Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Thursday, October 27, 2011
An Unlikely New Supporter for Alternative Energy / Commodities / Ethanol
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.
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Thursday, October 27, 2011
Gimmick Car Fuels: Biofuels And Hydrogen Are Back / Commodities / Renewable Energy
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
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.
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Thursday, October 27, 2011
Gold Miners’ Leverage Effect Is Gone. But For How Long? / Commodities / Gold & Silver Stocks
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.
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Thursday, October 27, 2011
Bullish on Gold and Gold Stocks / Commodities / Gold and Silver 2011
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.
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Thursday, October 27, 2011
Are Gold & Silver Investing Safe-Havens Again? / Commodities / Gold and Silver 2011
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.
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Thursday, October 27, 2011
Weakness in Crude Oil / Commodities / Crude Oil
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).
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Wednesday, October 26, 2011
Is U.S. Biofuel Production Going to Double in the Next Decade? / Commodities / Ethanol
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.
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Wednesday, October 26, 2011
Gold, Silver and Fraudulent Investor Traps / Commodities / Gold and Silver 2011
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.
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Wednesday, October 26, 2011
Gold Moving Opposite to Stocks Again / Commodities / Gold and Silver 2011
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.
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Wednesday, October 26, 2011
Gold Breaks Out and Consolidates Above $1,700/oz, Financial Alchemy Risks Severe Inflation / Commodities / Gold and Silver 2011
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.
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Wednesday, October 26, 2011
Fireworks in Europe Confirm that Gold and Silver are Still the Safe Havens / Commodities / Gold and Silver 2011
Expecting good news from Europe today? Guess again. The market seemed to price in what they expect to hear tomorrow as the Dow fell 207 points to close at 11706, the S&P fell 25.14 points and closed at 1229.05 and the NASDAQ fell 61.02 points to close at 2638.42. While this seems like a drastic sell off we must remember that it was only one month ago that the S&P was putting in a bottom at 1100.
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Wednesday, October 26, 2011
Companies Positioned to Grow with Exploding Lithium Demand / Commodities / Metals & Mining
Lithium continues to be in high demand as battery application growth outpaces the economy. In this exclusive interview with The Energy Report, Jonathan Lee of Byron Capital calls on his engineering and manufacturing background to explain the factors shaping the evolution of this growing market. He also brings us up to date on several promising companies blazing trails in the lithium industry.
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Wednesday, October 26, 2011
Relative Strength Analysis is Important for Gold Stocks / Commodities / Gold & Silver Stocks
Relative strength is defined as the measuring of one market against another over a specific period of time. Relative strength is an important concept in any bull market. After all, if you’ve found the bull market why not find the leaders? We consider relative strength particularly important when analyzing gold and silver stocks. There are hundreds of gold and silver stocks and despite the larger trend, they won’t always trend in the same direction. As a result, you need to be a stock picker in this sector if you want to earn the best returns.
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Wednesday, October 26, 2011
Gold and All Markets Volatile on Alarm Over Greek Economy / Commodities / Gold and Silver 2011
Sometimes the headlines say a lot more than the obvious. Below is the headline of the lead article for the Financial Times, 22 October 2011.
New Alarm Over Greek Economy Study says bail-out needs could reach €444bn 60% haircuts considered for bondholders
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Tuesday, October 25, 2011
Gartman: EU Debt Plan to Hurt Currencies - Buy Gold in USD, GBP and EUR as “Is a Currency” / Commodities / Gold and Silver 2011
Gold is trading at USD 1,662.10, EUR 1,191.70, GBP 1,038.50, JPY 126,592.0, AUD 1585 and CNY 10,572/oz.
Gold’s London AM fix this morning was USD 1,656.25, GBP 1,036.19 and EUR 1,187.96 per ounce.
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Tuesday, October 25, 2011
Gold Climbs as Euro Crisis Terrifies Markets / Commodities / Gold and Silver 2011
U.S. DOLLAR spot gold prices climbed to $1664 an ounce Tuesday morning London time – 1.8% off the month's high – while stocks and commodities also gained and US Treasury bonds fell, following reports that European negotiators are demanding larger Greek debt writedowns.
"Strong resistance is pegged...[at] the 100-day moving average of $1665," said yesterday's note from Swiss gold bullion refiner MKS.
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Tuesday, October 25, 2011
Can Germany Support The Eurozone Without Nuclear Energy? / Commodities / Uranium
Germany (EWG) has taken the path away from nuclear following Fukushima by shutting down their reactors and importing natural gas from Russia (RSX) and nuclear energy from France(EWQ). This move away from nuclear is no way to run a modern industrial nation which has heretofore been the strongest economy in the Eurozone area continuously bailing out their debt ridden neighbors. After this move we hear news that the once burgeoning German economy is grinding to a halt due to a "sharp drop in energy production after the government shut down eight nuclear plants after the Fukushima reactor disaster in Japan."
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Tuesday, October 25, 2011
Gold to Average $1,900 Into 2012 / Commodities / Gold and Silver 2011
With investors and hedge fund managers taking flight toward cash and larger-cap equities, and the European sovereign debt crisis still hanging fire, the market is in for a bumpy ride, but in this exclusive interview with The Gold Report, Jeff Wright, an analyst with Global Hunter Securities, foresees upward trends for gold.
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Tuesday, October 25, 2011
Silver Waits to Begin Breakout / Commodities / Gold and Silver 2011
To 250 million people in 51 countries in the world the word for money is the same word as the word for silver. Silver literally means money. According to Noble Laureate Milton Friedman the majority of monetary metal throughout history has been silver, not gold. Gold is the money of kings while silver is the money of gentlemen.
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