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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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Merry Christmas and A Happy New Year

17th December 2010

16th Dec

15th Dec

14th Dec

13th Dec

17th December News and Views

EIA Article on Shale Gas 1

EIA Article on Shale Gas 2

Silvercorp gets mining license

Triangle Petroleum

Capex spending on natural resources set to soar

Quadra unit to build two shafts at BHP potash mine

Chesapeake sells pipelines to subsidiary

Tonkolili iron ore resource estimate now 12.8 bln tonnes

Algeria mulls over BP assets, TNK-BP stands by

Sinopec makes shale gas find

Total Buys Suncor Oil Sands Stakes for $1.7 Billion

Russia boosts reserves cache

Magnetic Bra

Chevron is still banking on gulf finds

EIA Report Officially Bursts 'Nuclear Bubble'

Saudi Aramco to boost Shaybah production

Nabors sees more rigs targeting oil next year

Bankers Pete to spend $215mln to reach 20000 bbl a day

SLV and the Great Silver Shortage at COMEX 1

SLV and the Great Silver Shortage at COMEX 2

SLV and the Great Silver Shortage at COMEX 3

Shaanxi Nov coal production rises 25pct MoM

Minera Andes Los Azules deposit could be major copper mine

Painted pony break out

Minera Andes Los Azules deposit could be major copper mine 1

Minera Andes Los Azules deposit could be major copper mine 2

16th December News and Views

Kogas still in talks with Santos for CBM stake

Toreador hires rig for Paris basin shale drill

U.S. sues BP, others over oil disaster

BP Canada Looking To Sell Natural-Gas Liquids Business

Court gives green light to EPA carbon standards

Shell: We'll produce more gas than oil by 2012

China may run out of coal in 21 years

India's ICVL to bid for Riversdale Mining?

Good news on shale gas from Poland?

BP plans third LNG train at Tangghuh Indonesia

Friedland and Ivanhoe locked in by Rio

Macarthur Coal cuts profit guidance on bad weather

BG well confirms light oil offshore Brazil

Royal Society Report on Tar Sands ignores Native concerns

Nunavut Increases its bid for Baffinland to $1.35 per Share

Rio targets $2bn in proceeds from Energy America

Nomura: India, China to account half of global growth in 2011

Richards Bay sales plumet as Asian sales falter

Putin advised of major Russian potash producer merger

ArcelorMittal buys 61 million call options on its own shares

Cabot to pay $4.1 mln in settlement for gas contamination not $12 mln

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15th December News and Views

India beats China to WA coal mines in $850m deal

Rio spends $US1bn on Canadian aluminium production

BG Group finds gas at first China well

Alaska loses $1bn BP tax claim

Expectations exceed again...In Ukraine

Anglo's iron ore production 80 Mtpa in 2013, 150 Mtpa by 2020

S.Korea Nov coal imports up 16 pct

ARMZ makes all cash offer for Mantra

Tullow says first Jubilee tanker expected in January

China's Coal Transport Capacity To Reach 2.4B Tons By 2015

Encana backs Cheniere export proposals

Pars Energy Zone boosts gas condensates exports

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14th December News and Views

Pure Play Oil, and no gas please. (part 1-US) 1

Pure Play Oil, and no gas please. (part 1-US) 2

Pure Play Oil: Emerging 1

Pure Play Oil: Emerging 2

Australia's Newcastle coal exports up 14 percent in week

Turmoil between Gazprom and two important partners?

U.S. issues new guidance for offshore drilling

China allocates no rail capacity for coal export in 2011

Cardium operators learn to exploit long fracs

Pierre Lassonde buys Gold Wheaton 1

Pierre Lassonde buys Gold Wheaton 2

Pure Oil Plays: Canada 1

Pure Oil Plays: Canada 2

Coalspur Mines announce the "PFS" at Vista Coal Project 1

Coalspur Mines announce the "PFS" at Vista Coal Project 2

NEB export application filed for BC LNG plant

Australia Slashes Sugar Output Forecast after Floods

Australia's mining exports set to soar in 2011

Molycorp Receives Last Permit for Manufacturing Facility

Qatar could expand existing production 10 mtpa

Gazprom to pump up the volume to 1993 levels

Worlds largest tidal device deployed

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13th December News and Views

Legacy farms into Bowood

OPEC Keeps Output Steady talks $100bbl

Petrobras 'clarifies' BG statement over Tupi, Guara finds

Teck Resources To Develop Namibian Copper Find

Brent moves to backwardation

First Copper, Nickel, Tin ETFs Made Debut in London on Friday

New Delhi mulls over Cairn sale delays decision

Japan and Gazprom eye LNG plan

Climate talks end with modest steps, no Kyoto deal

Rio says rains hit Australia coal operations again

China's dependence ratio on foreign iron ore resource spirals downward

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