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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 October 2010

14th Oct

13th Oct

12th Oct

11th Oct

15th October News and Views

It was the magnificent 7..now look

Coal price at S. China’s ports rising

Congested Asian ports struggle to sate Chinese demand 1

Congested Asian ports struggle to sate Chinese demand 2

PA ducks Natural Gas tax on last day in session

Shandong introduces e-bike subsidy 1

Shandong introduces e-bike subsidy 2

Is the Copper Market Hiding Two Million Tons of Stock?

Chesapeake and US Nat Gas exports

Mariana's Map

14th October News and Views

Rio's: bulks up; copper and gold down

That Hungary accident from space

Venezuelan exports fall

EIA ups US gas production guess, cuts "manana"

Equity giant TPG backing the aptly named Petro Harvester

China daily steel output 8.5 pct higher late Sept-CISA

CEO Rio Copper: "mines cant meet demand growth" 1

CEO Rio Copper: "mines cant meet demand growth" 2

Atlas lifts gas production-this is the problem 1

Atlas lifts gas production-this is the problem 2

Another Eagle Ford: Anadarko Woodford

Harold Hamm claims Bakken is 24bb recoverable

Renegade raises $20m for border bakken

China's Qinhuangdao Coal Prices Rise 1.4% on Stockpiling

Nickel laterite heap leaching ‘competitive and greener' 1

Nickel laterite heap leaching ‘competitive and greener' 2

Continental: FT would have you believe this $8bn company is actually a cartoon 1

Continental: FT would have you believe this $8bn company is actually a cartoon 2

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13th October News and Views

Comstock sells conventional, focussing on shales

China’s net crude imports at all-time high

Fresnillo sees record silver, gold production

Tirex Resources: Interesting VMS play in Albania

Frac fluid Contamination Lawsuit Against Southwestern Energy

World's Largest Tin Shipper to Miss Target, Spot Sales Halted

Agrium: Better Late than never! 1

Agrium: Better Late than never! 2

Devon shelves gas hedging plan

UK wind industry warns on spending cuts

Indonesia 2011 coal output estimated up by 24% at 326.65 Mt

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12th October News and Views

Teck sees 2012 copper output above 400,000 T 1

Teck sees 2012 copper output above 400,000 T 2

Teck sees 2012 copper output above 400,000 T 3

Chinese steel mills stay cautious on prices

Vedanta CEO comes out fighting...

N Dakota Bakken production over 10 mln bbl in August

Gazprom feels tax hike pain 1

Gazprom feels tax hike pain 2

Asia runs off its long term 'Oil Index' Nat Gas contracts 1

Asia runs off its long term 'Oil Index' Nat Gas contracts 2

ConocoPhillips to expand natural gas liquids plant

Aluminum Import Demand by China May Jump to 5 Million Tons

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11th October News and Views

REACH: EU Materials Control Legislation about to bite 1

REACH: EU Materials Control Legislation about to bite 2

REACH: EU Materials Control Legislation about to bite 3

Eramet: French Nickel Producer

Gran Tierra suffers disruption

Corn, wheat, soy close limit up on poor harvest

Second big Qatari LNG tanker heads for US

California overestimates pollution levels

Urban Myths: Deforestation 1

Urban Myths: Deforestation 2

Urban Myths: Deforestation 3

Urban Myths: Deforestation 4

French bank invents gold mine production facts?

Investors looking at Cardium?

China's iron and steel production capacity may continue to expand

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