Opalesque Commodities Briefing http://www.opalesque.com/Commodities_Briefing Mon, 01 Sep 2014 03:34:13 +0000 http://wordpress.org/?v=2.5.1 en What’s Behind the Current Global Commodity Price Slump? http://www.opalesque.com/Commodities_Briefing/?p=132465 http://www.opalesque.com/Commodities_Briefing/?p=132465#comments Mon, 01 Sep 2014 03:34:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132465 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132465>Article Link</a> As the year 2014 got underway, it looked as if commodities in general, and energy, in particular, were headed for a boom year. And with an accelerating economic recovery, U.S. Treasury interest yields surprisingly dropping to post-recession lows, along with deteriorating geopolitical turbulence, the first quarter did not disappoint. (more…)

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How to Simplify Commodities http://www.opalesque.com/Commodities_Briefing/?p=132464 http://www.opalesque.com/Commodities_Briefing/?p=132464#comments Mon, 01 Sep 2014 03:33:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132464 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132464>Article Link</a> Investors have long known that adding a dash of commodities to their portfolios can be beneficial to their wealth. The only problem has been implementing this strategy. It’s difficult to know which commodities are a good bet, and broad commodities-focused indexes are inadequate. Investors also worry that futures prices don’t always track the spot market. (more…)

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Australia: Rich in Commodities but not Oil http://www.opalesque.com/Commodities_Briefing/?p=132463 http://www.opalesque.com/Commodities_Briefing/?p=132463#comments Mon, 01 Sep 2014 03:33:37 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132463 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132463>Article Link</a> Australia is rich in commodities, including fossil fuel and uranium reserves. It is one of the few countries belonging to the Organization for Economic Cooperation and Development (OECD) that is a significant net energy exporter, sending nearly 70 percent of its total energy production (excluding energy imports) overseas, according to data from Australia’s Bureau of Resource and Energy Economics (BREE). (more…)

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OPEC Oil Output Hits One-Year High in August on Nigeria http://www.opalesque.com/Commodities_Briefing/?p=132462 http://www.opalesque.com/Commodities_Briefing/?p=132462#comments Mon, 01 Sep 2014 03:33:22 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132462 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132462>Article Link</a> OPEC crude oil production increased to a one-year high in August, led by surging output in Nigeria, a Bloomberg survey showed. Production by the 12-member Organization of Petroleum Exporting Countries rose by 891,000 barrels a day to 31.033 million, according to the survey of oil companies, producers and analysts. Last month’s total was revised 80,000 barrels a day lower to 30.142 million because of changes to the Nigerian and Iranian estimates. (more…)

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Speculators Turn More Bullish on Oil Before Labor Day http://www.opalesque.com/Commodities_Briefing/?p=132461 http://www.opalesque.com/Commodities_Briefing/?p=132461#comments Mon, 01 Sep 2014 03:33:10 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132461 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132461>Article Link</a> Hedge funds increased bullish positions on crude oil for the first time in more than a month, benefiting from a rally before the Labor Day holiday weekend. (more…)

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How the US found an extraordinary solution to oil supply risk http://www.opalesque.com/Commodities_Briefing/?p=132460 http://www.opalesque.com/Commodities_Briefing/?p=132460#comments Mon, 01 Sep 2014 03:32:57 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132460 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132460>Article Link</a> A new report from the US Energy Information Administration highlights the extraordinary rise in US liquid fuel production over the past few years and how it has helped off-set unplanned supply disruptions which are running at the highest level since the Iraq-Kuwait war some 24 years ago. (more…)

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When Will The Peak Oil Crisis Begin? http://www.opalesque.com/Commodities_Briefing/?p=132459 http://www.opalesque.com/Commodities_Briefing/?p=132459#comments Mon, 01 Sep 2014 03:32:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132459 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132459>Article Link</a> For those following the world oil production situation, it has been clear for some time that the only factor keeping global crude output from moving lower is the continuing increase in U.S. shale oil production, mostly from Texas and North Dakota. Needless to say, once the fabled “peak” comes oil and gasoline prices are certain to move higher, triggering a series of economic events – most of which will not be good for the global economy. (more…)

