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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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21st January 2011

20th Jan

19th Jan

18th Jan

17th Jan

21st January News and Views

A canary in the coal mine

China sets low Q1 loan quota for state banks

Rio, Aquila Resume Some Queensland Operations

Pemex sees production increase in 2011

Hackers steal 2 million tonnes of EU carbon credits

China to stockpile 73m barrels of imported oil in 2011

Russia re-directs Belarus flows

China to auction 8 shale gas blocks in Q1

Newmont gold output up slightly; copper output up 45%

Canpotex and Sinofert Sign New Contract

Eni in tie-up with PetroChina targeting unconventional play


WTI Crude Inventories Surged 1

WTI Crude Inventories Surged 2

WTI Crude Inventories Surged 3

Freeport-McMoRan's top priority in 2011--‘Capex, capex, and capex'

20th January News and Views

BP: Opec in pole position

Kogas takes Arctic plunge 1

Kogas takes Arctic plunge 2

Kogas takes Arctic plunge 3

BP - Energy outlook to 2030 - Biofuels to the fore

Gazprom rejects further gas price concessions

Bonanza gold assays from Quebec

ExxonMobil/BHP/Santos projects hit by cost blowouts

Hindustan Zinc to be world number 5 silver producer

US trader Hetco drives up Brent oil price

Australian horizontal shale well program 1

Australian horizontal shale well program 2

China oil demand surged in December

CITIC sees Sino Iron in production by July 2011, a year late

Tokyo Steel forecasts full year loss on higher material costs

Flooding cut coking coal output at BHP Billiton but iron ore up

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19th January News and Views

Petrobras has oil and gas flows at Maruja-1

Niobrara wildcat for PDC

China 2010 rare earth exports slip, value rockets

Small cap, big hole

China firm wins Tanzania coal, iron ore mine bid

Mosaic a takeover target? as Cargill divests its stake

Australia rebuffs India uranium sales plea

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18th January News and Views

Drought in China wheat belt continues

Alberta sees record 2010 oil and gas land sales

Bad weather hits Pacific crude exports

Silver Wheaton Bull: A Double in Waiting?

Uranium and Denison bull 1

Uranium and Denison bull 2

Uranium and Denison bull 3

Vale predicts 50% increase in iron ore output by 2015

Brent shut in after incident

Questerre delays Quebec projects

Gail on the hunt for US shale

Snow in Arizona relieves 10 year drought

Nautilus gets deep-sea copper-gold lease offshore PNG

Alliance plans to double production with Kolvinskoye work 1

Alliance plans to double production with Kolvinskoye work 2

How big a number is that from the Barnett?

IEA sees oil demand higher than expected in 2011

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17th January News and Views

Chariot finds 13bn barrel potential? 1

Chariot finds 13bn barrel potential? 2

BP, Rosneft linkup

Duvernay yields NGL's 1

Duvernay yields NGL's 2

Duvernay yields NGL's 3

Venezuela: Underperforming Oil Giant 1

Venezuela: Underperforming Oil Giant 2

Ventana files NI 43-101

Germany closes 934 poultry farms

Total to pursue shale gas in Argentina with YPF

Rio to post lower Copper, Gold and Uranium production numbers

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