Mark Latham Commodity Equity Intelligence Service

LinkedIn Twitter

info@commodityintelligence.com

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

search tips advanced search
search engine by freefind

19th July 2013

18th July

17th July

16th July

15th July

19th July News and Views

Dividends at risk in gold sector belt-tightening

Co-founder Rothschild sues troubled miner Bumi

Apache to Sell Assets to Riverstone for $3.75 Billion 1

Apache to Sell Assets to Riverstone for $3.75 Billion 2

Moatize begins to ship volume?

ENAP: Successful Fracking for Tight Gas, Chile

Mount Gibson meets targets head-on

Talvivaara makes slow recovery from 2012 floods

Schlumberger soars in Q2

Baker Hughes profit slashed by Latin American woes

Israel’s Deepest Well Targets 1.5 Billion Barrels of Oil 1

Israel’s Deepest Well Targets 1.5 Billion Barrels of Oil 2

Five Signs Uranium Could Explode Higher In The Second Half

Mexico's conservatives propose 'deep' energy reform, concessions

Thailand Faces Loss on Rice Sales to Drain Record Stockpiles

Wells documented: Baker Hughes adds to its famous rig count

Rebar Rises for Eighth Day as Iron Ore Rallies, Inventory Drops 1

Rebar Rises for Eighth Day as Iron Ore Rallies, Inventory Drops 2

UK offers world's most generous tax breaks to shale gas industry

Buying while its quiet, Liberty makes another junior speculation

Ad In The New York Times Is Designed To Induce An Orgy Of Goldenfreude

back to top

18th July News and Views

Modiin shares surge on reserves boost

Miner Hochschild cuts board size, salaries in cost drive

U.S. shale oil could reach 5M barrels per day by 2017

UK government over-estimating future fuel prices

China's H1 coal output falls 3.7 pct on year

Deep water GoM fleet to nearly double

China bulls drag iron ore price past $130

U.S. refinery demand rises to highest in eight years

Australian Millionaire Backs Shale-Owner AJ Lucas

Lower silver prices force Alexco to plan mine shutdown

What happened to Cudeco?

South Sudan ‘chops oil production’

Tasmanian devil stops planned Australian iron ore mine

IEA comes out in favour of spot gas over pricing linked to oil

Norsk Hydro sees solid demand ahead as Q2 tops forecast

Security fears delay Algeria desert comeback for BP, Statoil

Temasek Racing Exxon to Build Biggest LNG Stash: Southeast Asia

World Bank vows to limit financing of coal fired plants

Woodside Sales Drop 6% After Shutdown at Pluto LNG Project

Sandfire: DeGrussa delivers as ramp-up progresses

Low gold price prompts Focus to suspend mining at Coolgardie

Anglo American copper output up 14% in Q2, iron ore dips

Sirius Minerals asks park to defer decision on York project

LME scheme not enough to end warehouse logjam -Japan aluminium body

17th July News and Views

Gazprom completes partner list for Baltic LNG project

EU bans BASF pesticide over bee health fears

Mosaic to slow Canadian potash production

ThyssenKrupp's Brazilian mill sale not imminent

Record Pork Supply Seen as U.S. Farms Profit Again

Suncor Energy restores oil sands output

The Global Energy Nightmare

Mixed outlook forecast by China's steel firms

China Shenhua's coal output up 3.9% in Jun

Bayou antics at Bp

Marathon Petroleum falls on weak 2Q profit outlook

Rotterdam Sees Strong Interest in LNG Bunkers

Gold Juniors at 2009 levels

Iluka Resources rallies on weak quarter

‘Large amounts of liquid gas condensate present in Karish reservoir’