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Why The Energy Markets May Be At A Turning Point http://www.opalesque.com/Commodities_Briefing/?p=132458 http://www.opalesque.com/Commodities_Briefing/?p=132458#comments Mon, 01 Sep 2014 03:32:23 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132458 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132458>Article Link</a> The U.S. energy markets tumbled this summer due to a bearish combination of unusually mild weather, the strengthening U.S. dollar, and rising supplies. West Texas crude oil dropped by approximately 14 percent and Henry Hub natural gas fell just over 20 percent. (more…)

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Hedge Funds Cut Gold Bull Bets to Lowest Since June http://www.opalesque.com/Commodities_Briefing/?p=132457 http://www.opalesque.com/Commodities_Briefing/?p=132457#comments Mon, 01 Sep 2014 03:32:09 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132457 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132457>Article Link</a> After gold’s rally in the first half of the year beat gains for commodities, equities and Treasuries, bullion is back to being out of favor with investors. Hedge funds cut their bullish gold bets for the fourth week in five, sending holdings to a two-month low, U.S. government data show. Open interest in New York futures is the smallest in five years, and assets in global exchange-traded products backed by the metal in August posted the biggest monthly drop since May. (more…)

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Africa’s Biggest Fund Manager Favors Platinum Equities Over Gold http://www.opalesque.com/Commodities_Briefing/?p=132456 http://www.opalesque.com/Commodities_Briefing/?p=132456#comments Mon, 01 Sep 2014 03:31:55 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132456 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132456>Article Link</a> Africa’s biggest fund manager favors South African platinum equities over those of gold, betting against the price performance of the metals and the share performance of the companies that mine them.. (more…)

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Gold’s Headwinds Now Starting To Fade - Look For Higher Prices Ahead http://www.opalesque.com/Commodities_Briefing/?p=132455 http://www.opalesque.com/Commodities_Briefing/?p=132455#comments Mon, 01 Sep 2014 03:31:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132455 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132455>Article Link</a> Positive seasonal factors are now in effect for precious metals and this should help push prices higher in the period ahead. A stronger dollar continues to limit gold and silver price gains, however, a dovish Federal Reserve could cause the dollar rally to reverse course. Safe haven demand remains strong and this too could boost demand precious metals this fall. (more…)

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Top 20 largest gold reserves by country http://www.opalesque.com/Commodities_Briefing/?p=132454 http://www.opalesque.com/Commodities_Briefing/?p=132454#comments Mon, 01 Sep 2014 03:31:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132454 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132454>Article Link</a> After a long bull move gold is at a crossroads. Depending on who you talk to, the 15-year bull market in gold has ended or is taking a breather preparing for its next leg up. The massive inflation predicted from the enormous liquidity poured into the system by central banks around the world has not arrived so gold has pulled back from its 2011 high. Gold is the most followed and globally traded commodity. But not just by retail investors watching late night TV. While there is no more gold standard, governments maintain a reserve quantity of gold. (more…)

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Artificially low Silver prices and monetary policy gone wrong http://www.opalesque.com/Commodities_Briefing/?p=132453 http://www.opalesque.com/Commodities_Briefing/?p=132453#comments Mon, 01 Sep 2014 03:30:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132453 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132453>Article Link</a> The purpose of a taboo is to avoid destruction. Those who do not respect the taboos of a culture endanger the cultural identity. Therefore, disregarding the taboos produces self-destruction and/or destruction. (more…)

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How ETFs Define “Quality” http://www.opalesque.com/Commodities_Briefing/?p=132452 http://www.opalesque.com/Commodities_Briefing/?p=132452#comments Mon, 01 Sep 2014 03:29:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132452 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132452>Article Link</a> The ETF industry has a new favorite product: “Quality” ETFs, which focus on stocks that should hold up better in a downturn. How to tell them apart. “Quality stock investing” is the latest marketing meme in ETFs. But for some investors, it’s a joke: How do you define “quality”? (more…)

