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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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16th July 2010

15th July

14th July

13th July

12th July

16th July News and Views

Great Chart by BHP

Rekodig:- Pakistan wants it but..

Housing Inventory rises

Euro Auto Sales

OPEC sees rising NGL and non-conventional oil supply

Interview with Mongolian Minister on Tavan Tolgoi

Uranium Bulls are back... and they may have a case (small)

Magnitosk signals sale of Fortescue Mines 5% stake 1

Magnitosk signals sale of Fortescue Mines 5% stake 2

Contamination concerns shut Cougar pilot underground gas project

15th July News and Views

Quiksilver probes Bakken --in Horn River basin????

Platinum at key levels: read through to the economy

Qatar unleashes bear on gas price

EU energy chief suggests ban on new deep-water drilling

Range Resources to Disclose Marcellus Fracturing Additives

Fortescue iron ore shipments 36 % higher in the June quarter

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14th July News and Views

Goings on in the Montney/Duvernay shales..1

Goings on in the Montney/Duvernay shales..2

Goings on in the Montney/Duvernay shales..3

Marcellus well blowout record fine..

Orleans Energy: Cool ideas...1

Orleans Energy: Cool ideas...2

Rio Tinto prepares for Pilbara expansion

China buys into Africa mine

Canadian Mayhem in the duvernay part ii 1

Canadian Mayhem in the duvernay part ii 2

Canadian Mayhem in the duvernay part ii 3

Canadian Mayhem in the duvernay part ii 4

Rock Energy: Eyecatching numbers....1

Rock Energy: Eyecatching numbers....2

Pacific Rubiales makes oblique, but significant disclosure

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13th July News and Views

Gujarat Coke Interims

Fortescue Whinges at new tax

Alcoa and CSX set a cautiously positive tone 1

Alcoa and CSX set a cautiously positive tone 2

Pengrowth pays up for Montney based Monterrey

GS bulls Oil Sands on 'scarcity' 1

GS bulls Oil Sands on 'scarcity' 2

'Kogas deal will move GLNG'

Watching Katla: 5 days until eruption??

Bp Cap working?

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12th July News and Views

Continental lifts its game 1

Continental lifts its game 2

BHP may delay Olympic Dam expansion 1

BHP may delay Olympic Dam expansion 2

Wind Power: Floating and Flying

Rio in dispute with Ivanhoe over shareholder rights

900 hits on this document in last week..

Carbo ceramics

Bakken Activity map

Barnett clashes with Forth Worth residents

TEPCO June consumption leans to Coal

Egypt to invite bids for 1000MW wind park

Diamond moving deepwater rig out of Gulf of Mexico at 23% discount to old day rate

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