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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 September 2011

15th Sept

14th Sept

13th Sept

12th Sept

16th September News and Views

Petrofrontier sells some assets to focus on Georgina basin

Colombia oil chief rejects allegations

BG tempts Chinese oil groups

Sandridge buys its own royalty trust

Andrew Forrest buys $100mln worth of Fortescue 1

Andrew Forrest buys $100mln worth of Fortescue 2

Andrew Forrest buys $100mln worth of Fortescue 3

CHP gains momentum

LNG: Japan Korea Marker rises to $16.85/MMBtu on firm demand

Carbo Ceramics, Inc: Zacks Rank Buy 1

Carbo Ceramics, Inc: Zacks Rank Buy 2

Iluka Insider buys, added to index, Tio2 price rises 1

Iluka Insider buys, added to index, Tio2 price rises 2

China's higher-than-official steel output supports iron ore

Aston Coal

Indian iron ore mess - Shortage impacting production

China iron ore spot prices fall from recent highs

Allana Potash encounters additional shallow potash in Ethiopia

15th September News and Views

Beach wows Asian investors

Anglo America to build $3 bln Peru mine in 2012

Newmont to double Peru gold production by 2017

Rio Tinto steps up iron ore expansion spend by $833 mln

Sasol plans US GTL plant

Coeur's Alaska mine operations still affected by fatality

Powerful currents overwhelm tidal engineering

Crude oil inventories tumble on tropical storm Lee

Bullish Atlas Iron tells bidders to back off

Americas Petrogas finds oil in Argentina property

Buru: 9 wells left to drill this year

Romarco drills 32.9 meters of 10.5 g/t gold at Horseshoe

EOG Resources Updates Niobrara Operations

Shell weighs Louisiana-Texas pipeline and Ho-Ho reversal

Eni: Zubair field to pump 1.2 million bpd by 2017

Libya to begin oil export in 10 days

Xstrata Sees Strong Copper Fundamentals Despite Global Concerns

 

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14th September News and Views

Posco same mcap as Arcelor 1

Posco same mcap as Arcelor 2

Codelco piece add

Australian coal exports continue patchy recovery

FPSO lined up for Sea Lion 1

FPSO lined up for Sea Lion 2

FPSO lined up for Sea Lion 3

Euro Coal-Oct S.Africa prices slump $6 to $111/T

France slows gas injections as storage above the norm

Legacy Iron Ore receives formal offer from NMDC

Japan to start buying LNG from U.S. by 2015 1

Japan to start buying LNG from U.S. by 2015 2

Australia's Norwest Energy gets approval to frac

Platts: OPEC output climbs to 30.13 million bpd in August

BP sees 'good' initial result from Alaska heavy oil well 1

BP sees 'good' initial result from Alaska heavy oil well 2

Indian firms eye huge mining investment in Afghanistan

China Coal Energy: August Coal Output 8.84 Mln t up 17%

Silvercorp shares hit as new allegations emerge

Freeport Copper Miners in Peru, Indonesia to Go on Strike Today

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13th September News and Views

OPEC Hints at Production Cuts

China's Baosteel says to lift October prices

India starts sale of illegal iron ore

China, Kazakhstan Sign Accord to Expand Gas Pipeline

Bakken Cash Costs

Libya's Agoco pumping 160,000 barrels

Australia Sees Record Wheat Exports, Big Harvest

Cairn comes up dry again

North Dakota oil output soars

IEA cuts global refinery run forecast

Gujarat CEO points at Indian steel growth 1

Gujarat CEO points at Indian steel growth 2

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12th September News and Views

Vallourec and Chelpipe talk turkey? 1

Vallourec and Chelpipe talk turkey? 2

Rig Count Falls for Second Week

India's auditor raps Reliance on D6

Thai Banpu confirms bid for Australia's Hunnu

Oil production restarts in Libya

Cabot restarts ops after flood subsides

Frac Tech files for $1.15bn IPO

Asian LNG prices rise ahead of winter

Technip acquires Global Industries 1

Technip acquires Global Industries 2

Southwestern drills 'Brown Dense' 1

Southwestern drills 'Brown Dense' 2

Total cheers Madagascar upgrade 1

Total cheers Madagascar upgrade 2

Codelco clients ask to cancel orders on global turmoil

Rio Tinto and OMC to invest USD 2 billion in Orissa mines

China industrial value added output in Aug up by 13pct YoY

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