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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 December 2014

4th Dec

3rd Dec

2nd Dec

1st Dec

5th December News and Views

Seah to buy POSCO Specialty Steel for $986 mln

Canadian Oil Sands announces 2015 budget

Freeport-McMoRan: Positive Drilling Results in GoM

Norway's Growth, Oil Spending to Take Big Hit in 2015

Rio, BHP very close to develop U.S. largest copper mine

Oil drops again on Saudi price cut; Brent below $70

India iron ore imports hit record 6.8 mln T as prices fall

Mitsui to buy stake in Vale Mozambique coal project

Iron ore price surges

Sam Walsh charm offensive hints at Aluminium

Hebei to draw up restructuring plans

Nigeria slashes oil price assumption by 11 pct to $65 per barrel

China coal producers try to boost prices for 2015 contracts

Saudi Arabia Sees Oil Prices Stabilizing Around $60 a Barrel

Rio Tinto not looking at mergers to raise defences against Glencore

Focus on top spots to boost US oil output even as well permits fall

Power Demand Means $65 Billion a Year Task for China State Grid

Steel billet levels sink to record lows at Black Sea at year close

China removes Sinosteel president amid cash problems

More than $150 bln of oil projects face the axe in 2015

China discussing a list of major projects including nuclear power

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4th December News and Views

Delek Group buys shares in foreign energy firms 1

Delek Group buys shares in foreign energy firms 2

Barrick teams with Saudi Arabian miner to run copper mine

Britain trims oil tax to help firms cope with low prices

The developing situation in Burkina Faso

Tillerson: Oil price will 'sort out' US shale

SA Market Current on WPZ

$50 Oil Surfaces in North Dakota Amid Regional Discounts

Australia's Santos battens down the hatches as oil prices dive

Chinese steel imports confusing buyers in Europe

PetroChina to invest $4 bln in Chongqing shale gas

China's 2015 steel demand estimated at 720m tons 1

China's 2015 steel demand estimated at 720m tons 2

Brazilian companies cut output, sell power instead in weak economy 1

Brazilian companies cut output, sell power instead in weak economy 2

Cliffs Natural expects loss of $375 mln-$425 mln on asset sale 1

Cliffs Natural expects loss of $375 mln-$425 mln on asset sale 2

HSBC commodities boss backs Australia's competitive LNG edge 1

HSBC commodities boss backs Australia's competitive LNG edge 2

HSBC commodities boss backs Australia's competitive LNG edge 3

Potash Corp reviews stakes in fertilizer firms with eye on control

Southwestern Energy to pay $300M for gas-rich land in Pennsylvania 1

Southwestern Energy to pay $300M for gas-rich land in Pennsylvania 2

Petronas delays go-ahead for Canadian LNG project, cites costs

There Are 300,000 Iraqi Barrels Signalling Oil Glut Will Deepen

Saudi Seen Widening Asia Oil Discount as OPEC Takes on Shale

NMDC to open new iron mines in Chhattisgarh and Karnataka next year

Evacuations Begin as Hagupit, Now a Super Typhoon, Heads for Philippines

3rd December News and Views

China's Solar Energy Progress Sputters

More on Iraqi exports 1

More on Iraqi exports 2

More on Iraqi exports 3

Harmony to douse Kusasalethu cash burn 1

Harmony to douse Kusasalethu cash burn 2

BP shares rise amid takeover rumours

£1bn wind farm project for Northern Ireland axed

US refineries take advantage of cheap crude 1

US refineries take advantage of cheap crude 2

US refineries take advantage of cheap crude 3

China Nov steel sector PMI down to 9-mth low

Schlumberger to cut seismic fleet as spending falters

Genel, Gulf Keystone receive first export payments for Kurdistan oil

Crop protection materials return $19 in production value for each $1

Yara to buy 60% stake in Brazilian phosphate miner and supplier 1

Yara to buy 60% stake in Brazilian phosphate miner and supplier 2

The Only Fracked Site in the UK Suffered Structural Failure

