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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 March 2015

19th Mar

18th Mar

17th Mar

16th Mar

20th March News and Views

Belarus surprises rivals with China potash deal

Siemens Drops as Oil Price Slump Hurts Profitability, Sales

Nucor cuts profit forecast as imports hurt steel prices 1

Nucor cuts profit forecast as imports hurt steel prices 2

Cliffs Natural sued by Scotiabank for breach of debt terms

Philly Fed Signals Worst Margin Compression Since Lehman

Freeport Indonesia blockade enters 5th day, output still halted

Iron ore mining in Goa unlikely to start soon

India's upper house passes bill to auction mines

Super strong Shell can withstand low Oil?

Petrobras: Graham and Dodd says cheap?

Japan's Kyushu hopes to restart reactor in July -company official

Former PetroChina Chairman Jiang Charged With Taking Bribes

Libya's official government conducts air strike on Tripoli airport 1

Libya's official government conducts air strike on Tripoli airport 2

Russia's Norilsk CEO says unchanged divi mulls share buy-back 1

Russia's Norilsk CEO says unchanged divi mulls share buy-back 2

Norway’s Statoil Plans Four Oil Wells in Russia Amid Sanctions

Libya's state oil firm operating independently of rival governments

Low metals prices to blame for Silver Wheaton’s 45% Q4 earnings drop

Tax break, time limits may cause Bakken oil “surge” this summer

First Quantum Agreement on Changes to Net Debt to EBITDA Covenant

Russia's Teapot Refineries the Next Biggest Threat to Global Crude Oil Prices

Competing Market Demand Lifts Asian LNG Prices Above European Levels 1

Competing Market Demand Lifts Asian LNG Prices Above European Levels 2

Competing Market Demand Lifts Asian LNG Prices Above European Levels 3

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19th March News and Views

Kasbah Resouces enhanced projections

Global oil glut set to grow as China slows crude imports

Metalloinvest net profit drops 94 pct in 2014 on weak rouble

Saudi comments undermine oil market

Some Marcellus natgas breakeven at 38 cents 1

Some Marcellus natgas breakeven at 38 cents 2

Some Marcellus natgas breakeven at 38 cents 3

China's home price collapse

US Crude storage builds by 9.6 million barrels

Drillinginfo: Oil production growth is slowing 1

Drillinginfo: Oil production growth is slowing 2

Drillinginfo: Oil production growth is slowing 3

Internet platforms to ease woes of steel sector

Zinc treatment charges settled 10% higher

China key steel mills daily output down 5pct in early-Mar

Potash Says Saskatchewan Tax-Rule Changes to Reduce 2015 Profit

Hochschild Mining's core profit falls on lower metal prices 1

Hochschild Mining's core profit falls on lower metal prices 2

Hochschild Mining's core profit falls on lower metal prices 3

China importers postpone aluminium buying as premiums fall -trade

Asia Resource Minerals, bondholders agree to restructure debt 1

Asia Resource Minerals, bondholders agree to restructure debt 2

Potash Corp trio resign from SQM board as Chilean scandal deepens

Osborne Reveals Raft of Measures to Boost UK Oil Production

Saudi crude exports up in January to 7.47 mln bpd - data 1

Saudi crude exports up in January to 7.47 mln bpd - data 2

Saudi crude exports up in January to 7.47 mln bpd - data 3

Saudi crude exports up in January to 7.47 mln bpd - data 4

Swiss prosecutor finds 300 bank accounts linked to Petrobas scandal

Anglo American signs Q2 coking coal at $109.50/mt; all eyes on PCI

Weatherly share suspension stands amid ‘uncertain’ financial position

Endless retreat continues in iron ore price levels and USD 50 mark in sight 1

Endless retreat continues in iron ore price levels and USD 50 mark in sight 2

18th March News and Views

Investors lose faith in zinc's slow-burn story

HyperSolar files patent for water-splitting technology

Iran can add million barrels of oil a day if sanctions halt 1

Iran can add million barrels of oil a day if sanctions halt 2

Albania to sell state oil firm, offer oil blocks

ENOC makes takeover bid for Dragon Oil

Tweet from Jarrett Renshaw (@JarrettRenshaw) 1

