Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, October 13, 2011

Global Money Supply and Currency Debasement Driving Gold Higher / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,670.40, EUR 1,216.90, GBP 1,063.81, JPY 128,555.00, AUD 1,643.34 and CHF 1,500.20 per ounce.

Gold’s London AM fix this morning was USD 1,673.00, GBP 1,065.74 and EUR 1,218.05 per ounce.

Thursday, October 13, 2011

Gold, Silver, Copper, Nickel and Alternative Energy for Fun and Profit / Commodities / Metals & Mining

By: The_Gold_Report

Legendary mining entrepreneur Ross Beaty is an optimist. He likes the opportunities present in both bear and bull markets. In this exclusive interview with The Gold Report at the Casey Research Summit in Phoenix, he explains his love of metals and alternative energy and what he is doing to position himself regardless of where the markets go.

The Gold Report: Your talk was titled "Gold, Silver, Copper, Nickel and Alternative Energy: the Commodities I Still Like." Before we get into the specific commodities, I wanted to ask you about the distortions in supply and demand that you mentioned. As more investment is going into exploration, fewer discoveries are being made. Is that because the easy ones have already been mined? Are costs higher? Are there more regulatory burdens? And how does that impact share prices?

Thursday, October 13, 2011

Gold Signals The End… / Commodities / Gold and Silver 2011

By: Hubert_Moolman

Gold remains our best means of economic measurement. It is not a perfect or 100% consistent measure of wealth, but it is our best. Due to its monetary properties, gold can be used to measure wealth across generations. Just like we have the sun and moon to discern the times and seasons, I believe, we have gold to discern changes in wealth. It is interesting that the sun is often compared to gold, and the moon to silver. Just like a day in the Middle Ages is comparable to a day in this century, an ounce of gold in the Middle Ages is comparable to one today.

Thursday, October 13, 2011

Will Endeavour Silver Lead a Great Mining Rally? / Commodities / Gold & Silver Stocks

By: Eric_McWhinnie

It is no secret that precious metal miners have lagged behind bullion prices. While gold is up 16% this year, gold miner ETFs such as the Market Vectors Gold Miners ETF and Market Vectors Junior Gold Miners ETF are actually down 8% and 24%, respectively. Newmont Mining, one of the world’s largest gold producers, has been returning value to shareholders by offering a gold-linked dividend. Furthermore, the miner announced last month that it may consider a share buyback program if the disparity in bullion and equity prices persist. The situation in silver is similar. Silver prices are down about 3% for the year, while the Global X Silver Miners ETF is down about 16%. However, the recent earnings report from Endeavour Silver could spark the long overdue rally in precious metal miners.

Wednesday, October 12, 2011

Euroland and The Gold, Silver Price Rebound / Commodities / Gold and Silver 2011

By: Jim_Willie_CB

An important reversal of focus, expectation, and direction has taken place in Europe. Put aside the sovereign debt mess that will not go away. It will not be fixed, despite all the effort and talk and deal making. They must prepare for a string of bank failures and a Greek default. Every solution executed or proposed or pending involves the same lunatic device of creating more debt or more money to solve a problem caused by too much credit creation and unchecked monetary creation. For 18 months the Euro had traded on the back of the European Central Bank monetary policy, on interest rate judgments and expectations.

Wednesday, October 12, 2011

Illusions versus Reality in the Copper Market Commodities Crash / Commodities / Commodities Trading

By: Gary_Dorsch

“You unlock this door with the key of imagination. Beyond it is another dimension, a dimension of sound, a dimension of sight, a dimension of mind. You’re moving into a land of both shadow and substance, of things and ideas. It’s a journey into a wondrous land, whose boundaries are that of imagination. That’s a signpost up ahead, your next stop, the “Twilight Zone!”

