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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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14th June 2013

13th June

12th June

11th June

10th June

14th June News and Views

Reservoir Minerals: $120m mcap bargain in Serbia 1

Reservoir Minerals: $120m mcap bargain in Serbia 2

Polymetal sees no writedowns at current levels

Ukraine seeks green light for Chevron shale deal

Sinopec in talks to join Russia's Yamal LNG project 1

Sinopec in talks to join Russia's Yamal LNG project 2

Sinopec in talks to join Russia's Yamal LNG project 3

Crops Top Commodity short at Goldman Sachs

Batista promises to hold on to OGX stock

Brazil’s Libra ‘could produce 1m bpd’

Yara calls off big Canadian fertiliser expansion

China’s Energy Plan should Focus on Efficiency and Fracking

Canadian Energy producers eye new route to riches with LPG exports

South African platinum fund now holds 20% of world total

Exxon CEO tells Moniz to issue LNG export permits faster

Shale Drillers Squeeze Costs as Era of Manufacturing begins

This Is What A Record Surge In US Oil Production Looks Like

Fertilizer logistics strained as US farmers plant at record pace

Kinder shuts only pipe carrying Canadian crude to West Coast

Obama Tells Keystone Foes He Will Unveil Climate Measures

Eskom turns off BHP aluminium smelters as winter demand bites

'A diamond is a depreciating asset masquerading as an investment'

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13th June News and Views

Summarizing The Known Rigged Markets

Western Australia woos energy explorers

'No deal' in Kurdistan dispute

Chaotic Libya struggles to maintain oil output

Coal remains world's fastest growing fossil fuel: BP review

Stalled talks put Cliffs Canada chromite project on hold

World Bank Cuts Global Outlook as China Slows

S.Africa's Zuma talks tough against mining unrest

Iraq targets 4.5 million barrels a day for 2014

Rio writes $592m off aluminium smelter

Lundin pays US$325 million for Rio Tinto's Eagle Mine

Centrica seals Cuadrilla deal

Canacol Energy announces spud of shale oil exploration well 1

Canacol Energy announces spud of shale oil exploration well 2

Unlike IEA, BP cuts global gas reserves estimate, mostly Russia

East West Petroleum teams up with TAG in New Zealand

Freeport Declares Force Majeure on Grasberg Copper Shipments 1

Freeport Declares Force Majeure on Grasberg Copper Shipments 2

Rice Harvest in India Seen at Record as Early Rains Spur Sowing

India thermal coal imports jump 48 pct on rising demand in April

Newmont Mining to eliminate one-third of its Colorado workforce

Statoil Finds 82m Oil Colum at Johan Sverdrup Appraisal Well

China eyes higher petchem margins with cheaper US propane

Rosetta’s Growth & Quarterly Beat Driven By The Eagle Ford

Rio Tinto delays Oyu Tolgoi start-up party

Greenpeace study on impacts of Europes biggest coal burning power plants

12th June News and Views

Indian Rupee Hits Record Low Against Dollar

Statoil grows Oz shale footprint

Encana names BP exec Suttles as CEO

Shell lifts Nigeria LNG force majeure

Will the oil price be linked to Nat Gas?

Date set for Brazil pre-salt offering

Inquisitor castigates flock for sinning

Uranium hits seven-year low

INV Metals eyes Equadorian exit

Petrobras to import more LNG in 2013

Contractors rush to Roy Hill as projects dwindle

Flinders seeks clarity on Fortescue rail cost structures

Indian federal police file case against Jindal Steel

EU unveils plan to halt European steel sector slide

Chevron selling interest in two Nigeria oil leases

Tougher Regulations Seen From Obama Change in Carbon Cost

Golar LNG joins Douglas Channel liquefied natural gas project

Anglo's Cutifani believes iron ore can be profitable at $50 cost

McEwen Mining plunges after dialling back ambitions

Britain's wheat crop 'to fall by a third after extreme weather

Pretium makes strong case for Brucejack in feasibility study

Energy Fuels, Strathmore to combine into top U.S. uranium miner

Iron Ore Seen Rebounding as China Restocks in Year's Second Half

11th June News and Views

Atlas Energy in $800m gas asset buys

Emerging ETF being redeemed

Arch Coal downsizing mining operations 1

Arch Coal downsizing mining operations 2

Canada's Kinross cancels Ecuador gold project

Italian tax authorities probe Glencore's Sardinia plant

China-Myanmar oil and gas pipelines to lower energy costs

QEP Resources: Bakken 'Monster' Wells

U.S. Senators Propose Adjusting LNG Fuel Tax Rate

Oz Dollar Is Sinking Like A Stone, deep into support

Halcon: Eagle Ford and Bakken update 1

Halcon: Eagle Ford and Bakken update 2

Ansteel to take control of Australia iron ore mine

Summary of the nine Canadian LNG export proposals

Rio Tinto to start shipping Oyu Tolgoi copper on June 14

ONGC, Oil India buy Area 1 slice for $2.475bn: Low ball!

Price disagreement holds up Egypt gas deal with Qatar

The World Has More Oil And Gas Than Anyone Thought

China moves from fiction to reality? (Li flagged this move clearly..)

Low Prices Force Fertilizer Giant Eurochem Into A Corner 1

Low Prices Force Fertilizer Giant Eurochem Into A Corner 2

Shenhua, Aditya Birla Group said to eye bids for Rio coal assets

European coal price for 2014 plunges as Credit Suisse cuts forecast

Analysts see crude oil prices stabilizing around $80/b by 2015-16

US NatGas demand projected to rise, driven by shale production

China to Build Panama Canal Bypass Through Nicaragua? 1

China to Build Panama Canal Bypass Through Nicaragua? 2

Petronas sees $20 billion investment in its Canadian LNG project

Genel Energy updates on a horizontal well in the Tawke Field

Miners may take more hits from weak gold prices: Looking at Anglo Ashanti as example

10th June News and Views

Petrobras’s biggest oil discovery brings cost concerns

Gazprom’s Demise Could Topple Putin

China's Jinchuan May Halve Its Copper Supply

China's Baosteel cuts July prices again

The Global Rise Of The Natural Gas Vehicles

Californian poll shows support for fracking

Anglo American CEO selling the $49 million corporate jet

Tin Miners in Indonesia Stop Output on Raid Concern 1

Tin Miners in Indonesia Stop Output on Raid Concern 2

Oil markets oversupplied, 'staggering' US shale boom: BP's Ruhl

A Complete Look At China's Latest Disappointing Data In One Chart

High oil prices are starting to affect China and India

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