities / Gold and Silver 2011

By: Adrian_Ash

Gold still represents the ultimate form of payment. Why throw it away before the Euro collapses...?

"HANDS OFF!" shouts German newspaper Bild today. "Failed states are still going to get our gold," screams the tabloid's headline.

Thursday, October 27, 2011

Gold Miners’ Leverage Effect Is Gone. But For How Long? / Commodities / Gold & Silver Stocks

By: Willem_Weytjens

In this article, we will have a look at the so called “leverage” effect that mining companies are supposed to have to the underlying metal prices.

To explain briefly why mining companies SHOULD have a leverage effect to increasing metal prices, I will illustrate this with a simple example.

Thursday, October 27, 2011

Bullish on Gold and Gold Stocks / Commodities / Gold and Silver 2011

By: The_Gold_Report

The end of 2011 is a golden opportunity to participate in an anticipated upside for mining equities, says Tocqueville Asset Management Senior Managing Director John Hathaway. We caught up to him at the Casey Research/Sprott Inc. Summit "When Money Dies" for this exclusive interview with The Gold Report. Hathaway predicted that once investors realize higher gold prices will stick, they will take a chance on the big upside waiting in the junior and senior space.

Thursday, October 27, 2011

Are Gold & Silver Investing Safe-Havens Again? / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

Over the past month, gold and silver have remained in a trading range.  Gold had difficulties breaking through $1,700, while silver lost momentum as it rose near $33.  However, recent developments such as Greece deadlocks and US debt worries have once again returned gold and silver to their rightful safe-haven status.

Thursday, October 27, 2011

Weakness in Crude Oil / Commodities / Crude Oil

By: Mike_Paulenoff

Based on my intraday pattern work, nearby NYMEX Crude Oil should roll over again and press towards 90.10-89.80 next. Should such a scenario unfold, then I will be interested to see if oil closes beneath 90.55, which its 200-day EMA. That level was hurdled on Monday, but violated again on the downside today (perhaps).

Wednesday, October 26, 2011

Is U.S. Biofuel Production Going to Double in the Next Decade? / Commodities / Ethanol

By: OilPrice_Com

A recent study, released on 11 October, "Biofuel Markets and Technologies" released by Pike Research states that the global biofuel market will double within the next decade to $183.3 billion from its current level of $82.7 billion, with ethanol production accounting for $78 billion of future worldwide biofuel production, while predicting that biodiesel production will reach $25.5 billion. Perhaps not surprisingly, Pike Research predicts that the US will become the world's leading biofuel producer, accounting for 71 percent of alternative fuel by 2021.

Wednesday, October 26, 2011

Gold, Silver and Fraudulent Investor Traps / Commodities / Gold and Silver 2011

By: Jim_Willie_CB

The feverish positive sentiment has left the Gold & Silver market in the last two months. Raised margin requirements during falling prices alongside naked short ambushes in the COMEX, coupled with permitted asset damage from debt monetization conducted more in secrecy will always help to dampen enthusiasm. But with the billboard message on the European subway walls and boulevards and news magazines stating the obvious, that the European debt crisis has no solution, that Germany has no more checks to write in funding the bailouts, that Greece is set to default, that leaders in political spheres are opposed by bank leaders where the final decisions are made, the GOLD & SILVER PRICES ARE SET TO ZOOM. Only the dummies sold in the last round of ambushes and interrupted recoveries. The precious metals have suddenly awakened. The old defended range for the two metals was easily overrun as a splash of reality hit the market faces. A mad scramble is likely from here onto the end of year, as people realize that hyper-inflation is the solution on any massive bailout with clearer gigantic needs, and as people realize that a broad string of bank failures will drive gigantic flows into safer places since sovereign bonds will go from sacred to toxic. The powerful decline in September, down $200 in gold and down $10 in silver suddenly have presented a ripe easy recovery without resistance. A powerful reversal is near and coming. Many investors will rush back in, paying higher prices than where they unwisely sold. Many investors will rush in, seeing banks and government bonds as ugly options.

Wednesday, October 26, 2011

Gold Moving Opposite to Stocks Again / Commodities / Gold and Silver 2011

By: Ben_Traynor

U.S. DOLLAR gold bullion prices rose to $1720 an ounce in Wednesday's Asian trade – the highest level for over a month – before easing back to around $1700 by lunchtime in London.

Silver bullion also gained, climbing to $33.95 – 13.3% above where it started the month.

Wednesday, October 26, 2011

Gold Breaks Out and Consolidates Above $1,700/oz, Financial Alchemy Risks Severe Inflation / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,708.20, EUR 1,230.11, GBP 1,071.37, JPY 129,700, AUD 1,650 and CNY 10,864 per ounce.

Gold’s London AM fix this morning was USD 1,713.00, GBP 1,070.69 and EUR 1,229.54 per ounce.