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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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18th February 2011

14th Feb

15th Feb

16th Feb

17th Feb

18th February News and Views

Mulva denies need for Seaway reversal

Apache reports: getting its grip on BP assets

Macarthur cuts sales fcast, rains hamper recovery

Rosneft oil reserves creep higher under PRMS

Silver breaks out!

Montenegro lures explorers

Is shale Oil the Answer to Peak Oil? 1

Is shale Oil the Answer to Peak Oil? 2

BNK: Seismic to follow shale sample analysis in Germany

Nexen expands growth strategy with new 'Bakken like' play

Indonesia's Bumi expects 2013 coal output over 110Mt

China aluminium, lead smelters reopen capacity on power supply

17th February News and Views

Conoco Philips reprise 1

Conoco Philips reprise 2

Vestas's rough year

China Fatique at Indaba

White Paint; Kenmare and Iluka 1

White Paint; Kenmare and Iluka 2

White Paint; Kenmare and Iluka 3

White Paint; Kenmare and Iluka 4

ND oil tax cut proposal defeated

Barrick Gold has strong Q4

Birchcliff annouces stellar numbers

Continental: Bakken's giant scope underappreciated

Alberta backs $5.1bn upgrader

Total to sell stake in CEPSA

Talvivaara, misses 2010 output targets

Both Kinross and Agnico see profits held down by higher costs

Nexen production drops

Iron ore hovers near record, futures drop

U.S. export of coking coal increases nearly 50 pct in 2010

Overseas activities of China’s oil companies, in new IEA report

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16th February News and Views

BHP in $80 billion expansion spree, $10bn sharebuyback 1

BHP in $80 billion expansion spree, $10bn sharebuyback 2

BNK hits gas in Poland

Yara sees strong demand, rising costs

Asian thermal coal contracts may rise 36 pct to record

Eni climbs on E&P

Australian LNG projects to cost $3,000/mt, require $80/b oil

Chinese move in to support surge in HR and CR prices globally

PetroChina official says CBM gas output to soar 1

PetroChina official says CBM gas output to soar 2

Azerbaijan bid to double gas output

Coal India seeks stake in Peabody's Australian operations

Newfield Updates Eagle Ford Shale Activities 1

Newfield Updates Eagle Ford Shale Activities 2

Newfield Updates Eagle Ford Shale Activities 3

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15th February News and Views

China building 10 Nukes PA

Ecuador judge orders Chevron to pay $8.6bn

TL - P&L by Long / Short - Inception to date

Permabear on NaM gas? Permabulls on European gas.. 1

Permabear on NaM gas? Permabulls on European gas.. 2

Permabear on NaM gas? Permabulls on European gas.. 3

Shale oil, gas exploration in France put on hold until June

Xstrata declares force majeure at Australia's Ulan coal mine 1

Xstrata declares force majeure at Australia's Ulan coal mine 2

Cairn deal could face Indian Cabinet

China Pushes Copper & Wheat to Records

Australia's Dalrymple Bay coal exports at 40 pct of normal

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14th February News and Views

Phosphates: Arianne Resources 1

Phosphates: Arianne Resources 2

Phosphates: Arianne Resources 3

Rio Tinto chief expects iron ore price to ease

Shale gas to bring global 'LNG demand destruction'

FEEC features Dart farm in

‘Bearish With a Capital B’ on Nat Gas 1

‘Bearish With a Capital B’ on Nat Gas 2

India Court Allows Iron Ore Shipments From Karnataka

Australia Newcastle thermal coal drops 3.9 pct

Gazprom blows smoke 1

Gazprom blows smoke 2

Barron's: Devon Energy shares are undervalued 1

Barron's: Devon Energy shares are undervalued 2

RUSAL says to raise 2011 aluminium output by 2 pct 1

RUSAL says to raise 2011 aluminium output by 2 pct 2

Anadarko moves to 'closed loop' Marcellus operation

China: confusing oil product market

Latest move by GE to boost presence in oil services

Rare metals found in Cornish tin mine

Saudi Aramco leases Japanese oil storage facility

Lumina Copper: Explorer raising its rig count on copper deposit 1

Lumina Copper: Explorer raising its rig count on copper deposit 2

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