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 September 2012

20th Sept

19th Sept

18th Sept

17th Sept

21st September News and Views

AngloGold workers strike at S.African mine

S.Korea's SK Energy resumes Iran crude import

Six companies eyeing Alcoa's Italy plant

Russia's Uralkali settles US antitrust claims

Gazprom delays Arctic oilfield launch again

China to set off on tanker buying spree

Lynas adds to Mount Weld resource

Now on! Rare earth clearance sale

Newcrest cuts production at Lihir 1

Newcrest cuts production at Lihir 2

Mallee Bull extension confirmed 1

Mallee Bull extension confirmed 2


Taseko submits new Fish Lake plan

BP has proposed buying stake in Rosneft

US thermal coal export industry more bullish on India than China

FMG celebrates first ore through train unloader at Port Hedland

One dead, four injured in clash near Barrick Peru mine

Zambia approves $832 mln Chinese copper project

African Eagle Dutwa Project Nickel Resource Upgrade 1

African Eagle Dutwa Project Nickel Resource Upgrade 2

Arctic iron mine reaches milestone, but hurdles remain 1

Arctic iron mine reaches milestone, but hurdles remain 2

Australia thermal coal price falls below $90/tonne 1

Australia thermal coal price falls below $90/tonne 2

UK's Centrica inks 3-year spot gas supply deal with Gazprom

Transocean ban could have serious impact-Petrobras CEO

US petroleum products rail volumes up 46.3% on year

Competitive currency devaluations spur Golds 'Golden Cross'

Current LNG pricing system key to development

IoD: Shale gas could provide 35,000 UK jobs

BG Sees Four Brazil Subsalt Blocks Output Matching North Sea Peak

ExxonMobil to increase production and acreage in Bakken oil shale region

20th September News and Views

BHP shelves $3 bln Australian coal mine plans

Outokumpu revises Inoxum deal proposal to regulators

Petrobras union eyes 24-hour strike over wage talks

Oil rig count drops sharply in North Dakota-regulator

US oil stocks up 8.5 mln barrels

Siemens to cut wind and solar power jobs

Shell Leads LNG Competitors Out to Sea

GVEA, BP Sign Alaska Gas Deal

Elemental eyes 2016 start for Congo potash

Eni makes first big oil discovery in Ghana

Kurdistan seals oil products deal with Baghdad

Investors Refine Bets on Crude Price Gap

Indian mines ministry seeks lower iron ore tax to clear stocks

Fortescue reaches $715 mln debt deal with Leucadia

Goldcorp eyes Mexico mining partnership with Fresnillo

Petrobras confirms "good quality" oil in latest offshore find

Japan govt appears to waver on commitment to quit nuclear

Planes of the future could fly on sawdust or straw

Lonmin miners return to work as unrest spreads

Speewah halts work on titanium/vanadium project

NMDC eyes coal assets in Mozambique and Russia

Marengo Mining reports high grade copper at Yanera

Santos: Major export hopes for Aus shale oil, gas

Buru encounters gas shows in latest Canning Basin well

New Gold Announces PEA at Blackwater...500,000 oz per annum

Indonesia Seeks to Increase Royalties From Mineral Mining to 10%

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19th September News and Views

Talvivaara mulls 1 bln euro nickel expansion project

BHP sees no repeat of huge China steel imbalance

Bolivian tin miners clash in La Paz, killing one person

S.Africa's Lonmin miners accept pay rise to end strike

Brazil says to hold oil rights sales in 2013

Fire at Mexico Pemex gas facility kills 26

BP shuts down Norwegian oil field after leak

Fake gold bars turn up in Manhattan

Nautilus outlines subsea resource 1

Nautilus outlines subsea resource 2

Saudis offer extra oil on price rise

Eni finds gas at Pakistan's Badhra B

Strike boosts Cooper resource estimate by 136%

Gold Canyon Encounters 311.2 Meters at 1.81 GpT Gold

Pacific Rubiales Acquires Interest in Karoon’s Santos Basin Blocks

Australian mining pullback hits Macmahon, shares dive

Mozambique looks to fine mining firms on resettlement

As power plants use less coal, Alpha Natural cuts jobs

Gold Fields says unwilling to entertain wage demands

Total expects finance commitments for Ichthys in 2 months

Cheniere says may sell spot Sabine Pass LNG late 2015

Uranium Recovery Postponed as Price Drops to 2-Year Low

Lithium Boom Spurs Production From California Brine

Mongolia says mining review won't target Oyu Tolgoi

Junior Gold Royalties partners with Franco-Nevada

Russia's Highland gold H1 net dives 36 pct

Colossus and Sandstorm Agree US$75 Million Transaction

Newfield Exploration to sell U.S. Gulf assets to W&T Offshore

Plant breeders say new drought-hardy corn testing well in U.S.

18th September News and Views

Australia's Fortescue wins debt breather

Striking Lonmin workers cut wage demands

Gindalbie Ore Terminal Open For Business

Record production lifts New Hope profit

Iron Ore prices resume rebound

New Hope reviewing development capex

New innovations boost silver demand 1

New innovations boost silver demand 2

Russian Diamond deposit 10x global reserves

ArcelorMittal drops investment at Liege plant

Chinese hydropower output surges in July and August

Rapid plunge in oil futures leaves traders/regulators guessing

Ghost steel inventories in Chinese warehouses tip of the iceberg

Japan Q4 aluminium premium at $254-$255 per tonne

JSW Steel hunting for coal assets in Canada, Australia

Fitch: Base metals producers managing for slower growth

US Energy Dept delays release of LNG export report

Lowest U.S. NatGas Price Since 1999 Attracts GAIL

Main Pass Energy Hub Files for LNG Export Licence

Fundamentals in Place for Winter NatGas Recovery

Fracking fluid fit for human consumption in five years

Suncor Energy announces Normal Course Issuer Bid

Shougang Hierro Peru workers to strike next Monday

North American potash stocks shrink in August, still above average

ArcelorMittal North Baffin Island ore JV wins Canadian approval

China's Meijin bids $457 mln for Australia miner Western Desert

Rusal expects aluminum consumption in Russia to more than double in 7 years

17th September News and Views

Tampakan : A local takes interest

Deutsche Bahn seeks Thyssen cartel clarity

Now France turns away from Nuclear

FOGL makes Falklands gas discovery

Northern Iron suspends exploration, cuts jobs

Shell postpones drilling in Alaska

Steel firm SSAB warns of 700 mln SEK loss in Q3

Bill Gross’s Remarkable Comments About Gold

High costs could derail Aust mining

Economics the Brazilian way

EDC to pursue geothermal projects abroad

Ivory Coast considering 19% windfall tax for gold mine profits

Amplats to reopen on Tuesday on Government crackdown

Australia's NuCoal signs up Japan partner for coal project

Vale allowed to resume work on key railway expansion

Ophir scores hat trick, confident Guinea finds commercial

Glencore AG to invest $600 million in Pasar copper smelter

Sunoco gets FERC OK for west Texas crude access project

Queensland may be backtracking on uranium mining ban

Singh Embarks on Biggest Gamble to Revive Economy

Tanzania orders review of all exploration contracts

FMG wins appeal over access to Rio and BHP Pilbara rail systems

China's Meijin bids $457 mln for Australia miner Western Desert

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