Wednesday, October 12, 2011

Gold Gains, ECB "Could Print Euros" to Fund Own Bailout / Commodities / Gold and Silver 2011

By: Ben_Traynor

SPOT MARKET gold bullion prices climbed to $1687 an ounce Wednesday morning London time – their highest level since September 23 – as stocks and commodities also gained despite Slovakia's parliament voting against measures designed to promote Eurozone stability.

"Only a close back above $1684 will [see] the market shift neutral," write technical analysts at gold bullion dealing bank Scotia Mocatta.

Wednesday, October 12, 2011

Gold Supported by Geopolitical Risks in Middle East and China, Currency and Trade War / Commodities / Gold and Silver 2011

By: GoldCore

Gold is trading at USD 1,684.20, EUR 1,221.90, GBP 1,068.81, JPY 129,103.00, AUD 1,663.34 and CHF 1,509.80 per ounce.

Gold’s London AM fix this morning was USD 1,687.00, GBP 1,070.36 and EUR 1,222.02 per ounce.

Wednesday, October 12, 2011

Energy Investors Pocket Profit on Oil Price Rally – And It’s Just the Beginning / Commodities / Crude Oil

By: Money_Morning

Kerri Shannon writes: Investors in energy stocks are enjoying an oil price rally that continued for a fifth trading session yesterday (Tuesday), pulling many oil-related investments up with it.

U.S. oil futures rose 40 cents to $85.81 a barrel on the New York Mercantile Exchange (NYMEX). Black gold has climbed 12% since hitting a 52-week low of $76 a barrel last week - a 37% fall from its April high near $120 a barrel.

Wednesday, October 12, 2011

What Economic Uncertainty Means for the Rare Earth Metals Sector / Commodities / Metals & Mining

By: Critical_Metals_Repo

The rare earth sector has seen astronomical gains in recent years as Chinese export restrictions, short-sighted U.S. policy and investor interest combined to make front page news. In this exclusive article for The Critical Metals Report, Chris Berry, founder and president of House Mountain Partners, LLC, argues that a "Great Reset" is changing the face of the sector, rewarding explorers far more selectively.

Wednesday, October 12, 2011

Japan's Tsunami Nuclear Crisis Has Created Uranium Investment Opportunities / Commodities / Uranium

By: The_Energy_Report

The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. Strong fundamentals are still in play and upcoming catalysts could boost suffering uranium equities this year. In this exclusive interview with The Energy Report, Williams discusses which companies he expects will ride the updraft.

Wednesday, October 12, 2011

Gold Not in a Bubble, On Its Way to $10,000 an Ounce / Commodities / Gold and Silver 2011

By: Nick_Barisheff

"Gold is not a financial asset to be compared with dot-com stocks or Miami condos and it is not a commodity like pork bellies or crude oil. It is the ultimate currency for the truly sophisticated wealth holder in a time of substantial unreserved credit promotion." ~ Paul Brodsky (Fund Manager)

Wednesday, October 12, 2011

Canadian Oil Sands - A Good Investment? Not in Europe, Apparently / Commodities / Crude Oil

By: OilPrice_Com

Any American watching cable TV over the past few months can hardly fail to have noticed the seemingly ubiquitous advertisements extolling the virtues of extracting oil from Canadian oil sands, which the commentators assure their audience has a carbon footprint largely comparable with traditional fossil fuels, and which, if developed will provide not only millions of new jobs but billions of dollars for governments as well as energy security by weaning the Western Hemisphere off its addiction to terrorism-tainted Middle East oil.

Tuesday, October 11, 2011

Days Of Reckoning Are Here: Accumulate Gold, Silver and Hard Assets / Commodities / Gold and Silver 2011

By: Jeb_Handwerger

We have alerted our subscribers on many occasions during the past two years that global credit downgrades of sovereign nations were inevitable. It does not take a prophet to have foreseen the turbulence in the global marketplace that we have witnessed since the expiration of QE2. Standard and Poor's cut the rating one level from AAA to AA+. This action sent shockwaves reverberating throughout the financial world as irrational investors sought U.S. treasuries for liquidity. These days of reckoning will be with us for a long time as investors flee from deteriorating paper after an artificially induced debt bubble to undervalued real wealth in the earth assets such as the gold(GDX) and silver miners(SIL).

