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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 January 2015

15th Jan

14th Jan

13th Jan

12th Jan

16th January News and Views

US Production in November rose 1

US Production in November rose 2

BP North Sea staff cuts

BP sees $50 oil for three years

Gold jumps on tumbling shares after SNB move 1

Gold jumps on tumbling shares after SNB move 2

Apache to Lay Off Roughly 5% of Staff

PIRA sees US oil demand growing

CISA: China’s steel output may be peaking

Range Resources Cuts FY15 Budget Outlook 1

Range Resources Cuts FY15 Budget Outlook 2

Hudbay Announces 2015 Production Guidance

Goa lifts ban on iron-ore mining

Tweet from EIA (@EIAgov)

Russia Just Made A Move To Keep Its Gas Leverage On Europe

Iran lowers oil price for yearly budget to $40/bbl on crude collapse

OPEC: Demand For Our Oil Hasn't Been This Low Since 2004 1

OPEC: Demand For Our Oil Hasn't Been This Low Since 2004 2

Japan aluminium stocks hit record high as imports rise

BP's max fine for spill cut by billions on court ruling

Schlumberger to slash 9,000 jobs as oil prices plunge

Brazil energy minister says Petrobras CEO to keep her job

Welcome to ‘Normal’ Crude Oil Price, Trading at 100-Year Average

Iron ore prices dip further on slow buying as Chinese steel mills plan 1

Iron ore prices dip further on slow buying as Chinese steel mills plan 2

China 2014 power consumption growth nearly halved

This beach hut comes with no internet

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15th January News and Views

CRB Breaks, nasty head and shoulders on 5 year chart

Qatar Petroleum, Shell halt $6.4 bln petrochemical project

Global Crude Oil Price Narrows Gap With U.S. Crude

Big global copper surplus? Mine cutbacks force rethink

Pacific Rubiales denies rumors about debt default

China 2014 natural gas output up 10.7pct to 132.9 bcm

The Rise of the ManufRacturers 1

The Rise of the ManufRacturers 2

Drillers in the Bakken start backing off 1

Drillers in the Bakken start backing off 2

Tullow writes off $2.3 bln as oil price fall takes toll 1

Tullow writes off $2.3 bln as oil price fall takes toll 2

Russian PM says may adjust budget rule to reflect lower oil prices

AuRico Delivers Another Year that Achieves Guidance Estimates

LNG Capex will total nearly USD 259 billion from 2015 to 2019

White House to rein in methane emissions, restricting gas leaks

Petrobras Stock Falls Today After Police Arrest Third Former Executive

Continental CEO Hamm pledges shares as collateral for personal loan

Premier Oil postpones development of Falklands field - FT

Oil surges 5 percent on options expiry; bounce seen fleeting

MMG see sharp 2015 output drop at ageing Century zinc mine

China sets specific coal use reduction targets in key areas

Full steam ahead for $7bn mine in Peru despite copper rout - MMG

14th January News and Views

The WSJ finally understands the Oil story

China sacks senior lawmaker after corruption probe

French energy minister wants new nuclear reactors

Exxon Mobil tanker creates more than 1,000 jobs

Low oil price “could halve UK spend in 2015”

Egypt inks six new oil and gas exploration deals

Canada oil-sands operators dig in for the long haul

Don’t expect another stimulus from China

Steel billet prices plummet in India on slow finished demand

US mills drop rebar, merchant bar prices under import pressure

Cameco Provides Production Update for the Cigar Lake Mine

Canpotex Reaches Potash Supply Agreement with Sinofert

5 200 NUM members on strike at Northam’s Zondereinde mine 1

5 200 NUM members on strike at Northam’s Zondereinde mine 2

Overcapacity drags on China aluminium prices, product exports jump

Swift Energy budget to decrease spending by 70% from 2014

Traders book oil tankers to store 25 mln barrels at sea - sources

Russia 2014 Gas Export Seen Lowest in Decade as Demand Falls

Copper Tumbles Most in Six Years Amid Commodity Collapse

Chinese aluminium smelters shut more capacity as prices dive

Suncor cuts capital spending, employees as oil prices plunge

Rio Tinto to invest USD 2.5 billion in 2 projects in India - CEO

Whitehaven sees light in long-suffering metallurgical coal markets 1

Whitehaven sees light in long-suffering metallurgical coal markets 2

Demand for protection against Oil at $40 a barrel reaches record

China's 2014 unconventional gas output soars 42% on year to 4.9 Bcm

Vale overtaking BHP and Rio as cheapest iron shipper as shipping rates collapse

13th January News and Views

Solar at grid parity in most of world by 2017

$4bn solar factory to be built in India

Energy pair lose £1.5billion in value

Furniture seller wagers on oil price

Alcoa swings to profit, sees strong demand for aerospace

Australia to export uranium to India by 2017-Rio Tinto

Mexico sees $14 bln in wind energy investment by 2018

Canacol Provides Update

China's iron ore imports hit record high in 2014-customs data

Confused on China? Just look at rebar!

Saudi prince Alwaleed bin Talal : $100-a-barrel oil 'never' again

Canaport LNG's tax deal may be killed by possible conversion

China to raise consumption tax on oil products, cut prices

Saudi-led consortium wins $2bn solar power contract

The Pace At Which US Rig Counts Are Tumbling Is Unusually Intense 1

The Pace At Which US Rig Counts Are Tumbling Is Unusually Intense 2

Canadian Natural Resources cuts 2015 capex forecast by 28 pct

Oil prices hit near 6-year lows despite record China crude imports

Gold Rises to Highest Level Since October as U.S. Rates Assessed

China's 2014 metallurgical coke exports surge 85% to 8.51 million mt

CIL new chief eyes technology to boost coal output - Gov target 1 Bln tonnes

India needs to boost iron ore output to propel economic growth - Mr Agarwal

12th January News and Views

Jiang Zemin and Family

Bakken oil producers need $55 to keep production steady 1

Bakken oil producers need $55 to keep production steady 2

Bakken oil producers need $55 to keep production steady 3

India on brink of "quantum leap", Modi tells investors

Shale oil production means it’s different this time

Two large U.S. refineries hit by fires 1

Two large U.S. refineries hit by fires 2

Iron ore sinks below $US70 a tonne

Oil Plunge Boosts U.S. LNG imports to 7-Year High

Independence projects exceed expectations

Encounter soars on WA zinc encounters

How OPEC weaponized the price of oil against US drillers 1

How OPEC weaponized the price of oil against US drillers 2

Ichthys LNG project still above break-even-point despite oil plunge

Iraq Raises Basrah Crude Price for Asia, Follows Saudi Lead

China to continue boosting railway construction in 2015 1

China to continue boosting railway construction in 2015 2

China key steel mills daily output down 3.37 pct in late Dec 1

China key steel mills daily output down 3.37 pct in late Dec 2

Shale drillers signal retreat as most rigs idled since 1991

Shell to cut up to 300 jobs at Canadian oil sands project

Exxon plans to spend up to $25-billion to export B.C. LNG

Rio Tinto to invest $500m in diamond project in India

Southwestern Energy Looks Great, If You're Long-Term Bullish On Natural Gas 1

Southwestern Energy Looks Great, If You're Long-Term Bullish On Natural Gas 2

Southwestern Energy Looks Great, If You're Long-Term Bullish On Natural Gas 3

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