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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 March 2012

15th Mar

14th Mar

13th Mar

12th Mar

16th March News and Views

Shells cracker means more, sustained drilling

Australia To Assess Rio Mine Barrier-Reef Impact

Report of Oil Release Agreement 'Inaccurate'

HRT says gas find shows Amazon promise

AK Steel sees 1st-qtr loss on weak shipments

Chevron halts Brazil production after new leak

Eagle Ford: GE takes stake in Howard Energy

Eni announces its 2012-2015 strategic plan

Freeport cuts Q1 copper, gold sales outlook

Russia's TMK Q4 net beats estimates as costs fall

Anadarko Encounters High-Quality Oil Offshore Ghana 1

Anadarko Encounters High-Quality Oil Offshore Ghana 2

Anadarko Petroleum Loves The Onshore United States 1

Anadarko Petroleum Loves The Onshore United States 2

Harold Hamm Takes On President Obama’s Energy Policy

Iron Ore-Spot hits 4-mth high, storm shuts Australia ports

Stalemate Hits $10 Billion Czech Nuclear Plan on Funding

New ND oil rules could will increase drilling costs

Inpex to take stake in Shell's Prelude LNG project

15th March News and Views

Fortescue $2 bln bond sale secures iron ore expansion

K+S Sees Stable 2012 Revenue, Profit May Decline

Cheniere prices offering ups size

Niko sees lower reserves at D6 block in India

Ships Vie With Japan Utilities for Fuel Supplies 1

Ships Vie With Japan Utilities for Fuel Supplies 2

Newmont reconsiders cost of delayed Peru mine

Brazil's Vale says court to rule on tax charges Thursday

Australian Warns Cyclone Lua To Intensify; Turn Severe

Pioneer Bets On West Texas Shale Oil To Rival Bakken

Alstom looking at Vestas as well as rival wind turbine manufacturers?

Noble announces Tamar gas sales agreement with Israel Electric

Pacific Rubiales in 2011: 52% Production growth, EBITDA Doubled 1

Pacific Rubiales in 2011: 52% Production growth, EBITDA Doubled 2

Newcastle sees Chinese spot demand on Daqin-Qinhuangdao maintenance

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14th March News and Views

Tullow Oil profit soars on new field, lifts payout

Now CIL hikes coal prices on labour costs

Chinese Iron Ore Mines Production Remains High

Chesapeake in $900 mln Ohio Utica midstream venture

E.ON posts gas-to-oil loss, says tackling contracts

Asia's Thirst for 'Sweet' Oil Feeds Crude Rally

Petrobras platform lists after "small" oil spill

Senex tastes Surat success

Norsk Hydro postpones alumina project in Brazil

Argentina's YPF may lose concessions in spat with province

Japanese firm buys $435m stake in Xstrata's BC coal projects

Suncor announces unplanned maintenance at oil sands unit

Chevron sees a 20 percent increase in production by 2017

Chevron’s Angola LNG cargoes to rely on spot markets

Woodmac see "Exponential" growth in seaborne coal trade

South African coal prices fall to lowest level in three months

Inventories in Europe and Pacific 'very tight,' IEA warns

Baker Hughes Bringing High-End Well Stimulation Vessel to North Sea

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13th March News and Views

Antofagasta reins in dividend despite profit rise

RUSAL's chairman quits, cites "deep crisis"

Chinese steel giants turn to pigs

Tesoro lifts volumes of Bakken rail project

Romarco update

Posco buys Fuelcell: equity + product

Platinum above Gold?

Uralkali Cuts First-Quarter Potash Output 40% on India, China

Vale Indonesia to Boost Nickel Output, Undeterred by New Law

SAIL sees 50 pct jump in FY13 coking coal import

Milk Price Slumping as Profit Spurs Expansion of Herds

Korea Gas mulling stake sale in Gladstone gas project

Japan utilities Feb gas usage rises 44 pct yr/yr

US coal production to fall 10pc this year

Gold Canyon hits 283 meters at 1.83 grams per tonne gold

NOC Chairman says 1.5m b/d by mid-March, 1.6m by mid June:

U.S. Fuel Exports to Double by 2015, Wood Mackenzie Forecasts

Anadarko produces first oil at Its Gulf Caesar/Tonga Development

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12th March News and Views

Aluminium storage battle

Chesapeake CEO courts Asian buyers

Rig count 1

Rig count 2

China's Imports hint at copper's strength

Baker Hughes, BP and Schlumberger On Talks To Upgrade Kirkuk

India Ends Cotton-Export Ban After Protests From Growers, China

Freeport McMoRan resumes work at Grasberg

Syncrude Output Cut By 100,000 Bbls/d for 30 days

Anadarko Petroleum Resolves Algerian Tax Dispute

SK Networks to buy Cockatoo Coal stake for $332 mln

Exxon, Iraq agree on West Qurna oilfield payments

Anadarko Announces Successful Flow Test Offshore Mozambique

Chile court suspends approval of Goldcorp’s $3.9 billion El Morro project 1

Chile court suspends approval of Goldcorp’s $3.9 billion El Morro project 2

 

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