Opalesque Commodities Briefing » Trading http://www.opalesque.com/Commodities_Briefing Wed, 19 Jun 2013 03:21:56 +0000 http://wordpress.org/?v=2.5.1 en Oil traders diversify into food and metals in quest for profits http://www.opalesque.com/Commodities_Briefing/?p=125829 http://www.opalesque.com/Commodities_Briefing/?p=125829#comments Tue, 18 Jun 2013 01:20:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125829 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125829>Article Link</a> Energy trading houses are diversifying into food commodities and metals, which makes them likely to invest in assets such as port capacity as they copy their rival Glencore Xstrata to escape excessive reliance on oil. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125829 EU close to agreeing rules for insider trading in commodities http://www.opalesque.com/Commodities_Briefing/?p=125812 http://www.opalesque.com/Commodities_Briefing/?p=125812#comments Mon, 17 Jun 2013 00:16:25 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125812 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125812>Article Link</a> European authorities are close to agreeing on the final draft of markets abuse rules that will make the standard commodities market practice of trading on inside information illegal. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125812 All eyes on commodities trading http://www.opalesque.com/Commodities_Briefing/?p=125811 http://www.opalesque.com/Commodities_Briefing/?p=125811#comments Mon, 17 Jun 2013 00:16:09 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125811 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125811>Article Link</a> Commodities traders from around the world will begin gathering in Hong Kong for the annual “LME Week” on Friday - the first time the London Metal Exchange get-together will be held outside London. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125811 India’s gold bullion imports “fall significantly” http://www.opalesque.com/Commodities_Briefing/?p=125784 http://www.opalesque.com/Commodities_Briefing/?p=125784#comments Fri, 14 Jun 2013 03:19:32 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125784 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125784>Article Link</a> Gold imports by India, the world’s largest consumer nation, are falling rapidly after the government imposed new curbs, according to import industry leaders. May this year saw record levels of gold bullion imports, as Indian households “front-loaded” their 2013 purchases thanks to the sharp drop in world gold prices, according to Crisil Ltd., the Indian division of financial analysts Standards & Poor’s. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125784 China draws commodity trading battle lines http://www.opalesque.com/Commodities_Briefing/?p=125704 http://www.opalesque.com/Commodities_Briefing/?p=125704#comments Mon, 10 Jun 2013 01:13:51 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125704 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125704>Article Link</a> Hong Kong Exchanges and Clearing’s plan to co-list commodities contracts on mainland Chinese exchanges, outlined in recent weeks, has fired the starting gun in a battle for a significant share of China’s nascent commodities futures market. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125704 Gold traders most bullish since bear market began: Commodities http://www.opalesque.com/Commodities_Briefing/?p=125680 http://www.opalesque.com/Commodities_Briefing/?p=125680#comments Fri, 07 Jun 2013 01:05:41 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125680 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125680>Article Link</a> Gold traders are the most bullish since before the bear market began two months ago after a retreat in equities from an almost five-year high and a weakening dollar spurred demand for bullion. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125680 China to build more regional commodity trading centers http://www.opalesque.com/Commodities_Briefing/?p=125649 http://www.opalesque.com/Commodities_Briefing/?p=125649#comments Thu, 06 Jun 2013 01:07:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125649 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125649>Article Link</a> China plans to build more regional commodity trading centers in order to boost domestic consumption, according to a government plan released Wednesday. The State Council, or China’s cabinet, said more trading centers should be planned in regional transportation hubs and large cities to boost regional commerce. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125649 Don’t trade commodities, invest in them http://www.opalesque.com/Commodities_Briefing/?p=125618 http://www.opalesque.com/Commodities_Briefing/?p=125618#comments Tue, 04 Jun 2013 01:13:49 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125618 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125618>Article Link</a> It’s been a good year so far for most investments, except commodities. The Standard & Poor’s 500 index, which many consider the best measure of stock-market value, is up around 17 percent as are real estate investment trusts. International stocks are up around 10 percent. Commodities, meanwhile, are down more than 5 percent. