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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 October 2012

4th Oct

3rd Oct

2nd Oct

1st Oct

5th October News and Views

Tata Steel to invest 400 mn pounds in European unit

Vale reduces pellet output as Euro demand sags

Talisman says Yme oil platform could collapse in storm

Canola oil crop down 2 m mt

AngloGold, Gold Fields to reopen wage talks

Eni’s: World Oil and Gas Review

Wage talks in S.Africa truck driver strike collapse

China boasts huge geothermal resources

High grade copper intersected at Yandera

TransCanada looks to east coast exports

USGS: Utica Shale holds 38 Tcf

No new project funding for Aussie mining as funds head offshore

Douglas-Westwood: Floating Production Expenditure to Double by 2017

ThyssenKrupp delays 2012 results because of Inoxum review-paper

Strategy Observation 2: Oil production is taxed heavily

Australia's Port Hedland ships less iron ore to China in Sept

Vale, Brazil Govt to settle royalty dispute within month

Russia's Alrosa aims to refinance up to $1.4 bln in Q4

California Refiners Ration Gasoline as Prices Near Record

Iron ore price fall speeds up Rio Tinto cost cuts 1

Iron ore price fall speeds up Rio Tinto cost cuts 2

Iron ore price fall speeds up Rio Tinto cost cuts 3

POSCO submits LOI for ThyssenKrupp Steel Americas

Japan's Maehara: reactors can restart if new watchdog gives OK

Australia’s Origin obtains loans for APLNG funding 1

Australia’s Origin obtains loans for APLNG funding 2

Strategy Observation 3: Emerging subsidises oil consumption 1

Strategy Observation 3: Emerging subsidises oil consumption 2

Talks on Marampa sale continuing as 15Mt/y study shows ‘robust’ economics

 

4th October News and Views

Pan Pacific cuts 2013 China copper premium by 15 pct

BHP may bid for Petrobras Gulf stake - WSJ

Gulf of Mexico output to rise 43 pct by 2019-WoodMac

Gold Advances as Holdings in ETP Expand to Record

Drillsearch bids for Acer- cash

Gulf Keystone raises funds as it scales up in Kurdistan

BP sees first gas at Devenick field

Ghana's new tax regime ruffles mining firms

Merafe fourth quarter 2012 ferrochrome price down 12%

Whitecap achieves record production of 16,900 boe/d

Oil India, IOC buy stake in US shale assets for $82.5 mln

Too early to determine ‘sweet spots,’ but Utica Shale important

Russia's Evraz agreed to up stake in coal miner to 82 pct

Malaysia court postpones hearing on Lynas licence to Oct 10

Monsanto sees US 2013 corn acres steady at 96 mln acres

Russia's Polymetal to consider special dividend in Dec-CEO

Mongolia Keeping Rio Tinto Deal, Focus on Tavan Tolgoi

New England Gas Pipeline Reflects Seasonal Flow Changes

Protest against Centerra Gold in Kyrgyzstan turns violent

PTM expands Waterberg discovery beyond known resource

Stillwater Mining stands pat on 500,000-oz PGM guidance

TATA Steel Thailand to suspend furnaces until March 2013

Adex Mining receives updated approval for New Brunswick site

Shanghai PE firm makes $850 million bid for African copper miner

Rio Tinto to install world's largest underground automated mining system

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3rd October News and Views

Brazil Indians' protest halts Vale's Carajás railway 1

Brazil Indians' protest halts Vale's Carajás railway 2

Lamprell warns on profit again

Japan retrieves first shale oil in test drills

Seadrill CEO Thorkildsen to resign

Swedish oron ore exports

Rio water feeds agricultural project

BC Iron hits export target

Standard & Poor's spots fall in iron ore prices

US Steel may bid for ThyssenKrupp plant

Workers down tools at Kumba iro ore mine

Energy XXI, Exxon Mobil form joint venture

Statoil in $1.6bn rig splurge

AWE fracks Senecio-2 North Perth Basin

ATAC Discovers Third Area with Carlin-Type Mineralization

Iraq begins initial $650 mln oil payment to Kurds

Sumitomo: Nickel Surplus May Climb to 5-Year High

Iron Ore Heads for Longest Bear Market in 20 Years

Xstrata reveals mineral resource increase at El Pachón

Boart Longyear dumps its CEO on share performance

Upper East to add 90 000 oz/y to Bulyanhulu output

Connection costs overshadow offshore wind

Do western central banks have any gold left?

