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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.

For further information please contact info@commodityintelligence.com

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20th May 2011

19th May

18th May

17th May

16th May

20th May News and Views

Shell to Move Forward With Floating LNG

Mitsui looks for more N. American energy assets

China copper smelters obtain 25% increase from BHP

Iron ore prices at 'bubble' level: Baosteel

Osisko buys Threegold stake in open market

Malaysia to double subsidy spending in 2011

Bentek: Demand Shortage Could Stall US Shale Production

Heavy rains, mud hamper Bakken exploration and production

Baffinland iron ore deposit 'better than Pilbara'

BP bags $1bn Moex settlement

India hikes major oil co’s subsidy payout to 38.8%

China unlikely to impose nationwide power tariff hike

CNOOC and Shanghai LNG wait on China's pricing strategy

Brazil aims to become key nickel exporter as new plant opens

Salazar says USGS to update Bakken assessment...in two years

Fortescue forecasts Solomon mine to double iron ore maiden reserve

19th May News and Views

Copper surplus in q1 1

Copper surplus in q1 2

'Kashagan first oil late next year'

July shale stimulation start for Beach

WA hikes iron-ore royalties, Swan slams move

China Apr coal import down 17 pct YoY

Big hole, small cap

Glencore says it 'successfully' prices IPO at middle of range

Greka: PSCs 'secure' after CUCBM exit 1

Greka: PSCs 'secure' after CUCBM exit 2

Pennsylvania Water Company Finds No Marcellus Impact

Galway hits 50.0 M of 8.3 G/T, including 29.0 M of 13.6 G/T Gold

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18th May News and Views

Big Oil bill fails

Petrobras may opt for less ambitious investments

Apache presses Neuquen unconventional gas drilling

Lithex resources and tin

US coal exports jump by 48pct in March

CRU sees Copper surplus in 2013

Work begins on Kitimat LNG export facility

China to upgrade power grids in rural areas in next 5 years

Talison CEO on Lithium

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17th May News and Views

BP's Arctic deal lapses without announcement

Canadian producers feel nature's fury

Dalrymple Bay Coal Terminal ramping up

Petrobras speeds up offshore drilling

Five killed in Barrick Tanzanian mine attack

Rosneft to seek partners after BP

China's Jiangsu cuts 1.9 GW power supplies on shortages

Cliver Palmer's Resourcehouse seeks $US3.6bn in IPO

China refined nickel imports to drop as NPI production grows

Japanese demand to tighten global LNG market

EOG Resources Reports Nine Eagle Ford Shale Completions

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16th May News and Views

Petrobras First-Quarter Profit

Total joins ExxonMobil on Polish shale blocks

OGX Santos discovery taps new play

Eagle Ford reports 1

Eagle Ford reports 2

Berlin to pay bln euro subsidy for electric cars

BP May Buy Out Russian Partner for $30 Billion

India may hike diesel by Rs 4, LPG by Rs 25

Bankers Petroleum production surges

Diesel prices to rise after China locks up local supplies

Construction at Oyu Tolgoi ahead of schedule

Oil Capacity Needs to Rise by 45 Million Barrels

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