Mark Latham Commodity Equity Intelligence Service

LinkedIn Twitter

info@commodityintelligence.com

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

search tips advanced search
search engine by freefind

17th May 2013

16th May

15th May

14th May

13th May

17th May March News and Views

ICF International US LNG export study

India LPG scheme to trim subsidies by 25pc

Shell in force majeure on Nigeria LNG gas supply

Brazil CSN's earnings miss as iron sales decline

Alcoa to cut production at Quebec smelter

Union to strike at S.Africa's Amplats, rand drops

UK' largest dedicated biomass plant at capacity

Ohio's well data shatters Ttica shale oil hopes

Coal India import plans on hold

SunPower Expects a Return to Profit

Golden Pass team seeks Ferc approval

Vedanta Mulls Raising Cairn India Stake

Iron ore tumbles on China growth concerns

LNG Ship Rates Fall to Almost Two-Year Low as Price Gap Closes

Groundwater Unaffected by Shale Gas Production in Arkansas

Chevron says Argentina has world's No. 2 shale oil resources

Hess and Elliott Reach Resolution to End Proxy Contest

China gives environmental approval to country's biggest hydro dam

More than 300 UK licenses granted since end of fracking ban

China Cuts Red Tape as Premier Li Shows Stimulus Reluctance

Apache Shareholders Don't Approve Executive Compensation

Newfield Moving To Pad Completions and Driving Costs Down

Plains shareholders vote in favour of Freeport merger

Timelapse photography of a fracked shale well in the eagleford

Feds make concessions to oil industry in new hydraulic fracturing rule

Is the next big oil discovery off the coast of Ireland?

back to top

16th May News and Views

Gunmen attack east Congo army base, at least 31 dead

Compromise reached in Illinois fracking legislation

Argentines Are Hoarding 1 Of Every 15 Cash Dollars 1

Argentines Are Hoarding 1 Of Every 15 Cash Dollars 2

Angola LNG fire mars latest start-up attempt

In slow steel market, Chinese mills resell iron ore

Fortescue's rail hitch after a Brockman blindside

Pertamina signs PSC for shale block

US NGLs to crowd OPEC Asian exports 1

US NGLs to crowd OPEC Asian exports 2

Record $85 bln in resource investment this year

Gazprom Neft profit sinks

Glencore Xstrata chairman ousted in surprise coup

Tangshan city to cut power to 199 polluting plants

John Deere's Outlook For Commodity Prices Is Getting Dimmer 1

John Deere's Outlook For Commodity Prices Is Getting Dimmer 2

Parex Resources April production of 15,000 bopd and ups guidance

Banks pull out of EU steel sector, firms seek alternative funds

RUSAL sees room for more cuts as aluminium price struggles

Monsanto tests planting platform, eyes new microbial business

EuroChem to start 2 Russian potash mines despite glut fears

Eagle Ford Oil Production Growing Twice As Fast As Thought – Bentek

Potash Corp hikes dividend 25 pct as expansion winds down

Polyus gets $1 billion investment boost for Natalka gold mine

Noble and Delek find significant signs of gas at Karish 1 well

Ivanplats significantly adds to African copper projects’ resources

TAG to transfer stake in New Zealand power generator to Coronado

China nickel-pig-iron producers cut costs amid weak demand

Colossus Minerals Provides Development Update: Arias takes 12% and board seat

15th May News and Views

Gold imports in India more than double in April

Statoil in 'oil market abuse' probe

Brazil kicks off first oil, gas auction in five years

Poland in 'shale law shake-up'

Tag hits shale oil in NZ

China's crude steel output up 6.8 pct on yr in April

Senex ups stake in Cooper basin

EU to impose 47% tariffs on Chinese solar panels

Oz budget upsets the oil and gas industry

Rio gets nod for Cape York bauxite project

Senex announces new gas discovery

ZaZa updates on Eaglebine joint venture

PetroChina Drops WestSide Offer in ‘Difficult’ Australian Market

Qatar's QPI hopes to extend Centrica deal in N. America

Bankrupt Oregon ethanol plant now exports ND crude

Barrick Reaches Agreement in Principle on Pueblo Viejo

ConocoPhillips CEO: Production Will Start Rising by Year's End

Oz Minerals joins scrum around North Rok copper-gold discovery

Chevron, YPF to Sign $1.5 Billion Deal to Develop Shale in July

Christy Clark leads B.C. Liberals to surprise majority

Statoil Strikes Largest Oil Column in Johan Sverdrup So Far 1

Statoil Strikes Largest Oil Column in Johan Sverdrup So Far 2

China Hard Landing Fears Resurface for Fund Managers

Thyssen takes Americas writedown...deal near?

