"The best place to be is in commodities"

[drillinto]

Australian Agricultural Company Limited (ASX:AAC) is an Australia-based company, engaged in the operation of grazing and farming properties, beef cattle breeding, growing, feed lotting and trading and beef value-add businesses relating to wholesale meat marketing. The Company’s business segments include finished and store cattle group produces beef cattle that are either exported or sold for meat; farming operations include growing and harvesting of cotton, wheat, sorghum and other crops; wholesale beef group markets and distributes branded beef both internationally and domestically, and meat processing operations are based in Darwin. The Company operates an integrated cattle production system across 18 cattle stations, five agisted properties, two owned feedlots, five external feedlots, and two owned and two external farms located throughout Queensland and the Northern Territory, covering approximately 6.9 million hectares.





>>> http://www.aaco.com.au/

 

[drillinto]

>>> Cattle, coffee, cotton prices vulnerable in index rejig
>>> 4th Nov 2014

Prices of futures in coffee, cotton and live cattle look particularly vulnerable to distortion from the annual commodity index reweighting process, which will "likely have a material impact" on values, Societe Generale said.











http://www.agrimoney.com/feature/cattle-coffee-cotton-prices-vulnerable-in-index-rejig--319.html

 

[drillinto]

Democratic Republic of Congo(DRC) gold production set to quadruple

October 26, 2014


The amount of gold produced by the Democratic Republic of Congo is on track to be four times the amount produced last year, thanks largely to the opening of the Kibali gold mine in May.

Reuters reported the country's mines minister, Martin Kabwelulu, as saying that DRC's gold output this year is targetted at 18 tonnes.
...











http://www.mining.com/drc-gold-production-set-to-quadruple-66720/

 

[drillinto]

>>> Ivory

Demand for ivory from China is stripping Tanzania of its elephants and causing the East African state to lose more of the giant beasts to poaching than any other African country, according to a scathing report on the country’s illegal wildlife trade.

The Selous reserve in the country’s south has been the hotspot for ivory poaching, with elephant numbers there falling from around 70,000 in 2006 to 13,000 in 2013, according to a report by the Environmental Investigation Agency (EIA).

***











http://www.theguardian.com/environm...-is-devastating-tanzanias-elephant-population

 

[drillinto]

USA Expands Its Market Dominance
Nov 6, 2014

Australia is Top 11









http://www.bespokeinvest.com/thinkbig/2014/11/6/us-expands-its-market-dominance.html

 

[drillinto]

ICE to Run Replacement for Century-Old London Gold Fixing
By Nicholas Larkin

Nov 7, 2014

ICE Benchmark Administration will run the replacement for the 95-year-old London gold fixing, as benchmarks for other precious metals were overhauled this year.
...









http://www.bloomberg.com/news/2014-...ement-for-century-old-london-gold-fixing.html

 

[Wysiwyg]

>>> Ivory
The Selous reserve in the country’s south has been the hotspot for ivory poaching, with elephant numbers there falling from around 70,000 in 2006 to 13,000 in 2013, according to a report by the Environmental Investigation Agency (EIA).

Obviously no one in the world has the "power" to stop this blatantly ugly human activity. I can picture those fat officials sitting there with toothy grins and zero conscience for this.

 

[drillinto]

>>> COAL

Nov 7, 2014

National King Coal?

Perhaps the most common explanation you’ll hear of Britain’s success in the Industrial Revolution is that it was all down to the presence of easily accessible coal deposits.
...











http://antonhowes.tumblr.com/post/102001277904/national-king-coal

 

[drillinto]

Russia Inks Second Gas Deal with China, Lessening Dependence on Europe
Nov 10, 2014
>>> by Nick Wells

Russia signed a second energy deal with China on Sunday in a move aimed at lessening its dependence on European business partners. Thought to be worth roughly $400 billion, it makes China the nation’s largest client
for natural gas.
...










http://resourceinvestingnews.com/77936-china-russia-lng-europe-bc-gazprom.html

 

[Smurf1976]

Perhaps the most common explanation you’ll hear of Britain’s success in the Industrial Revolution is that it was all down to the presence of easily accessible coal deposits.

It's hard to imagine how Britain would have done it if they hadn't had cheap energy. That said, their coal production peaked back in 1913 or thereabouts and declined from that point onward - all Thatcher did in the 1980's in a "big picture" sense was slightly accelerate what was inevitable. Britain still has plenty of coal as such, but not much left that's economically extractable.

 

[drillinto]

Gold Bulls Accelerate Retreat to This Year’s Fastest Pace
>>> by Luzi Ann Javier and Joe Deaux

Nov 10, 2014
...

