Daily commodity market report 20 feb 2014 by epic research

Page 1

DAILY COMMODITY REPORT 20th FEBRUARY

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DAILY MARKET WRAPUP 20th FEBRUARY COMMODITY

CONTRACT

OPEN PRICE

HIGH

LOW

CLOSE PRICE

%CHANGE

OI (in lots)

GOLD

05-APR-14

30132.00

30150.00

29752.00

30224.00

-064

11505

SILVER

05-MAR-14

47900.00

48022.00

47381.00

48023.00

-0.49

10004

CRUDEOIL

19-MAR-14

6364.00

6427.00

6364.00

6346.00

0.90

10055

COPPER

28-FEB-14

451.40

453.20

450.05

451.20

-0.01

9368

LEAD

28-FEB-14

134.85

135.65

133.10

134.65

-1.04

3206

NICKEL

28-FEB-14

902.20

910.80

899.10

899.10

0.28

5838

ZINC

28-FEB-14

129.50

130.35

127.85

129.20

-0.97

2954

NATURALGAS

25-FEB-14

344.40

379.60

344.40

340.60

9.69

21036

ALUMINIUM

28 FEB 2014

107.45

108.70

107.30

107.35

0.28

2474

LME WAREHOUSE STOCKS (19-FEB- 2014)

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METAL

TONNES IN STORAGE

ALUMINIUM

-5475

COPPER

-2525

LEAD

-1050

NICKEL

-132

ZINC

-3525

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INTERNATIONAL MARKETS 20th FEBRUARY

PRECIOUS AND INDUSTRY METALS COMMODITY

UNITS

PRICE

CHANGE

% CHANGE

CONTRACT

COMEX GOLD

USD/T OZ.

1,311.50

-8.90

-0.67%

APR 14

GOLD SPOT

USD/T OZ.

1,311.21

-0.39

-0.03%

N/A

COMEX SILVER

USD/T OZ.

21.47

-0.38

-1.74%

MAR 14

COMEX COPPER

USD/LB.

326.65

-1.90

-0.58%

MAY 14

PLATINUM SPOT

USD/T OZ.

1,409.25

-5.75

-0.41%

N/A

ENERGY COMMODITY FUTURES COMMODITY

UNITS

PRICE

CHANGE

% CHANGE

CONTRACT

CRUDE OIL (WTI)

USD/BBL.

103.11

-0.20

-0.19%

MAR 14

CRUDE OIL (BRENT)

USD/BBL.

109.87

-0.60

-0.54%

APR 14

RBOB GASOLINE

USD/GAL.

280.76

-1.71

-0.61%

MAR 14

NYMEX NATURAL GAS

USD/MMBTU

6.01

-0.14

-2.21%

MAR 14

NYMEX HEATING OIL

USD/GAL.

313.88

-0.80

-0.25%

MAR 14

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INTRADAY SUPPORT AND RESISTANCE 20th FEBRUARY

COMMODITY

EXPIRY

SUP.2

SUP.1

PIVOT

RES.1

RES.2

ALUMINIUM

28-FEB

106.53

107.17

107.93

108.57

109.33

COPPER

28-FEB

448.40

449.90

451.55

453.05

454.70

CRUDEOIL

19-MAR

6336

6371

6399

6434

6462

GOLD

5-APR

29580

29805

29978

30203

30376

LEAD

28-FEB

131.47

132.38

134.02

134.93

136.57

NATURALGAS

25-FEB

331.33

355.27

368.33

392.27

405.33

NICKEL

28-FEB

892.9

897.2

904.0

908.3

915.1

SILVER

5-MAR

47089

47438

47730

48079

48371

ZINC

28-FEB

126.28

127.22

128.78

129.72

131.28

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MOST ACTIVE CONTRACTS 20th FEBRUARY

Symbol

Expiry Date

LTP

Value (In Lacs)

Volume (In Lots)

