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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 November 2014

13th Nov

12th Nov

11th Nov

10th Nov

14th November News and Views

Chinese bidding on TANAP pipeline requirement

Solar puts LNG in the shade for Thailand

Venezuela in dire straights

India raises tax rates on petrol and diesel

Britwind to slash cost of energy from small wind

SunPower (SPWR) Guides FY15 Below the Street

Baker Hughes says in talks with rival Halliburton 1

Baker Hughes says in talks with rival Halliburton 2

Statoil to cut interest in Oz permits

SAIL achieves 58% growth in Q2 EBIDTA

Record Chinese steel exports risk global trade war

US Gulf output poised for new record

New cars cheaper than old?

CNOOC executive under probe for suspected graft - prosecutor

Premier Oil scales back Falklands oil project on weak oil price

Genel Strikes Deal to Develop Major Gas Fields in Iraqi Kurdistan

Qatar cuts oil output due to mkt oversupply, maintenance

Egypt To Repay Debts To Foreign Oil Companies Within Six Months

Iraqi finmin says deal reached to ease tensions over Kurdish oil

Glencore to shut Australia coal mines for 3 weeks amid glut

Petrobras delays earnings report to probe corruption allegations

Keystone Left Behind as Canadian Oil Pours Into U.S.

Odisha issues notices to 18 iron ore miners over lease renewal

China may cut coal export tariff to 3pct from 2015

Freeport McMoRan shuts sole US copper smelter after fire 1

Freeport McMoRan shuts sole US copper smelter after fire 2

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13th November News and Views

Deflation and Metals 1

Deflation and Metals 2

Tullow Oil cutting spending on exploration

Troubling Signs of Deflation in China

Pioneer Natural Resources Goes Where Others Don’t 1

Pioneer Natural Resources Goes Where Others Don’t 2

Vedanta first-half core profit falls

Bill to approve Keystone XL clears hurdle in U.S. Senate

Chinese industrial output growth slows

BNSF Blocks Tank Cars to Ease Rail Traffic Jam

China Oct crude steel output hits 8-mth low

China Oct thermal power output up 1.9pct on mth

Encana's operating profit nearly doubles on higher oil production 1

Encana's operating profit nearly doubles on higher oil production 2

Base metals resilient amid commodity rout, may hold fast

PACE claims new EIA report supports lift of oil export ban

Small Brazilian iron ore miners soldier on amid low prices

Barrick to push ahead with Pascua Lama, ‘no margin for error’

Saudi Arabia to double natgas output by 2030, no exports planned

Brazil court finds Petrobras overpaid refinery projects by near $1 billion

Oil Tankers Stream Toward China as Price Drop Sparks Boom

JBS Beats Profit Forecasts as Cattle Prices Jump and Costs Fall

Indian government considering to increase import duty on steel

China's coal imports down 7.7% in Jan-Oct to 243 mln tons

12th November News and Views

Rosneft head asks Putin to drop oil tax change plan

German government to step in on Vattenfall sale

AngloGold Ashanti to cut jobs

Moscow, Iran sign nuclear construction deal

Halcón to pull back from Tuscaloosa Marine Shale

Rusal hikes earnings forecast as aluminium price surge

BHP Billiton says scraps sale of Nickel West division

Japan LNG spot price rises to $15.30/mmBtu in Oct

Wood Mackenzie expects China’s LNG supplies to soar

Gazprom Neft 9-month net profit up 3 pct y/y

OPEC Oil Demand Numbers: ~1mbpd growth

OW Bunker declares Bankruptcy

Cheniere to get $2.5billion to build Texas LNG export terminal 1

Cheniere to get $2.5billion to build Texas LNG export terminal 2

Largest African Solar Energy Plant Comes Online In South Africa

OPEC cuts its oil output, and then Libya cuts it more

Latest EIA Report Shows Marcellus Production Passing 16 Bcf/d 1

Latest EIA Report Shows Marcellus Production Passing 16 Bcf/d 2

China agrees CO2 peak by 2030, US to cut emissions by quarter

Boom Masks Multiple Threats to World Oil Supply, IEA Says

Senate Democrats Said to Consider Keystone Vote Soon

US sees spike in coal imports during a domestic glut at South Carolina

APEC Blue Has Chinese Factories Bleeding Red, Economists Say

US aluminium premiums soar as fabricators scramble for metal

U3O8 climbs to highest price since mid-February 2013 on broad buying interest

11th November News and Views

Total says can withstand oil at $80, to continue projects

Israel's Adama sees share price of NYSE IPO at $16-$18

Sky Solar slashes IPO size to $48 mln

No OPEC output cut this month, Kuwait oil minister says

China Oct coal output up 13 pct on month

Indonesia to begin building huge coal power plant in 2015

Senate panel to weigh LNG bill

Thompson Creek Metals continues ramp-up progress

Iamgold cuts executive team by 40%, withdraws from WGC

Rio Tinto CEO loves diamonds

Libya's oil guards withdraw from El Sharara as security deteriorates

Polar blast outlook drives US natural gas to 10th day of gains

Large solar cheaper in Texas, Georgia, India, Brazil, and Chile

Citigroup slashes 2015 iron ore price forecast, sees drop below $60

Continental Resources Hamm ordered to pay $995 mln in divorce

Canadian Heavy Oil Strengthens as Imperial Shuts Kearl Operation

Indian stainless steel industry operating at 50pct on Chinese imports

China steel futures rebound after export data and assurance from Mr Xi

As China demand slows, Indian iron-ore imports surge to record

India's Sesa expects to restart Karnataka iron-ore mine soon

10th November News and Views

MoU signed for Oz pipeline

Transocean takes $2.8B charge. Delays 3Q results

Parex Resources 2015 guidance

Libya's El Feel oil field shut down, third site within days

Russia, China Add to $400 Billion Gas Deal With Accord

Petrobras Lifts Fuel Prices in Rousseff Subsidy Relief

China's Sept HRC exports hit second highest level

Ponta says Romania has no shale gas

China to give nod to nuclear power plants this year

China Oct coal imports down 17.4pct on year

Rio Tinto defends iron ore moves

China's stockpiler far exceeds 2014 copper-buying plan - sources

Iraqi Kurdistan says sold $3 bln of oil, will pay producers

EU’s largest solar photovoltaic plant operational by 2015 1

EU’s largest solar photovoltaic plant operational by 2015 2

China's Yanzhou looks to rescue Australian arm in $2.3 bln deal 1

China's Yanzhou looks to rescue Australian arm in $2.3 bln deal 2

LME Proposes Rules to Prevent Market Abuse at Warehouses 1

LME Proposes Rules to Prevent Market Abuse at Warehouses 2

China is net exporter of oil products in October

FERC grants Jordan Cove LNG and PCGP draft EIS

Lonmin sets investment hurdles in bid to return to profit

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