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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.

For further information please contact info@commodityintelligence.com

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19th November 2010

18th Nov

17th Nov

16th Nov

15th Nov

19th November News and Views

Fortescue expansion approved

Natural Gas storage closes on record

More on the Tyler

German power producers to stay under pressure

HRC steel price levels touch new low in Italy

Opec ships more oil

BaM Merrill: 'Big shale deals are done'

Silvercorp: Silver and Lead in China 1

Silvercorp: Silver and Lead in China 2

Karoon Gas withdraws IPO in 'unfavourable' market

Chesapeake hedges with call options!

Canadian Nat Gas exports to U.S. to Drop 30% by 2015

Turkmen gas to reach China early

Cairn can't sell Indian assets without permission say law ministry

U.S. Geological Survey finds U.S. rare earth elements not so rare

India court upholds order banning state iron ore exports

Chinese iron ore output to exceed 1.3 billion tonnes in 3 to 5 years

18th November News and Views

Oil down, Nat gas up; the tide is turning

Osaka gas mulls shale and LNG projects

Ecopetrol to invest $80bn by 2020 to double output

Centerra looses Gatsuurt?

Implats Q1 platinum output up 7 pct y/y

Detour clears another hurdle 1

Detour clears another hurdle 2

Celtic surges on Montney focus 1

Celtic surges on Montney focus 2

Whitehaven worth $6bn on Western Coal bid metrics

Brazil's OGX drills Parnaiba and has new Devonian shale find

Alternative power will result in Copper demand rising during next 5 years

Ecopetrol announces Rubiales and Quifa fields to increase production

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17th November News and Views

Uranium hits $60

Long lake troubles derail Nexen/Opti

WGC: Global gold demand slows from torrid q2 pace

Golden Pass update, seen ready in early 2011

Slow LNG boat to Korea

Sandfire raises funds to accelerate DeGrussa development

Russia's Gazprom sees pre-crisis sales levels in 2012

Pennsylvania House Republicans Propose Pickens Plan

Wen: Govt drafting measures to suppress price hikes

$400m buys 1.5-2tcf in Marcellus: Two 'good' companies transact 1

$400m buys 1.5-2tcf in Marcellus: Two 'good' companies transact 2

$400m buys 1.5-2tcf in Marcellus: Two 'good' companies transact 3

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16th November News and Views

Halliburton Debuts New Fracture Fluid System 1

Halliburton Debuts New Fracture Fluid System 2

Williams to buy Bakken-Three Forks stake

Xstrata to restart idled Australian nickel mine

Vedanta to list Zambia copper unit, raise $1.1 bln

Newcastle weekly coal exports fall 1.2%

Asian steel prices move into reverse

Vallar take over Bumi and Berau

Russia Phosagro to consult Canada on Potash bid 1

Russia Phosagro to consult Canada on Potash bid 2

Canadian-Japanese Team Digs Frozen Gas Hydrates In Arctic

Unconventional Oil in US makes WSJ article

Gazprom annouces talks with Kogas

Brook Hunt: is Nickel Is Heading for Oversupply by 2013

Petrobras aspires to be world's biggest oil producer

Trelawney hole: 500m+ at 1g+

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15th November News and Views

Bear Creek Mining- Peru Silver

Peru at the crossroads?

Qatar starts LNG Train 6 one to go

Aus worries about foreign Ag land grab

Anglo American to Sell Two Units to OneSteel

Oilex to produce 'tight gas' field by next year?

China may escape gas shortage this winter

Commodity Bull Reprise: Ireland falls off the table

Tertzakian: Natural gas prices likely to drop further 1

Tertzakian: Natural gas prices likely to drop further 2

Tertzakian: Natural gas prices likely to drop further 3

Gazprom offers lower gas prices to Bulgaria until end of 2012

ArcelorMittal may idle European steel mills

N Dakota sets new record Oil production

IEA: Oil market 'well supplied', subsidies underming energy markets

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