Tweet from Jarrett Renshaw (@JarrettRenshaw) 2

Oil Bonds Lose Investors $7 Billion in 10 Days

Middle East OPEC Oil Rig Count Jumps 14%

China Increases Solar Target for 2015 as It Fights Air Pollution

A glance at Mag Silver 1

A glance at Mag Silver

Fuel cell maker Plug Power's loss bigger than expected as costs rise

Noble set to declare Cyprus natural gas find viable -minister

ConocoPhillips expects output to rise to 1.7 mmboed in 2017 1

ConocoPhillips expects output to rise to 1.7 mmboed in 2017 2

China and Uralkali in protracted talks over potash pricing

U.S. farmers seen cutting back on pricey fertilizers, may hit corn

Chile's campaign finance scandal fells CEO of SQM fertilizer

Iron ore miner Fortescue scraps $2.5 bln debt deal, shares drop

Alcoa to curtail 443,000 metric tons refining capacity in Suriname 1

Alcoa to curtail 443,000 metric tons refining capacity in Suriname 2

ExxonMobil asks Russia to repay taxes - Kommersant newspaper

Quicksilver Resources Files Bankruptcy as Gas Price Drops

Hunan and Hubei appeal to restart inland nuclear power projects

Environmental Protection Actions to Affect China NPI Output in 2015, SMM Says

17th March News and Views

China scales up pilot carbon trading markets

Russia's April oil export duty seen up at $130.8/T

U.S. fuel consumption is soaring amid cheaper prices 1

U.S. fuel consumption is soaring amid cheaper prices 2

Bear Head LNG receives permit to construct 1

Bear Head LNG receives permit to construct 2

Pacific Rubiales and Ecopetrol quit Rubiales and Pirirí JV

Rosneft cancels billion dollar NADL drillship contract

Solar leader SolarCity to launch independent power networks

Brazil ruling party's treasurer charged in Petrobras scandal

Saudi Arabia Wooing Fired U.S. Shale Workers

China Shenhua Jan/Feb coal and power output down

Molycorp tanking after wider loss

Gem Diamonds' underlying core profit rises on higher sales

Former Petrobras director Duque arrested again in bribery probe

Eni signs agreement to develop Egypt's oil and gas resources 1

Eni signs agreement to develop Egypt's oil and gas resources 2

Eni signs agreement to develop Egypt's oil and gas resources 3

Out of Keystone debate’s glare, pipelines going in nationwide

US Manufacturing Output Falls For 3rd Month - Worst Since Lehman

WTI Tumbles Under $43 As Key Support Breached; Fresh 6 Year Lows

BHP $13 bln spin-off South32 plans cautious approach to growth

Coal futures hit 9-yr lows, forcing many miners to produce at loss

PetroChina vice chairman under investigation amid graft crackdown

Saudi Arabia Needs More Oil to Feed Local Refinery Expansion

China coal giant calls for "minimum price" to ease sector losses

Mosaic Reveals New Reporting Structure, Updates Guidance

16th March News and Views

IEA sees renewed pressure on oil prices as glut worsens 1

IEA sees renewed pressure on oil prices as glut worsens 2

NOAA expect weak El Nino

Senex sets oil price hedges for 2016 financial year

Shale Producer Whiting Draws Exxon, Others as Suitors 1

Shale Producer Whiting Draws Exxon, Others as Suitors 2

U.S. Oil Rig Count Falls Again in Latest Week 1

U.S. Oil Rig Count Falls Again in Latest Week 2

Kurdish oil deal with Baghdad unravels as tensions rise

Record China Debt Means Growth-Rally Mismatch

Consol Energy cuts 2015 E&P capex budget 1

Consol Energy cuts 2015 E&P capex budget 2

India's SBI to turn down Adani's $1 bln Australian loan request

China lifts ban of foreign majority control of steelmakers

Rusal Aus. raises China aluminium exports with Australian government

Petrobras Scandal Widening as Braskem Named in Morass

BP Win Cutting Gulf Spill Tab by $4 Billion Fought by U.S.

Eni Becomes First Oil Major to Cut Dividend After Price Drop

Egypt Signs Agreement to Generate 5,000 Megawatts of Solar Energy

Antofagasta chief says Pelambres copper mine in Chile may close

Slow growth in China's Jan-Feb electricity consumption

Feds to buy 5 million barrels of oil for emergency stockpile

Coal miner Murray to gain control of rival for $1.4bn

The oil rig count crash is following an eerily similar path that gas rigs followed

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