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Best And Worst ETFs Of The Week Amid Summer Send-Off http://www.opalesque.com/Commodities_Briefing/?p=132451 http://www.opalesque.com/Commodities_Briefing/?p=132451#comments Mon, 01 Sep 2014 03:29:24 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132451 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132451>Article Link</a> The markets managed to finally hurdle the psychologically significant 2,000 mark in the S&P 500 Index this week. The broad large-cap index remained largely flat, however, after Monday’s strong leap forward. (more…)

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London Metal Exchange to push for reform after US judge dismisses suits http://www.opalesque.com/Commodities_Briefing/?p=132450 http://www.opalesque.com/Commodities_Briefing/?p=132450#comments Mon, 01 Sep 2014 03:29:11 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132450 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132450>Article Link</a> The end of class action lawsuits in the United States against the London Metal Exchange will open the way for a long-promised reform of the aluminium warehousing issue and allow the bourse to focus on its expansion in Asia, according to brokers. (more…)

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World’s first digital currency from Ecuador central bank http://www.opalesque.com/Commodities_Briefing/?p=132449 http://www.opalesque.com/Commodities_Briefing/?p=132449#comments Mon, 01 Sep 2014 03:28:56 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132449 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132449>Article Link</a> Ecuador is planning to create what it calls the world’s first digital currency issued by a central bank which some analysts believe could be a first step toward abandoning the country’s existing currency the US dollar. (more…)

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Poll: 44% across UK oppose currency union with iScotland http://www.opalesque.com/Commodities_Briefing/?p=132448 http://www.opalesque.com/Commodities_Briefing/?p=132448#comments Mon, 01 Sep 2014 03:28:25 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132448 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132448>Article Link</a> More than 40% of people from across Britain do not believe there should be a currency union if Scotland becomes independent, according to a poll. The Springboard UK poll for the Sunday Express carried out in England, Wales and Scotland found 44% of those asked the question “If Scotland votes for independence should there be a currency union?” replied with “No”. (more…)

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China’s national carbon market to start in 2016 -official http://www.opalesque.com/Commodities_Briefing/?p=132447 http://www.opalesque.com/Commodities_Briefing/?p=132447#comments Mon, 01 Sep 2014 03:28:10 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132447 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132447>Article Link</a> China plans to roll out its national market for carbon permit trading in 2016, an official said Sunday, adding that the government is close to finalising rules for what will be the world’s biggest emissions trading scheme. (more…)

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Carbon prices to average EUR23 in the 2020, analysts say http://www.opalesque.com/Commodities_Briefing/?p=132446 http://www.opalesque.com/Commodities_Briefing/?p=132446#comments Mon, 01 Sep 2014 03:28:00 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132446 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132446>Article Link</a> Thomson Reuters predicts without emissions trading scheme reform and 2030 climate targets EU Allowances may remain at €14. EU carbon prices are set to more than treble to an average of around €23 a tonne during the 2020s, according to a new analysis. (more…)

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Global recovery continues at varying speeds, equity the best bet: Bank J Safra Sarasin http://www.opalesque.com/Commodities_Briefing/?p=132445 http://www.opalesque.com/Commodities_Briefing/?p=132445#comments Mon, 01 Sep 2014 03:27:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132445 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132445>Article Link</a> As the global economic recovery is continuing at varying speeds equities remain the most attractive asset class mid-term, a report by Bank J. Safra Sarasin said. The US leads the global cycle with growth significantly higher than in Euroland. (more…)

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Major banks’ first-half commodity revenue climbs 21 percent http://www.opalesque.com/Commodities_Briefing/?p=132444 http://www.opalesque.com/Commodities_Briefing/?p=132444#comments Fri, 29 Aug 2014 01:30:54 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132444 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132444>Article Link</a> Commodities revenue at the top 10 investment banks climbed by about a fifth in the first half of the year as a cold winter boosted business in U.S. power and gas and some investors returned to the sector, a consultancy said. (more…)

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A Look At Various Commodities And Weather http://www.opalesque.com/Commodities_Briefing/?p=132443 http://www.opalesque.com/Commodities_Briefing/?p=132443#comments Fri, 29 Aug 2014 01:30:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132443 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132443>Article Link</a> In a world captivated, or should I say “cap-sized”, by the exasperating events in Gaza, Ferguson, Ukraine and now most recently by ISIS, it’s almost not worth talking about where the opportunities have been and where they might be in the financial markets. There are far greater concerns about the nature and safety of our planet. (more…)

