ETF provider: ETF Securities

Ticker: OILBP

ISIN: GB00B0CTWC01

Currency: Euro

Exchange: Euronext Parijs

The oil price has started to fall sharply in recent days. The reason is that the sanctions against oil country Iran take effect. The other oil producers have greatly increased oil production beforehand. For example, attempts have been made to build up a buffer. Due to the temporary abundance of oil, the price has dropped. The US congressional elections probably also play a role. Republicans have an advantage of low oil prices. I expect the oil price to rise again after the congressional elections on 6 November.
The demand for oil is still increasing. Iran can no longer supply oil to every country. The OPEC would prefer to see a slightly higher oil price, which means they will produce less.

ETF provider: ETF Securities

Ticker: OILBP

ISIN: GB00B0CTWC01

Currency: Euro

Exchange: Euronext Parijs

The oil price has temporarily decreased. Yet little has changed. The sanctions against Iran will take effect. That country will deliver less oil. There is still economic growth, as a result of which the demand for oil continues to increase. In the past 5 years, almost no investments have been made in the search for more oil fields. With the exception of shalie oil. But that shale production does not seem enough to absorb the increasing demand. Limited supply and rising demand that will set the oil price higher. The oil price is currently very sensitive to events. Conflicts, accidents or natural disasters are able to raise the oil price.

ETF provider: ETF Securities

Ticker: PHAG

ISIN: JE00B1VS3333

Currency: Euro

Exchange: Euronext Amsterdam

The silver price continues to fall. The kilo price is now around 400 Euro. At the beginning of 2010 the silver price was also 400 Euro per kilo. In April 2011, the price per kilo had risen to 1057. It can therefore go very fast in a short time. How low the silver price is can also be measured against the gold price. There is always a relationship between the gold and silver price. Measured over the long term, gold is always 15 times more expensive than silver. If you take a shorter period than that ratio is 50. At this moment, however, gold is 82 times as expensive as silver. That is not because the gold price has risen because that too has dropped. The silver price is among other things so low because the Dollar has risen so fast. In view of the rapidly increasing US national debt, that Dollar will start to decline. Another reason for the low silver price is that demand is increasing but the supply is just a little more rising. However, the lower the silver price, the more silver mines will make a loss. Unprofitable mines will then be closed, as a result of which the supply will decrease. Then the silver price will quickly rise again. If the silver price rises, the speculators will come. This has always been the case in the past and that is how it will go in the future. Then the silver price can rise very quickly in a short time. Reason for me to buy already at a low prices.

ETF provider: ETF Securities

Ticker: COPAP

ISIN: GB00B15KXQ89

Currency: Euro

Exchange: Euronext Parijs

Because of the fear of trade wars, the copper price is falling. However, there is still economic growth. The demand for copper therefore continues to increase. That threat with trade wars will be over once. Then the price of copper will start to recover as a result of increasing demand.

ETF provider: ETF Securities

Ticker: PHAU

ISIN: JE00B1VS3770

Currency: Euro

Exchange: Euronext Amsterdam

The gold price remains under pressure due to the fear of interest rate increases. These interest rate increases will also partly come. Inflation is on the rise. With an improving economy and trade wars, inflation will rise even faster. To fight inflation, interest rates will be increased. Due to the many debts, the interest can never be increased too quickly. That is why inflation will rise faster than interest rates. High inflation is good for the gold price. A high interest rate bad. In addition to inflation, there are also all sorts of political tensions. An escalation is also good for the gold price.

ETF provider: ETF Securities

Ticker: PHAG

ISIN: JE00B1VS3333

Currency: Euro

Exchange: Euronext Amsterdam

The silver price has been very low for years. It is striking that the relationship between the gold and silver price is getting bigger and bigger. The silver price decreases compared to the gold price. In contrast to gold, the industry uses a relatively large amount of silver. Silver is used up. Gold is more popular with investors than silver. Speculators like silver more. There is less money needed to get the silver price in motion. Both gold and silver are in high demand for risks and increasing inflation. Inflation is on the rise and that increase will continue because of the trade wars. Misery is more difficult to predict. If the gold price rises, the silver price will follow after a while. Over time, the silver price will then rise faster than the gold price.

ETF provider: ETF Securities

Ticker: PHAG

ISIN: JE00B1VS3333

Currency: Euro

Exchange: Euronext Amsterdam

Stock markets are falling and the gold and silver prices are under pressure. The reason is that the yield on government bonds is rising. A rising interest rate is not good for the silver price. But if you look at why interest rates rise, it is a completely different story. The interest rate rises because inflation rises. Rising inflation is good for the silver price. Because in the coming years the interest rate can not rise too fast given the large debt mountain, inflation will rise faster than interest rates. That will be good for the silver price.