NATURAL GAS

25-02-2014

373.60

5,54,67,644.80

1,48,468

SILVERMICRO

28-02-2014

47795.00

3,78,39,30,150.00

79,170

SILVER M

28-02-2014

47785.00

1,98,71,87,010.00

41,586

CRUDE OIL

19-03-2014

6403.00

18,85,04,320.00

29,440

SILVER

05-03-2014

47790.00

1,06,52,86,890.00

22,291

LEADMINI

28-02-2014

133.25

26,46,345.00

19,860

GOLD M

05-03-2014

30730.00

60,84,84,730.00

19,801

GOLD

05-04-2014

30031.00

55,56,33,562.00

18,502

COPPER

28-02-2014

451.15

81,27,467.25

18,015

NICKEL

28-02-2014

901.60

1,42,20,035.20

15,772

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TODAY,S COMMODITY NEWS 20th FEBRUARY

COMMODITY HEADLINES

Gold import restriction helps parallel economy more than real economy. Gold down 0.4% on global cues. Silver down 0.8% on global cues. Zinc up 0.2% on overseas cues, spot demand. Aluminium up 0.2% on spot demand. Nickel gains by 0.4% on firm demand. Groundnut exports to be hit on strict Malaysia, EU norms. Rasoya Proteins proposes Rs 400-cr capex. Cardamom down 0.4% on profit-booking. Oil holds above $100 on strong China lending data. Crude oil down 0.2% on Asian cues. Oil prices down after lackluster US stockpiles. Tyre output down 1%, exports up 12%. Global rubber output to be up 3.4 per cent at 12 mt in 2014.

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COMMODITY BUZZ AND ECONOMIC EVENTS 20th FEBRUARY

SPECIAL NEWS India's natural rubber imports have surged by 46% over last three years The applied rate of basic customs duty effective from 9 January 2004 is 20% for dry forms of NR and 70% for latex. In December 2010, import duty on dry forms of NR was revised as 20% or Rs. 20 per kg whichever is lower. In January 2012, import duty on latex was revised as Rs. 49 per kg if the duty amount per kg calculated at the rate of 70% advalorem is more than Rs. 49 per kg. The Government has revised the import duty on dry forms of NR from “20% or Rs. 20.00 per kg whichever is lower” to 20% or Rs. 30.00 per kg whichever is lower” with effect from 20 December 2013. Global consumption for January to December 2013 was

COMMODITY BUZZ Copper marked a surplus in the January-December 2013 period. The copper market recorded a surplus of 387 kt in January to December 2013 which follows a surplus of 250000 tonnes in the whole of 2012. Reported stocks fell by 65000 tonnes during December and ended the month 153000 tonnes lower than at the end of 2012. World mine production in January to December 2013 was 18.32 million tonnes which was 7.2 percent higher than in the same period in 2012. Global refined production rose to 21.39 million tonnes up 5.3 percent compared with the previous year with a significant increase recorded in China of 1.015 million tonnes more than compensating for the 147000 tonnes fall in Chilean output and a 71000 tonnes drop in Indian production. In December 2013, refined copper production was 1.85 mn tonnes.

21.003 million tonnes and the comparable figure for the whole of 2012 was 20.054 million tonnes. Chinese apparent consumption in January to December 2013 rose by 990000 tonnes to 9.83 million tonnes, which represented nearly 47 percent of global demand. EU27 demand was, at 3.055 million tonnes, 0.3 percent above the January to December 2012 total. In December 2013, refined copper consumption was 1.835 million tonnes.

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India registered a demand of 974.8 tons of gold in 2013, the third highest annual volume. Higher import duties and deterring import quotas not to speak of discouraging of gold-related lending and even coin sales led to contraction of supplies. Reports suggest that, the ongoing level of drilling activity is very much sufficient to help maintain Eagle Ford’s natural gas output.