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Oil and gas investment boom ‘fading fast’ http://www.opalesque.com/Commodities_Briefing/?p=132442 http://www.opalesque.com/Commodities_Briefing/?p=132442#comments Fri, 29 Aug 2014 01:30:25 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132442 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132442>Article Link</a> The boom in oil and gas investment that insulated Australia from the Global Financial Crisis is fading fast and there are few signs of new projects on the horizon, EnergyQuest says. (more…)

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A New American Oil Bonanza http://www.opalesque.com/Commodities_Briefing/?p=132441 http://www.opalesque.com/Commodities_Briefing/?p=132441#comments Fri, 29 Aug 2014 01:30:11 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132441 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132441>Article Link</a> Whenever overseas turmoil has pushed energy prices higher in the past, John and Beth Hughes have curbed their driving by eating at home more and shopping locally. But the current crises in Ukraine and Iraq did not stop them from making the two-hour drive to San Antonio to visit the Alamo, have a chicken fried steak lunch, and buy fish for their tank before driving home to Corpus Christi. (more…)

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Falling Oil Prices Could Force Venezuela to Veer off the Chávez Formula http://www.opalesque.com/Commodities_Briefing/?p=132440 http://www.opalesque.com/Commodities_Briefing/?p=132440#comments Fri, 29 Aug 2014 01:29:58 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132440 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132440>Article Link</a> Venezuela’s embattled Nicolás Maduro has spent most of his 19-month presidency fighting to avoid changing any of the economic policies he inherited from his predecessor, the late Hugo Chávez. Maduro has repeatedly told his countrymen that Chávez’s socialist blueprint is working in spite of mounting shortages, soaring inflation, and two maxi-devaluations in the past two years. Now falling oil prices may force his hand. (more…)

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OPEC oil output rises in August as Libyan recovery holds http://www.opalesque.com/Commodities_Briefing/?p=132439 http://www.opalesque.com/Commodities_Briefing/?p=132439#comments Fri, 29 Aug 2014 01:29:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132439 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132439>Article Link</a> OPEC’s oil production has risen in August from July, a Reuters survey found on Thursday, as a recovery in Libyan supply held up and Angola and Iran boosted supplies, outweighing a further decline in Iraq. (more…)

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Iraq and Libya spark oil production fears http://www.opalesque.com/Commodities_Briefing/?p=132438 http://www.opalesque.com/Commodities_Briefing/?p=132438#comments Fri, 29 Aug 2014 01:29:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132438 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132438>Article Link</a> The world fears an oil crisis will occur if the security situation in oil-producing countries does not improve, especially in Iraq and Libya, two prominent producing countries. Everyone is concerned and is expecting the suspension of the Iraqi oil supply at any time now. If an Iraqi oil disaster occurs — especially if production allocated for export is halted — oil prices will easily hit an average of $130 per barrel and will only cease to fluctuate when Iraq regains calm and stability. (more…)

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Global green energy growth threatened by policy uncertainty, IEA warns http://www.opalesque.com/Commodities_Briefing/?p=132437 http://www.opalesque.com/Commodities_Briefing/?p=132437#comments Fri, 29 Aug 2014 01:29:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132437 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132437>Article Link</a> Global green energy expansion may stall unless governments can put in place more stable and long-term policies, the International Energy Agency (IEA) warned. (more…)

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IEA expects $1.7 trillion in clean-energy investments through 2020 http://www.opalesque.com/Commodities_Briefing/?p=132436 http://www.opalesque.com/Commodities_Briefing/?p=132436#comments Fri, 29 Aug 2014 01:28:54 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132436 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132436>Article Link</a> Investments in new clean-energy capacity will total $USUS1.61 trillion ($1.72 trillion) through 2020 even as the expansion of renewables is expected to slow, the International Energy Agency said. (more…)

