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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.

For further information please contact info@commodityintelligence.com

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21st April 2011

21st Apr

20th Apr

19th Apr

18th Apr

21st April News and Views

Small cap, big hole

Kumba Q1 output drops, repeats FY outlook

Terrawest tests CBM well near Urumqi, China

Commodity assets at record $412 bn in March

Minefinders on a tear 1

Minefinders on a tear 2

Minefinders on a tear 3

Beijing Seeks 5 Million Tons For National Coal Reserve

Eurasia paints rosy outlook 1

Eurasia paints rosy outlook 2

Serreptitious UK shale development?

Texas wildfires leave more than ashes behind

OGX Announces Further Drilling Success in the Campos Basin

BP Sues Transocean, Cameron and Halliburton Over Oil Spill

Now UBS see little reward for commodity and energy risk

Chesapeake Pa natgas well has blowout during fracking

Rio Tinto raises stake in Riversdale to 72 percent

QHD coal prices continue rising last week

Crude stocks fall unexpectedly on low imports 1

Crude stocks fall unexpectedly on low imports 2

US Potash inventories well below five-year average 1

US Potash inventories well below five-year average 2

US shale Chemophobia

Australian Lithium Producer Reporting Strong Sales

African Barrick Q1 profit dips on higher costs

The South African cabinet backs a freeze on shale gas exploration

Freeport Raises 2011 Gold Sales Outlook To 1.6 Mln Oz From 1.4 Mln

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20th April News and Views

BHP Billiton boosts iron ore output, warns on coal

Santos cuts output guidance on weather difficulties

Range roundly rebuts protesters

China closes Mongolian border to trucks

German consumers refuse to buy biofuel

China set to unearth shale power: Special Reuters report

China starts electricity curtailment to Guangdong 1

China starts electricity curtailment to Guangdong 2

Permian short of sand now

Toyota extends US and china production cuts

Encana reports Q1 focuses on low costs

Carbon tax a risk to LNG exports, warns Woodside

Taseko Mines Q1 copper output falls 17 pct at Gibraltar

DeeThree does farmout

US approves construction of first offshore wind farm

Kenmare finally gets results from Moma 1

Kenmare finally gets results from Moma 2

Kenmare finally gets results from Moma 3

Kenmare finally gets results from Moma 4

Origin and Geodynamics complete drilling geothermal test

Kodiak Oil and Gas Reports Koala #9-5-6-5H Bakken Completion

Enbridge completes North Dakota-Saskatchewan crude line reversal

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19th April News and Views

Southern Copper 1Q

Deutsche Bank trash OGX

Venoco tries the Monterrey- again

Woodside warns of possible Pluto delay; keeps guidance

Newcrest gold production down 16% in March quarter

Range Provides Q1 Operations Update

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18th April News and Views

OGX raises reserves estimate

BHP Billiton plans trebling iron ore capacity

Desire Pete: Falklands duster

Bandanna attracts Indian, Chinese suitors

Halliburton Q1 profit beats estimates

Lithium Americas PPEA for Its Cauchari Lithium Project

Chinese nickel mining project put into operation in Myanmar

Long-term LNG prices seen rising on Qatar-Japan deal

Whats going on? Platts have very different oil numbers!

China coal prices rise to four-month high on Daqin overhaul

China's Henan faces 4.9 GW of summer power shortages

Indonesian investment agency to buy 7% of Newmont Indonesia

Dart Energy to raise $100m for drilling and early development

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