“There’s just not one typical investment idea that’s supportive to gold right now,” George Zivic, a New York-based portfolio manager at OppenheimerFunds Inc., which oversees $245 billion, said by phone Nov. 5. “With the potential of rates increasing, dollar appreciation, it becomes synthetically expensive to hold gold as some sort of a portfolio hedge. And then you have the reality of no real concerns of inflation.”

...










http://www.bloomberg.com/news/2014-...rate-retreat-to-this-year-s-fastest-pace.html

 

[drillinto]

US Now the Most Overbought
Nov 10, 2014

In terms of year-to-date performance, India (PIN) is up the most at +27.19%, followed by the Phillipines (EPHE) at +20.89% and Thailand (THD) at +19.34%. Australia (EWA) is up +2.54%.









http://www.bespokeinvest.com/thinkbig/2014/11/10/us-now-the-most-overbought.html

 

[drillinto]

Top 100 Futures Trading Blogs
>>> AUG 21, 2012 <<<
by J. Cummans

Futures investing was the original means of establishing exposure to commodities. It was first utilized by farmers and other commodity producers in order to hedge against poor crop yields among other things. Now, futures contracts can be utilized by anyone with an account, allowing a number of active traders to open positions in their favorite hard assets.
...






http://commodityhq.com/2012/top-100-futures-trading-blogs/

 

[drillinto]

Severe buttter shortage in Japan
Nov 11, 2014

Japanese shoppers are up in arms over a serious butter shortage that has forced Tokyo to resort to emergency imports, as some grocers limit sales to one block per customer.
...









http://www.ctvnews.ca/business/japan-s-butter-refugees-up-in-arms-over-severe-shortage-1.2096967

 

[drillinto]

Keystone XL Pipeline: Lame-Duck Congress Fast-Tracks Legislation
>>> by Daniel Arkin
14 Nov 2014


The tortuous six-year fight over a controversial proposal to funnel oil from Canada to the Gulf Coast took another turn this week after both houses of the lame-duck Congress moved to vote on the Keystone XL pipeline.

As the legislation barrels through Congress and heads to the Oval Office, President Barack Obama may soon settle one of the most politically charged debates of the decade. The White House appeared to downplay the congressional maneuvering Wednesday, saying it takes a "dim view of these kinds of legislative proposals."
...






http://www.nbcnews.com/news/us-news...duck-congress-fast-tracks-legislation-n247761

 

[drillinto]

Time for a ‘melt-up’: the coming global boom
>>> by Anatole Kaletsky
November 14, 2014

Get ready for a “melt-up.”

Back in mid-October, as stock markets around the world plunged faster than at any time since 2011, many investors and economists feared a meltdown. But with the U.S. economy steadily expanding, monetary and fiscal policies becoming more stimulative in other parts of the world and the autumn season for financial crises now over, a melt-up seems far more likely.
...






http://blogs.reuters.com/anatole-kaletsky/2014/11/14/time-for-a-melt-up-the-coming-global-boom/

 

[drillinto]

Gina Rinehart to milk China’s dairy fix
THE AUSTRALIAN
NOV 14, 2014

>>> by Rick Wallace

MINING magnate Gina Rinehart plans to join forces with a Chinese industrial giant in a $500 million joint venture to export infant milk powder from Queensland to China.
...











http://www.theaustralian.com.au/bus...chinas-dairy-fix/story-e6frg8zx-1227122350476

 

[drillinto]

18 NOV 2014

Trading firm commits to commodities sector revenue transparency.

Trafigura Beheer B.V., one of the world’s leading commodity trading firms, today announced its commitment to a new policy designed to encourage the disclosure of payments to governments by commodities traders under the auspices of the Extractive Industries Transparency Initiative (EITI), the global standard for improving transparency of revenues from natural resources.
...








http://www.trafigura.com/media-cent...ns-eiti-transparency-initiative/#.VGxYIfldVs8

 

[drillinto]

U.S. banks grilled over commodities trading practices

U.S. Senate calls Goldman Sachs to account for warehouse 'merry-go-round' to manipulate aluminum

>>> CBC News <<<

Nov 20, 2014










http://www.cbc.ca/news/business/u-s-banks-grilled-over-commodities-trading-practices-1.2843784

 

[drillinto]

US Crude Oil Production

This Is The Chart Of The Year

>>> By Myles Udland <<<

NOV. 20, 2014







http://www.businessinsider.com/us-crude-oil-production-the-chart-of-the-year-2014-11