Analysis: Commodities

Investment Analysis: The journey of US light tight oil production towards a financially sustainable business

26 July 2018 The financing model underpinning the US shale oil industry is fundamentally different from that of large companies producing predominantly in conventional oil. Small and medium-size...

Commodity : Copper price falls under overabundant reserves

The copper price reached its lowest level in a month while the Chinese reserves of the red metal accumulated in December, according to data of the London Metal Exchange . A ton of copper hit...

Commodities : Are Oil and Oiler Prices Correlated?

Two years ago, the U.S. Oil Fund , which tracks the price of $WTIC closed at $14.08. At yesterday’s close, USO was $11.46, a drop of -18.6%. I wanted to examine how my recent Oiler investments had...

Commodities : A “Silver” Lining In The Metals Market

Last weekend , I tried to explain why it looked as though the metals market has been telling different stories in the various charts I follow. ...

Commodities : We Have A Bifurcated Metals Market

There is no doubt that the action we have experienced in the metals complex in 2017 has been exceptionally frustrating, especially as the market presented us with several break out set ups that did...

Commodities : Should We Buy Forest Products Stocks Today?

With lumber prices soaring, investors might be looking at portfolio opportunities among the producers of wood and lumber. Given that Lumber futures are now up about +86% to about $428 from the...

Commodities : Gold Is In A Dangerous Spot

Of late, I have seen many articles postulating what moves gold up or down. We have heard all the old reasons being put forth from GDP, to a hedge against market volatility to interest rates, to the US...

Commodities : Taking a Shine to Copper and Copper Miners

Many people are surprised at the size of the Copper industry. Of all the metals, including precious metals, only the iron ore and aluminum industries are bigger.

Commodities : The Recent Metals Action Is “Causing” Me To Change My Life

I have made a ground-breaking discovery this past week. It is so earth shattering, that it will literally change the course of my life, and may cause you to change yours as well. Let me explain.

Commodities : Are Goldminers Over-Hyped?

Goldminers are on the move thanks mostly to geopolitical concerns and U.S. dollar weakness. However the underlying fundamental conditions are not yet favourable enough to make us believers in this...

Commodities : Preliminary Bout Done, Main Event Soon To Come In The Metals

While the metals refused to offer much in the way of a pullback last week, they sure did provide us some nice sideways consolidations. In fact, they held support almost to the penny, and then...

Commodities : Taking A Look At The Neglected Oilers

Crude Oil WTI Futures, which closed the week at 47.29, failed to achieve our break-out level of 47.73, but close enough for us to believe that next week may be the one to do it. By that we mean oil...

Commodities : Are The Metals About To Go Parabolic?

With the metals providing us with the pullback we were expecting in our report last weekend , they continued to push higher from that pullback. Moreover, the structure continues to look quite...

Commodities : Does Your Neck Hurt Yet From The Metals Action?

Reading most metals analysis in 2017 has been like watching a tennis match with the analysis going back and forth over the net between bullishness and bearishness. As the market reaches its highs,...

Commodities : How Hot Can Nat Gas Get?

The lower-than-expected build in natural gas inventories in the Weekly Natural Gas Storage Report released yesterday goosed the price of the nat gas futures....

Commodities : Don't Get Lulled to Sleep by Metals

As I read posts across the internet, I see utter disgust with the metals complex. It seems this sideways action in 2017 has worn investors out. I have seen many cash in their chips in utter disgust...

Commodities: Gold Price Lacking Fundamental Drivers

With gold advancing to a 6-week high, we consider briefly the current fundamental drivers behind precious metals, and therefore the probability of this becoming a sustained move.

Commodities: Metals Break Out Now Or In A Few Weeks?

This past week, the GDX has finally taken out its resistance at 22.65, and provided us with some semblance of an impulsive structure off the recent lows. However, the micro structure it is not the...

Toyota Motor Australia : AUSTRALIA WELCOMES THREE FUEL CELL VEHICLES

In a bid to raise awareness of future technology, Toyota is excited to announce that it has secured three fuel cell vehicles to use exclusively in Australia for the next three years. The fuel cell...