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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 January 2012

19th Jan

18th Jan

17th Jan

16th Jan

20th January News and Views

Japan Dec crude steel output falls most in 2 years

Electricity Prices are 25% of 2006 highs

ArcelorMittal postpones Sestao steel plant restart

Korean Shipyards Plan to Buy 12% Less Steel Plate

Delphi flows Montney gas and condensate

Eni, Repsol 'call off Saudi gas hunt'

China Rebar bounces of lows

Norilsk plans production cut in 2012

Schlumberger q4

Freeport Beats Estimates as Copper Sales Exceed Forecast

Whiting reserves and production report

Former ThyssenKrupp CEO says made mistakes in Brazil

Springville Pipeline connects 300 MMcf/d of marcellus gas to Northeast

RUSAL smelters can sustain operation with USD 1900 per tonn

Fracking Market to Grow 19% to $37 Billion Worldwide in 2012 1

Fracking Market to Grow 19% to $37 Billion Worldwide in 2012 2

Fracking Market to Grow 19% to $37 Billion Worldwide in 2012 3

Winsway Says Allegations on Coal Purchases in Report Are Unsubstantiated

19th January News and Views

Chilean Methanol Plant’s Move to U.S.

Well above normal US temperatures

Open hole fracs

Venezuela joins Argentina for Orinoco

Newt Gingrich calls for U.S. Gold Commission

Lynas shares jump on Malaysian hopes

Prices boost Premier in 2011, production in 2012

Minera Andes' Q4 gold/silver output dips

Silver gets a new market

Ivanhoe scraps rights plan and Rio restrictions end

Nexus Energy forms LNG jv with Shell and Osaka

President tastes Argentina success 1

President tastes Argentina success 2

LME Aluminum inventories top 5 million MT

Beach renegotiates Esso royalty agreement

Iraq to add export capacity by end of the month

Crew Energy lives within its cashflow

Sempra gains first step in LNG export quest

Rice and sugarcane output in Thailand Seen Gaining to Record After Flood

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18th January News and Views

Gazprom adjusts gas prices for European companies

North Dakota Drillers Need More Fracking Crews

RUSAL agrees covenant changes with creditors

African Barrick FY production falls short of target

China set to develop 10 major metals

India nearly doubles gold import duty

Tullow share price hit by Ghana delay

Oilex problems continue at provides Cambay-76H

Fresnillo beats targets, sees stable 2012 output

Range Achieves Record Production

BHP sees record iron ore output, no sign of China doubts

China may resume approving nuke plants in H1

Spot LNG tanker rates rise again

Posco profit declines 13% in 2011 as demand wanes

New report says potash could come off the boil

Freeport Indonesia restarts copper shipments from Grasberg

Glencore's PASAR copper operations shut after fire

Newmont plans $3 billion in capex in 2012; copper output expected to fall

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17th January News and Views

ConocoPhillips looking to sell half-interest in oilsands

Chevron Oil Rig Catches Fire Off Nigeria

Xstrata sells two S.African collieris to Imbawula

Senex gets Growler boost

Venoco chief to buy remaining shares

Kinross Gold's Tasiast mine costs soar

Low US Nat Gas prices hurt Wind and Nukes 1

Low US Nat Gas prices hurt Wind and Nukes 2

ThyssenKrupp close to sale of stainless steel unit

Rio Tinto q4 metal production

China Dec steel product output up 6 pct y/y at 71 mln T

Estrella shuts down Ecopetrol rigs in Colombia because of unrest

China's Dec oil demand hits record, 2011 up 6.8 pct

Anadarko reports another gas strike offshore Mozambique

Valero Energy Provides Fourth Quarter 2011 Interim Update

POSCO says to buy $1.6 bln stake in Roy Hill Holdings

Brazil's Vale Proposes $6 Billion Minimum Dividend

Japans LNG use up 32.4% in a year

San Leon attracts bids for Albania stake

OGX hails 'huge' Santos column

Sumitomo Metal: copper ore talks with BHP break down

Australia's Fortescue Dec qtr iron ore shipments up 19%

GasFrac and Green Field join forces for better fracks

London copper responds to better than expected China GDP data

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16th January News and Views

Rig Count 1

Rig Count 2

Nigeria Oil Shutdown Would Be ‘Last Resort’

China's Baosteel FY11 net profit slumps 43.4 pct

Walter Energy met coal output set to grow but not as much

Nigeria cuts petrol prices 30%

Patriot Coal to idle 5 met coal mines in southern West Virginia

Tigray Drills 21 Metres of 5.7% Copper plus Gold and Silver 1

Tigray Drills 21 Metres of 5.7% Copper plus Gold and Silver 2

Rainy River Resources Intersects 6.7 g/t Gold Over 42.0 Metres

Cairn Energy eyes move with Rockhopper

Dart announces shale spinoff

Lundin Avaldsnes appraisal well dissapoints

Gulf Keystone sees up to $500 mln from oil stake

Fortescue seeks partner for 2.12bn ton Northern Star deposit

POSCO says may consider joining $1.3 bln GTT bid

Vale’s 350,000 Ton Cargo of Iron Ore to Be Auctioned in new year

Anadarko's Brazilian Unit To Receive Bids From Total, Statoil, Maersk 1

Anadarko's Brazilian Unit To Receive Bids From Total, Statoil, Maersk 2

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