TransCanada pausing work on Quebec export terminal due to whales

Potash Corp. Reviews $4.5 Billion of Equity Investments

Vale cut Dec iron ore discount to Chinese steel mills

Mongolia restarts bidding for giant coal project as economy flags

McClendon venture raises $500 million for mineral rights

MHI Vestas’ V164-8.0 MW Turbine Provisionally Certified

Brazil's Vale to invest $10.2 billion in 2015, down 30.9% on 2014

German cabinet agrees plan to reach 2020 climate goals

Low priced met coke imports from China hurting Indian merchant coke makers 1

Low priced met coke imports from China hurting Indian merchant coke makers 2

2nd December News and Views

Rosneft scraps charters for two more offshore vessels

Chemical maker Huntsman to cut about 900 jobs 1

Chemical maker Huntsman to cut about 900 jobs 2

Chemical maker Huntsman to cut about 900 jobs 3

Canadian oil sands boost in 2015

Marathon Oil makes Kurdistan discovery

As oil prices fall, companies produce more for less

Offshore oil drillers seek to temporarily idle more rigs

Is Scotland’s wave and tidal dream sinking?

Miners end strike at Glencore chrome venture 1

Miners end strike at Glencore chrome venture 2

Miners end strike at Glencore chrome venture 3

Northern Star bullish on gold find near Australian mine

Report reveals Qatar’s appetite for international expansion

U.S. condensate exports to Asia stall on flood of Mideast oil

Saudi cabinet says oil policy purely economic in motive

Texas drilling permits fall 50 percent in November, data shows

November Permits For New Shale Wells Tumble 15% 1

November Permits For New Shale Wells Tumble 15% 2

November Permits For New Shale Wells Tumble 15% 3

Harold Hamm Sees Drilling Slowdown on Oil Price Drop

Brazil's Vale mulling IPO for part of base metals business - sources 1

Brazil's Vale mulling IPO for part of base metals business - sources 2

Port Hedland Iron Ore Shipments to China Drop to Seven-Month Low 1

Port Hedland Iron Ore Shipments to China Drop to Seven-Month Low 2

Iraqi government reaches deal with Kurds on oil, budget

Business conditions improve in India at quickest rate since February 2013

African Minerals starts shutdown of core Sierra Leone business as funds dry up

1st December News and Views

World and US Oil breakeven from Citi 1

World and US Oil breakeven from Citi 2

World and US Oil breakeven from Citi 3

Petronas Q3 profit falls 12.4 pct on weak oil prices

India eases gold import rule in surprise move

Naimi declares price war on U.S. shale oil

Swiss voters reject gold, immigration proposals

German utility E.ON to split in two in major overhaul

Iron-Ore Miners to Drive Exports as Prices Fall, BHP Says

China's nickel pig iron output may drop in 2014

China increases consumption tax on oil products

Dragon Oil out of Petroceltic takeover

Coal tax reform to ease burden on producers, environment

HSBC PMI declines for first time since May

Anglo American’s Los Bronces mine in Chile hit by strike

Chilean Mining Sector Energy Demand To Double By 2025 1

Chilean Mining Sector Energy Demand To Double By 2025 2

Navitus Bay’s Impact on Tourism to Cost Nearly GBP 1 Bln

OPEC is playing a dangerous game with oil markets

Gazprom Neft drills longest horizontal well on the Yamal Peninsular

Facing lower oil prices, companies to borrow to protect dividend

Noreco plunges as writedowns exceed fears, bond payment looms 1

Noreco plunges as writedowns exceed fears, bond payment looms 2

Can cost-cutting break Rio Tinto's link with iron ore price? 1

Can cost-cutting break Rio Tinto's link with iron ore price? 2

Statoil could pay high cost for response to exploration failure 1

Statoil could pay high cost for response to exploration failure 2

China's State Council passes draft law on air pollution prevention

China's November coal offtake from Newcastle at 18-month low

Gov't directive may be "decisive" in contract talks between miners, utilities

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