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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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17th January 2014

16th Jan

15th Jan

14th Jan

13th Jan

17th January News and Views

If You Want To See Sunrise In China

Uralkali tipped to increase potash prices

Bad weather and divestments hit Apache Q4 1

Bad weather and divestments hit Apache Q4 2

OPEC predicts fall in demand for its crude

Japan utilities December coal use rises 15 pct y/y

Rebar Heads for Sixth Weekly Drop on Iron Ore

Ms Rinehart hits button on Roy Hill

China: strict controls on coal plant

Guizhou to dump half its coal mines

Royal Dutch Shell issues profit warning

Pemex to stake claims under Mexico’s new energy policy

New copper tax clouds Freeport's outlook in Indonesia

Carrizo Oil & Gas reports initial Utica Shale well results 1

Carrizo Oil & Gas reports initial Utica Shale well results 2

China Dec coal imports up 1.1 pct y/y at 35.46 mln tonnes

Metals, Currency Rigging Worse Than Libor, Bafin’s Koenig Says

China’s Nickel-Ore Supply Seen Lasting 6 Months After Ban 1

China’s Nickel-Ore Supply Seen Lasting 6 Months After Ban 2

Zambia New Copper Projects Boost Production as Prices Recover

Nova begins utilization of Marcellus-sourced ethane

Spot copper concentrate TC/RC fall 20 pct as supply down

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16th January News and Views

Sanchez Energy announces 2014 capital plan

Norway cuts oil output target, warns about costs

Chile copper output to top 6 million tonnes this year

China coal output seen up 2.7 pct in 2014 - coal group

WTI Crude Rises as U.S. Oil Imports drop

San Leon Presentation

China Gas imports to rise by 19 percent

BP says US becomes Energy exporter by 2018

China's oil demand, imports seen rising in 2014

Shale? There’s an app for that

Discovery Metals hit by operating problems

India Is Building The World's Largest Solar Plant For $4.4 Billion

China's Shanghai announces new measures to curb pollution

Indian govt notifies new gas price mechanism for next 5 years

Rio Tinto turns up mine output in iron ore, other minerals

Chinese Consortium Is Front-Runner to Buy Peru Copper Mine

China to boost investment for power grid construction

Alaska to Pay $5.75 Billion for Exxon LNG Project Stake

Tepco seeks up to 40 mil mt/year LNG through supply partnership

Most interesting well we're watching..Gran Tierra fracks Brazil

Mineral sands miner Iluka reports big production drop

Geopark announces fourth quarter and 2013 update

15th January News and Views

EU set to scale back 2030 climate ambitions 1

EU set to scale back 2030 climate ambitions 2

Canadian Natural July '13 oil sands field leak continues

PetroVietnam halts Venezuela output

Pan Pacific and BHP fail to reach deal on copper charges

Sinopec to build USD 3.1 billion coal to petrochemicals plant

China to cap energy use at 3.89 bln T standard coal in 2014

Genel Energy issues a trading and operations update

Japan's Tepco, Tokyo Gas receive first US LPG cargo

Weak coking coal dips below iron ore

Tiger increases reserves at Kipoi by 112%

Fortescue pays off another $1.6bn in debt

Chinese firms rush to build Indonesian nickel refineries

Natural gas futures soar on forecasts for record stockpile drop 1

Natural gas futures soar on forecasts for record stockpile drop 2

China ferrochrome output to surge above 4 million mt this year

New CF Industries CEO says open to different capital structure

Shell to sell $15 bln of assets including some N.Sea fields 1

Shell to sell $15 bln of assets including some N.Sea fields 2

Oz Minerals forecasts increased copper and gold production in 2014

Record surge in U.S. aluminium premiums rattles end-users

China to boost coal-to-gas capacity to 50 bln cubic meters by 2020

Africa Oil Announces Two Additional Oil Discoveries in Kenya

China to boost annual railway coal capacity to 3 bln T by 2020

Chicago SME biodiesel hits 3 1/2-year low as buying interest slips

Antofagasta port declares force majeure; copper exports delayed

14th January News and Views

Santos hit by fears of Gladstone blowout

Baltic Dry index down 40% in last two weeks

EPA Cracks Down On California Offshore Fracking

Japan-US venture to build Canadian LNG plant

Tiger outperforms production expectations

Eni ‘looks for Polish shale exit’

Iran looks for $15bn investment in oil fields

St Louis Fed: Velocity keeps falling

Freeport Indonesia union says layoffs "inevitable"

Iraq Kurds confident of compromise with Baghdad over oil exports

Utica Shale Gas Monitor report finds higher sales taxes

S. Africa's AMCU says members vote to strike at Implats

China crude steel output growth to slow to 3.1 pct in 2014 -CISA

Anadarko says may owe $850 million, not $14.2 billion, on Tronox

China rebar falls as steelmaker cuts prices on weaker demand

Harvard Research Team has Breakthrough on Battery Storage

Combined coal stocks at key Bohai sea ports up 6.7% on week

Fortescue Purchases Christmas Creek Ore Processing Plants

China reveals first batch of approved bauxite, alumina, aluminum companies

13th January News and Views

Safety chiefs order staff off key North Sea rig

Baker Hughes warns of $80m profit hit

Iraq in Kurd export 'legal threat'

Dart farms out to Total UK

Chalco Surges After Returning to Profit in 2013

Iran strikes nuclear deal with West

China's copper imports up 29.3% in Dec

Trafford reports tin discovery

Fayetteville Shale still holds promise 1

Fayetteville Shale still holds promise 2

A Group Of Miners Has Exposed One Of Bitcoin's Fatal Flaws

Emerald Oil acquires 20,800 net acres in the Williston Basin

China Disciplines 48 for Pipeline Explosions in Qingdao

Yemen tribes kill six soldiers, tell Norway DNO to end oil work

ExxonMobil doubles refining capacity in Singapore

Red Kite says copper’s outlook has turned positive

Baker Hughes Reports Record Eagle Ford Well Spuds in Q4

Global steel industry expected to make a recovery this year

Export ban to reduce Antam nickel ore production by 87%

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