Coal India, NTPC to sign fuel supply pacts as quality row cools

Troubles at Northland Resources deter Nordic mining investment

BHP posts record iron ore output, expansion ahead of schedule

Oil exec says ethanol RINs "out of control", urges action

Tin Exports From Indonesia to Jump 33% as Purity Rule Eased

Rebar Climbs for Sixth Day on Iron Ore Rally and China Optimism

Coal India executives threaten to strike demanding higher pay

Argentina offering tax breaks, incentives to develop oil, gas

Keystone XL will hike gasoline prices for some US drivers

Rio faces more hurdles at Oyu Tolgoi, Mongolia shareholder says

AuRico re-evaluates inventory values, long-term gold price assumptions

More oil workers expected to catch up on Bakken wells this summer

Apache Provides CNG Vehicles Conversion for Six Non-Profit Organizations

16th July News and Views

BP inks Petrobras farm-in deals

Banro Intersects 39.60 metres Grading 21.48 g/t Au

Eni admits Zubair revision

Codelco halts northern mine construction work, output ok

China oil demand at 4-month high, lacks momentum

CONSOL Energy announces quarter operations update

Egypt Stops Damietta LNG Exports to Eni 1

Egypt Stops Damietta LNG Exports to Eni 2

China's SHFE copper stocks dip for three straight weeks

Halliburton sees good investment in low Mexican bid

Oz Hervey-1 Well Reaches Total Depth

Colossus delays mine ramp-up in Brazil

Analyst predicts coal output decline in 2014

Orica joins the third way in gas, funds Strike energy

Forest Oil to sell Texas fields that may fetch up to $1 billion

Rio Tinto Quarterly Iron Ore Output Up 7%, Raises Copper Target

POSCO says drops $5.3 bln steel mill project in India's Karnataka 1

POSCO says drops $5.3 bln steel mill project in India's Karnataka 2

Chile court slaps fresh freeze on Barrick's Pascua-Lama

Glencore Xstrata to Suspend Its Australian Iron Ore Operations

Glencore formally begins the sales process for Las Bambas copper mine

AngloGold Ashanti announces write down of US$2.2bn – US$2.6bn

Pengrowth clears final regulatory hurdle, reserve increase 1

Pengrowth clears final regulatory hurdle, reserve increase 2

Recovery plan reduces Kennecott copper losses by 25,000 t

Severstal NA to dissolve Double Eagle EG JV with US Steel

Rosneft to invest $30billion in East Russian oil and gas exploration plan

15th July News and Views

China Slump Ripples Globally

Is Santos a takeover target?

China cancels $6 bln uranium plant after protest

Nigeria LNG pays $140 mln to end blockade on its ships

Spain energy overhaul hits companies, consumers

Cloud Peak Energy coal shipment update for Q2 of 2013

Far East Energy Welcomes Gas Pricing Reform in China

Dart starts asset sales

Qz LNG contracts under the pump as US enters market

Surplus coal from US might dampen pre winter rally

UPS Slashes Guidance Amid "Slowing U.S. Industrial Economy

Exxon’s $735 million Ukraine pledge shows Black Sea zeal

10 Points to Consider in the Great Natural Gas Vehicle Debate

How one West African gas deal makes BG Group billions

China June Crude Steel Output Falls to Four-Month Low on Prices

JPMorgan, Goldman eye sales of metal warehouse business

Australian LNG industry still at a disadvantage on carbon pricing

China vows to quadruple solar generating capacity by 2015

Carlos Slim Positions to Benefit from the End to Pemex’s Monopoly 1

Carlos Slim Positions to Benefit from the End to Pemex’s Monopoly 2

back to top

Company Incorporated in England and Wales, Partnership number OC334951 Registered address: Highfield, Ockham Lane, Cobham KT11 1LW

Commodity Intelligence LLP is Authorised and Regulated by the Financial Services Authority

The material is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. Opinions expressed are our current opinions as of the date appearing on this material only.

Officers and employees, including persons involved in the preparation or issuance of this material may from time to time have 'long' or 'short' positions in the securities of companies mentioned herein. No part of this material may be redistributed without the prior written consent of Commodity Intelligence LLP.

© Commodity Intelligence 2009 - 2015

Designed by Sarum Web Design