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125618 Commodity hedging lower in India, more awareness needed http://www.opalesque.com/Commodities_Briefing/?p=125607 http://www.opalesque.com/Commodities_Briefing/?p=125607#comments Tue, 04 Jun 2013 01:10:26 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125607 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125607>Article Link</a> Even 10 years after futures trading was reintroduced in agri commodities, hedging activities are yet to attract momentum. After 40-odd years of suspension, the ministry of consumer affairs reintroduced futures trading in agri commodities in November 2002, which saw the emergence of three national level derivatives exchanges — Multi Commodity Exchange, National Commodity and Derivatives Exchange and National Multi Commodity Exchange. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125607 OPEC explains crude oil price volatility http://www.opalesque.com/Commodities_Briefing/?p=125599 http://www.opalesque.com/Commodities_Briefing/?p=125599#comments Mon, 03 Jun 2013 03:14:26 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125599 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125599>Article Link</a> Organisation of Petroleum Exporting Countries (OPEC) has attributed the current global crude oil price volatility to continued uncertainty, stemming from the slow pace of global economic growth, continued Euro-zone debt crises, high unemployment in advanced economies and the risk of inflation in developing countries. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125599 India: Level playing field for commodities http://www.opalesque.com/Commodities_Briefing/?p=125587 http://www.opalesque.com/Commodities_Briefing/?p=125587#comments Mon, 03 Jun 2013 03:11:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125587 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125587>Article Link</a> The classification of income as speculative or non-speculative is vital, as speculative losses can be carried forward only for four years and set off only against speculative incomes. Finance Act 2013 states that commodity derivatives would not be treated as ‘speculative transaction’ from April 1, 2013, provided. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125587 Bad news for commodities as China likely to slow further http://www.opalesque.com/Commodities_Briefing/?p=125562 http://www.opalesque.com/Commodities_Briefing/?p=125562#comments Thu, 30 May 2013 00:50:02 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125562 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125562>Article Link</a> For commodity traders, there is more bad news in store. The International Monetary Fund (IMF) has cut its forecast for China’s growth from earlier estimates of 8 per cent to 7.75 per cent for 2013. This follows weak data coming from the country. The biggest impact of a slowing China will be felt in the ‘hard commodities’ (mainly metals) markets.  (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125562 Has the commodities supercycle run its course? http://www.opalesque.com/Commodities_Briefing/?p=125561 http://www.opalesque.com/Commodities_Briefing/?p=125561#comments Thu, 30 May 2013 00:43:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125561 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125561>Article Link</a> The commodities boom of the past decade is starting to look its age. Abundant liquidity and the perception that commodities could be a ‘store of value’ pushed prices to record levels in many markets. But today, investors are rightly becoming nervous about the likely fall-out, once the Federal Reserve starts to wind down its stimulus programs. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125561 Trading the OPEC oil war: Gartman http://www.opalesque.com/Commodities_Briefing/?p=125536 http://www.opalesque.com/Commodities_Briefing/?p=125536#comments Wed, 29 May 2013 00:55:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125536 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125536>Article Link</a> A shale boom in the United States makes a winning oil trade available closer to home, Dennis Gartman of The Gartman Letter said Tuesday. “You’re going to continue to see continued expansion,” he said on CNBC’s “Fast Money.” (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125536 The commodities China’s buying less off this year http://www.opalesque.com/Commodities_Briefing/?p=125519 http://www.opalesque.com/Commodities_Briefing/?p=125519#comments Tue, 28 May 2013 05:16:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125519 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125519>Article Link</a> China’s key commodity imports like oil, copper, iron ore and soybeans all dipped into negative territory year over year in April. Exporters that are China dependent, from American soy farmers to Brazilian iron ore companies, are continually seeing only patchy signs of improvement. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125519 U.S. oil boom divides OPEC http://www.opalesque.com/Commodities_Briefing/?p=125517 http://www.opalesque.com/Commodities_Briefing/?p=125517#comments Tue, 28 May 2013 05:15:56 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125517 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125517>Article Link</a> The American energy boom is deepening splits within the Organization of the Petroleum Exporting Countries, threatening to drive a wedge between African and Arab members as OPEC grapples with a revolution in the global oil trade. