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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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16th August 2013

15th Aug

14th Aug

13th Aug

12th Aug

16th August News and Views

Shell closes Egypt offices, curbs business travel there

Apache in Canada sale

Marcellus gas production rising fast in Pa., W.Va.

Pan American Silver reports loss as prices fall

Chinalco mulls buying copper mines in Peru

Insiders: Gold, Copper and Fracking

Santos Posts Higher Profit 1

Santos Posts Higher Profit 2

Turkey plays big in Kurdistan's energy game

Iron Road wins state backing for iron ore project

Iraqi Oil Exports Slump But Optimism Abounds

Cisco Reveals The Slowdown Of Big Emerging Markets

BHP faces possible U.S. anti-corruption enforcement action

Formosa Plastics in $1 bln Australian iron ore deal

Mongolia considers parliament recall as $5 bln mine plan stalls

Shares of Brazil's EBX Group companies battered by bad news

Shell’s Kitimat LNG project to learn from Oz problems

Anglo American turns first sod at BC met coal project expansion

Talvivaara rises as nickel plant reaches record flow rate

Ship rates rise most since Oct on Chinese iron ore bookings 1

Ship rates rise most since Oct on Chinese iron ore bookings 2

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15th August News and Views

India stumbles over shale gas contracts

Baytex second quarter production increases 12%

Q1 2014 TAG Oil Highlights

Rio Tinto cuts 1,700 workers at Oyu Tolgoi mine

Baosteel raises prices for September delivery

HRT Mulls Amazon LNG Project

Cocoa Crunch in Ivory Coast Heads for Bull Market

Asian spot metallurgical coal prices at 3-month high

Mineral Resources reports record revenues 1

Mineral Resources reports record revenues 2

Fortescue completes latest port expansion

Talivivaara slumps to $32mln June loss

Salzgitter to cut more than 1,500 jobs in savings drive

Deere Raises Outlook as Profit Gains on Brazil Sales

Bankers Petroleum announces Q2 financial and operational results

Bakken oil output posts record monthly increase in May

Alcoa to curtail production in Brazil, close a line in U.S.

Batista Cedes LLX Control to EIG in $560 Million Deal

Statoil Technology Boosts offshore Oil and Gas Markets 1

Statoil Technology Boosts offshore Oil and Gas Markets 2

Record 2Q SEO production can’t boost Silver Wheaton’s net profit

First Majestic shares pop on second-quarter financials

Wind turbine maker Nordex lifts growth forecast after European boost

Mincor slips into the red on falling Nickel prices

14th August News and Views

Debt, Dis Pater, and the Jubilee...Or G0ld! 1

Debt, Dis Pater, and the Jubilee...Or G0ld! 2

E.ON: 'Tolmount larger than thought'

Copper vs Iron Ore

Turquoise Hill Reports Oyu Tolgoi progress 1

Turquoise Hill Reports Oyu Tolgoi progress 2

RWE takes plants offline as renewable boom bites 1

RWE takes plants offline as renewable boom bites 2

Aluminium smelters braced for shutdowns

China slowdown exposes debt stress in raw materials

China looks to further open crude oil import market

Iron Ore prices hit 5 month high

Oz Minerals expects a better H2 after H1 loss

Egypt unrest: 'Many killed in Cairo clashes'

Queensland sees growing surplus of port capacity for coal exports

Zijin Mining Posts Lowest Profit Since 2006 on Gold Price Slump

Solar-powered futuristic ‘Hyperloop’ megatrain idea unveiled

K+S's earnings fall almost 30% during the second quarter

First Capesize coal cargo to sail from Murmansk port

Halliburton and Gazprom Neft Enter Cooperation Agreement

ThyssenKrupp finances weaken as Americas sale drags on

China Plans Faster Capacity Cuts Even as Growth Slows

Halcon Focused On El Halcon –Salls In Fayette & Gonzales

African Minerals ushers in new CEO, CFO as Calder and Perry exit

CITIC Pacific faces more delays on troubled Australia iron ore project

SA gold producers' put forward new, 'risk-sharing' wage offer

Glencore's new mines, Africa help boost copper output

Parex announces 2013 Q2 results and new block acquisitions

13th August News and Views

Arbitration charge hurts YPF

OGX gains installation permit for OSX-3 FPSO

Mexico Proposes Private Firms in Oil Industry

ThyssenKrupp may keep its Brazilian steel mill

The Iron Ore surplus debate

Glencore subpoena over metals warehousing

Hongqiao Aluminium: outstanding execution? 1

Hongqiao Aluminium: outstanding execution? 2

Drilling for metals plunges

Southgobi posts loss, pulls guidance

Wolfcamp play dwarves Bakken, Eagle Ford 1

Wolfcamp play dwarves Bakken, Eagle Ford 2

Pioneer and Pioneer Southwest Energy Partners L.P. to Merge

Gazprom Neft approves programme to study shale oil reserves

Low-grade iron ore may help tackle India's steel headache

China Said to Mull Funding Rail for Rio’s Simandou Iron Project

North Dakota Oil Boom Seen Adding Costs for Rail Safety

Premier Li tells BHP CEO that Iron ore prices too high

‘Acidizing’ oil wells — bigger than fracking in California?

ConocoPhillips’ Eagle Ford Production Doubles Over Past Year

Glencore Xstrata unit cuts budget for $5.9bn Philippine project

First Quantum sees banks refinancing much of $2.5bn debt

China may import more copper due to sulphuric acid build-up 1

China may import more copper due to sulphuric acid build-up 2

12th August News and Views

Petrobras surprises with $2.7bn profit

Chesapeake sheds more assets in turnaround bid

Taxes complicate Canadian LNG ambitions

EVEP in first Utica sale

Gold Assets Expand at SPDR

Rinehart Debt Lures Even as China Slows

China set to become largest net oil importer

Royal Bafokeng Platinum reports higher earnings

Sirius raises £25 mln for potash approval work

Metminco lifts Los Calatos economics

Petrominerales' Taya-1 well tests 5,218 bopd

Mongolia could distribute Oyu Tolgoi stake to citizens

IEA trims estimate for 2014 global oil demand growth on economy

Oil Sands Industry Turns to Algae to Appease Obama

Coal India lines up INR 4000 crore mine buys abroad this fiscal

China's new green policy gives industries a big boost

China launches three-month drive to clean up rare earth industry

Reliance-BP JV to Source LNG from Freeport Terminal

Swift Energy Will Fund Eagle Ford With Louisiana Sale

Mongolia Wants Oyu Tolgoi Second Stage Funded From Cashflow

New uranium deposits a boon for India's nuclear ambitions

Caza has strong result on second Caza Ridge Bone Spring Well

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