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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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15th April 2011

14th Apr

13th Apr

12th Apr

11th Apr

15th April News and Views

Italian energy minister says there's no shale gas in Italy

OGX Well

BLM begins review of oil sands, tar sands plans

K+S will consider more potash price increases

Russian Gold stock selling below cash

PDVSA 'may have to pay $12.7bn'

China Q1 imports double...CNPC loses more money 1

China Q1 imports double...CNPC loses more money 2

Iran to export LNG late next year

Chesaspeake to buy Bronco Drilling for $315 mln

BG enjoying offshore Brazil

Apache: Cheap Gas, in Egypt

China March refined copper, aluminium output hit records

Peru markets plunge as candidates court moderates

China still has 'pedal to the metal'

China Coal-Prices climb, sentiment bullish ahead of summer

China's Steel output may hit 700m tons

Tokyo Electric Power Co. purchased a record amount of LNG in March

Yanzhou Coal in A$3.5-bln bid for Australia's Whitehaven Coal

China to face worst summer power crunch in recent yrs

Continental Resources: One of the cheapest, oiliest big cap E&P plays quoted 1

Continental Resources: One of the cheapest, oiliest big cap E&P plays quoted 2

14th April News and Views

Great video clip of 3d printing (manufacturing)

Consul: Coal and natural gas

Glencore seeks up to $12.1 bln in bumper London, HK IPO

Shazam-aran

Brigham reports wells, ups frac count, ups IP's, adds frac crews

China bulls its shale gas potential

El Paso nixes Eagle Ford sale

McMoRan Success at Laphroaig No. 2 1

McMoRan Success at Laphroaig No. 2 2

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13th April News and Views

Rio Tinto’s 1Q Australian hard coking coal output slips

Chevron: Australian Gorgon LNG project on schedule

Butler delivers oil for Beach 1

Butler delivers oil for Beach 2

2 steelmakers contribute to electrical power

Fresnillo Q1 silver output dips

Rio Tinto Q1 production down YonY and from previous Qtr

China gas shortage may end in 2015, but imports hard to sell

Baja Mining pours concrete

China may suspend new electrolytic aluminum projects

Did you realise the amount of electricity available for Japanese manufacturers is about to fall by 1/3?

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12th April News and Views

Fortescue ups output as second mine commissioned 1

Fortescue ups output as second mine commissioned 2

Central petroleum bulls the Georgina 1

Central petroleum bulls the Georgina 2

Vale bids for Meterox

Golar bullish on LNG opportunities

ERA almost halves Q1 uranium output

Citic Pacific's Sino Iron project fully operational this year

Alacer Gold producing in Turkey

GS calls top in Oil, commodities

Chesapeake provides frac fluid info on web

Chevron sees 1st-qtr output down, refining better

TNK-BP plans to sue BP for $10 bln

New Colossus Presentation

Petrobras in growth mode 1

Petrobras in growth mode 2

Petrobras in growth mode 3

IEA warns of more volatile market

Constraints on International Shale Growth 1

Constraints on International Shale Growth 2

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11th April News and Views

Canyon deploys Light Weight Proppants...

Chevron Welcomes Shell to the Wheatstone Project

ConocoPhillips to access South Hook

BHP Billiton completes $6.3 bln off- market buyback

Seeking Alpha: Investing in Iron Ore 1

Seeking Alpha: Investing in Iron Ore 2

China’s March net crude imports stay above 5mn b/d

Glencore chief executive says IPO "imminent"

Coal India’s new projects to add 380mn t/yr

Iran to unleash $16bn for South Pars spend in 2011

Statoil starts output at Brazilian Peregrino offshore field

InterOil, Samsung Heavy and FLEX LNG to Construct a 2 mtpa FLNG Vessel

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