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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 May 2012

17th May

16th May

15th May

14th May

18th May News and Views

Shanghai rebar in 5th weekly loss, ore at 5-mth low

Nucor to buy ArcelorMittal's Skyline Steel LLC

China May Approve Nuclear Plan Next Month

Oversupply in platinum market on recycling

Beach finds thick Cooper seam

Cairn shareholders in revolt over pay

Vale to sell oil assets

Southern LNG applies to export LNG

Wooden Magazine Rack Inspired by Financial Crisis

China daily crude steel output at record in early May

Japan seeks 15 pct summer power savings in western region

Workers to strike at BHP Billiton Australia coal mines

Cape Lambert halts trading after $95m tax slug

Rio Tinto seeks OK for W. Australia iron-ore mine

Ichthys LNG project begins construction

Petersen Energia loan defaults on YPF loan

New York’s Liu Urges Withhold Vote on Chesapeake Directors

Japan Aluminum Buyers Facing Highest Premiums Since 1996

BHP may delay at least two mega projects to rein in spending

17th May News and Views

China Q1 gold demand hits record, bucks global fall

Argentine province set to hike taxes, farmers strike

Gold Fields Q1 earnings fall, but beat forecasts

Cairn deal boosts miner Vedanta's core profit

Antofagasta earnings boosted by rising production

Glencore tightens grip on global zinc market

BHP withdraws from silver JV

Premier Oil announces Interim Management Statement

Fitch says U.S. shale gas boom threat to euro chemical cos

Peak, pause or plummet? Shale oil costs at crossroads

Enbridge plans huge Canada, US pipeline expansion

Apache Drills Productive Well In UK's Beryl Field

Russia faces fuel crisis after railway wagon ban

Adani Australia head quits amid $11 bln coal project delay

Chalco targeted as Mongolia moves to limit state deals

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16th May News and Views

OEI Mac Monthly Factsheet

GE reaches deals to buy two mining equipment firms

ThyssenKrupp may sell Brazil, Alabama steel mills

Lamprell: trading update, stock down 66%

Freeport concerned about Indonesia

China joins shale-gas game

Rio Tinto gives Ivanhoe a new name

Petersen Group to miss YPF debt payment

Petrobras profits dip less than expected

Total stops Elgin gas leak

BHP warns commodities markets to cool further

BG and Ophir Energy find more gas in Tanzania

Coal shares lower on Patriot Coal outlook

China Big Banks Barely Issue New Loans In 1st Half May

Mitsubishi-led Group to Buy Stake in Wheatstone

Two more North American LNG export projects planned

Pan American Silver Increases Production and Earnings

Eni makes giant gas find off Mozambique

Hana Plunges as Botswana Study Disappoints

Anadarko Was Part of $25 Billion Polution Scheme, U.S. Says

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15th May News and Views

SA Tax authority's mining 'Blitzkrieg'

Last week we pointed out Petrobras on its lows

There's an ancient chart adage from one of the great

Cameco to buy nuclear fuel broker Nukem Energy

New oil production record in North Dakota

Thai E&P Coastal Energy: 2012 off to a great start 1

Thai E&P Coastal Energy: 2012 off to a great start 2

Thai E&P Coastal Energy: 2012 off to a great start 3

Lead inventory 1

Lead inventory 2

Lead inventory 3

Oracle Mining reports more high grade copper

KNOC eyes US shale gas companies, assets: executive

China steel hits 5-1/2 month low, ore sags

Australia's LNG industry needs to take off the gloves

Australia's Hastings gets $1.25 bln offer trumping APA

Gold miners need $3,000 price in five years - gold council

Anadarko well encounters gas offshore Mozambique

Biggest Ship Hedge Fund Turns Bullish on Supertankers

Beach confuses investors over shale asset talks

Ivanhoe Australia and its assets up for grabs 1

Ivanhoe Australia and its assets up for grabs 2

Eagle Ford, costs and budgets 1

Eagle Ford, costs and budgets 2

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14th May News and Views

RUSAL Q1 net drops 84 pct

Lonmin H1 profit tumbles as rising costs bite

Australia says shale could double its gas resources

Coalworks Board Reject Whitehaven Coal Bid

Chariot strikes out at Tapir South

Iamgold profit falls on lower gold production

Legacy reports solid numbers 1

Legacy reports solid numbers 2

Silver Wheaton Reports a Strong Start to 2012

Incitec Pivot H1 profit drops, explosives unit surprises

Total eyes operator role in new Australia gas, oil projects

Chesapeake’s $3 Billion Lifeline Escalates Pressure

Concho to buy Riverstone Permian assets for $1 billion

BHP Says Shale Has Much Faster Payback Than Offshore 1

BHP Says Shale Has Much Faster Payback Than Offshore 2

BHP Says Shale Has Much Faster Payback Than Offshore 3

BHP Says Shale Has Much Faster Payback Than Offshore 4

Glencore unit’s Q1 suffers from $14.5m DRC tax penalty

Chevron Sells 80% of Wheatstone Gas After Deal With Tohoku

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