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Global renewable energy expansion to slow to 2020: IEA http://www.opalesque.com/Commodities_Briefing/?p=132435 http://www.opalesque.com/Commodities_Briefing/?p=132435#comments Fri, 29 Aug 2014 01:28:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132435 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132435>Article Link</a> Growth in global renewable energy capacity will slow to 2020 if uncertain government policies continue to threaten investment, the International Energy Agency (IEA) said on Thursday. (more…)

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Top 20 largest gold reserves by country http://www.opalesque.com/Commodities_Briefing/?p=132434 http://www.opalesque.com/Commodities_Briefing/?p=132434#comments Fri, 29 Aug 2014 01:28:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132434 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132434>Article Link</a> After a long bull move gold is at a crossroads. Depending on who you talk to, the 15-year bull market in gold has ended or is taking a breather preparing for its next leg up. The massive inflation predicted from the enormous liquidity poured into the system by central banks around the world has not arrived so gold has pulled back from its 2011 high. (more…)

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Check Out Silver For A View On Gold http://www.opalesque.com/Commodities_Briefing/?p=132433 http://www.opalesque.com/Commodities_Briefing/?p=132433#comments Fri, 29 Aug 2014 01:28:10 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132433 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132433>Article Link</a> For gold traders, the last few months have been challenging to say the least, with the precious metal lurching higher and lower driven by fear, the US Dollar, a singular lack of any inflation and seasonal supply and demand. At times like this it can help to look at related or associated markets for an alternative view. (more…)

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Gold demand: Not so hot, not so cold http://www.opalesque.com/Commodities_Briefing/?p=132432 http://www.opalesque.com/Commodities_Briefing/?p=132432#comments Fri, 29 Aug 2014 01:27:56 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132432 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132432>Article Link</a> As pointed out by the Fed Chairman Janet Yellen, how much slack there is in the U.S. labour market is still up for debate. The Fed uses a Labour Market Conditions Index, which consists of 19 factors. The undertone is that the underuse of the labour force is still big although a few Fed governors have been saying that the interest rates will rise sooner than expected. (more…)

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Let’s talk diamonds http://www.opalesque.com/Commodities_Briefing/?p=132431 http://www.opalesque.com/Commodities_Briefing/?p=132431#comments Fri, 29 Aug 2014 01:27:44 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132431 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132431>Article Link</a> Let’s talk diamonds for a change. Often it seems that gold gets all the fun when I write and speak about precious metals and minerals. But Vancouver-based Lucara Diamond, which we own in both our Gold and Precious Metals Fund (USERX) and World Precious Minerals Fund (UNWPX), has been turning heads here at U.S. Global Investors lately for a number of reasons, the most notable being that it continues to report stellar returns. (more…)

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Silver Pricing Change Takes Effect; Other Metals to Follow http://www.opalesque.com/Commodities_Briefing/?p=132430 http://www.opalesque.com/Commodities_Briefing/?p=132430#comments Fri, 29 Aug 2014 01:27:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132430 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132430>Article Link</a> With the launch in mid-August of a new system to arrive at the price for silver, precious metals investors are dealing with the first in a series of changes in how the market prices of silver, gold, platinum and palladium are reached. (more…)

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Industrial Metals on the Mend http://www.opalesque.com/Commodities_Briefing/?p=132429 http://www.opalesque.com/Commodities_Briefing/?p=132429#comments Fri, 29 Aug 2014 01:27:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132429 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132429>Article Link</a> A rise in the global population, growth in the Chinese economy, urbanization of other Asian countries and the increasing requirements of developed countries have created an unprecedented demand for industrial or base metals given their usage in a wide variety of applications in the construction and manufacturing businesses. (more…)

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Goldman Sachs sees nickel price rally continuing into 2015 http://www.opalesque.com/Commodities_Briefing/?p=132428 http://www.opalesque.com/Commodities_Briefing/?p=132428#comments Fri, 29 Aug 2014 01:27:02 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132428 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132428>Article Link</a> US investment bank Goldman Sachs said the refined nickel market has shifted from a major surplus in 2013 to a much smaller surplus in 2014, according to a research note Thursday, adding that prices are likely to continue to rally into 2015. (more…)