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125517 Commodities trading: Not for the faint-hearted http://www.opalesque.com/Commodities_Briefing/?p=125423 http://www.opalesque.com/Commodities_Briefing/?p=125423#comments Wed, 15 May 2013 01:34:30 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125423 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125423>Article Link</a> Once the darling of hedge funds, commodities are now looking like a poisoned chalice. Last year, hedge funds such as BlueGold, which specialized in crude oil; Centaurus, in natural gas; and Fortress Commodities, across all raw materials, shut down. Several commodities fund of funds also closed last year after clients fled. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125423 Akshaya Tritiya: India’s gold retail sales up by at least 15pct http://www.opalesque.com/Commodities_Briefing/?p=125411 http://www.opalesque.com/Commodities_Briefing/?p=125411#comments Wed, 15 May 2013 01:31:21 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125411 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125411>Article Link</a> Gold lost its sheen on the auspicious Akshaya Tritiya day by falling nearly Rs 400 but retail purchase got a boost with jewellers saying sales recording at least 15 percent growth. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125411 Report on commodity trading backfires http://www.opalesque.com/Commodities_Briefing/?p=125386 http://www.opalesque.com/Commodities_Briefing/?p=125386#comments Mon, 13 May 2013 00:26:11 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125386 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125386>Article Link</a> Commodity trading houses are not “too big to fail”, says a report commissioned by the banking industry’s top lobby group, which had hoped it would conclude the opposite. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125386 Gold traders divided amid worst ETP rout since ’04: Commodities http://www.opalesque.com/Commodities_Briefing/?p=125360 http://www.opalesque.com/Commodities_Briefing/?p=125360#comments Fri, 10 May 2013 03:12:36 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125360 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125360>Article Link</a> Gold traders are divided on whether surging demand for jewelry and bullion coins will sustain the rally in prices as a slump in holdings through exchange-traded products extends to the longest in more than eight years. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125360 Such a good fall: Oil & gold booms are over, good for global economy http://www.opalesque.com/Commodities_Briefing/?p=125355 http://www.opalesque.com/Commodities_Briefing/?p=125355#comments Thu, 09 May 2013 03:24:37 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125355 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125355>Article Link</a> China’s voracious demand for every conceivable raw material — oil, steel, soybeans, gold, to name a few — once seemed to spell a future of endlessly rising commodity prices and falling living standards in developed nations. This was a Malthusian vision of scarcity: rising demand from the growing economies of the emerging world would couple with shrinking supplies to drive up the prices of natural resources. Gas prices would never come back down; gold would cost thousands of dollars an ounce. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125355 China’s April commodity imports to show modest recovery http://www.opalesque.com/Commodities_Briefing/?p=125324 http://www.opalesque.com/Commodities_Briefing/?p=125324#comments Tue, 07 May 2013 03:36:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125324 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125324>Article Link</a> China’s main commodity imports are expected to rise in April from a month ago, supported by a seasonal recovery in demand, but the pace of growth in the second quarter will likely be capped by constraints on manufacturing. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125324 Commodity trends primed for improvement http://www.opalesque.com/Commodities_Briefing/?p=125305 http://www.opalesque.com/Commodities_Briefing/?p=125305#comments Mon, 06 May 2013 02:00:58 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125305 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125305>Article Link</a> Gold has cratered into bear market territory. Ditto for silver and copper. Aluminum is in a big downtrend too, along with its metallic cousin nickel. The price of oil has been moving sideways and agricultural commodities are well off last year’s drought-induced highs. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125305 Gold traders most bearish in three years after drop http://www.opalesque.com/Commodities_Briefing/?p=125298 http://www.opalesque.com/Commodities_Briefing/?p=125298#comments Mon, 06 May 2013 01:59:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125298 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125298>Article Link</a> Gold traders are the most bearish in three years after investors sold a record amount of the yellow metal held in exchange-traded products (ETPs) and prices tumbled in a bear market. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125298 Meet the world’s largest commodities trader: Glencore Xstrata http://www.opalesque.com/Commodities_Briefing/?p=125290 http://www.opalesque.com/Commodities_Briefing/?p=125290#comments Fri, 03 May 2013 03:19:47 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125290 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125290>Article Link</a> Glencore completed its takeover of Xstrata on Thursday, becoming the world’s fourth largest mining company and the world’s largest commodities trader.The announcement comes after 15 months of difficult negotiations and lengthy antitrust reviews. