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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 July 2012

19th July

18th July

17th July

16th July

20th July News and Views

Chinese rice imports surge

Outokumpu sees weakness persisting in Q3

Resource nationalism fears in Mongolian

Freeport H1 profits almost halved

Copper buy signal?

Suncoke Energy to form and float MLP

US drillers find respite in guar war

Newfield increases production guidance

Anadarko puts Brazil sale on hold

Painted Pony talks LNG exports

Baker Hughes lifts profits by 15.5%

Schlumberger profit jumps

Kumba H1 earnings dragged down by iron ore prices

De Beers H1 earnings halved; sees tough H2 ahead

Atico hits high grades below El Roble workings 1

Atico hits high grades below El Roble workings 2

Repsol Studies LNG Assets Sale, Gets €1 Billion Financing

Rosneft buys into gas producer Itera to challenge Gazprom

Anglo American says Q2 iron ore, copper up

Kodiak updates williston basin operations

China's rising steel exports slam Asian producers

Colombian coal miners strike at Glencore-owned mines

Sandfire signs first sales agreement for DeGrussa

Power Minister seeks INR 50000 crore for rural electrification

Iraq gets "positive" Obama response on Exxon...now its Chevron

19th July News and Views

ATAC drills more high grade cores

US Cattle population hits record low

Iron Ore

Vale reports Q2 production

New Ghana oil hit for Tullow

Pioneer on the Permian 1

Pioneer on the Permian 2

Pioneer on the Permian 3

Yulleroo-3 holds promise for Buru

Agrium raises profit forecast

Heat and Nuke outages boost US NatGas outlook

Hunt and Afren well is a winner in Kurdistan

Australia's Woodside boosted by Pluto LNG, shares soar

Shell talks to Anadarko about Mozambique Gas

Canamex Resources Nevada gold find

BHP Q2 production, investors want expansion cuts

Pioneer Natural 2nd-qtr output near low end of view 1

Pioneer Natural 2nd-qtr output near low end of view 2

Sandvik Q2 profit hits record but wary on Q3

Vale settles outstanding royalties claim?

Rio: Australia mine job cuts on weak coal prices 1

Rio: Australia mine job cuts on weak coal prices 2

Noble Corp Q2 profit triples, rivals sign US Gulf deals

Looming Copper Surplus Contracting as Mining Fails

Heritage Oil: study boosts Nigerian OML 30 oil reserves 58%

South Boulder in-fill drilling please at Colluli Potash Project 1

South Boulder in-fill drilling please at Colluli Potash Project 2

South Boulder in-fill drilling please at Colluli Potash Project 3

Argentine court puts brakes on mining project by Canada's Osisko

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18th July News and Views

17th July News and Views

Fortescue iron ore project costs jump to $9 billion

Eskom Price Hike to hit SA commodities hard

Rio Tinto iron ore output steady on year, sales lag

Wildcat strike hits Vale Canada construction project

Statoil's Oz farm-in clears final hurdle

Senex finds new oilfield in the Cooper basin

The push to increase Guar production 1

The push to increase Guar production 2

Nabors says profits to lag Wall Street view

Mosaic profit slides on lower phosphate prices

Head of $10 billion Pilbara project now prefers beef over iron ore

The Ethanol Paradox: Higher Prices on Lower Demand

Brazil says Chevron fine not more than $25 mln- WSJ

Tullow Abandons Jaguar-1 Well Offshore Guyana

China confirms rumours of rare earth stockpiling by state

PetroChina looks to invest in African Petroleum

Armour records Cow Lagoon gas resource

PGS bullish on Q2, lifts guidance again

Talisman hits gas in Polish shale well

Iran arrests oil export decline as China buys more

Reservoir Minerals drills 266 metres of 1.23% copper equivalent

16th July News and Views

Drought Map

Gold asset ownership

Oil Glut? 1

Oil Glut? 2

Poland's Tarnow okays merger with Pulawy

Browse gets environmental approval

Beach speeds up unconventional search

China to diversify iron ore imports

Petrobras talks with workers to avert a strike

Aus Resource Minister declares mining boom over

US weekly oil and gas rig count down by 12 to 1953 last week

Premier Ingredients launches Guar Gum substitute

Tinkler-led group offers $5.3 bln for Australia's Whitehaven

Glencore takeover of Viterra wins Canada minister's nod

Codelco looking to expand outside Chile

BHP to quit Guinea with Mount Nimba sale

Coal India to invest 125 bln rupees, mostly for transportation

Cooper secures rig forHammamet West offshore Tunisia

China's Hebei Iron & Steel H1 net profit evaporates

Egypt’s Sawiris spends C$500 mln on stake in La Mancha

Aus/Polish mining explorer becomes Mongolian O&G explorer 1

Aus/Polish mining explorer becomes Mongolian O&G explorer 2

Chevron to Bid $200 Million for Kurdish Oil Blocks: Sunday Times

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