WEEKLY FUNDAMENTAL REPORT – METALS & ENERGY
Overview
Market Overview
Gold futures on the COMEX Division of the New York Mercantile
Exchange bounced off, as recent price pullbacks are viewed as
favorable opportunities for investors to continue to diversify into
safehaven assets amid worsening concern over euro zone debt
problems.
Crude oil dropped the most in a week in New York, trimming a fourth
consecutive weekly gain, on concern that European leaders meeting
today haven’t taken sufficient steps to contain the region’s debt crisis.
Base metals were higher on the London Metal Exchange, encouraged
by more buoyant equity markets, although market players remain
skeptical of the stability of gains, given extremely illiquid market
conditions and persisting macroeconomic risk. But at the end
speculators booked profit at higher levels amid a concern about the
global economy and weak dollar mainly influenced the prices here
.
KEY EVENTS
Sept 19
th
– Sept 23
rd
, 2011
USD Unemployment Claims
USD Building Permits
USD Housing starts
GLOBAL ECONOMIC UPDATE
The Euro was lower against the U.S. Dollar after the release of U.S.
data on Michigan Consumer Sentiment Index. According to the leaders of
the EU, the conditions for the 8 billion euro tranche have not been
fulfilled yet. But perhaps this isn't the Greeks this time -it might be due
to the demand for collateral made by Finland.
The Nikkei stock average rose more than 2 per cent, clearing some recent
Forex Major
INR
ICE Dollar
Index
Euro
Yen
British Pound
%CHG
1.50
-0.78
1.06
-1.02
-0.60
CLOSE
47.265
76.6
1.38
76.77
1.58
resistance levels, as coordinated action from central banks calmed fears of a European credit freeze and sent
financial shares surging. It has also been influenced after four central banks coordinated to provide more short term
dollar liquidity to European banks.

WEEKLY FUNDAMENTAL REPORT – METALS & ENERGY
Sept 19
th
– Sept 23
rd
, 2011

WEEKLY FUNDAMENTAL REPORT – METALS & ENERGY
COMMODITIES
Sept 19
th
– Sept 23
rd
, 2011
Market Watch
BULLIONS
Gold
CONTRACT
MCX Oct
COMEX Oct
Silver
MCX December
COMEX
December
OPEN
28120
1862
64986
41.225
HIGH
28525
1862.9
65850
41.35
LOW
27131
1763.2
62784
39.453
CLOSE
27730
1812.2
64408
40.445
CHG
-390
-49.8
-578
-0.78
%CHG
-1.41
-2.75
-0.90
-1.93
OI
12907
31912
12951
369
CHG
462
-1095
1149
-246
%CHG
3.58
-3.43
8.87
-66.67
MCX in Rs. and COMEX in $
Gold prices popped as investors waited for a possible financial solution for struggling European countries. Gold for
December delivery added $33.30 to $1,814.70 an ounce at the Comex division of the New York Mercantile Exchange.
The gold price has traded as high as $1,825 and as low as $1,765.40 while the spot gold price was up $19.
Money managers slashed their bullish bets in gold futures and options last week, after the price of bullion fell
sharply from record highs.
Gold climbed as investors viewed the previous day's drop to three-week lows as a buying opportunity and Europe's
debt crisis still underpinned demand for the metal as a safe haven.
Outlook
MCX gold might witness some sideways trading during the opening. Later it is likely to find support at 27400/27350 to
move higher. Any fall below 27250 will take the prices lower up to 26890.

WEEKLY FUNDAMENTAL REPORT – METALS & ENERGY
ENERGY
Market Watch
ENERGY
Crude
CONTRACT
MCX September
Nymex October
Natural Gas
MCX September
Nymex October
Note: Data’s are as per previous sessions close.
Sept 19
th
– Sept 23
rd
, 2011
OPEN
4049
86.29
183.8
3.893
HIGH
4301
90.52
195.4
4.099
LOW
4007
85
180.1
3.791
CLOSE
4156
87.9
181.8
3.821
CHG
107
1.61
-2
-0.072
%CHG
2.57
1.83
-1.10
-1.88
OI
14442
79239
11392
115780
CHG
-3009
-153620
3101
-42257
%CHG
-14.11
3.65
0.28
1.52
MCX in Rs. and NYMEX in $
Futures fell 1.6 percent as the euro halted a two-day advance against the dollar on signs that an agreement to bail
out Greece may be hindered by demand from Finland for collateral.
Speculators hiked their net long U.S. crude oil futures and options positions by 15 percent in the week as prices rose.
Hedge funds and other large investors increased net long positions on the New York Mercantile Exchange (NYMEX)
by 23,710 positions to 179,547 during the week.
WTI oil futures end the week’s trading session back under $88 a barrel as investors sell ahead of the weekend as
signs of friction emerged from a key meeting of EU finance ministers seeking a resolution to the debt crisis Greece.
EIA Weekly Inventory:
EXPECTED
CRUDE
DISTILLATE
GASOLINE
GASOLINE
UTILIZATION
NATURAL GAS
Source: Reuter’s“
PREVIOUS
-4
7
0.2
-0.20%
64
ACTUALS
-6.7
1.7
1.9
-0.20%
87
M” Million Barrels
-3.1
7
-0.5
-0.85%
85
Outlook
Crude is likely to open on a lower note this week. But, as long as it sustains above 4070/4060, it will be positive and
may see the higher levels of 4230/4250.

