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In the past this used to be called a Brent squeeze i.e. due to the limited number of Brent cargoes the physical players would try to take delivery of them all and then the last player to get 'clocked' for physical delivery would have to purchase at whatever the price. However, Platts revised the...

Over the past year the average dip in crude prices has been about $5 and tends to last about 1-2 weeks before it resumes its upward trend. This recent 3-4 day dip has been quicker than average and looks like an over-reaction to an over-reaction. The fundamentals in the crude market went out the...

Cutting imports is not the same as physical selling, simply a reduction in their physical buying. If, at the same time this is combined with selling paper then yes, it could be considered insider market manipulation buy hey, it's China.

Electronic is a lot thinner and more volatile. But it's getting better. I suspect it's about the same situation for both crude and products.

The good thing about last week is that it pushed momentum right back into neutral territory so crude is not at all overbought right now. So we could see an up spike Friday if we don't see any moderating actions out of the Middle East. But most longs should already be sitting on some very...

Gold's only making new very short term highs. It's still way below its recent record price... Gold is reacting to the middle east situation whereas silver is not. Silver usually tends to lead gold in the abscence of geopolitical pressure so it's possible we could see a big sell-off in gold again...

On behalf of trend followers the world over, I thank you for your generosity.

You can't expect oil to make a new high on its first attempt... :) The latest push up had run out of strength by Friday so, although out of character for oil to weaken going into the w/end, it was good to have some profit taking. This sets us up for a renewed push to a new record high this...

It was a weak jobs report, further increasing the chance that the Fed has stopped raising rates. So crude remains bullish but we had a lot of profit taking Friday. Driving season is almost over so a lot of people stopped buying the rumour and started selling the fact that this was the highest...

OK, so maybe the fundamentals are not quite as good as I first indicated.... :p Looks like the bears had the most of it in the overnight session. Guess the weather must be helping them out. What do you think the impact of gmo will be long term? I'm sure the Chinese will continue to take it...

... looking potentially explosive to upside here... COT is bullish, technicals look good. Fundamentals look good. Break-out appears imminent. All we need now is the weather to play along...

In the markets you mention fundamentals are clearly important but I think the max. time horizon for any clear fundamental analysis is about a year. With energies for example, the BRIC countries will move to alternative fuels as quickly, if not quicker, than the US. I think crude oil has a...

The conspiracist in me is also wondering why Buffet sold all his silver shortly after the ETF went live and why he has recently given away most of his fortune.... Did he sell his silver as part of his divestment plans or did he divest because he was "forced" to sell his silver....? I really need...

What I want to know is: Are we running out of physical silver? Is Barclays moving physical stock from COMEX warehouses to London because there's not enough silver in London to stockpile for their silver ETF? Is there a concentrated short position in COMEX silver as Ted Butler continually...

I find all grain to be so difficult to trade on trend because of the weather. Technically, I think corn still has some more weakness short term and this could mean plantings drying up medium term. Don't know about the weather though.... Anyone know where the little guy can trade heating...

The new US refineries that are currently planned are clean, efficient and can better crack the heavier and more sulphurous grades. Plus we're also looking at the Arizona desert and old military bases instead of the Gulf to site them. Also, don't you think Halliburton would like to build some...

:p OK, a bit of a joke post as the price is currently hovering around $69.80... However, we are drowning in oil. I work with two large oil companies and the traders I've spoken to there are generally bearish (after a few beers)... We're drowning in oil, ethanol is going to get cheaper...

You may be right Ivanovich but I think geopolitics and precious metal fundamentals might reassert themselves before then. Plus if stocks continue getting hammered we might see more flows back into commodities. Contrary to popular opinion, I don't think the recent run in metals prices is...

I think Chick Goslin is great. He's not in the super leagues by any means but he's consistent and seems to have a lot of integrity in his method. Or maybe it's just because I always seem to be agreeing with him. :)

I'm going in lightly with the intention to scale up once the uncertainty around the USD diminishes. Bought gold at 633 and silver at 11.7 and prepared to take heat down to 620 and 11.0. When this thing kicks back into gear it's gonna shift quickly... (I think)... :p