Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, May 20, 2011
China Becomes World’s Largest Gold Buyer / Commodities / Gold and Silver 2011
Gold and silver are higher again today with the debt laden dollar, euro and yen all being sold. News that China has become the world’s largest buyer of gold bullion and has seen investment demand double continues to reverberate in the markets and may have contributed to this morning’s strength.
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Friday, May 20, 2011
Gold Initial Reversal Signs / Commodities / Gold and Silver 2011
The upmove in Gold recently stalled after reaching interesting resistance on the longer term chart. An initial reversal indication calls for shorter term bulls to be cautious now.
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Thursday, May 19, 2011
Silver Parabolic Rally Due to Short Covering Not Speculative Buying / Commodities / Gold and Silver 2011
Most mainstream pundits and reporters have assumed that it was speculative buying that caused Silver to go parabolic. After all, its always the dumb money or the public that gets in at the very end. However, in futures markets, parabolic moves are often the result of short squeezes. This is exactly what happened in Silver.
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Thursday, May 19, 2011
Natural Gas Fracking Controversy / Commodities / Natural Gas
Marin Katusa, Casey Research writes: Blackstone Group LP (BX), the world’s largest private equity firm, is set to invest $1 billion in unconventional oil and gas projects in North America through a joint venture with Alta Resources, which has cemented a spotlight on fracking.
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Thursday, May 19, 2011
Uranium Stocks Sell Off, But there is No Substitute for Nuclear Power / Commodities / Uranium
Emotional sell offs of uranium stocks in the wake of the Japanese nuclear disaster created a buying opportunity, says Alka Singh, a mining analyst at Jennings Capital. In this exclusive interview with The Energy Report, she runs down the supply/demand problem that could drive prices to $75/lb.
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Thursday, May 19, 2011
HUI Gold Stocks Index Ready to Break Down / Commodities / Gold and Silver 2011
A French curve applied to the monthly logarithmic chart of the HUI has four points of contact. The curve at the top has been indicating resistance and the HUI now appears ready to break down.
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Thursday, May 19, 2011
Agri-Foods Gearing Up for the Next Advance / Commodities / Agricultural Commodities
When last we talked our discussion was of the fairly obvious correction developing in commodities. Oil prices peaked several weeks ago. Station on my corner dropped gasoline prices by more than ten cents a gallon over night. In precious metals, the Great Silver Crash of 2011 is readily apparent to the casual observer. Cocoa prices have plunged as expected.
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Thursday, May 19, 2011
Asian Gold Buying Jumps, Central Banks Spend $100Bn to Support Dollar / Commodities / Gold and Silver 2011
U.S. DOLLAR wholesale gold prices ticked lower Thursday morning in London – hitting a low of $1488 per ounce, unchanged for the week so far – as European stock markets rose and government bonds held steady with commodities.
Silver prices rose 2% to $35.70 per ounce, recovering the last of this week's losses.
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Thursday, May 19, 2011
Gold in Yen Consolidates Near 120,000 as Japanese Economy Contracts Sharply / Commodities / Gold and Silver 2011
Gold is lower while silver is higher this morning after yesterday’s 1% and nearly 5% gains respectively. The yen has fallen as markets digest the news that the world’s third largest economy has again fallen into recession after a very sharp contraction in GDP growth in the first quarter.
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Thursday, May 19, 2011
In the Face of Finite Resources, It's Time to Think About "Peak Everything" / Commodities / Commodities Trading
Jeremy Grantham, Chief Investment Strategist, GMO LLC writes: If you are a true long-term investor, the time has come to change your entire frame of reference - to recognize that we now live in a different, more-constrained world in which the prices of our finite resources will rise and shortages will be common.
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Thursday, May 19, 2011
An Interview With Hugo Salinas Price on a Return to a Silver Mexican Peso / Commodities / Gold and Silver 2011
We, here at The Dollar Vigilante (TDV), have been big supporters of Hugo Salinas Price for years. Not just for his business exploits, which have made him a billionaire, but because he now spends a significant portion of his time trying to return silver as a monetary medium in his home country of Mexico.
