Commodities Analysis & Opinion

The title does beg the question as to what Gold's price would be were there not the Black Sea Boilover. Most would likely say "lower" than the current 1304 level which Gold posted in closing out the...

A drilling foreman once told me, "Don't believe ANY reserve number unless it's linked to a price." And, that is just what petroleum geologist and consultant Arthur Berman and his colleague Lyndon...

Weekly CFTC Net Speculator Report Gold Large futures market traders and speculators slightly added to their overall bullish bets in gold futures last week after decreasing positions for four straight...

Crude OilLarge futures market traders and speculators slightly increased their overall bullish bets in crude oil futures for a fifth straight week, and to the highest level since...

This past week we had a look at the overall Global Macro Update, where we observed that US equities have been outperforming other major asset classes such as bonds, gold (plus commodities) and...

Faced with increase in cheaper imports of ingots some of India’s aluminum producers now demand a safeguard duty, but cheaper aluminum auto component imports continue to worry Indian domestic...

Third production field on the horizonItaly-focused PO Valley Energy Ltd (PVE.ASX) continues to make good progress across its asset base. Full-year results confirmed a strong return to form at Sillaro...

Thus far agriculture is outperforming everything on a year-to-date basis. The chart below plots PowerShares DB Agriculture Fund (ARCA:DBA), an ETF tracking agricultural commodities, against global...

At the beginning of the month I theorized that stocks were about to enter a final bubble phase, and that during that process Gold should deliver a capitulation phase to end the three...

Whilst commodities such as Nickel and Coffee have been offering longer term investors excellent returns this year, and with Soybeans set to join the party with some good rollover returns, Crude Oil...

Longer term investors in both Gold and Silver have no doubt become increasingly frustrated over the last few months, as first the metals gain some bullish momentum, only to see this promptly reversed...

Gold has been trading nicely to the downside since mid-April from 1331 where we called a bearish turning point. The Market did not move aggressively to the downside, but still managed to take out the...

My long-time readers know I’ve been a gold bullion bull for years—ever since 2002! And whenever gold bullion prices get weak, I just buy more. In fact, last year, when gold bullion prices...

Gold regained the $1300 level on Friday as tensions in eastern-Europe continue to ratchet higher. Gold is a classic safe-haven in times of geopolitical unrest.Ukraine’s Prime Minister...