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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 February 2015

19th feb

18th Feb

17th Feb

16th Feb

20th February News and Views

Canadian Oil Industry survey reveal huge bull beliefs

Refining lifts OMV's Q4 underlying profit

Russia's Gazprom faces falling gas sales to Europe

Noble Energy plans big budget cuts

India offers farmers soil tests to boost yields 1

India offers farmers soil tests to boost yields 2

Marcellus Shale Breaks Production Records, Again 1

Marcellus Shale Breaks Production Records, Again 2

Total issues Hybrid Bonds

Roy Hill iron ore mine on schedule for Sept 2015

Underlying performance strong, despite FY loss – Santos CEO

Brazil's Vale beats iron ore forecast, takes nickel crown 1

Brazil's Vale beats iron ore forecast, takes nickel crown 2

Yara and BASF to build $600 mln ammonia plant in Texas

Europe's role as incremental LNG supplier about to change

Goldcorp reports $2.4 bln quarterly loss on mine writedown

The Courts Just Struck Down These Critical Shale Lawsuits

EIA Crude Inventories & Production Surge To Record Highs 1

EIA Crude Inventories & Production Surge To Record Highs 2

Newmont adjusted profit down on gold price, but beats estimates

Canada unveils new tax measures to boost LNG investment -PM

Global Contraction For First Time Since 2012 According To Goldman

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19th February News and Views

Saudi Exports Fell in December - Big News 1

Saudi Exports Fell in December - Big News 2

Copper 1

Copper 2

Coal Backwardation Too

LNG plunges 61.7% - largest year-on-year drop

Production halted on Gudrun field

Saudi Arabian Production Is Likely Increasing

Barrick Gold to sell two mines, reduce debt by $3 bln

Coal Block Allocation - Summary for first 5 days

Lundin Mining revenues up, profit down after impairment

Brazil's Usiminas posts loss of $41 mln, meets forecasts 1

Brazil's Usiminas posts loss of $41 mln, meets forecasts 2

EOG: Q4: Its all about uncompleted wells at EOG! 1

EOG: Q4: Its all about uncompleted wells at EOG! 2

EOG: Q4: Its all about uncompleted wells at EOG! 3

Dutch gas field earthquake dangers ignored for years-safety board

Eni reassures on dividend, gears up for investment cuts

CNOOC abandons FLNG option for deep water gas

Technip promises revenue growth in 2015 amid oil-price slump

Russian rouble slump pushes Severstal's Q4 margin to 6-year high

Quicksilver Resources Won’t Pay Interest Due on 2019 Bonds

Marathon Oil Cuts 2015 Spending Plan by Additional 20%

Arrium plunges to AUD 1.5 billion loss on iron ore slump 1

Arrium plunges to AUD 1.5 billion loss on iron ore slump 2

18th February News and Views

China eyes oil giant mega-mergers

Chevron settles fraudulent lawsuit

Britain approves world's largest offshore wind farm

World’s Largest Oil Exporter Said to Seek $10 Billion

Petrobras: How to destroy a company 1

Petrobras: How to destroy a company 2

Severstal posts Q4 loss due to FX, impairment charge 1

Severstal posts Q4 loss due to FX, impairment charge 2

Asia alumina: Falls $1/mt on week, $16 on month

Coal price rally with legs as India overtakes China

Walter Energy posts bigger-than-expected loss as met coal sales fall

Eni says has cut expat workers in Libya, production continues

Russia hopes to sign second gas contract with China soon - minister

Magnum Hunter Announces 2015 Upstream Capital Expenditure

Weatherly suspended as metallurgy issue hits Tschudi development

Study: Oil Price Downturn Creates Need for 'Cost Culture' in Industry

Second dry-bulk shipper files for bankruptcy as rates tumble 1

Second dry-bulk shipper files for bankruptcy as rates tumble 2

Evolution profit jumps 22% on costs savings, record output

Russia's Mechel sold out of 2015 metallurgical coal, to resume mid-vol PCI

17th February News and Views

Figures show oil discoveries drop to 20-year low

Norway style tax break could revive Uk North Sea

Kuwait oil minister sees price rally continuing 1

Kuwait oil minister sees price rally continuing 2

Gazprom Investor day presentation 1

Gazprom Investor day presentation 2

Gazprom Investor day presentation 3

Gazprom Investor day presentation 4

Solar energy world first in Australia

China's steel outlook set to fall

Impairment dents Mt Gibson profits

Cudeco CEO buys stock

Japan aluminium stocks rise for tenth month, hit record

Saipem posts 2014 net loss after 410 mln euro impairment

Fortescue banks on lower oil, currency as iron ore price dives 1

Fortescue banks on lower oil, currency as iron ore price dives 2

CSX train hauling North Dakota oil derails, cars ablaze in W. Virginia

IEA's Birol says Middle East militancy poses "major challenge" for oil

Australian LNG Output Cuts Seen Long Term Amid Gas Shortage

Indian steel mills make a fresh call for hike in import duty

Oil supply from Libya's Sarir to Hariga halted after pipeline attack

Iron ore price surged ahead of Chinese New Year

Saudi Aramco celebrates heavy lift success

16th February News and Views

Teck may cut dividend if coal prices do not strengthen 1

Teck may cut dividend if coal prices do not strengthen 2

Statoil gives go ahead for $29 bln oil project

US crude oil exports set for further growth 1

US crude oil exports set for further growth 2

Fresnillo hit by FX and write-downs, but revalues Silverstream 1

Fresnillo hit by FX and write-downs, but revalues Silverstream 2

Fresnillo hit by FX and write-downs, but revalues Silverstream 3

China to allow more refiners to import crude oil - state planner

Rolls-Royce accused in Petrobras scandal

Retail Oil investors: Amazing chart

Indonesia's PT Timah suspends all new tin sales on low prices 1

Indonesia's PT Timah suspends all new tin sales on low prices 2

U.S. oil rig count falls to lowest since August 2011-Baker Hughes 1

U.S. oil rig count falls to lowest since August 2011-Baker Hughes 2

U.S. oil rig count falls to lowest since August 2011-Baker Hughes 3

U.S. oil rig count falls to lowest since August 2011-Baker Hughes 4

U.S. oil rig count falls to lowest since August 2011-Baker Hughes 5

US companies pledge to build 20 GW of renewable energy in India 1

US companies pledge to build 20 GW of renewable energy in India 2

New China credit policy to hit copper imports in Shanghai trade zone 1

New China credit policy to hit copper imports in Shanghai trade zone 2

North Dakota daily oil production sets record, but rig count dropping

ConocoPhillips mulling sale of Western Canada gas properties

Europe's aluminium alloy prices jump on strong demand, tight scrap

Indonesia lifts demand on Freeport to build Papua smelter

China plans to grow economy by 6.5 per cent a year between 2016 and 2020

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