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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 October 2009

15th Oct

14th Oct

13th Oct

12th Oct

16th October News and Views

Rice worries

Cash for clunkers creates bizarre market in uk

Harrods to sell Gold bullion

Kalahari's Extract 'inundated'

Oil break out

Spectacular new drilling results at Doolgunna

Colombia auctions Oil blocks

Coal Seam Gas less valuable than conventional

Nexen/opti restart long lake

Jubilee

Mirabella updates investors

15th October News and Views

Rio's q3 ore output

Syncrude structure 1

Syncrude structure 2

Syncrude structure 3

BHP works the levers of power

Another Chinese Solar departure

POSCO q3; bulls q4

REE bubble

Katanga Mining minister wants first quantum back

New Gold ponders minority of El Morro

Continental Resources adopts high IRR methods

India starts to gingerly address the fertiliser subsidy issue

Bankrupt California passes 'feed in tariffs' for solar

The Times writes up the European gas mess

Cairn farms out Greenland

Indian refinery expands

Hudbay looks at monetising gold asset

Sugar boom inflates Brazil's Ethanol cost

Range Resource gas output up 13% y-o-y: Implications for shale gas 1

Range Resource gas output up 13% y-o-y: Implications for shale gas 2

Range Resource gas output up 13% y-o-y: Implications for shale gas 3

Range Resource gas output up 13% y-o-y: Implications for shale gas 4

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14th October News and Views

Dollar upstaged by Euro and Yen

Pacific Rubiales discovery extends field again

Biofuels cut into OECD Oil demand

Murray on Platinum

Centamin moves to main market

OGX brings in well no 2

BC reduces royalty rates 1

BC reduces royalty rates 2

Uralkali can use flooded potash mine

Geo Resources in the Bakken

Rio ups Ivanhoe stake

Kennecott headache?

HRT Resources (private Brazilian company) estimates subsalt resource at 500bn in place

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13th October News and Views

Naysayers on shale gas meet at 'peak oil' conference

Barrick buys Xstrata gold asset 1

Barrick buys Xstrata gold asset 2

Anglo -American: do we have to take it seriously?

Greystar 1

Greystar 2

BP in Russia

Gazprom admits reality- quietly

Anomaly: super yacht sales on the rise

Uranium bull market falls apart

LME Week: FCX speaks

Vestas problems

Are the majors rethinking emerging?

Naysayers on shale gas meet at 'peak oil' conference 1

Naysayers on shale gas meet at 'peak oil' conference 2

Natural Gas rig count up?

Riversdale Mozambique resource at 1.7bn tonnes

 

Chinalco and Rusal: The Russians want to see to Chinese money too

Ivanhoe Australia: Pure play on Rhenium, and a decent Moly deposit to boot 1

Ivanhoe Australia: Pure play on Rhenium, and a decent Moly deposit to boot 2

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12th October News and Views

Cairn asking for quotes for Manner Basin

BP's Tony Hayward hails NG renaissance

Tenke: Monday deadline looms

CNOOC eyes Jubilees bid against Exxon

Bg selling power business?

Romanian non conventional gas

Alberta Beef herd at smallest level in years

Mexicans claim massive new potash/lithium deposit

Junior Mining Sector Doomed

Qatar NGL output surges

Raspadskaya sees demand recovering

Exxon, Lukoil rebid on Iraqi assets

Canaco receives more data, hole gets better, stock surges

Lithium -Ion 'instant charge' reported in Nature

Natural Gas giants reeling from impact of shale

French study bolsters bio fuel acceptibility

Global warming continues via Ocean temperatures 1

Global warming continues via Ocean temperatures 2

Xstrata and Glencore discuss coal mine transaction

China builds presence in commodity futures

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