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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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15th July 2011

14th July

13th July

12th July

11th July

15th July News and Views

Fortescue Ships 11.5 Mln T Iron Ore costs sky rocket

Petrobras lowers natural gas prices

Brazil’s ethanol output slumps on sugarcane crop

BHP Billiton higl likely to participate in more petro deals

Petrohawk resource is around 28 tcf +800mb of liquids

US container traffic continues to grow in May 2011

Energy generating dance floor at sustainable nightclub

Tullow Oil confirms Makore-1 exploration well did not find oil

Neuquen Governor: Argentina Doesn't Need Gas From Qatar

China H1 coal output and sales up

China to more than double CBM output by 2015

3rd Annual Thorium conference has stellar cast

Scrap copper market supply squeezed by U.S. building slump

Gazprom moves into European power generation?

Forest Fires prompt evacuation at Goldcorp's Musselwhite Mine 1

Forest Fires prompt evacuation at Goldcorp's Musselwhite Mine 2

14th July News and Views

Rio Tinto 2Q Iron Ore, Coal and copper output

Strike halts output at Rio's Rossing uranium mine

Persuit in biogas trial with Thames Water

Spot Iron ore prices takes a leap on scarcity fears

ConocoPhillips to split into two

Key fracking deal opens Eagle Ford door

Rockhaven: drilling program update and Tocqueville takes stake

Peabody, outbids Alpha for PRB coal tract

Peabody to develop surface coal mine in China

Japanese premier calls for phasing out of nuclear power

Qinhuangdao coal freight rates and prices fall this wk

Chevron Awards Halliburton Contract For Poland Shale Gas Exploration

BP Spokesperson Calls Situation at Hess Valhall Field 'Serious'

Copper to Rally as China’s Demand May Expand 8%, Wanxiang Says

China National Petroleum has 19.89% in Liquified Natural Gas Ltd

 

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13th July News and Views

Fracking: The Supply Revolution 1

Fracking: The Supply Revolution 2

Fracking: The Supply Revolution 3

Wheat, Corn Prices Jump on New Supply Forecasts

ReneSola cuts outlook amid solar selloff

Copper Inventories Falling, All-Time High Ahead?

Australians want snap election over carbon tax: poll

BBP, Shell in $4.8bn North Sea FPSO deal

Contango steel markets

Bill Barrett Corporation Acquires Niobrara Acreage

Lynas awards engineering contract for Malaysia rare earths plant

Chinese GDP Comes In Strong, Hard Landing Off! 1

Chinese GDP Comes In Strong, Hard Landing Off! 2

ConocoPhillips in Aus shale gas deal 1

ConocoPhillips in Aus shale gas deal 2

Zambia Lures Miners for $6 Billion Copper-Mine Expansion

Freeport Miners Returning To Work At Grasberg

EIA ups US nat gas output growth forecast

China Jun power output up 16.2 pct YoY

China June output of copper and nickel highest on record

China's June steel production: 729mtpa, +11.9% yoy - A new record high

Fresnillo Inaugurates Saucito Silver And Gold Mining Unit In Mexico

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12th July News and Views

Alcoa reports solid q2

Solar printed on paper

KMP considers Canadian Pipeline to Serve Asian Markets

China pork prices dominate inflation rate

Arufura needs another 12 months

Gindalbie expecting "a ramp-up" of magnetite production

China coal imports hit new record in June

Premier Oil sees lower output on UK maintenance H2 recover

Oil Sands: 7.5m of capacity add projects on the table now 1

Oil Sands: 7.5m of capacity add projects on the table now 2

Beach Energy continues PEL 218 Permian flow test

CNOOC field ‘shut in amid spill’

China revamps jet fuel pricing ahead of motor fuel

DNO doubles Tawke estimate

China crude imports to recover in July on steady demand

11th July News and Views

Iraq, Shell To Sign Initial $12B Gas Deal Tue

Freeport’s Grasberg Workers to Extend Strike

Amplats H1 headline EPS seen up to 1,131-1,336 cts

Aus. LNG export sector facing enormous pressure

Beach Energy and Adelaide Energy suspend trading

Polyus seeks FTSE inclusion

Saudis surprise Asian buyers with lower than expected price cuts

Fortescue says Iron Ore supply could outstrip Asian Demand

Chesapeake Files to Spin Out Royalty Trust

China's Sichuan Hanlong bids for Bannerman Resources

Bayan signs 100m tonne coal deal with Indian firm

Nat Gas reserves generate border dispute

The New York State Shale Study - Water Use

China June crude oil imports 19.7 mln tonnes, down 8.6 pct mom

Macarthur Coal Receives A$4.68 Million Offer From Peabody, ArcelorMittal

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