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125290 Commodity traders could face regulation for role as lenders http://www.opalesque.com/Commodities_Briefing/?p=125289 http://www.opalesque.com/Commodities_Briefing/?p=125289#comments Fri, 03 May 2013 03:19:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125289 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125289>Article Link</a> The world’s little-regulated and often secretive commodity trading houses could face new disclosure rules, and even capital requirements, because of their money lending activities, after a global regulatory watchdog’s review of “shadow banking”. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125289 Trade in Latin America: Oceans apart http://www.opalesque.com/Commodities_Briefing/?p=125288 http://www.opalesque.com/Commodities_Briefing/?p=125288#comments Fri, 03 May 2013 03:19:19 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125288 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125288>Article Link</a> Latin America, once as riddled with tariff barriers as it is with rivers, mountains and jungles, is about to claim global trade’s starring role. The race to head the World Trade Organisation (WTO) is now down to a Mexican and a Brazilian. Their candidacies highlight a schism that splits the region down the middle. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125288 Commodity prices at record high http://www.opalesque.com/Commodities_Briefing/?p=125287 http://www.opalesque.com/Commodities_Briefing/?p=125287#comments Fri, 03 May 2013 03:19:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125287 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125287>Article Link</a> Dairy leads 12.6 per cent jump last month - largest rise in index’s 27-year history.Led by dairy products, ANZ’s commodity price index hit an all-time high last month but Fonterra’s auction saw prices give back nearly half of April’s gains. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125287 Oil down as OPEC says exports are steady http://www.opalesque.com/Commodities_Briefing/?p=125284 http://www.opalesque.com/Commodities_Briefing/?p=125284#comments Fri, 03 May 2013 03:17:28 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125284 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125284>Article Link</a> Oil futures are trading slightly lower in Friday’s Asian as traders take profits and look toward the U.S. non-farm payroll report due out later Friday. On the New York Mercantile Exchange, light, sweet crude futures for June delivery fell 0.20% to USD93.81 per barrel in Asian trading Friday after settling up 2.37% at USD93.19 a barrel on Thursday. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125284 Commodity traders could face regulation for role as lenders http://www.opalesque.com/Commodities_Briefing/?p=125268 http://www.opalesque.com/Commodities_Briefing/?p=125268#comments Thu, 02 May 2013 03:25:36 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125268 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125268>Article Link</a> The world’s little-regulated and often secretive commodity trading houses could face new disclosure rules, and even capital requirements, because of their money lending activities, after a global regulatory watchdog’s review of “shadow banking”. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125268 High-speed traders exploit loophole http://www.opalesque.com/Commodities_Briefing/?p=125249 http://www.opalesque.com/Commodities_Briefing/?p=125249#comments Thu, 02 May 2013 03:19:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125249 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125249>Article Link</a> High-speed traders are using a hidden facet of the Chicago Mercantile Exchange’s CME -1.20% computer system to trade on the direction of the futures market before other investors get the same information. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125249 Commodity super cycle isn’t dead, emerging nations keep it alive: ETFS http://www.opalesque.com/Commodities_Briefing/?p=125197 http://www.opalesque.com/Commodities_Briefing/?p=125197#comments Fri, 26 Apr 2013 03:33:49 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125197 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125197>Article Link</a> Commodity super-cycle that began in 1990’s is far from over and it will continue to be driven by resource intensive urbanisation, industrialisation in emerging countries, according to an analysis by ETF Securities Ltd. It said that analysts have shown a tendency to confuse short term correction in prices denoting end of super cycle while such cycles have to be defined over a larger time frame extending to three to four decades. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125197 OPEC to bolster exports on Asian demand, Oil Movements reports http://www.opalesque.com/Commodities_Briefing/?p=125195 http://www.opalesque.com/Commodities_Briefing/?p=125195#comments Fri, 26 Apr 2013 03:32:43 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125195 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125195>Article Link</a> The Organization of Petroleum Exporting Countries will increase shipments by 60,000 barrels a day through to the middle of May because of rising demand in Asia, according to tanker tracker Oil Movements. