Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, March 06, 2014
Renewed Indian Demand Driving Gold Prices Higher? / Commodities / Gold and Silver 2014
By: Julian_DW_Phillips
Current Situation
Since last August, the Indian government placed a stranglehold on gold imports into the country by requiring that 20% of all gold imported be exported as jewellery. This forced the amount of gold imported to drop to 30% of former levels until October of last year. Then the amount imported rose to 38 tonnes a month and has been at that level since then. The amount of gold that was expected to be imported for the year was north of 1,200 tonnes. It only achieved an imported total of 825 tonnes, around 400 tonnes less than expected.
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Thursday, March 06, 2014
What I Learned About Gold at the World’s Biggest Mining & Exploration Convention / Commodities / Gold and Silver 2014
By: DailyGainsLetter
Mohammad Zulfiqar writes: This week, I went to one of the world’s biggest mining and exploration conventions, which was hosted by the Prospectors and Developers Association of Canada (PDAC) and was held in Toronto. There were hundreds of gold mining and exploration companies showcasing their projects and making their case for how they could be the next big investment.
Thursday, March 06, 2014
Gold Price Fails to Rally / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
Briefly: In our opinion short speculative positions (half) in silver and mining stocks are justified from the risk/reward perspective. We are closing half of the long-term investment position in gold.
As you know, we had been expecting the tensions in Ukraine to cause a significant rally in gold (not necessarily in the rest of the precious metals sector). Not only wasn't that the case on Monday - the rally indeed took place, but it was rather average, but gold managed to decline on Tuesday while there was no visible improvement in the situation in Ukraine and on the Crimea peninsula.
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Wednesday, March 05, 2014
Another Big Move Up Coming in Gold Mining Shares / Commodities / Gold and Silver Stocks 2014
By: Toby_Connor
Now that the first leg off the bear market bottom has been completed the mining shares have been consolidating for the last three weeks in preparation for another leg up, and I expect the second leg will be almost as powerful as the first.
As gold is now late in its daily cycle I'm looking for one more dip down into Friday's employment report to complete the short-term correction. Then I look for gold's third daily cycle to test the $1425 resistance zone over the next month.
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Wednesday, March 05, 2014
PDAC 2014 Underscores Muted Sentiment towards Gold Stocks / Commodities / Gold and Silver Stocks 2014
By: Jordan_Roy_Byrne
The buzz phrase at PDAC 2014 could be described as “cautious optimism.” Executives, analysts and investors seem to believe a corner has been turned but failed to show any excitement or hope beyond that. Some participants estimated that attendance was down 20% from last year and much lower than 2012. I did not attend last year but definitely noticed foot traffic was significantly lower than in 2012. Interest in my presentation this year was much lower than in 2012. Mind you, these are only anecdotal measures of sentiment. However, for me they further underscore that very few seem to believe in the immediate continuation and sustainability of this recovery.
Tuesday, March 04, 2014
Graphite Investors Should Look for Large Flakes, Small Resources / Commodities / Graphene
By: The_Gold_Report
Companies that boast 80,000 ton-per-year production or high purity levels don't always impress Kiril Mugerman, mining analyst with Industrial Alliance Securities. Why? Because finding buyers for all those tons is a huge challenge, and thrifty end-users like to purify lower-grade graphite in-house. In this interview with The Mining Report, Mugerman explains why he looks for smaller projects that can hit revenue targets, and indicates which of the 176 graphite projects out there are worth your attention.
The Mining Report: In May 2012, you described graphite as "the black gold of the 21st century." Do you still believe that?
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Monday, March 03, 2014
New Spy Technology to Spawn Oil Revolution / Commodities / Crude Oil
By: OilPrice_Com
The future of oil exploration lies in new technology--from massive data-processing supercomputers to 4D seismic to early-phase airborne spy technology that can pinpoint prospective reservoirs. Oil and gas is getting bigger, deeper, faster and more efficient, with new technology chipping away at “peak oil” concerns. Hydraulic fracturing has caught mainstream attention, other high-tech developments in exploration and discovery have kept this ball rolling.
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Monday, March 03, 2014
Does the Keystone XL Pipeline Still Matter? / Commodities / Crude Oil
By: Ronan_Keenan
Last month it seemed the Keystone XL pipeline was nearing approval, but as with most things surrounding the project, things weren’t as they seemed. A US state department report reviewed the Alberta, Canada–Nebraska pipeline and indicated the project was unlikely to have a significant impact on climate change. This seemed like a significant positive step for pipeline, but within the details of report were critical comments from the Environmental Protection Agency.
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Monday, March 03, 2014
Gold Stocks HUI 2008 Blast from the Past / Commodities / Gold and Silver Stocks 2014
By: Rambus_Chartology
Below is a chart of the HUI H&S top that I was showing on another website , during its formation in 2008 and the crash that followed. Keep in mind the HUI had been rallying for 8 years without a topping formation so when I started to show the possibility of this H&S top nobody wanted to hear it. Some of you know the feeling, that when you post something negative about the precious metals complex, you have to take a lot of flack to make your point.
Monday, March 03, 2014
London Gold Price Fix Is Manipulated Although Evidence Exists For Many Years / Commodities / Gold and Silver 2014
By: GoldSilverWorlds
It was only a week ago when we wrote that the Financial Times removed the article “Gold Price Rigging Fears Put Investors On Alert” from their website, a couple of hours after being published. We were able to dig up the original article in Google’s caching memory and took screenshots of the removed article.