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Zinc, nickel prices to ‘move dramatically higher’ - Scotiabank http://www.opalesque.com/Commodities_Briefing/?p=132427 http://www.opalesque.com/Commodities_Briefing/?p=132427#comments Fri, 29 Aug 2014 01:26:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132427 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132427>Article Link</a> Scotiabank’s Metal & Mineral Index rallied strong in July as base metal prices jumped higher across a broad front—“pushed up in part by exuberance over better-than-expected results for China’s economy”, observed Scotiabank economist Patricia Mohr in an analysis published Wednesday. (more…)

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Gold ETFs Lose Predictive Power http://www.opalesque.com/Commodities_Briefing/?p=132426 http://www.opalesque.com/Commodities_Briefing/?p=132426#comments Fri, 29 Aug 2014 01:26:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132426 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132426>Article Link</a> During the height of gold’s bull run, market observers frequently complained that exchange traded products backed by physical holdings of bullion, including the SPDR Gold Shares, were criticized for being the tail wagging the dog of the gold market. (more…)

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3 Reasons Market Vectors Gold Miners ETF (GDX) Could Fall http://www.opalesque.com/Commodities_Briefing/?p=132425 http://www.opalesque.com/Commodities_Briefing/?p=132425#comments Fri, 29 Aug 2014 01:26:18 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132425 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132425>Article Link</a> A week or so ago, I wrote an article that listed three reasons to buy Market Vectors Gold Miners ETF . It’s important to understand that gold went on an unprecedented bull run from the early 2000s through late 2011, but it has largely been in decline since. Further, gold has historically been an underperforming asset as compared to the stock market. (more…)

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Investing In Natural Gas? Eye ETFs, Seasonality http://www.opalesque.com/Commodities_Briefing/?p=132424 http://www.opalesque.com/Commodities_Briefing/?p=132424#comments Fri, 29 Aug 2014 01:26:06 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132424 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132424>Article Link</a> Investing in natural gas sounds like a winner: demand keeps rising, fracking promises to meet that demand, and prices have jumped in the past several years. Meanwhile it’s touted as an alternative to coal, and to a lesser extent, oil. There’s a lot to like. (more…)

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4 Currency ETFs To Watch Right Now http://www.opalesque.com/Commodities_Briefing/?p=132423 http://www.opalesque.com/Commodities_Briefing/?p=132423#comments Fri, 29 Aug 2014 01:25:54 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132423 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132423>Article Link</a> The U.S. dollar is breaking out and that means a number of currency exchange-traded funds are seeing significant moves right now. Currency ETFs provide a way to access the foreign exchange (forex) market, while using the stock market to do it. (more…)

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Commodities trading the latest move by Shanghai to talk up free trade zone http://www.opalesque.com/Commodities_Briefing/?p=132422 http://www.opalesque.com/Commodities_Briefing/?p=132422#comments Fri, 29 Aug 2014 01:25:44 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132422 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132422>Article Link</a> Commodities exchanges the latest idea for city’s free trade zone, and part of its plan to establish itself as a hub for international commerce. In the latest attempt to raise the profile of its Hong Kong-style free port, Shanghai has unveiled ambitious plans to create a clutch of international commodity trading platforms in its free-trade zone (FTZ). (more…)

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Egypt in talks with Chicago Merc to build biggest commodities exchange in MENA http://www.opalesque.com/Commodities_Briefing/?p=132421 http://www.opalesque.com/Commodities_Briefing/?p=132421#comments Fri, 29 Aug 2014 01:25:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132421 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132421>Article Link</a> Egypt plans to get benefit from the Chicago Mercantile Exchange (CME)’s wide expertise, seeking to establish its first and biggest commodities exchange in the Middle East. Egypt’s Minister of Supply Khaled Hanafy announced Wednesday that his country, represented in officials from the Armed Forces, Cabinet and Arab Contractors Company, will start a number of meetings with CME chairman and board members. (more…)