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125195 China to overtake US as main oil importer by 2014 says OPEC http://www.opalesque.com/Commodities_Briefing/?p=125194 http://www.opalesque.com/Commodities_Briefing/?p=125194#comments Fri, 26 Apr 2013 03:32:23 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125194 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125194>Article Link</a> Imports to China may surpass 6 million barrels a day by the end of this year, according to an e-mailed report from the Organization of Petroleum Exporting Countries. US oil imports declined 21% last year, according to the US Energy Information Administration. Shipments may drop below 6 million a day in 2014, according to OPEC. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125194 Gold traders most bullish in month as buying surges: Commodities http://www.opalesque.com/Commodities_Briefing/?p=125189 http://www.opalesque.com/Commodities_Briefing/?p=125189#comments Fri, 26 Apr 2013 03:31:10 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125189 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125189>Article Link</a> Gold traders are the most bullish in a month after mints around the world said demand for bullion coins is surging and central banks added to reserves even as prices slumped the most in three decades. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125189 Wheels are falling off the supercycle http://www.opalesque.com/Commodities_Briefing/?p=125179 http://www.opalesque.com/Commodities_Briefing/?p=125179#comments Thu, 25 Apr 2013 02:49:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125179 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125179>Article Link</a> Since 1998, commodities have been in a bull market—the so-called supercycle, where surging demand for raw materials eclipses supply, juicing prices to abnormal highs. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125179 Europe’s share of global coal trading rises despite weak economy http://www.opalesque.com/Commodities_Briefing/?p=125172 http://www.opalesque.com/Commodities_Briefing/?p=125172#comments Thu, 25 Apr 2013 02:47:47 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125172 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125172>Article Link</a> Europe’s share of international coal trading is rising despite a sluggish economy, as a collapse in emissions permit prices and a global oversupply of coal bolsters the fuel’s profitability in power generation. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125172 Commodities: What next after the ’super-cycle’? http://www.opalesque.com/Commodities_Briefing/?p=125159 http://www.opalesque.com/Commodities_Briefing/?p=125159#comments Wed, 24 Apr 2013 03:13:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125159 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125159>Article Link</a> And so another day’s trading begins in the “pit”, or floor, of the New York Mercantile Exchange, the home of the city’s energy and metal trading in downtown Manhattan. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125159 Is the commodities bull market over? http://www.opalesque.com/Commodities_Briefing/?p=125158 http://www.opalesque.com/Commodities_Briefing/?p=125158#comments Wed, 24 Apr 2013 03:13:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125158 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125158>Article Link</a> Commodities are cyclical. In fact the price of natural resources has fallen in real terms over the long haul since the beginning of recorded price history. Commodities have actually fallen after adjusting for inflation over their lifetime. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125158 Why commodities traders are hoarding copper http://www.opalesque.com/Commodities_Briefing/?p=125144 http://www.opalesque.com/Commodities_Briefing/?p=125144#comments Wed, 24 Apr 2013 03:01:47 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125144 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125144>Article Link</a> The only thing that investors have heard recently about the copper market is that there is vast oversupply ahead as evidenced by a buildup in copper warehouse inventories globally. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125144 India Inc sees gains from falling commodity prices http://www.opalesque.com/Commodities_Briefing/?p=125135 http://www.opalesque.com/Commodities_Briefing/?p=125135#comments Tue, 23 Apr 2013 03:16:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125135 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125135>Article Link</a> A sharp fall in commodity prices across segments in the past couple of months is expected to rescue India Inc from shrinking profitability in 2013-14.The fall is 15-20 per cent. Metal prices in India have fallen by seven to 10 per cent during the period. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125135 JPMorgan, Barclays seen topping OTC commodity derivatives market http://www.opalesque.com/Commodities_Briefing/?p=125122 http://www.opalesque.com/Commodities_Briefing/?p=125122#comments Tue, 23 Apr 2013 03:12:19 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125122 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125122>Article Link</a> JPMorgan Chase & Co. (JPM) and Barclays Plc (BARC) were the top firms for providing over-the-counter commodity derivatives to companies hedging energy and metals exposure, while investors favored Goldman Sachs Group Inc. (GS), a Greenwich Associates survey found. