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Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service

Commodity Intelligence LLP provides equity investment advice on developments in commodity markets to qualified institutional investors on a subscription basis.

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5th August 2011

4th Aug

3rd Aug

2nd Aug

1st Aug

5th August News and Views

SandRidge 2Q net rises as oil production doubles

Petroneft makes discovery

EOG Resources' 2Q profit rises

BHP too buy

Cameco ponders a future without Germany, maybe Japan

Chile Escondida workers to end two-week strike

Platts: Shale gas revolution as significant as 1970s oil shortage

CF Industries 2Q Net Soars 1

CF Industries 2Q Net Soars 2

Cape Lambert plans IPO for Marampa iron ore project

US Lake Charles given permission to export LNG

Calfrac 'crushed them'

Enerplus Q2 profit rises; cuts 2011 output view

Peabody and Ameren Contract for 91 Mln Tons of Powder River Coal

4th August News and Views

Pioneer: Suffering operational snafus

Intrepid Potash Q2 profit beats estimates

Concho: Q2 rox 1

Concho: Q2 rox 2

AngloGold Q2 earnings up

India blinks first: Canpotex Signs New Contracts

Paramount reports 1

Paramount reports 2

The New York Times again

Southern Copper sees Tia Maria project approved in 2011

Calfrac Well Services Turns To Profit In Q2

Bill Barrett beats the street

BPC aims to sell another 1.3 mln T potash to India

Continental Resources blows the doors off 1

Continental Resources blows the doors off 2

Magellan latest in Cushing-to-Gulf oil pipeline race

Rio calls $US7bn buyback, profit up 30%

Duvernay heats up 1

Duvernay heats up 2

Allana Potash stays positive in Danakil Depression

Tesoro 2Q Profit More Than Triples

Randgold Q2 profit jumps 253 pct 1

Randgold Q2 profit jumps 253 pct 2

SandRidge Energy, Inc. Announces $500 Million JV

Apache quarterly jumps, tops Street

Panoramic Resources to lift nickel output by 40pct to 25000 tonnes

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3rd August News and Views

The Oil Market: demand is bigger than supply

Eon-Gazprom contract goes to arbitration

Oilex Announces Fracking Of Cambay-76H Well

Ensign Energy Services 2Q

Ivanhoe sees itself worth at least double current value

Indonesian union seeks massive pay rise from Freeport

Cairn fails to find oil at controversial Greenland site

Agrium Q2 profit jumps on nutrient prices 1

Agrium Q2 profit jumps on nutrient prices 2

Australia's Lynas Corp: rare earths recoveries exceeding plan 1

Australia's Lynas Corp: rare earths recoveries exceeding plan 2

Chesapeake conference call notes 1

Chesapeake conference call notes 2

SaF Gold Industry Agreement Ends Strike

IMA: 'Floater market booming'

China shuts down 583 plants in lead battery plant overhaul

Burst Of US Downsizing Causes Layoffs To Explode

Costs bite as Antofagasta's copper output climbs 1

Costs bite as Antofagasta's copper output climbs 2

Steel prices in China continue recovery on social housing and power cuts

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2nd August News and Views

Utica Shale Plays 1

Utica Shale Plays 2

Utica Shale Plays 3

Grantham on commodities

EPA proposes Fracking Rules

Centamin Egypt cuts 2011 gold output guidance

China alumina prices up 7-9 pct since June

Fresnillo Posts 1st Half Profit Of $776.1 Million, Raises Dividend

Archer plans $742 million buy of US services provider Great White

Lower union demands on day 11 of Escondida strike

Nickel Asia H1 net income jumps 149pct yr/yr

Coal’s share of US power hits 30-year low, EIA says

Assets with Gold ETFs hit all time high

SaF Coal settlement agreement reached: NUM

Xstrata’s Profit Rises 27% on Higher Prices, below estimates

Update on China power shortage forecasts

Western Areas flags strong production and higher prices for nickel 1

Western Areas flags strong production and higher prices for nickel 2

1st August News and Views

Grupo Mexico second-quarter net doubles

Suncor Energy starts Firebag Stage 3 bitumen production

Bid for Macarthur Coal turns hostile

Beach cheers Cooper double

Boart Longyear 1

Boart Longyear 2

African Minerals, Shandong sign $1.5 bln deal

Vedanta gets formal approval for Cairn India deal

Helmerich & Payne profit beats; wins contracts for 20 rigs

Shell puts Arrow LNG project on hold as costs tipped to rise

Chile Copper Sector in Chaos as Another Mine Strikes

Official Chinese PMI dips less than expected in July

Nissan Leaf: £19000 for new batteries

AWE sells out of Buru

Silver Standard sells Bowdens Project to Kingsgate

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