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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 October 2012

25th Oct

24th Oct

23rd Oct

22nd Oct

19th October News and Views

ADM swoops on Australia's GrainCorp in Asian push

Argentina expects a 17 pct drop in wheat output

Buccaneer boosts Kenai output

Chile GasAtacama sees LNG power deal with miners

Columbian peace process begins on Norway

Exxon bets on Colombian shale

ExxonMobil heading for West Qurna 1 exit

Goldman calls time on the oil bull market

Lonmin miners strike again in South Africa

Nord Gold bids for High River minority

Nucor profit down, sees further drop

OGX returns Ocean Ambassador

Russias Uralkali cuts 2012 production forecast

Schlumberger buoyed by tight market

Weekly Natural Gas Storage Report

Yara Q3 earnings top forecasts

ArcelorMittal eyes Canadian iron ore stake sale-sources

Baker Hughes results miss on weak N American drilling

Canada crude-Prices falls as Keystone shuts down

Chinas Baotou Rare-Earth third-quarter net falls 90 pct

Commodity Weather Group LLC predicts colder US winter

Diamondback Energy - Newly Public Permian Basin Operator

Gold Fields says strike over at S.African mine

Kinder Morgan may convert California natgas line to crude

Northern Oil and Gas provides third quarter 2012 update

Octagonal finds nuggets of hope at historic mine

POSCO to lift Indonesia investment to 11 bln over next 5 years

Santos Commences Gas Production from Moomba Shale, Australia

Shell in no rush over 20b Arrow LNG project

Silver Lake increases gold production in Sept quarter

South Boulder spins off non potash assets

18th October News and Views

Africas richest tribe offers platinum model

Australias Atlas in talks to sell joint venture stakes

China GDP points to steadier commodity demand

Coal India Ltd. hits 96 per cent output target

Exxon to Buy Canadian Celtic Exploration for 3.1 Billion

Harry Winston looking to sell luxury business

KOSEP buys coal via spot, term tenders

Mount Gibson cuts back on capex, axes 270 jobs

Russias Polyus Gold 9-month sales up 16 pct

S. Africa strike update 1

S. Africa strike update 2

S. Africa strike update 3

Santos ups output in third quarter

Sinosteel deters Blue Hills hematite mining

Steel Dynamics profit plunges

UK to make energy firms give customers lowest tariffs

What could UK shale gas mean

As expected Newcrest posts lower Q1 gold, copper output

Australias Woodside raises year output forecast

Colombia says 2.64 bln in investments pledged in oil auction

Exxon executive takes over Rosneft offshore projects

Gindalbie makes first commercial shipment of iron ore

Hochschild Produces 5.1 Mln Silver Equivalent Ounces In Q3

Noble Corp 3rd quarter profit drops on rig downtime

Petrobras says finds good quality oil in Santos basin

Penn West updates dispositions and contingent resources 1

Penn West updates dispositions and contingent resources 2

Potash Corp to temporarily shut mines as demand wanes

Senex Energy announce Mustang delivers excellent results

Source High-Grade Mineralization in Step-Out Drilling

Steel Cutting for Prelude FLNG Begins in South Korea

Sundance receives letter indicating support for Hanlong bid

Vale 3rd-qtr iron ore output down as China demand drops

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17th October News and Views

BHP iron ore output shows clout of mega miners

Fairfield drilling turns up high grade copper

France Mining is good shale gas is bad

Gold Fields to Sack 15,000 Unless Strike Ends by Thursday

Halliburton profit falls on slowdown in U.S. drilling 1

Halliburton profit falls on slowdown in U.S. drilling 2

IndianOil, KOGAS Sign LNG Partnership Deal

Jana demands Agrium respond to issues

Norway says oil output may miss 2012 target

NuStar proposes pipelines Colorados Niobrara to Texas

Possible junior zinc takeover targets