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EPIC RESEARCH– ANALYST SPEAKS 20th FEBRUARY

SILVER

Yesterday Intraday Range of SILVER MCX was 641. Open Interest was down. Volumes were 22275 lots. For today Keep a close eye on US data, volatility may Rule the overall Market due to USDINR Movements. SILVER MCX Short term trend is UP, Immediate support @ 45700 Immediate Resistance @ 49600 BUY SILVER ABOVE 48050 TGTS 48250/48550 SL 47700 SELL SILVER BELOW 47500 TGTS 47200/46850 SL 47850

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EPIC RESEARCH– ANALYST SPEAKS 20th FEBRUARY

GOLD

Yesterday Intraday Range of GOLD MCX was 398. Open Interest was down. Volumes were 18497 lots. For today Keep a close eye on US data, volatility may Rule the overall Market due to USDINR Movements. GOLD MCX Short term trend is UP. Immediate support @ 29500 Immediate Resistance @ 30500 BUY GOLD(APR) ABOVE 30250 TGTS 30330/30430 SL 30130 SELL GOLD(APR) BELOW 29840 TGTS 29760/29660 SL 29960

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EPIC RESEARCH– ANALYST SPEAKS 20th FEBRUARY

CASTORSEED

RESISTANCE 1

4210.0

RESISTANCE 2

4251.0

PIVOT

4181.0

SUPPORT 1

4140.0

SUPPORT 2

4111.0

Castor seed March looking sideways to bearish in daily chart. Momentum indicator RSI shows down, expecting may go down from here onwards recommending sell on high. nearest support @ 4155 & nearest resistance @ 4190. BUY CASTORSEED MAR ABOVE 4190 TGTS 4220,4270 SL 4140 SELL CASTORSEED MAR BELOW 4155 TGTS 4125,4075 SL 4205

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20th FEBRUARY

EPIC RESEARCH– ANALYST SPEAKS DHANIYA

RESISTANCE 1

9074.0

RESISTANCE 2

9217.0

PIVOT

8987.0

SUPPORT 1

8844.0

SUPPORT 2

8757.0

Dhaniya March contract consolidating in a range, expecting from new high, trend is bullish fundamentally it is also strong and supports its bullishness. Immediate support @ 8905 and immediate resistance @ 8975. BUY DHANIYA APR ABOVE 8975 TGTS 9005,9055 SL 8925 SELL DHANIYA APR BELOW 8905 TGTS 8875,8825 SL 8955

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TODAY’S ECONOMIC EVENTS 20th FEBRUARY

THURSDAY, FEBRUARY 20 TIME

COUNTRY

EVENT

00:30

USD

FOMC MEETING MINUTES

19:00

USD

CORE CPI (YOY)

1.6%

1.7%

19:00

USD

CORE CPI (MOM)

0.1%

0.1%

19:00

USD

CPI (MOM)

0.1%

0.3%

19:00

USD

INITIAL JOBLESS CLAIMS

335K

339K

20:30

USD

PHILADELPHIA FED MANUFACTURING INDEX

8.0

9.4

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TODAY’S ECONOMIC EVENTS 20th FEBRUARY

THURSDAY, FEBRUARY 20 TIME

COUNTRY

EVENT

03:15

NZD

PPI Input (QoQ)

-0.7%

0.9%

2.2%

05:20

JPY

Adjusted Trade Balance

-1.82T

-1.56T

-1.26T

05:20

JPY

Exports (YoY)

9.5%

12.6%

15.3%

05:20

JPY

Trade Balance

-2,790B

-2,489B

-1,302B

07:15

CNY

Chinese HSBC Manufacturing PMI

48.3

49.4

49.5

12:30

EUR

German PPI (MoM)

0.2%

0.1%

13:28

EUR

French Manufacturing PMI

49.6

49.3

13:28

EUR

French Services PMI

49.4

48.9

14:00

EUR

German Manufacturing PMI

56.3

56.5

14:00

EUR

German Services PMI

53.4

53.1

14:30

EUR

Manufacturing PMI

54.0

54.0

16:30

GBP

CBI Industrial Trends Orders

5

-2

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