【CFTC CoTR Reports as of 15-May 2012】
下記、最新のCFTC明細(貴金属)です。先物と先物・オプション合計の両方を載せてみます。
予想通りゴールドは投資家のネットロングが縮小。
ショートが増えたことが要因のようですが、11万枚台まで縮小しました。
今週半ば以降の1530ドル台から1600ドル目前までの急伸局面では
こういった先物市場でのポジションのカバーがトリガーとなった可能性高そうですね。
As I expected, COMEX Gold total net positions by investors shrink last week according to CFTC COTR reports.
Non-commercial's total net long position extends decrease to 114,142 lots (355 tons), lower since mid Dec 2008... fund holds short reached to 7 months high, 49,909 lots. check it the chart below please.
2012年5月20日日曜日
2012年5月19日土曜日
China Could Beat India in Gold Demand
【China Could Beat India in Gold Demand】
さて金融不安の再燃を受けて当面の底を打ったんでしょうか、ゴールド。 1590ドル台まで帰ってきました。 Bloombergによる中国の金需要についてのレポートです。
さて金融不安の再燃を受けて当面の底を打ったんでしょうか、ゴールド。 1590ドル台まで帰ってきました。 Bloombergによる中国の金需要についてのレポートです。
2012年5月13日日曜日
CFTC CoTR reports as of 8-May 2012
【CFTC CoTR reports as of 8-May 2012】
久々にCFTC明細の話題を。
COMEXゴールドのファンドのポジション、
先物ポジションのみではネットロングは 08年12月末以来の低水準まで縮小しました。
前週比1.7万枚減でおよそ12.3万枚。
新規の買い材料に乏しい上、再び信用不安の高まりを背景に市場からの撤退が目立ちます。
今週また1500ドル台まで下げているだけに、
来週の統計ではさらにショート増加、ロング減少となりそうな気がしますが、どうなるでしょうか。
Increasingly risk appetite shrinks triggered investors unwind long positions in Comex Gold futures, showed by CFTC CoTR reports released by last weekend.
I anticipated that total net long would decrease next week amid gold price at Fresh 4.5-Month Low, as back off investor bullish mind... what do you think?
Following the chart, please see it.
久々にCFTC明細の話題を。
COMEXゴールドのファンドのポジション、
先物ポジションのみではネットロングは 08年12月末以来の低水準まで縮小しました。
前週比1.7万枚減でおよそ12.3万枚。
新規の買い材料に乏しい上、再び信用不安の高まりを背景に市場からの撤退が目立ちます。
今週また1500ドル台まで下げているだけに、
来週の統計ではさらにショート増加、ロング減少となりそうな気がしますが、どうなるでしょうか。
Increasingly risk appetite shrinks triggered investors unwind long positions in Comex Gold futures, showed by CFTC CoTR reports released by last weekend.
I anticipated that total net long would decrease next week amid gold price at Fresh 4.5-Month Low, as back off investor bullish mind... what do you think?
Following the chart, please see it.
2012年5月5日土曜日
Slowdown in TOCOM Precious metals...
【Monthly volume; Getting slowdown in TOCOM precious metals in Apr 12】
先月のTOCOMの出来高推移、貴金属編です。
ゴールド、月間81.8万枚と大台の100万枚を大きく下回り、
10年9月以来の低水準となりました。
その他も軒並み低調、全体でも132.8万枚。
昨秋のゴールド単体の出来高も下回っています。
厳しい状況ですね。
固有の材料の改善が見込めないところだけに
海外市場が噴くなり、なんとか持ち直す材料が欲しいところです。
先月のTOCOMの出来高推移、貴金属編です。
ゴールド、月間81.8万枚と大台の100万枚を大きく下回り、
10年9月以来の低水準となりました。
その他も軒並み低調、全体でも132.8万枚。
昨秋のゴールド単体の出来高も下回っています。
厳しい状況ですね。
固有の材料の改善が見込めないところだけに
海外市場が噴くなり、なんとか持ち直す材料が欲しいところです。
2012年5月3日木曜日
Quarterly PGM production reports and more... by Amplats
先ほどの投稿の続き。
アンプラッツの四半期ごとの各種生産報告と販売について。
こうして見るとやはりプラチナの比重がウェートが非常に大きいことが分かります。
やや逆説的ですが「売れなきゃ困る;売らなきゃいけない」という実態が見えてきますね。
そんなに逼迫してない需給を「タイトだ」、って言いたい気持ちも理解できなくもないといったところでしょうか。
attached the graph is Amplats' Quarterly PGM production reports and gross sales revenue by metal.
アンプラッツの四半期ごとの各種生産報告と販売について。
こうして見るとやはりプラチナの比重がウェートが非常に大きいことが分かります。
やや逆説的ですが「売れなきゃ困る;売らなきゃいけない」という実態が見えてきますね。
そんなに逼迫してない需給を「タイトだ」、って言いたい気持ちも理解できなくもないといったところでしょうか。
attached the graph is Amplats' Quarterly PGM production reports and gross sales revenue by metal.
Major PGM producer reports production drop Jan-Mar in 2012...
とりあえず、先月後半に出てましたメジャーどころの12年最初の四半期の生産動向を
理由は様々なようですが、大手の生産はPt、Pdとも減ってました。
Last month, Major PGM producer released "Production report" in Q1 (Jan-Mar) 2012.