PotashCorp Reduces Full-Year Guidance

S.Africas PetroSA buys into Ghanas Jubilee Field

Third-quarter ferrochrome price down 7 – Merafe

Xstrata says Q3 copper production dips

Analysts hail Equatorial Resources metallurgical test results

B2Gold Corp. Reports Record Q3 2012 Gold Production

BHP Billiton says Australia coal expansions hard to justify

China issues nuclear safety blueprint, eyes 13 bln investment

Exports needed to rid US of light, sweet overflow – Plains

Gas Arabia Summit to Address Shale Gas Issues in Middle East

Italy plans to double its oil, gas production by 2020

Murphy Oil to Keep very Focused on Eagle Ford

Newmont Mining gold output falls, warns of 77 mln charges 1

Newmont Mining gold output falls, warns of 77 mln charges 2

Polymetal ups 2012 output guidance to 1.1 mln ounces

Rio ups the rhetoric Oyo Tolgoi dispute threatens Mongolias future

Saudi SABIC Q3 profit drops 23 pct, beats estimates

Schism in lead market U.S. producers eye break from LME

16th October News and Views

Argonaut Gold to buy Prodigy for C341 mln

AuRico Gold details 3Q initial production results

China buys Europe oil storage in Mercuria venture

Consol Energy expects loss on mine idling

Fortescue says to lift iron ore output as price recovers

Ivanplats IPO to raise C300 mln

LMEs buyer aims bazooka at warehouse delays

Marathon selling big part of its Eagle Ford acreage

N. American potash stocks ease, but still high 1

N. American potash stocks ease, but still high 2

Rio Tinto quarterly production, year guidance

Rothschild resigns from Bumi board

Shea Creek Reveals Additional Uranium Treasure

Statoil to operate in Eagle Ford for first time

Tamar Partners Sell Gas to Dorad Energy Israel

Birchcliff Energy announces production and gas plant complete

Brazils HRT in deal with Petrobras to unlock Amazon gas

Cheap US Gas Fuels Profits at LyondellBasell and Westlake

Colossus First Underground Holes Better Than Expected

Golden Star Resources Generates Encouraging Intercepts

Kumba to resume operations as police remove strikers

Midas Gold Results from High Grade Core of Yellow Pine

Mongolia eyes U.S. Peabody to develop giant coalmine

Petaquilla board unanimously rejects Inmet bid

Positive Shift In How People Are Talking About China

Rineharts Roy Hill iron ore construction start seen mid-2013

Russia 2014-15 gas tax to account for price-deputy energy min

Senex confirms new basin centred gas play at Skipton-1

Study supports Xstrata-Zanaga iron ore project

UK sees new shale gas reserve estimate by end-2012

15th October News and Views

Albas Q3 production, sales steady

Australias Sundance optimistic

Chinas Angang Steel warns of 505 mln 9-month loss

Creditors eye Australian magnates fragile fortune

Former UK minister bulls shale gas

Further rise for Total refining indicator

Ilva steel plant to limit output, upgrade furnaces

Mincor finds new Kambala nickel opportunities

Natural gas prices to stay linked to oil - Bernstein

Petrofrontier confirms oil in northern Oz

Reliance cuts KG-D6 block capex by 3b

Salaries soaring on offshore rigs

SP cuts S.Africa, cites strikes, social tensions

China Iron Ore Imports Jump to 20-Month High in September

China to control coal production due to shrinking demand

Fortescue funds could help revive iron ore expansion

Fresnillo Posts Gold Production Of 375,637 Ounces

IEA doubts Russia can replicate US unconventional success

Indias negotiations with Qarar for additional LNG imports stall on price

Industry seeks to weaken EU cap on crop-based fuels

Norways Hydro, Orkla to combine aluminium product businesses

ONGC eyes stake in Canadas Athabasca oil sands

Russia invites Indias ONGC to buy stake in Magadan

Seadrill Partners Begins IPO Process

Sinopec, ENN drop 2.2 bln offer for China Gas

Talvivaara says may not reach nickel production target

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