Steel Prices Heat Up

Though not one of the most popular industrial metals on Wall Street, steel has certainly been under close watch in the last few weeks, as commodity traders brace themselves for what looks like an inevitable spike in spot prices. After several lackluster earnings reports, top U.S. steelmakers have made it quite clear that steel will come at a higher price tag in the near future despite weak current demand [for more commodity news and analysis subscribe to our free newsletter].

Posted in Commodity Producers, Commodity Trading Trends, Industrial Metals, Steel | Tagged , , | Leave a comment

Barrick Gold (ABX) Flirts With Support

Wall Street’s strong bull run has continued into the final trading days of the first month of the new year, leading many equity investors to believe that 2013 will be quite prosperous. Upbeat corporate earnings and solid economic data releases, including December’s better-than-expected durable goods orders report, have served as fundamental catalysts behind the stock market rally. Amid the improving sentiment, precious metals prices have understandably suffered as investors are opting for risky assets in lieu of safe haven ones; however, there might be some “bargain shopping” opportunities for risk-tolerant investors looking to dip their toes in the gold miners space [for more market news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Gold, Trading | Tagged | Leave a comment

Crude Oil Futures On A 10% Run

After breaking the triple-digit mark in 2012, crude oil futures have struggled to maintain their positive momentum. The end of last year saw the fossil fuel fall at the hands of increased output and supply, as new technologies are making it easier than ever to locate and extract reserves, not to mention the prevalence of natural gas. But the last few weeks of 2012 and the beginning of this year have seen crude turn things around, as the commodity has been once again reaching for $100 [for more crude oil news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Asset Allocation, Commodity ETFs, Commodity Futures, Energy, WTI | Tagged | 1 Comment

Earnings Preview: Big Oil On Tap This Week

As we enter the heart of earnings season, all eyes are fixated on bellwether firms and how they have fared over the most recent quarter. The coming week will be a big one for the crude oil industry, as the vast majority of leading oil producers will report in the coming five-day stretch. Crude oil has been under a microscope since experiencing downward pressure in the latter part of 2012. Since then, the commodity has rallied nearly 11%, which may have a big impact on the underlying revenues of big oil [for more oil news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Asset Allocation, Brent Oil, Commodity Producers, Energy, Natural Gas, WTI | Tagged , , , , , , , | Leave a comment

Keystone XL Pipeline: The Good, Bad And Ugly

The planned 1,897-kilometer Keystone XL Pipeline would transport up to 830,000 barrels of tar sands oil per day from the Western Canadian Sedimentary Basin in Hardisty, Alberta to the existing Keystone Pipeline system in Steele City, Nebraska. By building this pipeline, the goal is to increase crude oil delivery to existing refinery markets in the Texas Gulf Coast region [for more commodity news and analysis subscribe to our free newsletter].

Posted in Academic Research, Energy, WTI | Tagged , , | 1 Comment

20 Must-Read Quotes About the Commodity Industry

When it comes to investing, we often look to experts and top traders, not just to learn their secrets, but to be inspired by their success. Quotes from top commodity traders and experts in the commodities market can serve to illuminate, invigorate, and motivate our research and trading. Below, we outline 20 of our favorite quotes about the hard-asset industry that all investors should know [for more commodity investing news and analysis subscribe to our free newsletter].

Posted in commodityHQ.edu | Tagged , , , , , | Leave a comment

Natural Gas In 2013: The Bull And Bear Case

For investors in the natural gas sector it certainly has been a tug of war the last few years. Prices for the fuel surged from a low of $1.96 per million Btus in early 2002 to a peak of $15.78 back in 2005 as the U.S. was predicted to be in short supply of the fuel. Since that time, advances in hydraulic fracturing (fracking) as well as horizontal drilling have helped unlock a virtual ocean of the natural gas within U.S. borders. That abundance has completely changed the supply landscape and has resulted in massive inventories of the fuel [for more natural gas news and analysis subscribe to our free newsletter].

Posted in Commodity ETFs, Commodity Futures, Commodity Producers, Energy, Natural Gas | Tagged , , , | 1 Comment

Earnings Preview: Weyerhaeuser (WY) & Halliburton (HAL)

With the fourth quarter’s earning season in full swing now, investors have, for the most part, been pleasantly surprised. Though many companies have exceeded expectations, earnings estimates for several commodity producers remain rather bearish as global economic uncertainties and demand concerns have left many understandably leery. Last week, leading oil and gas equipment and services provider Schlumberger (SLB) missed analysts’ estimates, reporting fourth quarter net earnings that fell an abysmal 3.7%. Aluminum giant Alcoa (AA), however, reported revenues well above expectations, and the company predicts aluminum demand growth to rise in 2013–-a crucial and positive indicator for the global economy. This Friday, investors will shift their focus to two major commodity producers; Weyerhaeuser (WY) and Halliburton (HAL) [for more commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, Commodity Producers, Earnings Reports, Energy, Natural Gas, Timber, WTI | Tagged , | Leave a comment

Silver’s Bull Run Nears Resistance

The bull parade continues on the equity front as investors have been hesitant to take profit even after Wall Street’s massive run-up at the start of 2013. Commodities, on the other hand, have lagged behind across the board as improving confidence over the global recovery has prompted many to jump into riskier assets, with upbeat earnings results further driving equity inflows. While precious metals may continue to face headwinds as optimism takes its toll on the safe havens, industrial metals like silver could have brighter days ahead as a turnaround in the global economy implies growing demand for raw materials [for more market news and analysis subscribe to our free newsletter].

Posted in Commodity ETF Analysis, Commodity Trading Outlook, Commodity Trading Trends, Silver, Trading | Tagged | Leave a comment

Germany To Repatriate Gold: Irrational Or Logical Solution?

It was recently announced that the German central bank was set to repatriate some of its gold reserves based on economic fears plaguing the eurozone. Though Germany has long been the diamond in the rough of this currency bloc, the fear of a widespread crisis has still managed to infect one of Europe’s strongest economies. Currently, Germany holds about 31% of its gold (3,400 tons) within domestic borders; it plans to up that figure to 50% by 2020 [for more gold news and analysis subscribe to our free newsletter].

Posted in Gold, News and Current Events, Precious Metals | Tagged , , , | Leave a comment