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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.

For further information please contact info@commodityintelligence.com

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13th April 2012

12th Apr

11th Apr

10th Apr

13th April News and Views

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12th April News and Views

Bechtel backlog surges with LNG and mining deals

Gran Tierra Oil Discovery with 2,525 BOPD Production

Iluka reports lower Q1 production, revenue

Vale says Asian demand can justify over 100 Valemaxes

Wessex dives as Total ends chase

Putin: 'Rise to challenge' of US shale gas

High Court rules in favour of Lynas

"So long and thank for all the fish.."

Petropavlovsk Q1 gold production up 60 pct

Petropavlovsk Q1 gold production up 60 pct

China's coalbeds spur unconventional gas supply boom

Churchill Mining says to seek over $2 bln from Indonesia

4 LNG Export plants in North America now moving forward 1

4 LNG Export plants in North America now moving forward 2

Strong interest in Tassie Shoals methanol plant

Range Announces First Quarter Production Results 1

Range Announces First Quarter Production Results 2

Romarco drills 13.5 meters of 42.4 g/t gold and 55.0 meters of 6.8 g/t gold

Transnet to boost capacity to haul iron ore from mines to ports by 56pct

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11th April News and Views

Alcoa trims its aluminum demand outlook for China

Copper sinks to 3-mth low, stung by growth worries

Chile energy woes could hit investment rate - BHP

Algeria to revise tax on some energy projects

Anglo doubles mine plan at Moranbah South coal mine

NTPC floats bids for 5Mt coal imports

Snubbed TNK-BP exec plans comeback with oil minnow

Newton Gold reports 168.3 metres of 0.71 grams per tonne gold 1

Newton Gold reports 168.3 metres of 0.71 grams per tonne gold 2

TomaGold Hits High Grade Intersection of 237.6 g/t Over 5.7 Metres

Schlumberger sells Wilson unit to National Oilwell Varco

Russia's Uralkali net jumps 64 pct, misses forecasts

African Minerals trims 2012 sales forecast

Unconventional campaign shows promise for Senex

China crude steel output rises 12 pct in March -CISA

China's Q1 auto sales fall 3.4 percent, recover in March

Solar power increases twenty fold when flat panels become 3-D

Baker Hughes: Saudis May Have Fifth-Largest Shale Reserves

Chicago Gasoline Drops as Refiners Maintain Record Production

BHP Billiton Approves $708 Million Initial Funding For Mad Dog Phase 2

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10th April News and Views

Chinese Copper imports slip in Match

Mali settlement will see mines reopen

Vedanta says full-year iron ore production drops

Chesapeake raises $2.6 billion in three deals

ONEOK in $1.8bn Bakken pipe plan 1

ONEOK in $1.8bn Bakken pipe plan 2

China Gas Resources 1

China Gas Resources 2

Ore-Market looks to China steel demand

36% increase in reserves for Molycorp's Mountain Pass 1

36% increase in reserves for Molycorp's Mountain Pass 2

Chevron finds leak in offshore Petrobras oil field

EPA: Water quality OK at 20 wells in Dimock

Companies Plan 53 Shale Gas Wells in Poland in 2012 1

Companies Plan 53 Shale Gas Wells in Poland in 2012 2

Tokyo Electric burns almost four times as much oil in March

Browse LNG gets more time for investment decision

Russian tycoons' feud over RUSAL drags in Glencore

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