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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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19th April 2013

18th Apr

17th Apr

16th Apr

15th Apr

 

19th April March News and Views

RIL's shale output tops local gas

Freeport profit falls on costs, lower copper price

Natural Gas Is Surging

Santos reports 2 pct dip in Q1 production

Peabody earnings beat, sees U.S. thermal recovery 1

Peabody earnings beat, sees U.S. thermal recovery 2

Peabody earnings beat, sees U.S. thermal recovery 3

Peabody earnings beat, sees U.S. thermal recovery 4

Skepticism over lower LNG prices

Bob Quartermain's Brucejack Gold project

Anglo American Q1 copper, iron ore tick higher

Bowleven wraps up Cameroon test

Kazakhstan to lift mineral licence ban, invites investors

Anadarko makes huge natural gas discovery in Mozambique

Rio Tinto’s Walsh promises investors $5bn in cost savings

U.K. Shale’s Depth Means Wells Won’t Mar Landscape

China daily steel output highest this year in early April

Shell interested in Petrobras Gulf of Mexico assets - CEO

China importers buy spot copper, premiums at 16-mth high

Russia, Japan edge toward breakthrough in gas supplies

Drillsearch Energy announce Bauer oil export pipeline completion

Schlumberger announces first-quarter 2013 results

American Barrick hits 2008 lows

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18th April News and Views

Supply to drive oil prices lower

Cheniere could build two more LNG units

Faltering China demand hangs over Asian coal

DRC bans exports of copper, cobalt concentrates

Vale iron ore output falls; copper, cobalt rise

Woodside ends talks on Pluto LNG expansion

Whitehaven stays out of Tinkler talks

Fortescue Third Quarter Output Up slightly

Wall St. Warms to Siberias Surgutneftegas

Qatar Gas 'to continue own pricing'

Shell: LNG demand to hit 500 mtpa by 2030

'Golden age' of coal draws to a close

Shell lifts force majeure on gas supplies to Nigeria

Enterprise eyes Cline Shale for pipeline growth

‘Big surge’ expected in Bakken oil production this summer

Deadly explosion, fire rips through Texas fertilizer plant 1

Deadly explosion, fire rips through Texas fertilizer plant 2

New BHP CEO takes pay cut as miners suffer, strips out top jobs

Another solar to climate amplification mechanism found?

LNG Shipping Demand Declining as Volumes Shrink - Platou

A Valemax enters China port for first time since Beijing ban

Cold weather, lower grades reduce Newmont 1Q gold output 1

Cold weather, lower grades reduce Newmont 1Q gold output 2

US states threaten lawsuit to force EPA to issue power plant rules

Fresnillo reports higher silver, lower gold output in 1Q

Iluka makes further production cuts amid dwindling demand

17th April News and Views

EU climate policy in crisis after ETS rejection 1

EU climate policy in crisis after ETS rejection 2

RIL-BP seek clarity on natural gas pricing

Ausdrill warns on profit fall as mining slows

Reliance profit grows as refining margins rise

Atlas on track to meet shipping guidance

Leighton company secretary Willcock quits

OGX sees March output slip

Indians buy gold after price plunge

Gold Seller: the trade that broke gold

Inpex juggling Ichyths cost pressures

Today’s oil discovery sizes not seen since 1960 1

Today’s oil discovery sizes not seen since 1960 2

Today’s oil discovery sizes not seen since 1960 3

Glencore clinches China approval with copper deal

Bayer and Monsanto Enter Into Licensing Agreements

Climate scientists struggle to explain warming slowdown 1

Climate scientists struggle to explain warming slowdown 2

BHP spends on U.S. shale, iron ore production up

IEA Says Drive To Clean World Energy System Has Stalled

1/3 of global gold mines have pre-tax costs of $1,250 to $1,750

Hog Glut Gains as U.S. Exports Drop Most in Decade

East Africa’s Gas attracting Asian States not Supermajors

Shenhua cuts production costs as hydro bites

Icon Energy Halifax - 1 well provides "proof of concept"

Kurdistan poised to pipe oil to world via Turkey

Indonesia softening mining policy after industry backlash

PT Bumi post 23.7pct rise in Q1 production while prices slip by 21pct YoY

16th April News and Views

Vestas takes confidence blow as CFO departs

First oil at Saudi Aramco's Manifa field

Matador

China's new smelters set to swamp aluminium

APLNG signs up Titan’s last rig

Dry weather drives down cattle prices: AACo

Mechel slashes capex after Q4 loss

Brazil to offer up to 40 bln barrels/oil at auction

Bullish Chinese consumers can't wait to buy gold

Cyclones to hit Rio, BHP output

Taseko extends copper hedging program

Russia's Uralkali to boost potash production

Kodiak Oil & Gas announces first quarter 2013 sales

Talvivaara raises 261 mln euros in rights issue despite new leak

Coal-Fired Power Plants Can't Compete Against NatGas

Noble sees China importing 400m tonnes of coal by 2015

Qatar, Exxon to cooperate on natural gas in North America

Utica: Devon, Enervest, Chesapeake reported to offer acreage 1

Utica: Devon, Enervest, Chesapeake reported to offer acreage 2

Bingham Canyon mine could be out of action for 12 months

Rio Tinto CEO setting fresh cost cuts as new mines go ahead

Colorado's Niobrara oil play not a flash in the pan 1

Colorado's Niobrara oil play not a flash in the pan 2

Polymetal completes Mayskoye mine upgrade

Halcon Resources update, unveils new East Texas play

15th April News and Views

Global Ice Age Redux 1

Global Ice Age Redux 2

Global Ice Age Redux 3

Shell spill reported in Nigeria

Gold under heavy liquidation 1

Gold under heavy liquidation 2

Gold under heavy liquidation 3

ETFs adding to commodity swings

Opec sees no need to cut output

Petroceltic gains $500m capital kitty

Coal and cattle lead business damage to nature-study

Unlicensed coal mines supplying Eskom

Africa Oil Confirms Lower Lokhone Oil Discovery

Sesa Goa Iron Ore mine restart

Rio reviewing Oz coal after expansion knock back

China growth risks in focus as Q1 data falls short

Glencore concessions to China expected for Xstrata deal

Bumi warns of possible further delay to results

Russia's Norilsk Nickel 2012 net profit down sharply

CIL NTPC joint testing finds lower calorific value in ECL thermal coal

India's largest copper smelter closed until at least April 29

Forest Oil inks $90m tie-up with Schlumberger 1

Forest Oil inks $90m tie-up with Schlumberger 2

Rio Tinto unit says Bingham Canyon slide worse than expected 1

Rio Tinto unit says Bingham Canyon slide worse than expected 2

Centrica, QPI to Acquire NatGas Assets from Suncor Energy

US government reviews coal royalties for export market

US will slam door on European gasoline exports in three years

Senex expects to deliver oil production of 1.2 million bbls

 

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