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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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20th April 2012

19th Apr

18th Apr

17th Apr

16th Apr

20th April News and Views

19th April News and Views

Severstal Q4 $463 mln net profit beats expectations


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18th April News and Views

BHP iron ore, coal mines hit by bad weather, strikes

Copper miners say second half will be better

Fresnillo Says Silver Output In Line, Gold Beats

BHP Billiton US Onshore Activity Shifts To Liquids

Ivanhoe puts price estimate on Mount Elliott

Who owns what in the Eastern Permian

Permian’s Cline Shale Play Is Hot New Topic 1

Permian’s Cline Shale Play Is Hot New Topic 2

UK 'could become one of world's biggest shale gas producers'

Australia's Mining Industries $4 Billion In Direct Subsidies

Halliburton First Quarter Adjusted Earnings $0.89 Per Share


Vale's Q1 iron ore output slips to near 70 mln tonnes

Canada government to decide fate of big pipelines

Canada's Couche-Tard to buy Statoil Fuel for $2.8 bln

Oregon based Jordan Cove LNG seeks export approval

Mining costs could double by 2020: AngloGold Ashanti CEO

India's Reliance seeks arbitrator in gas dispute with govt

Why North America Needs To Start Exporting Natural Gas

Chevron signs major supply agreement at Wheatstone

Rio Tinto to provide comprehensive financing package to Ivanhoe Mines

Chesapeake CEO Used Stake In Company's Wells For Personal Loans

BHP Billiton Discovers Natural Gas Offshore Western Australia

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17th April News and Views

Rio Tinto Q1 iron ore, copper miss forecasts

UK Gas 'fracking' gets green light

Eagle Ford: all you need to know

Shell JV in Third LNG Kitimat Unit

Energy Fuels to buy Denison Mine's US assets

Marsden-1 shows early promise for Beach - Strike

Rig delay disappoints Beach - Icon 1

Rig delay disappoints Beach - Icon 2

POSCO Specialty plans $500-$700 mln IPO

Russia's Polyus Gold Q1 sales up 52 pct

Atypical nickel deposit gets billion tonne-plus first resource

WTI/Brent spread narrows on early Seaway Reversal

SouthGobi: Possible Mining Suspension, Auditor Quits

Chesapeake Oilfield Plans IPO of up to $862.5 Million

Colombia seeks more foreign investment in mining

Indian sponge iron makers fear further cut in coal supplies

Rail on the fast track to ship Bakken oil to market

Afren, Hunt hit "transformational" Kurdistan pay

Putin hints at natural gas tax rises

Offshore wind business forces Siemens to Scrap Full-Year Profit Target

ExxonMobil teaches Rosneft to Frac in exchange for Russia’s Offshore Sector

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16th April News and Views

Nuclear Halt in South Korea Seen Boosting Coal

Codelco purchases copper to meet contracts: FT

Australias Northern Territory heating up 1

Australias Northern Territory heating up 2

Bankers tastes dust in Albania

Russia's Polymetal Q1 revenue up 64 pct

Harmony output falls 18%

Sedco 714 nears Elgin drill start

KKR eyes deal to buy BHP, Rio diamond units-report

Anglo Americans giant iron ore mine in Brazil delayed

China's steel sector suffers losses in Q1 as demand declines

Whitehaven's Aston takeover wins shareholder nod

Marampa secures export infrastructure

Vestas shares jump on report of takeover interest

Nexen's Long Lake project output rises sequentially

South Boulder Mines upgrades Eritrea potash mine

Northern O & G, Inc. Provides Q1 Production and Drilling Update

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