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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 November 2012

15th Nov

14th Nov

13th Nov

12th Nov

16th November News and Views

15th November News and Views

South Africa strikers accept Amplats offer

Kenya 'seeks bigger cut' of oil profits

Shell Expects LNG Demand to Double by 2020

Fortescue makes A$4.2m oil investment

Another black eye for coal seam gas

Rio Tinto Aus boss attacks role of unions

Insiders activity picking up

Range stokes flames in feud with politician

Turquoise Hill Review of Operations

Endeavour Mining reports solid Q3

Twin Butte announces strong Third Quarter

Potash Corp to close two mines for eight weeks

Global Gold demand down 11% Y-o-Y in Q3,, ETF inflows up 56%

ANTO's Earnings Up as Higher Copper Output Offsets Lower Prices

Buenaventura Says Chucapaca Large Open-Pit Not Feasible

Graincorp knocks back ADM bid, reports record profit

Gazprom sees deal to build pipeline to Britain in 2013

Weak rates tip Overseas Shipholding into bankruptcy

Qatar Said to Support Glencore Bid, Xstrata Bonuses

Vietnam secures funding for first alumina refinery

Premier Oil provide interim management statement

Birchcliff: Record Production Levels, Increased Target

ZaZa Energy sells Paris basin assets to Vermilion Energy

Black Iron Feasibility 45.9% IRR, 2.2 Year Payback $3.5 Billion NPV

Guar Gum Exports From India to Fall as Drillers Seek Substitutes

Bloomberg's Top Metals Forecaster Smirk Sees China Recovering

BP to pay record criminal penalty in US spill settlement -source

Anglo Platinum Issues Profit Warning as Illegal Strikes Continue

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14th November News and Views

BHP Billiton sells diamond unit to Harry Winston 1

BHP Billiton sells diamond unit to Harry Winston 2

Chevron could find huge cost blowout at Gorgon

Inmet Mining denies takeover talks

Coal corruption unvieled in New South Wales

Atlas iron ore expansion steams ahead

Talvivaara restart plans insufficient - Authorities

BP Migas declared 'unconstitutional'

Tullow Oil On Track For Up To 84,000 BOE

First Nickel Reports Q3 ramp in production

Mosaic cuts production forecast, cites uncertain China

Parex Resources: Q3 and La Casona light oil discovery

North American Nickel: High Grade Nickel Copper Sulphide

EMED Mining agrees new funding and offtake deal for Rio Tinto

Deripaska tightens grip on RUSAL as Onexim CEO leaves

BHP aims to squeeze iron ore capacity up by a fifth

No link between Viterra, Nexen Chinese approvals?

Potash Export Grip Challenged in China’s Bond Deal

Horseshoe Metals unleashes Kumarina copper potential

MEO Australia: TSLNG Cost Estimate at USD 2 Billion

Woodside reaffirms plans for Browse onshore facility

Fortescue to decide in Dec whether to resume full expansion

Iamgold warns of lower gold production in 2012 and 2013

Venezuela aluminum industry operates at 29pct of capacity

Codelco’s 2013 copper output will top this year’s - CEO

POSCO consortium eyes $1bn stake in ArcelorMittal mine

New U.S. LNG export approvals face long wait - Cheniere Energy

13th November News and Views

Disbelief as UK Buzzard oilfield shuts, again

ExxonMobil makes Colombia move

Incitec Pivot annual profit slides 24 pct

Traders vie for Glencore's Nyrstar zinc deal

Rio's Indian diamonds may cause rethink

Striking chart from Aurubis

Lonmin warns future at stake with $817m cash call

Young-Davidson mine to carry AurRico ambitions

Albidon nickel gets that sinking feeling again

Aurora Oil & Gas reports solid Q3

BNK Petroleum close to making Polish shale work

BHP ponders Canning shale gas push

TNK-BP wins $6 bln Russia gas deal in blow for Gazprom

China cautious but still committed to nuclear -CNNC

Bakken oil drilling...getting more from less

Shell, Eni Nigeria oil deal may violate UK laws

Chocolate Rush Hits Record as Cocoa Shortages Loom

Peru to resume talks on Newmont’s $4.8 billion Conga mine

Chevrons review of Gorgon still ongoing, sounds challenged

Osisko Mining buying Queenston in $550-million deal 1

Osisko Mining buying Queenston in $550-million deal 2

Australian projects at ‘distinct cost disadvantage’ – Rio

Alcoa shuts down Sardinian smelter, no buyers emerge

Anglo says Minas Rio unlikely to cost less than $8 bln

Toyota Prius powers New Jersey house during blackout

Gold Industry Facing Mine Discovery Challenge, Barrick CEO Says

12th November News and Views

Exxon's PNG LNG project costs balloon to $19 bln

Molycorp shares plunge on probe by U.S. regulator

Is Bakken set to rival Ghawar?

More bad news for Niko

San Leon and Aurelian to merge

Senex extends Snatcher oil field

Global copper production under stress

BHP warned of strike at Appin coal mine

China big steels raise list prices

China's Steel Export price rebounding...

Plant closure to cost Incitec Pivot

Russia's Polymetal gold reserves up 7 pct

China seeks to open gold mkt further

Wuhan shelves plans to build a new steel mill in Brazil

China's corn revolution promises great leap forward in yields

Striking S. African miners reject Amplats' offer to return

Talvivaara struggles to fix leak, high uranium found

Soy, Wheat Fall as U.S. Forecasts Ease Supply Concerns

CIL Q2 net profit up by 19pct YoY expects 470 mln t in year

Heritage oil moves assets from Kurdistan to onshore Nigeria

Delay at Barrick's Pascua Llama could extend for 'weeks'

A$2.5bn Wiggins Island coal terminal delayed to 2015

Implats sees platinum market in deficit for next few years

RUSAL record loss but expects China's demand to improve

Tourmaline Oil reports Q3 results, increases guidance 1

Tourmaline Oil reports Q3 results, increases guidance 2

Tourmaline Oil reports Q3 results, increases guidance 3

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