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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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18th July 2014

17th July

16th July

15th July

14th July

18th July News and Views

Houston Property Boom Cools Somewhat

Congo copper output growth to slow in 2014

Iraqi Kurdistan starts oil pumping from Kirkuk

Second Chinese Bond Default On Deck

Baker Hughes Profit Rises Above Estimates 1

Baker Hughes Profit Rises Above Estimates 2

Feds open 344,000 acres of sea floor for wind power

Crude jumps as Malaysian plane 'shot down'

Santos notches up 25% revenue boost

Shell shelves small-scale LNG plans

US starts constructing $1bn CCS facility

ITF voices concerns over Gorgon LNG to US SEC

NOVATEK listed on OFAC Sectoral Sanction Identification List

China nickel ore buyers aim to skirt Indonesia ban - sources

Cheniere Agreement with EDF for LNG Linked to Henry Hub

China issues 15,500 tons of rare earth's exports quota

Geopark announces second quarter 2014 operational update 1

Geopark announces second quarter 2014 operational update 2

Geopark announces second quarter 2014 operational update 3

Former exec of Brazil's Petrobras charged with fraud

Sinopec's Fuling verified as China's first large shale gas play 1

Sinopec's Fuling verified as China's first large shale gas play 2

Sinopec's Fuling verified as China's first large shale gas play 3

Bechtel-Union Discord Raises Australian LNG Plant Delay Risk

TerraForm Power, Operator of Solar Plants, Prices I.P.O. at Top of Range

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17th July News and Views

Barrick Gold ousts CEO Sokalsky in major shakeup

Is Solar Ownership Poised for a Comeback?

Iluka silent on Kenmare tilt

Japan Bank Sets Aside $2 Billion for Clean Energy

Joy Global shares jump on takeover rumours

Teck bulks up on AQM Copper stock

Steel unit’s bankruptcy a fresh blow for India’s Essar

China Jun coal output and sales drop, CNCA

Vice-head of China Valin Steel in bribe probe - prosecutor

Precision Drilling: Strategic Agreement With Schlumberger

Trafigura targets $8 bln India metals market with online store

Libya's oil exports stutter, major eastern ports await restart

U.S. sanctions set to slow Rosneft's dollar debt, not oil deals

Cameco stopping some work at Cigar Lake uranium mine

China oil demand hits highest in 17 mths, still doubts on strength 1

China oil demand hits highest in 17 mths, still doubts on strength 2

China oil demand hits highest in 17 mths, still doubts on strength 3

Atlas Copco Forecasts Improved Demand as Mining Orders Stabilize

Armour Energy MOU for Gas Supply to MMG’s Queensland Operations 1

Armour Energy MOU for Gas Supply to MMG’s Queensland Operations 2

Armour Energy MOU for Gas Supply to MMG’s Queensland Operations 3

Armour Energy MOU for Gas Supply to MMG’s Queensland Operations 4

Armour Energy MOU for Gas Supply to MMG’s Queensland Operations 5

Chevron’s North Sea boss says job cuts vital for keeping the firm competitive

Indonesia threatens to hand over Newmont mine if output does not resume

16th July News and Views

Albemarle to buy rival Rockwood for lithium boost

Freeport LNG plans to start construction in October

Rising Asian demand lures zinc East

Grupo Mexico considers mining for rare earths

IEA's five-year outlook: China's gas demand to double

China's economy grows 7.5% in 2nd quarter

Japan Readies Nuclear Restarts 1

Japan Readies Nuclear Restarts 2

Fortescue discounting

China Jun power consumption hit 6-mth high

Chile eyes use of U.S. shale gas in early 2016, ENAP says

Atlas cuts ribbon at Mt Webber

Consol Energy announces operations update for the quarter ended June

San Leon Energy Delivers Poland's Most Successful Shale Vertical

NGL, Condensate Transloading Facility Opens in West Virginia

Pacific Rubiales caught. There are just no secrets anymore

Rio Tinto Iron-Ore Output, Shipments Surge in First Half of Year

Indonesia threatens to end Newmont's mining contract over lawsuit

Drax wins court case against DECC over biomass subsidy

SAIL to soon boost coking coal imports by over 60pct on expansion

Tepco and Glencore set coal contract on spot linked price

10 percent more Eagle Ford and 14.6 percent Permian wells this year

Confirmation: Exxon Mobil add strategic assets in Vaca Muerta

Shell adds third major discovery to the Norphlet play in the Gulf of Mexico

15th July News and Views

Reliance fined $579m more in India

Houston LNG startup to sell to Exelon Corp

LNG Ltd: FERC approves KMLP’s filing application

Anti-Cove Point LNG Protest in DC Flops Bigtime

GIP in $850m Freeport LNG stake deal

Rival firms join PanAust due diligence

Two-year offshore wind slowdown, EWEA warns

China’s Local Governments Pile On Stimulus

Marcellus NatGas Output to Record, price forced down

Iron ore at 7-week high, $97.8 as steel strengthens

Miners Struggle as China's Appetite for Coal Eases 1

Miners Struggle as China's Appetite for Coal Eases 2

Falcon Oil CEO Expects South Africa Shale Permit in Second Half

Korea's KOGAS says June domestic gas sales down 15.7 pct y/y

72% increase in venture capital funding in solar energy sector

Rosneft Brasil and HRT approval for the Solimoes project transaction

World Bank Funds Colombia LNG Plant Amid Regional Boom

Linde starts production line for fuel-cell car filling stations

Whitehaven sees small upturn in coking coal price in late 2014

Strong El Nino Seen Unlikely by Australia as Pacific Ocean Cools

Indonesian coal production rise as despite plunging prices

North Dakota Expects ‘Big Surge’ in Summer Crude Output

OAO Severstal announces operational results for Q2 and H1 2014

With Appalachian Reserves Growing, Magnum Hunter Closer to Pure-Play

14th July News and Views

Colombia oil pipeline paralyzed by rebel attack

Palmer’s fight with Citic heats up

Transition year for high grade DRC copper miner

BG Group completes £562million sell-off

BHP sell-off could undo Billiton historic deal

China to invite private investors in railway fund

China key steel mills daily output declines in late Jun

Norwegian seismic surveyor PGS warns on profit

Nova asset ‘world class’, says Sirius as it publishes DFS

Leviathan gets reserve boost

Kurdish peshmerga forces take over two Kirkuk oilfields

Vestas JV seeks green light to test largest ever wind turbine

Whiting to buy Kodiak for $3.8 bln, create No. 1 Bakken producer

Concerns continue over Libya, Iraq and Iran oil production

Peru set to become world’s second largest copper producer in 2016

China Benchmark Coal Prices Decline to Six-Year Low on Economy

Beijing to enforce use of clean coal in anti-pollution drive

David Crane's Green Vision For Carbon-Belching NRG Energy

China's crude oil imports up 10.2% in H1 at 137.8 mln tons

Russia's Rosneft agrees to buy Weatherford's Russian, Venezuelan assets

Surging iron ore prices in India is matter of grave concern - Mr Seshagiri Rao

Lundin Mining acquires Freeport-McMoRan copper mine in Chile — report

HP, Intel, GM and Walmart demand changes to renewable energy industry

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