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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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14th January 2011

13th Jan

12th Jan

11th Jan

10th Jan

14th January News and Views

Iron Ore tries for new high

Total: Another surprising EVA positive stock...

Norway Slashes Oil Resource Estimate

Encana may be close to CNPC deal

Morgan Stanley sees limited coal-to-gas switch in 2011

Indian firms resell coal cargoes

China imported iron ore stocks up 1.5 pct this wk

Steel, Coke, and our Coke expert Mr Jamatramka 1

Steel, Coke, and our Coke expert Mr Jamatramka 2

Steel, Coke, and our Coke expert Mr Jamatramka 3

Steel, Coke, and our Coke expert Mr Jamatramka 4

The Bakken factor 1

The Bakken factor 2

The Bakken factor 3

EPA's assault on U.S. Coal industry continues

Chinese steel mill selling iron ore spot?

PKN Orlen to begin drilling 5 shale concessions this year

Oil companies build housing too

Steel, Coke, and our Coke expert Mr Jamatramka 5

Steel, Coke, and our Coke expert Mr Jamatramka 6

Steel, Coke, and our Coke expert Mr Jamatramka 7

13th January News and Views

Santos board approve LNG venture

Taps back on at TransAlaska

Long Lake output up but still lagging

Analysts see coal outperforming oil and nat gas

Out, damned spot! out, I say!

Iron Ore-Prices rise as cyclone threatens Pilbara

Australia thermal coal prices above $US140/tonne

Baffinland Bidding Involves Chinese Firm, Official Says

Rio declares force majeure on Boyne aluminium

Sumitomo: Surplus predicted for nickel in 2011

Eagle Ford key in Petrohawk's transition to oil 1

Eagle Ford key in Petrohawk's transition to oil 2

Detour Gold starts initial construction

Shallow nat gas sets water on fire

Conoco-Phillips 1

Conoco-Phillips 2

Painted Pony hot to trot on Montney 1

Painted Pony hot to trot on Montney 2

Kurdistan Oil: Raging debate ongoing between Kurds and Baghdad 1

Kurdistan Oil: Raging debate ongoing between Kurds and Baghdad 2

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12th January News and Views

Cattle prices surge on weather 1

Cattle prices surge on weather 2

Obama panel calls for drastic steps

BHP selling ore on monthly contracts

Arab Light, Brent surge. WTI lags

Romarco hits 30.7 metres of 16.1 g/t

Cliffs to Buy Canadian Iron-Ore Miner

DOE Cuts 2011 Nat Gas Forecast on rig count

Iraq to auction giant Nassiriya field in 2011

Strange investment numbers from China Grid

China steel output rose 5% in Dec

Indonesia coal benchmark price gains for fourth month

Xstrata buying Drummond: 22 m mt of thermal PA 1

Xstrata buying Drummond: 22 m mt of thermal PA 2

Rigs down..wells completed up??? 1

Rigs down..wells completed up??? 2

Coal at $130 1

Coal at $130 2

Nevada Copper Intersects 180 Feet of 1.59% Copper 1

Nevada Copper Intersects 180 Feet of 1.59% Copper 2

Senator Dorgan calls for re-evaluation of Bakken formation

Vanadium next Green Energy star 1

Vanadium next Green Energy star 2

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11th January News and Views

Baltic Freight softens

Newfield strikes oil in Eagle Ford

Alcoa Tops Forecasts

UBS: US big threat to commodities not China

BP beats Rumaila target

OPEC Pumps 29.27m bpd in Dec up from Nov

Taseko finds Niobium

Far East Energy receives first gas payments

Pacific Rubiales cuts numbers, spends more

Copper price relationship to stock market changes

Goldcorp, low cost good growth

China plans 170bln cu.m domestic natural gas output by 2015

Another player in Poland: LNG Energy spuds Baltic shale well

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10th January News and Views

Did we replace produced Oil last year? First guess: yes

Oil drilling the focus in 2011

Xstrata near to buying Colombian coal miner

No precious metal bears

Mozambique denies India 5 more coal concessions

Colombian Oil boom creates problems

China sells thermal coal cargo into S Korea at $142/T FOB

Wolfberry asset trades at premium price 1

Wolfberry asset trades at premium price 2

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