China likely to implement stricter measures to tackle industrial overcapacity

14th May News and Views

LME Warehouse applications: The Pacorini Application

Gasco raises bankruptcy concern

Stormy Knesset session muddies waters on gas exports

Tata Steel to book $1.6 bln impairment charge

Large gain seen in Alberta oil production 1

Large gain seen in Alberta oil production 2

AngloGold CEO Says Cheaper Gold Here to Stay 1

AngloGold CEO Says Cheaper Gold Here to Stay 2

BG Group announce strategy update

ENRC bidders cant find £400m?

Nice article on oil susidies 1

Nice article on oil susidies 2

China's metallurgical industry to become cleaner 1

China's metallurgical industry to become cleaner 2

Is China Really Mulling a Lower Growth Forecast?

Lonmin confirms work stoppage across shafts

EOG reports "Monster Eagle Ford wells"

China recovery still consensus?

Global boom in tight oil production may be overplayed: BP's Ruhl

Successful demonstration of CO2 capture at EOR operation

1366 CEO: Solar 'definitely' cheaper than coal by end-of-decade 1

1366 CEO: Solar 'definitely' cheaper than coal by end-of-decade 2

Workers trapped in tunnel collapse at Freeport Indonesia mine

Russia's RUSAL in Q1 profit slide, but beats forecasts

Scramble for zinc finance deals drives sharp drop in stocks

Mosaic favors buybacks over dividends, expects $2 bln surplus cash

AngloGold to stop paying NUM salaries - Venkat

Scrap Gold Supply Heads for ’08 Low as Sellers Balk

Transnet to shut coal export line to RBCT for 12 days

Zibo Hongda Unit Plans $1.5 Bln Peru Iron-Ore Mine

NEB Examines Trends for Natural Gas Deliverability in Canada

Mexico’s CFE Buys 18 LNG Cargoes From Trafigura Through 2014

Rio Tinto forced to buy spot copper concentrate for US smelter

Crew Energy announces 76 Tcfe independent montney resource

BHP to cut 2014 Capex by $4.0 Bln then more to come

13th May News and Views

Co2 in Atmosphere hits 400,000 year high 1

Co2 in Atmosphere hits 400,000 year high 2

Hess splits up CEO/Chairman roles

Libyan siege ends

China April power output growth accelerates

At least 5 European refineries cut runs

OPEC Boosts Output to Five-Month High 1

OPEC Boosts Output to Five-Month High 2

Brent pressured by US tripling crude to Canada

Shell increases Beverley stake

Circle Oil: Egypt Still a Concern

Rio to pay royalties to Rinehart

China: great expectations

Higher costs, lower silver prices hurt Hecla profit

China's CNOOC to pay more for BP Indonesia gas

Inpex Says Risk of Cost Overruns Reduced at Ichthys

Oneok to reduce Bakken flaring in $2.5 bln project

Reliance Industries to invest $5 bn in KG-D6 blocks

Glencore unit hopes to end Trafigura's edge in copper storage

Glencore Xstrata Copper Output Gains 18% on Mines in Africa

China considers resource tax to include coal

Asia LNG prices steady, Latin America pays more

Petropavlovsk to delay two projects to reduce net debt

Saracen halts expansion, development projects amid volatile gold price

Vitol drops $192 million takeover offer for Canada's Sterling

back to top

Company Incorporated in England and Wales, Partnership number OC334951 Registered address: Highfield, Ockham Lane, Cobham KT11 1LW

Commodity Intelligence LLP is Authorised and Regulated by the Financial Services Authority

The material is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. Opinions expressed are our current opinions as of the date appearing on this material only.

Officers and employees, including persons involved in the preparation or issuance of this material may from time to time have 'long' or 'short' positions in the securities of companies mentioned herein. No part of this material may be redistributed without the prior written consent of Commodity Intelligence LLP.

© Commodity Intelligence 2009 - 2015

Designed by Sarum Web Design