Cape Alumina revisits Pisolite Hills bauxite project

Orbite Aluminae refines plant design, reduces costs

Huge nickel reserves discovered in Chinese Xinjiang region

Vestas sees high single digits medium term op margin

Petrobras close to sale of $6 billion Gulf of Mexico assets

Midstates Petroleum: successful Louisiana horizontal completion

Mosaic Says China Potash Contract May Not Come This Year

Reliance Industries plans to put investments in oil & gas exploration on hold

2nd October News and Views

Chile nixes lithium concession awarded to SQM

Alcoa to take charge related to NY state river cleanup

Statoil calls off Snoehvit expansion in Arctic

NatGas breakout

Platinum still below Gold despite South African 1

Platinum still below Gold despite South African 2

Platinum still below Gold despite South African 3

Orka Energy joins $150M geothermal power project

Scio Diamond to raise shipments on record output

BHP: Jansen potash now 'leading one horse race'

Sandfire pours first copper at DeGrussa

ABM Res: best grade ever at Twin Bonanza

Promising shale signs for Oz duo

Alaska's Plans To Export LNG To Asian Markets

Northern Oil president resigns

Mosaic quarterly profit drops 18 percent on weak phosphate sales

Knight Vinke raises questions about Xstrata board independence

Jana Partners seek changes at Agrium to boost stock 1

Jana Partners seek changes at Agrium to boost stock 2

Southern Copper to decide in January on Chancas project

Hochschild Environmental Impact Study approved by Peru

KazMunaiGas plans to raise crude output by 60 pct by 2022

Kazakhstan sets eyes on ConocoPhillips Kashagan stake

Mexico's Pemex sees profits from shale gas on rising prices 1

Mexico's Pemex sees profits from shale gas on rising prices 2

Santos to Explore Amadeus and Pedirka Basins, Australia 1

Santos to Explore Amadeus and Pedirka Basins, Australia 2

BC government rejects Morrison Lake mine for the salmon 1

BC government rejects Morrison Lake mine for the salmon 2

Russia's Mechel swings to $823 mln net loss in Q2

BHP targets copper production growth of 10% a year

Sanchez lines up funds to quicken Eagle Ford program

Rubber Climbs to Four-Month High as Top Shippers Reduce Cargoes

Hanlong delays funding letter for Sundance takeover til mid-Oct

1st October News and Views

Mittal CEO open to selling idled French furnaces

India's government panel favours cut in subsidies

Xstrata backs $33 bln Glencore bid with conditions

China group to boost Coal of Africa as loss widens

Court lifts Brazil ban on Transocean drilling

Glencore slammed with tax dodge accusations

Fortescue plant on 3-month ramp up

HUDBAY gets first $500mln streamer payment

Hoegh orders fourth Hyundai FSRU

Shell shuts Nigerian pipeline

Aurora Oil & Gas Limited - Investor Presentation

Golden Week Traffic Jams Like Nothing You've Ever Seen Before

Bolivia's No. 2 tin mine to reopen after month-long labor dispute

Singapore's Noble Group confirms interest in Australia's Arrium

Brazil may fund CSN's plan to buy Thyssen's Brazil assets

Vale halts Brazil steel project with waterway in doubt

Petrobras oil output falls to 22-month low in August

Chalco ends Winsway bid, ends second Mongolia coal deal

Newcrest's $2 billion Cadia East project faces legal action

Gold set to rise on inclusion as Tier 1 banking asset

LNG prices fall across key China domestic markets

US court throws out landmark commodity trading crackdown

Tullow reports more drilling underway onshore Kenya

Sudden crash in guar gum prices worries its cultivators

Scorpio Mining: Increased Mineral Resources at San Rafael

BHP Coal Workers to Vote on Labor Pact as Negotiations Conclude

G-Resources shuts Indonesian gold mine over pipeline dispute 1

G-Resources shuts Indonesian gold mine over pipeline dispute 2

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