WEEKLY FUNDAMENTAL REPORT – METALS & ENERGY
Sept 19
th
– Sept 23
rd
, 2011
Energy Weekly Inventory Data’s
Source: Reuter’s“
Note: Figures in the table are in Million Barrels.
Source: Reuter’s“
Note: Figures in the table are in Billion Cubic Feet

WEEKLY FUNDAMENTAL REPORT – METALS & ENERGY
BASE METALS
Market Watch
BASE
METALS
CONTRACT
MCX Nov
Copper
COMEX Nov
LME 3 month
Lead
MCX Sept
LME 3 month
Nickel
MCX Sept
LME 3 month
Zinc
MCX Sept
LME 3 month
Note: Data’s are as per previous sessions close.
Sept 19
th
– Sept 23
rd
, 2011
OPEN
414.5
3.96
9025
114.75
2477
993.4
21450
101.5
2247
HIGH
422.3
4.0115
9025
116.4
2477
1042.7
21750
105.15
2247
LOW
409.85
3.8835
8615
112.45
2332
981.6
20875
100.3
2154
CLOSE
414.1
3.924
8730
113.2
2380
1020.9
21600
102.15
2185.4
CHG
-0.4
-0.036
-295
-1.55
-97
27.5
150
0.65
-61.6
%CHG
-0.10
-0.92
-3.38
-1.37
-4.08
2.69
0.69
0.64
-2.82
OI
20931
2492
NA
2398
NA
16219
NA
3264
NA
CHG
1612
175
NA
-134
NA
-1380
NA
204
NA
%CHG
7.70
7.02
NA
-5.59
NA
-8.51
NA
6.25
NA
MCX-Rs/Kg, LME -$/ton, COMEX - $/lb OI: Open Interest
Base metals inched higher on the LME building on the previous session's rebound and reacting cautiously to growing
optimism regarding the eurozone. But it shed its profits as Europe's finance ministers are meeting in Poland, seeking
a solution to the debt crisis that centres on continued fears that Greece will default on its debts dampened the
sentiments of investors and they booked profit at the higher levels.
Basemetals prices were mixed this week in volatile trading as markets tracked a worsening economic outlook and
rising expectations that Greece faced a default on its debt.
LME Warehouse Stock
Metals
Copper
Lead
Nickel
Zinc
Aluminum
Previous
465275
321050
99180
844850
4609750
In
0
375
0
1050
25
Out
50
1300
120
1025
5075
Total
465225
320125
99060
844875
4604700
Change
-50
-925
-120
25
-5050
On Warrant
456275
308400
89586
755725
4300725
Value in t
Cancelled
Warrants
8950
11725
9474
89150
303975
Note: Data’s are as per previous close
Outlook
Base metals are expected to open on a lower note. Later we might see small pull back in the prices. But overall, trend
will be bearish for the week.

WEEKLY FUNDAMENTAL REPORT – METALS & ENERGY
Sept 19
th
– Sept 23
rd
, 2011
LME Warehouse Stocks
Source: Bloomberg
Source: Bloomberg

WEEKLY FUNDAMENTAL REPORT – METALS & ENERGY
Sept 19
th
– Sept 23
rd
, 2011
Data
CFTC Data
Commercial
NON Commercial
Net Position
Gold
Silver
Copper
Crude Oil
Natural Gas
Source :: www.cftc.gov
Commercial
Net Position
(210468.00)
(45387.00)
4056.00
(169016.00)
149556.00
Weekly Net change
17246.00
1919.00
2043.00
5785.00
(2247.00)
Non Reportable
Net Position
41621.00
19100.00
(5884.00)
3621.00
34144.00
Weekly Net change
(1722.00)
(999.00)
(374.00)
(6038.00)
2930.00
Weekly Net change
(15524.00)
(920.00)
(1669.00)
253.00
(683.00)
168847.00
26287.00
1828.00
165395.00
(183700.00)
Pivot
Pivot Stats
Commodity
Gold
Contract
MCX Oct
COMEX Oct
Close
27730
1812.2
64408
40.445
4156
87.9
181.8
3.821
414.1
3.924
8730
113.2
2380
1020.9
21600
102.15
2185.4
Trend**
Supp 2
26401
1713
61281
39
3861
82
3861
82
170
4
2251
954
403
4
8380
110
2251
Supp 1
27066
1763
62845
39
4008
85
4008
85
176
4
2316
987
409
4
8555
112
2316
Pivot
27795
1813
64347
40
4155
88
4155
88
186
4
2396
1015
415
4
8790
114
2396
Res 1
28460
1836
65068
41
4224
89
4224
89
191
4
2430
1029
418
4
8886
115
2396
Res 2
29189
1912
67413
42
4449
93
4449
93
201
4
2541
1076
428
4
9200
118
2541
Silver
MCX December
COMEX December
Crude
MCX September
Nymex October
Natural Gas
MCX September
Nymex October
MCX November
Copper
COMEX November
LME 3 month
Lead
MCX September
LME 3 month
Nickel
MCX September
LME 3 month
Zinc
MCX September
LME 3 month
Note: Data’s are as per previous close
* * Trend is just a market indicator as per the previous close and is not an indication to “buy” or” sell”.

WEEKLY FUNDAMENTAL REPORT – METALS & ENERGY
Sept 19
th
– Sept 23
rd
, 2011
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