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125122 Potential “bear flag” patterns forming on gold and silver charts http://www.opalesque.com/Commodities_Briefing/?p=125109 http://www.opalesque.com/Commodities_Briefing/?p=125109#comments Mon, 22 Apr 2013 03:09:23 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125109 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125109>Article Link</a> The precious metals continue to consolidate after the major losses suffered early last week. Given the reaction to China GDP last Sunday, it will be important to keep an eye on HSBC China PMI due out on April 23rd at 2:30GMT. There will also be some important data to monitor out of the US this week such as Existing Home Sales, Durable Goods, and Advanced GDP. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125109 Gold traders split on outlook as Asian jewelers buy: Commodities http://www.opalesque.com/Commodities_Briefing/?p=125086 http://www.opalesque.com/Commodities_Briefing/?p=125086#comments Fri, 19 Apr 2013 04:08:12 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125086 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125086>Article Link</a> Gold traders are divided on whether bullion will extend declines after the biggest plunge in three decades generated buying from investors and jewelers. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125086 Gold price consolidation triggers more physical buying http://www.opalesque.com/Commodities_Briefing/?p=125082 http://www.opalesque.com/Commodities_Briefing/?p=125082#comments Fri, 19 Apr 2013 04:07:17 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125082 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125082>Article Link</a> Indian gold futures edged down, hovering near their lowest level in more than 18 months, weighed by a stronger rupee, giving an opportunity for physical traders to import in the middle of the wedding season. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125082 Commodities traders brace for transparency while staying private http://www.opalesque.com/Commodities_Briefing/?p=125073 http://www.opalesque.com/Commodities_Briefing/?p=125073#comments Thu, 18 Apr 2013 00:54:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125073 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125073>Article Link</a> Commodity traders expect the industry to become more transparent amid the rising need for financing and regulatory pressure, even as some merchants remain closely held, company executives said. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125073 India’s commodity folly http://www.opalesque.com/Commodities_Briefing/?p=125060 http://www.opalesque.com/Commodities_Briefing/?p=125060#comments Thu, 18 Apr 2013 00:50:21 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125060 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125060>Article Link</a> In February, against all basic economic sense, Indian Finance Minister Palaniappan Chidambaram announced a new tax on commodities futures trading as part of his 2013-14 national budget. Should it pass, the tax would apply to all non-agricultural items, including copper and natural gas. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125060 India: Gold import to fall by 25 pct in April: Bullion trade body http://www.opalesque.com/Commodities_Briefing/?p=125027 http://www.opalesque.com/Commodities_Briefing/?p=125027#comments Tue, 16 Apr 2013 00:55:06 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125027 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125027>Article Link</a> Gold imports are likely to go down by about 25 per cent this month to around 53.25 tonnes compared to the same period last year due to the declining gold prices, a bullion trade body today said. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125027 Commodity traders’ $250bln harvest http://www.opalesque.com/Commodities_Briefing/?p=125019 http://www.opalesque.com/Commodities_Briefing/?p=125019#comments Mon, 15 Apr 2013 03:13:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125019 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125019>Article Link</a> The world’s top commodities traders have pocketed nearly $250bn over the last decade, making the individuals and families that control the largely privately-owned sector big beneficiaries of the rise of China and other emerging countries. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125019 It’s been a good run: commodities traders out-earned the big banks 2003-2013 http://www.opalesque.com/Commodities_Briefing/?p=125018 http://www.opalesque.com/Commodities_Briefing/?p=125018#comments Mon, 15 Apr 2013 03:12:59 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125018 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125018>Article Link</a> The world’s leading commodities trading houses such as Glencore, Cargill, Vitol, Trafigura and Mitsubishi, who represent a “vital nexus between producers and consumers of raw materials” have earned $250 billion over the past decade, surpassing the likes of JP Morgan Chase, Goldman Sachs and Morgan Stanley. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125018 Commodities: Tougher times for trading titans http://www.opalesque.com/Commodities_Briefing/?p=125017 http://www.opalesque.com/Commodities_Briefing/?p=125017#comments Mon, 15 Apr 2013 03:12:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125017 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125017>Article Link</a> If you want to raise $10bn quickly, you need to know who to call. When Igor Sechin, chairman of Rosneft, decided to buy TNK-BP and create the world’s biggest listed oil producer, he faced a problem: banks would not be able to provide the full $55bn required. