Mark Latham Commodity Equity Intelligence Service

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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 June 2013

20th June

19th June

18th June

17th June

21st June News and Views

Chinese Bank Bailed Out Through PBOC

U.S. must export oil to sustain shale boom

Biogas first in Kenya for Clarke and Tropical 1

Biogas first in Kenya for Clarke and Tropical 2

Thermal coal prices continue to move South 1

Thermal coal prices continue to move South 2

Hebei Says Iron Ore to Rally on Chinese Steel Output

Senex begins 30-well oil drilling campaign

Hess, Newfield to sell off $3 billion of Asian assets

Eagle Ford's April output rises 54%: Stealthgas

Riverstone raises $7.7bn for energy fund

IEA: Oz LNG projects face more delays, blowouts

Most new power plants are NatGas or renewable 1

Most new power plants are NatGas or renewable 2

Black clouds hang over Spain's small solar farms

BP looks at tough onshore Russian projects with Rosneft

Mongolia tells Rio Tinto to delay Oyu Tolgoi copper exports

Russia's Timchenko maps two-pronged drive into Asian gas market

Morgan Stanley Said to Cut 10% of Commodities Jobs Amid Rout

First Quantum seeks lower costs at quicker Cobre Panama project

Rosneft signs crude oil supplies contract with Trafigura

BHP selling 15% stake in Australia’s Jimblebar project for US$1.5bn

Took Over A Side Of A Demonstrators Completely Highway In Brazil

Goldcorp challenges Agrarian Court ruling on Peñasquito land lease

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20th June News and Views

Japan Moves Toward Restarting Nuclear Reactors

Kurdistan export line 'to complete in September'

Ibris Group plans $1.8 bln Indonesian nickel smelter

China's flash PMI hits a nine month low

Chinese banks face liquidity squeeze

Chinalco Mining dives deep into debt

SandRidge Founder Tom Ward Fired 1

SandRidge Founder Tom Ward Fired 2

Gold Breaks

BG Group looking to partner West Coast LNG project

Agnico weighs joint ventures as gold miners sell assets

White House: Meaningful climate action coming soon

Glencore secures alumina supply from potential upstart in Quebec

Chinese imports causing serious damage to Mexican steel industry

Mozambique's Renamo threatens to paralyse coal export line

Australia's Intrepid faces tough fight over Indonesia mine

PetroChina Starts Work on First Shale Gas Pipeline in Sichuan

Fortescue stock down 8%, ignores good news on potential TPI sale

CF Industries plant down longer than planned due to blast

Cyprus cabinet approves preliminary deal for LNG terminal

IEA: Golden age of NatGas 'Tapered', Tightness of LNG a Concern

Rio Tinto to start exporting Oyu Tolgoi copper on June 21

Glencore court case with Indophil over mine a 'misunderstanding'

Wilmar senior executive emerges as significant shareholder in Whitehaven

Classic Minerals detects 18 massive nickel sulphide conductors in Fraser Range 1

Classic Minerals detects 18 massive nickel sulphide conductors in Fraser Range 2

19th June News and Views

Chevron 'to sell more Nigeria blocks'

SA risks losing 145,500 mine jobs by 2015

Bakken gas pipeline to fuel growth in eastern N.D.

Statoil to operate Georgina basin shale program

Brazil mining bill could double royalty to 4 pct

Silver is important weapon against ‘superbugs'

Rio cuts 50 middle-to-senior jobs in WA

Mexico to end Pemex oil monopoly???

Can Private Equity transform coal mining?

Coal of Africa feasibility study back coal mine plan

Colossus on track for Q3 production

HSBC Slashes Chinese Growth

Keystone XL pipeline shuns high-tech oil spill detectors

Iraq targets 4.5 million b/d in 2014 but KRG crude excluded

Chevron, ExxonMobil disclose fracture ingredients in EU

African Minerals studies copper, steel raw materials M&A

Australian tycoon Tinkler sells out of Whitehaven Coal

Russian coal miner Sibanthracite says plans London IPO

Rice Exports From Thailand to Advance as Support Prices Cut

West Australian parliament passes Canning basin legislation

Coking coal Q3 bench mark eludes market in game of brinkmanship

Lynas says rare earths prices 25% below sustainable level

Russia plans to export more coal to southeast Asia and beyond

Costs surge hurting Chile’s mine competitiveness - Antofagasta

18th June News and Views

5 Oil Companies Building Assets the Best

Rusal Is Effectively Worthless

San Leon gets permission in Poland for fracture work

Glencore to develop Chad's Badila, Mangara oil fields

Israel to Keep More Gas for Domestic Use

New Saipem profit warning rattled investors

Petrominerales makes impressive Colombian find

Sam Walsh's sales dilemma

Talisman'eyeing Eagle Ford shale sale'

After Turkey, Brazil Hit by Widespread Protests

Barra Energia: China 'sale discussion off'

Tiger expects more copper from Kipoi

Carrizo raises 2013 crude oil production growth target to 40% 1

Carrizo raises 2013 crude oil production growth target to 40% 2

China's looming low-grade coal ban boon for Australia, SA coal

Americas Petrogas provides update of Argentina unconventional

China's May coal imports fall from April on policy uncertainty

Rubber Poised for Record Glut as Shippers End Curbs

WTI Trades Near Four-Month High as U.S. Stockpiles Seen Falling

Israel Chemicals loses amid higher royalty rumours

US refiners seen to contend with changing export patterns

Marubeni to Set Up Floating Wind Turbine Off Fukushima

African Minerals exceeds 20Mt/y export rate at Tonkolili

New South Wales eyes privatization of Australia's Newcastle port

17th June News and Views

Regulatory blessing for Cigar Lake

Collahuasi mine workers clinch early labour deal

50 stage frac on two-mile lateral

Railroads Are Beating Pipelines in Crude Transport

Tokyo steel maintains gloomy outlook

GeoPark scores again in Colombia

Walter Energy refinancing pulled, shares drop

Chevron confirms first cargo from Angola LNG

Court suspends Petrobras tax order

Protests shut down Abu Attifel output

Bumi lines up BP veteran as chairman

BHP gets go ahead for $400m energy plant in Chile

US shale gas threatens European petrochem jobs

Noble Energy announces Gunflint appraisal results

Oil hunted in Mozambique after world’s largest gas discoveries

Kentucky coal company strikes deal with energy trader

China makes fresh promises on air pollution, pledges support for solar

Rouhani victory: sanctions against Iran could be up for review

BTG Pactual snaps up Petrobras Africa stake for $1.53 bln

North Dakota oil output hits high, seen exceeding forecast

Outages at Norway's LNG plant deter export shipments to Asia

Mitsubishi puts Australian iron ore project on hold

Now Indonesia Is Seeing Riots Thanks To A Fuel Price Hike

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