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Thursday, May 19, 2011
Silver Investors Should Wait for $28 Buying Opportunity At Dollar Rally End / Commodities / Gold and Silver 2011
Clive Maund returns to The Gold Report to provide some keen insight into the U.S. dollar's recent surge. "Be patient," he says, "because once the dollar rally is over, an excellent buying opportunity will be in the offing." Clive says the Fed is doing all it can to get investors out of commodities and into Treasuries before it unleashes QE3, and with it a new round of inflationary pressure. Read more in this exclusive interview with The Gold Report.
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Wednesday, May 18, 2011
Gold vs. Silver: The Reality / Commodities / Gold and Silver 2011
As silver shows its temper tantrum in the form of price volatility, the media’s pundits are coming out in mass to declare that gold is now the better investment. Their claim is very simple: if silver is going to be so volatile, why should investors own it?
Our answer is even simpler; growth is what makes silver shine.
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Wednesday, May 18, 2011
Physical Gold Demand Strong Below $1500 as Spain's Hidden Debt Adds to Eurozone Crisis / Commodities / Gold and Silver 2011
THE PRICE OF GOLD rallied against all major currencies on Wednesday morning, hitting $1491 per ounce and rising 1.2% from yesterday's eight-day low as stock and commodity markets also gained.
Spot gold in Euros tracked the Dollar-price rise, continuing to hold inside 3% of December's all-time high as former German chancellor Gerhard Schroeder accused current leader Angela Merkel of being "too hesitant" and "lacking leadership" in the Eurozone debt crisis.
Wednesday, May 18, 2011
Asian Gold Demand Remains Strong, UK and US Economic Data Shows Stagflation Threat Deepening / Commodities / Gold and Silver 2011
Gold and silver have snapped their three day losing streak so far this morning and both are higher in all currencies. Sterling has fallen on this morning’s very poor UK employment data. This in conjunction with yesterday’s high inflation figure in the UK and negative data in the U.S. confirm the increasing threat of stagflation to western economies.
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Wednesday, May 18, 2011
The Real Reason For Rising Margin Requirements for Silver Commodity Futures / Commodities / Gold and Silver 2011
Jon D. Markman writes: CME Group Inc. (Nasdaq: CME), which provides an electronic exchange for commodity futures, raised margin requirements for trading silver futures contracts on May 4 - resulting in a steep drop in silver prices.
A similar thing happened last week in the oil futures market when the CME Group last Monday raised margin requirements on oil contracts by 25%.
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Wednesday, May 18, 2011
Is the Glencore IPO Signaling a Crash in Commodity Prices? / Commodities / Commodities Trading
Shah Gilani writes: Super-secretive Swiss-based commodities trading giant Glencore International AG is going public. The Glencore IPO shares will be priced today (Wednesday) and could begin "conditional trading" in London tomorrow (Thursday).
As currently planned, unconditional trading will begin in London on May 24 and in Hong Kong on May 25.
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Wednesday, May 18, 2011
Gold Universe Increasingly Worrisome / Commodities / Gold and Silver 2011
A couple of weeks ago this analyst published an article which concluded as follows:
“It follows, therefore, that if the world economy is to survive intact, the US dollar cannot be allowed to collapse. "Something" (not currently visible) will have to emerge to head this possibility off at the pass”
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Wednesday, May 18, 2011
The Joy of Natural Gas, It's Here Aplenty / Commodities / Natural Gas
Tired of high gasoline pump prices? Wondering why, with our fearsome energy hunger, all the energy seems to be in the Middle East?That was yesterday's story.
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Wednesday, May 18, 2011
Market Vectors Junior Gold Miners GDXJ ETF: How Junior? / Commodities / Gold and Silver 2011
A number of our readers are fans of the junior section of the precious metals mining sector with the Market Vectors Junior Gold Miners ETF (GDXJ) forming part of their investment strategy. The mantra of juniors, juniors, is also alive and well in cyberspace, so we thought that it might be prudent to touch base with this ETF.
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