Monday, March 03, 2014
GOLD Price Bearish Reversal / Commodities / Gold and Silver 2014
By: Gregor_Horvat
Gold has turned down from 1345 resistance area where we see a completed five wave rise from 1251 level, which was the end point of a triangle. There are chances that market accomplished wave (c) that is a part of a huge zigzag from 1181 low. Notice that price also moved beneath 1251-1307 trendline that suggests further weakness in the short-term, probably back to 1307 area of a former wave iv).
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Sunday, March 02, 2014
Fresh Water Crisis - Dawn of the Dead Watershed / Commodities / Water Sector
By: Richard_Mills
There's a lot of water on the planet we inhabit - an estimated 326 million trillion gallons or 1,260,000,000,000,000,000,000 liters.
That makes it hard to believe that there are somewhere between 780 million to one billion people without basic and reliable water supplies and that more than two billion people lack the requirements for basic sanitation.
Harder still to believe are reports water is going to get much dearer in our near term future yet global demand for fresh water may outstrip supply by as much as 40 per cent in 20 years if current fresh-water consumption trends continue.
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Saturday, March 01, 2014
Gold And Silver - From Now On All that Matters Is That You Own Both / Commodities / Gold and Silver 2014
By: Michael_Noonan
Circumstances are at such a point that one no longer needs a justifiable reason for being long physical gold and/or silver. Does it matter that the 50 day moving average is going to cross the 200 day moving average, now being bandied about as though there were a degree of magic associated with the event? Does it matter any more that China remains a record buyer of physical gold for over a year? Did it ever matter that coin sales to the public have been setting records for well over a year?
Friday, February 28, 2014
New Silver Major Is Born / Commodities / Gold and Silver 2014
By: Zeal_LLC
Just last month Tahoe Resources announced the achievement of commercial production at its Escobal mine. And sounding the trumpets on such an exploit most certainly deserves investors’ attention. When 2014 comes to a close, Tahoe will be flexing its muscles as a global top-10 silver producer!
At an annual clip of approximately 20m ounces, Escobal will be the world’s third-largest primary silver mine behind only BHP Billiton’s Cannington mine (Australia) and Fresnillo PLC’s namesake Fresnillo mine (Mexico). This mine makes Tahoe the world’s third-largest primary silver producer, behind only Fresnillo and Pan American Silver. And it even vaults host country Guatemala into the global top 10.
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Friday, February 28, 2014
Silver Profit Taking After Eight Consecutive Weeks of Rising Prices / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
The rise in the gold price ran into profit-taking on Wednesday. Having risen $160 to $1345 some short-term profit taking is only to be expected, and silver followed suit.
The action in silver revolved round the March contract on Comex, with some players choosing to close their positions rather than roll it into a later month. This action can be clearly seen in the chart below.
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Friday, February 28, 2014
Gold in 2013 the Foundation for 2014 / Commodities / Gold and Silver 2014
By: Alasdair_Macleod
The chronological events of 2013 set the background for gold in 2014. It was a momentous year which should ensure a rise in the gold price in 2014.
Before 2013 demand for physical ETFs was high. At the same time Asian demand, from China, India, Turkey and elsewhere, was accelerating leaving Western bullion markets increasingly short of physical liquidity. Hong Kong and China between them in 2012 had absorbed on official figures 1,458 tonnes, and India a further 988 tonnes, ensuring 2013 kicked off with more global demand than available supply from mines and scrap.
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Friday, February 28, 2014
Silver Position Limits, Commodity Perceptions and Monetary Ignorance / Commodities / Gold and Silver 2014
By: Dr_Jeff_Lewis
The dividing line between silver performing as a monetary asset versus an industrial commodity is tethered to a broken price discovery system, where unlimited position limits are held by the most influential of traders.
This fault line, at the heart of price manipulation, paints a dangerous and false perception that permeates the trading landscape - as well as the mainstream perception of money.
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Friday, February 28, 2014
The Heart of Gold / Commodities / Gold and Silver 2014
By: Jesse
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"Over the long run, the price of gold approximates the total amount of money in circulation divided by the size of the gold stock. If the market price of gold moves a long way from this level, it may indicate a buying or selling opportunity." Ray Dalio
Thursday, February 27, 2014
GOLD Price Elliott Wave Analysis: Resistance Nearby / Commodities / Gold and Silver 2014
By: Gregor_Horvat
On gold we have adjusted the wave count after recent acceleration and daily close above 1300 level. We are now tracking an incomplete triangle in wave 4) but bias remains the same; we see move up from 1181 as temporary and corrective retracement that may stop and send prices down in second part of this month. We see resistance for a potential turning pint at 1330, 1362, followed by 1376.
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Thursday, February 27, 2014
U.S. Dollar Rallies, Gold Declines / Commodities / Gold and Silver 2014
By: P_Radomski_CFA
In short: In our opinion short positions (half): gold, silver, and mining stocks are justified from the risk/reward perspective.
The entire precious metals sector declined yesterday, even gold. Has the situation changed enough to double the short position? Let’s take a closer look (charts courtesy of http://stockcharts.com).
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