Tuesday, October 11, 2011

Gold Falls Back from Two-Week High on Euro Meeting Delay / Commodities / Gold and Silver 2011

By: Ben_Traynor

THE SPOT MARKET gold price fell to $1655 an ounce Tuesday morning in London – a gain of 1% for the week so far – while stocks and commodities were mostly flat ahead of a Slovakian parliament vote that could potentially jeopardize efforts to tackle the Eurozone debt crisis.

Earlier on Tuesday the gold price hit its highest level in over a fortnight at $1685.

Tuesday, October 11, 2011

Interim Peak in Bonds Coincides with Rebound in Gold Mining Stocks / Commodities / Gold & Silver Stocks

By: Jordan_Roy_Byrne

We’ve written about the importance of intermarket analysis. Movements in various sectors and asset classes influence each other. The Treasury market is the largest in the world and affects trends in other markets. Interestingly, Bonds at times move with Gold. In these cases it is due to a safety or flight to quality play and as a result mining equities tend to underperform. Earlier this year, the safety plays were the Swiss Franc, Gold and Bonds. The first two were first to reverse and now Bonds are putting in an important top. The beneficiary of this market shit will be mining equities and equities in general.

Tuesday, October 11, 2011

Hedging With Gold Against Imminent Economic Collapse / Commodities / Gold and Silver 2011

By: The_Gold_Report

After leaving the securities brokerage industry in 2009, Ian Gordon founded Longwave Analytics and Longwave Strategies to focus on protecting investors from what he believes is a global macroeconomic meltdown that is already underway. Gordon proposes that physical gold and certain gold stocks will be investors' best hedge and overall solution to the worst financial crisis the world has seen. In this exclusive interview with The Gold Report, Gordon shares his thoughts on the current economic mess and how investors can take action now.

The Gold Report: You founded this firm based on your long wave theory that is based on the Kondratieff Cycle. How is this same or different from Kondratieff?

Tuesday, October 11, 2011

Peak Silver Revisited: Impacts of a Global Depression, Declining Ore Grades & a Falling EROI  / Commodities / Gold and Silver 2011

By: Steve_St_Angelo

The world is about to peak in global silver production.  This will not occur due to a lack of silver to mine, but rather as a result of the peaking of world energy resources, declining ore grades, and a falling Energy Returned On Invested – EROI.  The information below will describe a future world that very few have forecasted and even less are prepared.  This is an update to my previous article Peak Silver and Mining by a Falling EROI.  In my first article I stated that global silver production may peak in 2009 if we were to enter a worldwide depression.  We did not have the global depression as massive central bank printing and bailouts have thus far postponed the inevitable.

Monday, October 10, 2011

The Eurozone Lights a Fire Under Gold and Silver / Commodities / Gold and Silver 2011

By: Eric_McWhinnie

Just three months after passing a Euro stress test with flying colors, Belgium has agreed to buy the local consumer-lending unit of Dexia for 4 billion euros ($5.4 billion), and will guarantee 60% of a so-called bank to set up for Dexia’s troubled assets. The bailout was inevitable as European sovereign debt worries caused the bank’s short-term funding to vanish. Dexia’s agreement to nationalize its Belgian banking division and receive state guarantees paves the way for other eurozone governments to provide rescue packages to strengthen banking sectors.

Monday, October 10, 2011

Gold Starts Week Strongly / Commodities / Gold and Silver 2011

By: Ben_Traynor

WHOLESALE MARKET gold bullion prices climbed to $1670 an ounce Monday lunchtime in London – 2% up on last week's close – while stocks and commodities also rose and government bonds fell following a pledge by France and Germany to recapitalize Europe's banks.

Silver bullion rose to $32.37 – 3.8% up on where it ended last week.