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The dollar’s sterling work http://www.opalesque.com/Commodities_Briefing/?p=132420 http://www.opalesque.com/Commodities_Briefing/?p=132420#comments Fri, 29 Aug 2014 01:25:22 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132420 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132420>Article Link</a> A forthcoming paper in the Journal of Development Economics looks at the dollar’s ascendancy to global reserve currency. Barry Eichengreen, of the University of California, Berkeley, and two economists from the ECB up-end the conventional history of when the dollar became top dog. (more…)

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Bitcoin Grows As New Businesses Start Accepting Currency http://www.opalesque.com/Commodities_Briefing/?p=132419 http://www.opalesque.com/Commodities_Briefing/?p=132419#comments Fri, 29 Aug 2014 01:25:09 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132419 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132419>Article Link</a> Bitcoin, an alternative digital currency which is used to purchase goods and services online, is showing staying power, Reuters reported on Thursday, August 28. Though virtually unknown only a few years ago, the electronic currency is now catching on among more and more online vendors, including Expedia, America’s largest online travel agent, and Overstock, an online retailer. (more…)

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Chile set to pass Latin America’s second carbon tax http://www.opalesque.com/Commodities_Briefing/?p=132418 http://www.opalesque.com/Commodities_Briefing/?p=132418#comments Fri, 29 Aug 2014 01:24:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132418 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132418>Article Link</a> Chile is set to approve a carbon tax next week, making it the second country after Mexico in Latin America to put a price on polluting. The carbon tax will go before the House of Representatives in the first week of September, as part of a broader package of tax reforms. If approved, Chile will start charging US$5 per tonne of CO2 from 2017, around $2 more than in Mexico. (more…)

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Commodity Prices Inch Down in July: Scotiabank http://www.opalesque.com/Commodities_Briefing/?p=132417 http://www.opalesque.com/Commodities_Briefing/?p=132417#comments Thu, 28 Aug 2014 01:42:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132417 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132417>Article Link</a> Scotiabank’s Commodity Price Index edged down by 0.3% month-over-month (m/m) in July, as oil prices lost momentum, partly due to an easing of concern over geopolitical supply risks in Libya and Iraq. “On a more positive note, a cyclical recovery in base metal prices is getting underway, with dramatically higher zinc and nickel prices expected in 2015,” said Patricia Mohr, Scotiabank’s Vice President of Economics and Commodity Market Specialist. (more…)

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Is the Commodity Data Center Around the Corner? http://www.opalesque.com/Commodities_Briefing/?p=132416 http://www.opalesque.com/Commodities_Briefing/?p=132416#comments Thu, 28 Aug 2014 01:42:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132416 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132416>Article Link</a> The data center is changing. We have new methods of cooling, optimizing the data center and even the utilization of green energy through next-generation geothermal technologies. The insides of the data center and what goes into the rack has been changing as well. New platforms around consolidation, server technology and cloud computing are all impacting how we process and utilize resources. (more…)

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Dearth of oil finds threatens long-term supplies, price http://www.opalesque.com/Commodities_Briefing/?p=132415 http://www.opalesque.com/Commodities_Briefing/?p=132415#comments Thu, 28 Aug 2014 01:41:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132415 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132415>Article Link</a> The rate of oil discoveries continues to disappoint after a record low last year and firms could even cut their exploration budgets to save on costs, a risk to long-term supplies and prices, industry executives said. (more…)

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Reasons behind oil price stability despite turmoil http://www.opalesque.com/Commodities_Briefing/?p=132414 http://www.opalesque.com/Commodities_Briefing/?p=132414#comments Thu, 28 Aug 2014 01:41:29 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132414 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132414>Article Link</a> These are really changing times. It is no longer enough to have a coup a plane hijack or violence erupting in one oil producing country to have prices skyrocketing. (more…)

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U.S. oil surge restrains prices despite heightened global turmoil http://www.opalesque.com/Commodities_Briefing/?p=132413 http://www.opalesque.com/Commodities_Briefing/?p=132413#comments Thu, 28 Aug 2014 01:41:16 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132413 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132413>Article Link</a> The controversial practice of “fracking” helped keep North American fuel prices from soaring this summer even as supply disruptions in the Middle East and North Africa hit a 23-year high. (more…)

