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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 June 2011

16th June

15th June

14th June

13th June

17th June News and Views

IEA upgrades US Oil production on shale

Apache finds more oil in Egypt

Senate eliminates corn ethanol subsidies?

Pluto hit with more delays

Vallares IPO tops $2bn

Despite strong hints, no Russia - China gas deal

EPA official defends pending emissions rules

China mulls allowing oil companies to set fuel prices

NGEx pushes limits of massive copper-gold porphyry to the west

India's Tata Steel sells Riversdale stake to Rio Tinto

LME Fails To Reach Pact On Aluminum-Access Speed

Sandridge create value 1

Sandridge create value 2

UN Predicts Larger Rice Harvests to Inflate World Stockpiles

Heavy rare earth elements boom on further China controls

Soybeans Fall to Lowest Price in a Month on Slowing Chinese Demand

Natural Disaster Declared In More Parts Of Australia's Hunter Valley

16th June News and Views

Kodiak Lowers Expected Output but Raises Drilling Plans

Chevron on Course with Wheatstone

Empire in gas sales talks with Alcoa 1

Empire in gas sales talks with Alcoa 2

Thats the riskier side of the bank 1

Thats the riskier side of the bank 2

3 Legs and the rest of Poland

Chevron takes 'measured' shale steps

Chongqing offers subsidies to ease power shortages

QHD coal price rises on demand

Itochu to invest $1.6 bln in Colombia coal ops

Shenhua May coal output & sales surge

Gibson goes public 1

Gibson goes public 2

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15th June News and Views

Al producers bullish, as per usual

Rio Tinto to speed up iron ore expansion

China mulls new ways to fund affordable homes

Public backlash on Nuclear spreads to Italy

Rio Tinto to offer portfolio of iron ore pricing

China hikes banks' reserve ratio to fight inflation

Petro Source to begin barging WTI to US Gulf in July

Aurelian Provide Positive Operational Update

New Polish coal IPO

S.Korea coal and LNG imports surge in May

China coal supplies to grow in H2 - NEA

Global Q3 ferrochrome contract prices to slide on weak demand

US grew oil and gas reserves in 2010 1

US grew oil and gas reserves in 2010 2

Nyrstar to buy Breakwater for C$619 million 1

Nyrstar to buy Breakwater for C$619 million 2

Australia Says On Track for Record Wheat/Cotton Exports

Petrofac to 'double earnings' by 2015

China hikes banks' reserve ratio to fight inflation 1

China hikes banks' reserve ratio to fight inflation 2

Iron ore stocks rise Steel production increases, price falling 1

Iron ore stocks rise Steel production increases, price falling 2

Penn Virginia Reports Eagle Ford Shale Well Completions

India inflation jumps to 9.1 percent on fuel, food, manufactured goods

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14th June News and Views

Xstrata : Lomas Bayas and mining presentation 1

Xstrata : Lomas Bayas and mining presentation 2

Grupo Mexico To Make Offer For Airport operator 1

Grupo Mexico To Make Offer For Airport operator 2

China's inflation up

Glencore First-Quarter Profit Advances 47%

Eon to close French coal-fired power plants

Oasis sees Bakken decline in q2 due to weather

Sulphuric Acid: A real 'top' cycle tell

Riots in China

DNO pumps up Tawke volume

Wheat Export Ban by India May End After Fourth Record Crop

Enough gas to feed several Canadian LNG export terminals

Alberta forecasts 3.5 million b/d bitumen production by 2020

CST Mining sells unit to Glencore 1

CST Mining sells unit to Glencore 2

Goodrich Petroleum pays $175 an acre for Tuscaloosa 1

Goodrich Petroleum pays $175 an acre for Tuscaloosa 2

Alange retrenches

Kodiak Reaffirms Year-End Exit Rate lowers average

Salt Lake Industry To Invest $3.2B In Canadian Salt Lake

Indian police look into oil ministry dealings

China's power consumption breakdown for May

Goldman Sachs: Saudi spare supply shrinking fast

 

13th June News and Views

Indian Oil Corp want a new system

BHP fails to head off Bowen Basin strike

Output at El Teniente remains well below capacity

China zinc smelters cut output on lukewarm demand

Chinalco looks to speed up Toromocho construction in Peru

Fortescue claims mining tax discrimination

Rising mining costs may trigger sector correction

Africa Oil complete purchase of Lion Energy

French Senate adopts bill banning shale oil, gas drilling

Nickel's Expanding Glut Outstrips Record Demand

Shell may build up to three FLNG plants offshore Australia

Kazakhmys secures $1.5 bln China copper loan

2011 ferrochrome demand to outstrip supply on higher costs - Merafe

Norilsk Seeks Iron, Copper to Diversify from ‘Dangerous’ Nickel

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