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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 March 2011

17th Mar

16th Mar

15th Mar

14th Mar

18th March News and Views

Reliance shares fall on output talk

Japan's JX boosts output at 2 refineries after quake

Multinationals Warn Over Japanese Supplies

Japanese buying Asian crudes for April delivery

Pioneer Natural Resources: CERA presentation 1

Pioneer Natural Resources: CERA presentation 2

Bakken: "the single biggest investment for Hess"

Encana buying 30% of Kitimat LNG

The Fukushima Fifty...the Nuclear Samurai

Japan’s TonenGeneral refinery returns

Key well in western Alberta bakken

Tepco makes makeshift plans for peak demand

Just like the Bakken? 1

Just like the Bakken? 2

Troubling shale news from India

Saudi King Orders More Handouts, Security Boost

China enters race for seafloor's mineral riches. Has Nautilus found a partner?

Indonesia may export surplus Bontang LNG to quake-hit Japan

17th March News and Views

China suspends Nuclear Program

Soquimich

Viral Genetics accidentally makes..algal oil! 1

Viral Genetics accidentally makes..algal oil! 2

Wesfarmers puts Premier Coal on the market

Japan makes plans to supply fuel to quake-hit areas

Japan’s Kyokuto refinery restarts

Glencore Loses $3.4 Billion as Mining Stocks Decline

Continental Resources, Montana Bakken Operations 1

Continental Resources, Montana Bakken Operations 2

Continental Resources, Montana Bakken Operations 3

Indonesia Timah unsure about tin demand in Japan

S-Oil to supply 2.4 mln bbls oil products to Japan

Japan earthquake hits industrial production

Gov't warns of massive blackout in Tokyo area

Iron ore to rally? Hope reigns eternal

LCD's and Li-ion battery supply badly disrupted

Good Rare Earth presentation

Woodside strikes gas at Martin-1

PetroChina pumps up profits

Indonesia Timah unsure about tin demand in Japan

Birchcliff shows its mettle

IEA trims 2011 oil demand, warns of oil price shock (pre-tsunami)

Japan's Power problem: 'instant global recession' , Oil dangerous, bear market? 1

Japan's Power problem: 'instant global recession' , Oil dangerous, bear market? 2

Japan's Power problem: 'instant global recession' , Oil dangerous, bear market? 3

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16th March News and Views

Triangle seeks $116m to fund drilling 1

Triangle seeks $116m to fund drilling 2

Japanese coal demand takes a hit

Vale commences nickel production at Onca Puma

Falling rubber prices

Richfield drills 145 metres of 2.70 g/t Au

China's Feb coal imports slump 48 pct to 6.76 mln T

France evacuates on Nuclear Safety Authority concerns

Rio warns on metals prices in the short to medium term

European power prices surge on German nuclear moratorium

Gindalbie's Australian Iron Ore project costs up 30%

Energy demand in the Aftermath of Japan's Sendai Quake

Japan buying prompt supplies of sweet burning crude

First Quantum Q4 profit up, cuts copper output view

Its time for gas..

Exxon's billions in Germany 1

Exxon's billions in Germany 2

Chinese steel prices bottoms out on demand anticipation from Japan

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15th March News and Views

Daini shut down

BG Group to invest $30bn in Brazil

Chevron plans fourth Gorgon train

Origin looks to raise $2.3bn

The Daiichi Nuclear Site -3rd Explosion + fire in #4 reactor 1

The Daiichi Nuclear Site -3rd Explosion + fire in #4 reactor 2

UBS bulls coal on the Nuclear crisis

Japanese refiners try to offset shortages

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14th March News and Views

TEPCO needs Oil now

Tsunami: Uranium impact: Extreme Negative

Tanker rates doubling as ships sail at lower speeds

First 40 frac Bakken well completed

Fukushima Nukes before and after 1

Fukushima Nukes before and after 2

Fukushima Nukes before and after 3

Fukushima Nukes before and after 4

Bumi sees coal price and demand rising after Japan quake

Barclays estimate post quake oil demand up to 238m bbls day

Onogawa plant cut off? 1

Onogawa plant cut off? 2

Russia says ready to increase LNG, coal supplies to Japan

Some Japanese ports could be out for years

First Nat Gas from South Pars 12 in a year

Excellent description of the flawed PWR design that lead to this accident..

Continental Reports Seven North Dakota Bakken Completions

Pacific Rubiales: q4, reserve replacement, all a touch disappointing

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