The World’s Biggest Copper Producers

Copper has long been one of the most important and popular industrial metals in the world. With 3% per year production growth since 1900, approximately 16 million tons of the metal was produced in 2011, according to the International Copper Study Group. The metal’s wide use is attributable to its availability and recyclability, as well is its metallic properties that make copper an excellent conductor of heat and electricity, and antimicrobial and corrosion resistant [for more copper news and analysis subscribe to our free newsletter].

Posted in Asset Allocation, Commodity Producers, Copper, Industrial Metals | Tagged , , , , , , , | Leave a comment

What Obama’s Energy Plan Means For Commodities Investors

After years of environmental acts dying in Congress, President Obama is taking action by finally outlining a green plan for the U.S. Calling a press event at Georgetown University earlier this week, Obama discussed his goals: reducing carbon pollution, promoting green energy, and cooperating with  both developed and emerging economies to ensure global involvement. Many on the Hill have already objected to Obama’s goals and his use of executive orders to avoid Congressional approval, saying that the American worker will lose in this plan [for more commodity news and analysis subscribe to our free newsletter].

Posted in Alternative Energy, Commodity ETFs, Energy, News and Current Events | Tagged , , | 1 Comment

Monsanto Earnings Are In: Hits And Misses (MON)

In the world of agribusiness, there is no name more prolific then Monsanto Company (MON) – the world’s leading producer of the herbicide glyphosate and the second biggest producer of genetically engineered seeds. With a market cap of over $54 billion, investors pay close attention to this bellwether, following the company’s news and key earnings report [for more agricultural news and analysis subscribe to our free newsletter].

Posted in Agriculture, Asset Allocation, Commodity Producers, Corn, Cotton, Earnings, Earnings Reports, Soybeans, Wheat | Tagged | Leave a comment

Long-Term Trend Reversal Alert For Apache Corp. (APA)

Stock markets remain under bearish pressures this week as investors are still on edge about the Fed’s recent discussion of scaling back on bond-repurchases. At this point, sentiment is quite unclear and volatility levels remain elevated because any upbeat economic data can be interpreted as a sign that the Fed will in fact taper ongoing stimulus measures sooner-than-expected; likewise, any lackluster data releases are also a reason to lock-in profits seeing as how the S&P 500 Index is still sitting on hefty gains upwards of 10% year-to-date [for more commodity futures news and analysis subscribe to our free newsletter].

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Fed Tapering Puts Precious Metals In A Pickle

As the decade opened, precious metals (namely gold) were among the most popular commodities for long-term investors. Many had grown comfortable with the commodities as safe haven assets that would help to protect their portfolios from inflation and any unforeseen market dips. But Ben Bernanke may have let the air out of the precious metals world when he announced that the Fed would begin tapering its bond purchasing late this year or in early 2014 [for more precious metals news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Commodity ETFs, Gold, Palladium, Platinum, Precious Metals, Silver | Tagged , , , , | 1 Comment

How Crude Oil Traders Manipulate The Market

Market manipulation, especially in the commodity space, is nothing new. Hard assets like gold and silver are almost always under scrutiny for fear that large institutions are getting away with fixing the market; JP Morgan just recently escaped such charges concerning silver markets. The latest scandal has hit the European Union, as one trader has stepped forward, detailing how he (and many others) have been able to successfully manipulate Platts oil prices over the years [for more crude oil news and analysis subscribe to our free newsletter].

Posted in Brent Oil, Energy, News and Current Events, WTI | Tagged , | 6 Comments

How John Paulson Lost $630 Million

UPDATE: Including the 6/20 sell-off, Paulson’s GLD position has lost more than $800 million as GLD sank well below $125. It has been a rough couple of months for gold bugs. With the precious metal slowly declining in price since the start of 2013, April’s nose dive has driven many investors out of the commodity once considered a “safe haven.” Down nearly 17% this year and almost 30% from September 2011 highs, the best years of gold investing seem behind us. What was once thought of as a darling of the commodity space is now an asset that has destroyed a number of portfolios in recent years, and even fooled a few famous traders [for more commodity news and analysis subscribe to our free newsletter].

Posted in Commodity ETFs, Gold, Precious Metals | Tagged , , , | 1 Comment

BHB Billiton Looks To Expand Coal Operations (BHP)

When it comes to commodity stocks, there is perhaps no name more prolific than BHP Billiton Ltd (BHP). The Australian-based natural resource giant has operations across the world and has its hands in everything from iron ore and natural gas to aluminum and diamond mining. And while the company’s over 150-year history is certainly a testament to its success, BHP Billiton has recently fallen out of favor with commodity investors, as concerns over falling revenue have come to the forefront [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Asset Allocation, Coal, Commodity Producers, Energy | Tagged | Leave a comment

Contango Report: Natural Gas, Silver, Wheat Face Rising Prices

In the futures world, the word contango is often treated like a four-letter obscenity. But when traders understand that it is simply a natural phenomenon that can be navigated, contango loses its negative connotation. Contango is defined as the process whereby near month futures are cheaper than those expiring further into the future, creating an upward sloping curve for future prices over time. It has been known to burn investors who are not aware of its presence, but staying one step ahead of the futures curve can lead to smarter, more efficient trades [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity Futures, Energy, Natural Gas, Precious Metals, Silver, Wheat | Tagged , , | Leave a comment

Jim Rogers: The Gold Correction Is Not Over

Legendary commodity investor Jim Rogers has never been shy about vocalizing his opinions about the investing world. In particular, Rogers has an affinity for commodities like ags and precious metals. Gold has been one of the most talked about hard assets of the last two years, as the metal soared to all-time highs, only to watch its price take a tumble in the months that followed. All along the way, Rogers had been calling for a correction for gold, and it is a sentiment that he still holds today [for more gold news and analysis subscribe to our free newsletter].

Posted in Asset Allocation, Commodity ETFs, Gold, Precious Metals | Tagged , , , | 2 Comments
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