It sees production of platinum and palladium decreased during the quarter than last year.
Please see the news as follow.
【Russia's Norilsk Q1 nickel output up 7 pct y/y】
(Reuters) - Russia's Norilsk Nickel's , the world's largest nickel and palladium miner, said on Friday its first-quarter 2012 nickel output rose, year-on-year, while production of other its core metals fell.
Nickel output rose thanks to increased output from the Russian divisions, the launch of Australian operation Lake Johnston, and increased an loading rate at Norilsk Nickel's Harjavalta refinery in Finland.
Output of nickel rose by 7 percent to 75,824 tonnes in the first quarter, while copper production reached 88,456 tonnes and was down 6 percent.
The Arctic mining giant attributed a reduction in copper production to a scheduled decrease in output from the Russian divisions.
In platinum group metals, palladium output fell by 5 percent to 649,000 troy ounces and platinum production decreased by 2 percent to 166,000 ounces.
"Reduction of palladium output reflects technical decrease of production from Russian Divisions due to accumulation of unfinished stockpile," Norilsk said, adding that it was partially compensated by the growth of metal production at Harjavalta.
Norilsk shares in Moscow rose by 1.97 percent by 1450 GMT, while its GDRs in London added 2.249 percent.
【Amplats Q1 output down, 2012 production guidance unchanged 】
Anglo American Platinum (Amplats) says it will hit its full-year production target for 2012, despite a sharp fall in output in the first three months of the year.
The world's largest primary platinum producer reported a 24% dip in Q1 production of refined platinum to 402,800 oz, blaming planned convertor plant maintenance at Rustenburg.
Platinum equivalent refined production increased by five per cent to 593,200 oz, due to a lower number of safety stoppages, the miner said.
There were 13 safety halts in the first quarter of 2012, compared with 32 in the preceding quarter.
Amplats also attributed this rise to a strong performance from the Mogalakwena open pit mine and ramp-up of the Unki mine.
"Increased production at Unki, Mogalakwena, Khuseleka, Khomanani, Siphumelele, Bathopele, Thembelani, Dishaba and Union South mines was partly offset by lower volumes from Tumela and Union North mines," Amplats said in a release.
"Mogalakwena's head grade and recoveries improved by 5% and 24% respectively compared with Q1 2011 as a result of the improved concentration process."
Platinum production in South Africa was down in Q1, with the industry hit by a government safety drive and a six-week strike at number two producer Impala Platinum.
Amplats reported refined production of palladium and rhodium decreased by 18% and 37% respectively, citing a different source mix from operations and different pipeline processing times for each metal.
理由は様々なようですが、大手の生産はPt、Pdとも減ってました。
Last month, Major PGM producer released "Production report" in Q1 (Jan-Mar) 2012.
It sees production of platinum and palladium decreased during the quarter than last year.
Please see the news as follow.
【Russia's Norilsk Q1 nickel output up 7 pct y/y】
(Reuters) - Russia's Norilsk Nickel's , the world's largest nickel and palladium miner, said on Friday its first-quarter 2012 nickel output rose, year-on-year, while production of other its core metals fell.
Nickel output rose thanks to increased output from the Russian divisions, the launch of Australian operation Lake Johnston, and increased an loading rate at Norilsk Nickel's Harjavalta refinery in Finland.
Output of nickel rose by 7 percent to 75,824 tonnes in the first quarter, while copper production reached 88,456 tonnes and was down 6 percent.
The Arctic mining giant attributed a reduction in copper production to a scheduled decrease in output from the Russian divisions.
In platinum group metals, palladium output fell by 5 percent to 649,000 troy ounces and platinum production decreased by 2 percent to 166,000 ounces.
"Reduction of palladium output reflects technical decrease of production from Russian Divisions due to accumulation of unfinished stockpile," Norilsk said, adding that it was partially compensated by the growth of metal production at Harjavalta.
Norilsk shares in Moscow rose by 1.97 percent by 1450 GMT, while its GDRs in London added 2.249 percent.
【Amplats Q1 output down, 2012 production guidance unchanged 】
Anglo American Platinum (Amplats) says it will hit its full-year production target for 2012, despite a sharp fall in output in the first three months of the year.
The world's largest primary platinum producer reported a 24% dip in Q1 production of refined platinum to 402,800 oz, blaming planned convertor plant maintenance at Rustenburg.
Platinum equivalent refined production increased by five per cent to 593,200 oz, due to a lower number of safety stoppages, the miner said.
There were 13 safety halts in the first quarter of 2012, compared with 32 in the preceding quarter.
Amplats also attributed this rise to a strong performance from the Mogalakwena open pit mine and ramp-up of the Unki mine.
"Increased production at Unki, Mogalakwena, Khuseleka, Khomanani, Siphumelele, Bathopele, Thembelani, Dishaba and Union South mines was partly offset by lower volumes from Tumela and Union North mines," Amplats said in a release.
"Mogalakwena's head grade and recoveries improved by 5% and 24% respectively compared with Q1 2011 as a result of the improved concentration process."
Platinum production in South Africa was down in Q1, with the industry hit by a government safety drive and a six-week strike at number two producer Impala Platinum.
Amplats reported refined production of palladium and rhodium decreased by 18% and 37% respectively, citing a different source mix from operations and different pipeline processing times for each metal.
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