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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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19th December 2012

19th Dec

18th Dec

17th Dec

19th December News and Views

ConocoPhillips to sell Algerian unit to Pertamina

Baker Hughes warns of drop in profit margins

Whitehaven talks with China's Shenhua

EU competition finds no carbon storage winner

NFR buys Anadarko and Eagle Ford Assets

Nexus Sells 2 Pct in Crux to Shell for $75 Million

Platts: Jan Asia LNG Spot Prices Climb

China Gold to announce on African Barrick deal soon

Kodiak 2013 capital budget & 2013 guidance

S.Africa's ANC supports windfall tax on miners

Cabot production exceeds 1 Bcfe per day

Statoil adds to U.S. shale acreage for $590 mln

Iraq: Exxon Drilling Could Start Civil War

Saskatchewan won't review potash tax until BHP mine decision

Raging River bought deal financing capital budget for 2013

BP set to join Utica shale drilling rush in eastern Ohio

Mega miners tighten iron grip as Australia ports stall

Potash Seen Falling as Asia Wields Purchasing Power

Alcoa May Be Cut to Junk by Moody’s on Lower Aluminium

Coal miner Cline’s fails to make $2.5m interest payment

China's Baosteel raises main steel product prices for Jan

AuRico Gold plans to buy back USD$300mn in shares

LNG Limited Unit Files with US DOE to Export LNG 1

LNG Limited Unit Files with US DOE to Export LNG 2

Higher ferrochrome price fix lifts Merafe share price

Three of four top NA gold miners burdened by debt - S&P

Weatherly to bring on 3rd namibian copper mine in 2014

18th December News and Views

Cheniere signs deal with Total for LNG exports

Iraq's may lower 2017 output target to 9-10 mil b/d

ExxonMobil inks South Africa deals 1

ExxonMobil inks South Africa deals 2

Ltd's Gladstone project on track

Sheffield reports mineral sands resource

BC Iron completes Fortescue deal 1

BC Iron completes Fortescue deal 2

Gazprom to cut gas price for Europe in 2013

Inmet battle goes hostile as investors hope for more

Federal govt delays Toro uranium mine decision

US crude rises on pipeline expansion optimism

Australia vs USA :scale

German steel industry sees modest recovery in 2013

Sino Oil and Gas Starts Piped Gas Sales from Sanjiao, China 1

Sino Oil and Gas Starts Piped Gas Sales from Sanjiao, China 2

Potanin becomes Norilsk CEO in new board peace deal

JPMorgan copper ETF, first in US, gets green light

Inpex inks project finance pact $US20bn for Ichthys

Clean coal capture plant opened in Queensland

LG Intl. and Geopark announces partnership in Colombia

Canada could become world's second-largest LNG exporter

Calmena to terminate four Petrobras single rig contracts

Public opinion sought on $2.4bn potash mine north of Regina

African Minerals cuts shipment forecast for a third time 1

African Minerals cuts shipment forecast for a third time 2

By One Measure, America Already Top Oil Producer

Shareholders Approve Petrobank share distribution

Gulfport Energy property acquisition and operational update

LNG Shipping Rates Seen Rising as Scarce Vessels Restrict Trade 1

LNG Shipping Rates Seen Rising as Scarce Vessels Restrict Trade 2

17th December News and Views

Fortescue in talks to sell port, rail stake

EU Carbon 'tax'; more free credits for steel

Shell considered buying BP - German paper

Utilities Rally as Abe Seen Restarting Nuclear

Gazprom Keeps Shtokman Going

LNG truck fuel network roll out

China slashes rare earth mining rights in half

Beadell pours first gold at Tucano

Peabody halves capex to combat weak coal prices

Centramin's Sukari resumes gold shipments

First Majestic launches $387 mln. bid for Orko

Voestalpine considering $1bl US Iron Ore plant

MCC to withdraw staff from Cape Lambert project

Ivory Coast parliament approves new tax on gold profits

First Quantum Increases Inmet Offer 2.9% to $5.18 Billion

Coking Coal market likely to be zero sum game in 2013? 1

Coking Coal market likely to be zero sum game in 2013? 2

Chile’s Chuquicamata copper miners accept wage deal

Fortune Oil: $400m disposal of Natural Gas Business

Eni Presents $8 Bln Investment Plan to Libyan Officials

Teck Trail Smelter subject to "Superfund" Law

IGas shares soar amid reports of Exxon shale talks 1

IGas shares soar amid reports of Exxon shale talks 2

MMG’s Dugald River zinc-lead-silver mine hits problems

Strike disrupts coal, iron ore exports Fremantle port

Athabasca Oil: 2013 capital budget and production guidance

Ecopetrol Group's investment plan to be US$9.5 Bln. for 2013

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