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125017 Commodities trade haven faces protests http://www.opalesque.com/Commodities_Briefing/?p=125016 http://www.opalesque.com/Commodities_Briefing/?p=125016#comments Mon, 15 Apr 2013 03:12:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=125016 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=125016>Article Link</a> The powerful Swiss commodity sector is under fire here, as citizens fed up with government inaction on charges of corporate corruption, tax evasion and lack of transparency gear up for major protests. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=125016 Commodity trading advisers critical to diversification http://www.opalesque.com/Commodities_Briefing/?p=124980 http://www.opalesque.com/Commodities_Briefing/?p=124980#comments Fri, 12 Apr 2013 04:11:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124980 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124980>Article Link</a> With investors flocking towards equity yields, Zenith is reminding investors that commodity trading advisers (CTA) could benefit them in the long term. In its 2013 CTA/Macro Sector findings, Zenith has said that CTAs are long gamma, which could be beneficial for long-term diversification. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124980 Czech agricultural trade to focus on CIS, Balkans, Asia http://www.opalesque.com/Commodities_Briefing/?p=124977 http://www.opalesque.com/Commodities_Briefing/?p=124977#comments Fri, 12 Apr 2013 04:11:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124977 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124977>Article Link</a> Czech agricultural and food exports should focus in particular on fourteen countries outside of the EU, and ten countries of the Commonwealth of Independent States (CIS), Balkans and southeast Asia have a priority, according to the Agriculture Ministry’s new pro-export initiative. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124977 India: FY13 commodity turnover falls for first time since inception http://www.opalesque.com/Commodities_Briefing/?p=124931 http://www.opalesque.com/Commodities_Briefing/?p=124931#comments Tue, 09 Apr 2013 03:57:43 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124931 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124931>Article Link</a> Commodity futures turnover in India fell for the first time since inception in the fiscal year ended March 31, led by a decline in volume in bullion trade, and suspension of guar futures. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124931 Bullion hub: Dubai’s gold trade exceeds $ 70 bln http://www.opalesque.com/Commodities_Briefing/?p=124926 http://www.opalesque.com/Commodities_Briefing/?p=124926#comments Tue, 09 Apr 2013 03:55:55 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124926 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124926>Article Link</a> The value of gold traded through Dubai reached $ 70 billion in 2012 from just $ 6 billion in 2003 and Dubai has risen as a major global gold and precious metals trading destination, said Ahmed bin Sulayem, executive chairman of Dubai Multi Commodities Center (DMCC). (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124926 Global oil market well supplied: Algeria http://www.opalesque.com/Commodities_Briefing/?p=124913 http://www.opalesque.com/Commodities_Briefing/?p=124913#comments Mon, 08 Apr 2013 03:31:08 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124913 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124913>Article Link</a> The global crude oil maket is well supplied and balanced, OPEC member Algeria’s Energy and Mines Minister Youcef Yousfi was quoted as saying, ahead of an OPEC meeting next month to set output policy. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124913 IEA says U.S. decision on allowing oil exports would be helpful http://www.opalesque.com/Commodities_Briefing/?p=124910 http://www.opalesque.com/Commodities_Briefing/?p=124910#comments Mon, 08 Apr 2013 03:30:26 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124910 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124910>Article Link</a> A U.S. decision on whether to allow oil exports would be “very helpful,” amid constraints on spare production capacity, according to the International Energy Agency. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124910 Asia’s fierce competition for commodities http://www.opalesque.com/Commodities_Briefing/?p=124894 http://www.opalesque.com/Commodities_Briefing/?p=124894#comments Fri, 05 Apr 2013 04:16:49 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124894 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124894>Article Link</a> Competition for natural resources among Asian nations continues to intensify, bringing the world’s most resource-poor continent to a dangerous crossroads of dependence, geopolitical tension and environmental degradation, writes Professor Brahma Chellaney of the New Delhi-based Center for Policy Research in an article for Project Syndicate. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124894 Gold imports by India seen climbing as bullion nears bear market http://www.opalesque.com/Commodities_Briefing/?p=124884 http://www.opalesque.com/Commodities_Briefing/?p=124884#comments Fri, 05 Apr 2013 04:11:31 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=124884 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=124884>Article Link</a> Gold imports by India, the world’s largest bullion buyer, may increase 31 percent this quarter after prices dropped to a 10-month low and festivals and weddings spur sales of jewelry, a trade group said. (more…)

]]> http://www.opalesque.com/Commodities_Briefing/?feed=rss2&p=124884