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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 October 2011

20th Oct

19th Oct

18th Oct

17th Oct

21st October News and Views

Newfield Exploration shares fall on weak Q3 1

Newfield Exploration shares fall on weak Q3 2

Barrick Gold, Antofagasta JV in 'Dispute' with Pakistan

BHP Order Book Full But Customers Conservative

China's copper smelters running low on raw materials

Schlumberger profit lags Wall St view

Pioneer getting back on track? 1

Pioneer getting back on track? 2

JSW Steel 2Q Unconsolidated Net Profit drops 71%

Pancontinental Oil & Gas (PCL) - Fri 10am meeting & PVM 1

Pancontinental Oil & Gas (PCL) - Fri 10am meeting & PVM 2

Peabody, Arcelor Secure Citic Backing, Control 49% Of Macarthur

EnCana Beats Expectations in 3Q

POSCO Q3 profit up 6 pct, meets forecast

Chinalco to buy 45 mln T of Mongolian coking coal

Yara sees tight fertiliser market as profit soars

Japan's Mitsui Chem, others consider solar, wind power plant

Coal displaces LNG in Spain

Chinese thermal coal prices moving up

Buru updated presentation post Ungani well

Chiho_tiande

Statoil has doubled its resource estimate at the Aldous Major South 1

Statoil has doubled its resource estimate at the Aldous Major South 2

Shell Buys Potential British Columbia LNG Export Site From Cenovus

Noble Energy Inc. Earnings Cheat Sheet: Earnings Higher Than Expected 1

Noble Energy Inc. Earnings Cheat Sheet: Earnings Higher Than Expected 2

20th October News and Views

Freeport-McMoRan 3Q earnings fall, strike hurts

Copper -3.5%/FT story on commodity financing

Copper Extends Losses Late After Fed Comments

Range Resources down grade

India iron-ore export declines 43.4% in August

Petronet and Gail looking for US LNG

Lynas spooked to lack of import license

Petrofac announces giant $12 billion backlog

Newcrest Mining Says Gold Output Falls 16%, costs rise 1

Newcrest Mining Says Gold Output Falls 16%, costs rise 2

PetroChina says faces $7.8 bln in refining losses

Santos profit up 27pc as prices offset lower production

Ithaca leads North Sea assets splurge 1

Ithaca leads North Sea assets splurge 2

China taking advantage of new iron ore price option

China September copper output declines 7.5% due to smelter shutdowns

West Bengal steel makers facing sever shortage as CIL diverts coal to power plants

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19th October News and Views

Coking Coal Below $240/Ton In 4Q, Risks To Downside

BHP Billiton Q3 production update

VTB gains 5.1 pct Uralkali stake via repo

South Korea's PPS Buys 200 Tons Nickel, 1,500 Tons Zinc

Northern Oil and Gas

Nine firms in Orissa in dock for sales tax evasion

Shah Deniz to pick gas pipeline by November end

Xstrata withdraws Esop, NUM vows to intensify strike

More High-Grade Copper at Oracle Ridge 1

More High-Grade Copper at Oracle Ridge 2

More Capacity Urgently Needed for Canadian Crude Pipelines

Bakken Turns Oasis Into Target 1

Bakken Turns Oasis Into Target 2

Kodiak fortunes on the rise 1

Kodiak fortunes on the rise 2

Rio Tinto approves another $1.3bn for Simandou

Xstrata sets steam coal contracts above analyst expectations

Agnico Eagle to suspend production at Quebec mine

European gas demand to dip

US crude oil supplies down by 4.7 million bbl expected up

Shell: FLND offers a substantial reduction in costs, its a 'game changer'

Orissa mines department asks firms to file utilization certificate

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18th October News and Views

Xstrata posts coal output record, Q3 copper dips

Alaska Voters Reject Pebble Mine

More on Vale lowering Q4 iron ore price

Buru in Canning basin Ungani find

Aurelian makes Polish gas find

Age of Austerity?

Centrica hits oil at Butch 1

Centrica hits oil at Butch 2

China Sept steel output up 16.5 pct y/y

China: Lower GDP stronger industrial production

Yanacocha gold mine forced to suspend work due to blockade

China Sept power output sustains double-digit growth

Wintershall restarts Libyan oil production

Water wells 'not hit by Atgas flowback'

Range Provides Operations Update

China cuts off REE supplies for a month

Northern Iron drilling defines zone of approximately 425 metres magnetite

India and Global cotton production to hit record, consumption weakens

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17th October News and Views

Reliance Industries May Suspend Oil, Gas Drilling

BHP eyes 2 bln stg bid for Ferrous - Sunday Times

Grupo Mexico Must Pay $1.3 Billion to Southern Copper

Tokyo Steel cuts prices, sees further fall in Asia

Statoil to buy Brigham...no details yet 1

Statoil to buy Brigham...no details yet 2

Petrobras eyes BG’s pre-salt stakes

Quadra FNX warns on full-year copper output

Rio Tinto Streamlines Aluminum Arm, Plans To Sell Assets

Freeport Indonesia says Grasberg output completely stopped

Anadarko, BP To Settle Claims Against Anadarko for $4bln

Greenstream set to export Libyan gas to Italy

Libyan oil workers claim scalp of Waha chairman

Shale gas helps Halliburton profit beat Street

Golden Predator Intercepts 23.3 m of 5.67 g/t Gold

Newfield has value post Brigham acquisition

Uralkali 9-mth combined potash output up 4 pct (adds presentation) 1

Uralkali 9-mth combined potash output up 4 pct (adds presentation) 2

Anshan steel output cut may spell wider impact for China's industry

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