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Gold-Price Indicator Fading as ETPs Tumble by $71 Billion http://www.opalesque.com/Commodities_Briefing/?p=132412 http://www.opalesque.com/Commodities_Briefing/?p=132412#comments Thu, 28 Aug 2014 01:40:59 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132412 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132412>Article Link</a> Gold-backed funds that heralded record prices in 2011 and last year’s biggest sell-off in three decades are becoming less useful as market predictors. After a decade of changing mostly in tandem, gold prices and holdings in exchange-traded products backed by bullion have the most-negative correlation since 2004. (more…)

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Gold price ‘could have some way to fall yet’ http://www.opalesque.com/Commodities_Briefing/?p=132411 http://www.opalesque.com/Commodities_Briefing/?p=132411#comments Thu, 28 Aug 2014 01:40:47 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132411 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132411>Article Link</a> Investors should ignore the ‘myths’ that surround gold as an investment and not buy at the current level, despite the fact that the asset class is trading at 33 per cent below its peak valuation of just three years ago, according to Brian Dennehy, managing director of FundExpert.co.uk. (more…)

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The Continued Strive of Market for Gold Bullion http://www.opalesque.com/Commodities_Briefing/?p=132410 http://www.opalesque.com/Commodities_Briefing/?p=132410#comments Thu, 28 Aug 2014 01:40:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132410 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132410>Article Link</a> For a lot of business-minded people and investors, establishing and owning of solid gold bullion stores is considered as one of the best ways to secure finances for future use. With today’s unpredictable and mostly unstable economy, currency has often dealt with weak and vulnerable hand pushing investors alike to invest in gold coins hoping to gain a more stable strength as well as market independence from the currency that is holding their assets. (more…)

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Gold shines most in September on seasonal buys http://www.opalesque.com/Commodities_Briefing/?p=132409 http://www.opalesque.com/Commodities_Briefing/?p=132409#comments Thu, 28 Aug 2014 01:40:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132409 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132409>Article Link</a> Gold investors are hurting from prices within 1% of a two-month low can find solace from the historical record and research and showing gold performs best in September. (more…)

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What does the rare Earth metal market urgently need? http://www.opalesque.com/Commodities_Briefing/?p=132408 http://www.opalesque.com/Commodities_Briefing/?p=132408#comments Thu, 28 Aug 2014 01:40:08 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132408 30% TREO mineral concentrate can be produced with an industry standard process that makes economic sense. Unfortunately for REE investors, today there exist not many undeveloped REE deposits hosting a mineralization out of which a high enough grade mineral concentrate can be produced, and easily [...]]]> <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132408>Article Link</a> Those REE deposits in development that have the greatest chances of success (i.e. being developed into a mine, and thus, offering the highest share price appreciation potential no matter if REE prices remain low) are those that host a REE mineralization out of which a >30% TREO mineral concentrate can be produced with an industry standard process that makes economic sense. (more…)

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Peru to be World 2nd Biggest Copper Producer http://www.opalesque.com/Commodities_Briefing/?p=132407 http://www.opalesque.com/Commodities_Briefing/?p=132407#comments Thu, 28 Aug 2014 01:39:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132407 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132407>Article Link</a> Benefiting from a USD 20 billion Chinese mining project, Peru will be the world second largest copper producer just after Chile , according to Peruvian governmental officials. A Chinese consortium lead by China Minmetals Corporation won bid for Glencore Xstrata’s Las Bambas copper mine in Peru in July. The Chinese side will acquire the USD 20 billion mine with nearly USD 7 billion . This has been China’s biggest overseas mining acquisition. (more…)

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Soft Commodities ETFs Search for Support http://www.opalesque.com/Commodities_Briefing/?p=132406 http://www.opalesque.com/Commodities_Briefing/?p=132406#comments Thu, 28 Aug 2014 01:39:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132406 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132406>Article Link</a> It has been a rough year for some soft commodities exchange traded products. Strip out the stellar performances offered by the iPath Dow Jones-UBS Coffee Total Return Sub-Index ETN and the iPath Pure Beta Coffee ETN, and the agricultural/soft commodities complex looks even more glum. (more…)

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