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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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22nd August 2014

21st Aug

20th Aug

19th Aug

18th Aug

22nd August News and Views

Lithuania signs LNG import deal with Statoil

Gulf Coast to benefit from refinery retrofits

Rosneft Should Extract Oil, Not State Cash

Indian government approves hike in mining royalty rates

China orders local govts to rein in overproduction

China Jul hydropower output hits 23-mth high

Tidal energy project to be constructed in the Pentland Firth 1

Tidal energy project to be constructed in the Pentland Firth 2

Solar boom drives panel shortage

Rising nickel stocks keep bull story under wraps

Africa to add more renewable power in 2014 than in past 14 years

San Leon Energy Exits Germany And Slovakia But Ramps Up In Poland

ABB Launches World’s Most Powerful Cable System for Renewables

Santos touts growth prospects with big gas find off Australia

China's coal output down 1.45% in Jan-Jul to 2.16 bln tons

Expo presents lots of talk about Permian land, but not much of it

Plains All American to construct pipeline from Cushing to Memphis

World refined copper market in 69,000 mt deficit in May: ICSG

Vale secures key licence for flagship iron ore mine expansion 1

Vale secures key licence for flagship iron ore mine expansion 2

Mozambique eyes Asian LNG markets as $30-billion earmarked for investment

Sinopec planning $1.5 bln Hong Kong IPO of oilfield services unit-sources

RUS Manufacturing PMI Surges To Over 4-Year High, Biggest Beat On Record

Rusal indicates record $460 premium for Oct-Dec aluminium to Japan-sources

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21st August News and Views

Platinum, palladium prices are tanking 1

Platinum, palladium prices are tanking 2

Caterpillar's Sales Keep Falling

JA Solar profit misses estimates as expenses rise

Pemex kicks off 'restructuring'

Province to offer two Vaca Muerta blocks

China's manufacturing sector slows in August

China adds most nuclear for year with 3.2GW

Shanghai Jul coal imports down 10.4 pct on yr

China solar power firms to gain boost from new policy

Chinese iron ore, steel prices slip on oversupply worries

London Mining losses widen amid “challenging” backdrop

US Gulf Coast crude runs highest on record 1

US Gulf Coast crude runs highest on record 2

Glasenberg: 'Supercycle ain't over' – demand 'higher than it’s ever been'

Two Belgian nuclear reactors may be closed permanently - state media

Third US Offshore Wind Lease Auction Goes to Italy-based US Wind 1

Third US Offshore Wind Lease Auction Goes to Italy-based US Wind 2

China's MMG says zinc demand growth higher than expected

Beijing-Tianjin-Hebei region to harness offshore wind power

Will Airborne Wind Turbines Soon Float Above Our Cities? 1

Will Airborne Wind Turbines Soon Float Above Our Cities? 2

Siluria turns natural gas into gasoline for $1 per gallon 1

Siluria turns natural gas into gasoline for $1 per gallon 2

Vestas raises 2014 profit forecast as turnaround takes hold

Asia spot LNG prices for September delivery plummet 33.1 pct

BC Iron maintains FY guidance despite delayed Sept quarter sales

Mexico Congress urges end to Grupo Mexico major copper mine concession

JUNYANG SOLAR: Announces 2014 Interim Results Net Profit Surges 3.7 x

20th August News and Views

Texas price gap widens as oil production rises

Drop In Demand For Oil Hints at Global Slowdown

CNPC backing for Badger

Planned wind farm OK without tax credit

A Future for Flywheel Storage? Alaskan Project

China’s Wind Power Industry Shows Overall Recovery

China Wind Auctions: Price stops falling!

Refracking brings 'vintage' oil and gas wells to life

Mongolia’s Tavan Tolgoi Mine Halted, Macmahon Says

Yancoal narrows H1 loss

Goa mining leases to be granted by October 15

Brazil’s iron ore giant MMX to file for bankruptcy

K+S profit down on low potash prices

Iran Cooperating With German Firms for Shale Project 1

Iran Cooperating With German Firms for Shale Project 2

Altagas and Painted Pony announce strategic alliance 1

Altagas and Painted Pony announce strategic alliance 2

Iraqi Kurdistan's Oil Pipeline Is About To Double Capacity

California Calls on Big Oil to Halt Fracking During Drought

A New Frontier for Fracking: Drilling Near the Arctic Circle

Cashed-up Woodside Petroleum sees juicier M&A prospects

Fortescue Full-Year Earnings Rise 56% on Higher Ore Output

India reduces waiting time for green approvals in the country

Artillery shelling shuts down four Metinvest Group plants in Ukraine

China Molybdenum looks for more overseas mining acquisitions

China's Zijin Mining looks to purchase gold projects in Africa

19th August News and Views

Wind record in UK

Ineos buys shale gas licence stake

Recycling Old Batteries into Solar Cells

Reliance planning $2bn shale spend: reports

West’s historic drought stokes fears of water crisis 1

West’s historic drought stokes fears of water crisis 2

West’s historic drought stokes fears of water crisis 3

Tidal and wave power ‘more expensive than expected’

Gold Fields sells Peru's Chucapaca for $81m

Japan, Turkey start building $1.3 bln Turkmen fertiliser plant

CNOOC Hizhou petchem plant wants U.S. LPG as feedstock

The Risk Of An 'Explosive Subglacial Eruption' In Iceland Just Went Up

Australia's Arrium sees strong iron ore demand, shares jump

Shenhua to start coal-to-liquids expansion projects

China cuts on-grid thermal power tariff, utility sources

Oil Search: both PNG LNG trains operating at full capacity

Petrobras launches latest FPSO, to start oil output in Q4

BHP unveils spin-off as profit just misses forecasts

SM Energy Announces Improved Production Outlook and Revised Guidance 1

SM Energy Announces Improved Production Outlook and Revised Guidance 2

SM Energy Announces Improved Production Outlook and Revised Guidance 3

China Hongqiao secures term shipments to replace Indonesia bauxite - CEO 1

China Hongqiao secures term shipments to replace Indonesia bauxite - CEO 2

SAIL, RINL and NMDC to form SPV to buy Rio Tinto Mozambique assets

PetroChina reviews multi-billion-dollar push to produce LNG used in transport

Andalay and Highpower Commercializing Viable Energy Storage Systems

18th August News and Views

BHP Billiton set to spin off unwanted assets

Pemex 'could import US crude'

Rio has first right of refusal over Bougainville Copper

Apache Says Discovery May Herald New Oil Province

China EV production rises 700%

China Jul coal output further declines on year

Beijing cuts coal use by 7 pct in H1 in anti-smog push

First US NGL cargo leaves Houston

China's refined copper output up, aluminium at record

Oz says copper find could reap billions in revenue

African Minerals names new CEO, gets $248 mln cash injection

Aluminium Supply Tightening as Production Slumps in Brazil

El Nino’s Delay Spurs Memories of 2012 When It Never Came

Kurdish Oil Finding More Buyers as Tanker Offloads in Croatia

Wuhan Iron to spend USD 5 billion in 2014 in Indonesia

LNG Ltd: DOE approves Changes to Non-FTA Countries 1

LNG Ltd: DOE approves Changes to Non-FTA Countries 2

China's largest ferrous scrap trader halts 'unprofitable' trading: source

Cooper Energy : FY14 Financial Results Press Release 18 August 2014

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