Mark Latham Commodity Equity Intelligence Service

LinkedIn Twitter

info@commodityintelligence.com

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

search tips advanced search
search engine by freefind

22nd February 2013

21st Feb

20th Feb

19th Feb

18th Feb

22nd February News and Views

LLS spread hanging in there

Southern Copper signs deal with workers in Peru

Rothschild defeated in Bumi showdown

Newmont Profit Tops Estimates

CNOOC to invest more in coalbed gas after deal

No FPSO for Shell’s Fram Development (UK)

Cabot profits grow on huge output lift

Agrium reports record profit, beats expectations

Alumina reports loss for 2012

Production surge boosts Coeur D'Alene profit

BlackRock participates in Banro Financing Package

Cascade Coal's USD 1 billion mine looks doomed

Linn to buy Berry Petroleum for $2.5 bln to add oil reserves

Woodside boss Peter Coleman upbeat about Browse LNG plant

Gazprom Takes Final Investment Decision on Vladivostok LNG

Indian utilities' April-January thermal coal imports up 32%

Santos sees underlying profits grow on production growth

China's Wugang eyes H2 2013 startup for huge Liberia iron ore project

Origin Open to Deal With Competitor in Queensland’s LNG Industry

Germany set to continue as world’s leading biogas energy producer

Chesapeake made a profit in Q4 after year of losses 1

Chesapeake made a profit in Q4 after year of losses 2

Low nickel prices and impairment slash Western Areas profit

Walter Energy details production targets for 2013

21st February News and Views

Chesapeake review 'clears McClendon'

Aus Gov't at odds with unions on FLNG

Obama settles on EPA, Energy Department nominees

Tag gets green light for NZ shale wells

Origin sees APLNG cost rise

Devon Energy reports loss after impairment

Resgen starts Boikarabelo mine construction

Expanded operations causes PanAust profits to rise

NOVATEK reports strong proven reserves growth 1

NOVATEK reports strong proven reserves growth 2

Senex hits gas pay in northern Cooper basin

Iluka to cut production, jobs to curb costs

Evolution triples interim profits following merger

Abe to Ask Obama for Shale Exports as Japan’s Gas Bill Soars

Anadarko announces 2013 capital program and guidance

African Petroleum announces oil discovery at Bee Eater-l well

Pan American Silver's Silver Reserves Increase to 317 Million Ounces

Visiongain: FLNG Market in 2013 to Reach Value of $9.5 Bln

McMoRan announce discovery at unfinished Chevron well

Commodities extend losses as Fed comments spook investors

ConocoPhillips and PetroChina team up for China and Aus shale

Bellatrix Exploration announces material reserves increases

Gran Tierra Tests 1,984 Bopd with Peru Discovery Well

Drilling efficiency: Lowering the break-even price of natural gas

Concho update drilling opportunities

back to top

20th February News and Views

Exxon 2012 Reserves Replacement Totaled 115 Percent

Reliance, BP to Invest $5 Billion in India Gas Block

David Baker: The New Generation Of Gold Companies

Woodside profits almost doubled

BHP Billiton reports weak results and new CEO 1

BHP Billiton reports weak results and new CEO 2

BHP Billiton reports weak results and new CEO 3

Woodside to spend $1.2bn on Leviathan in 2013

China to introduce carbon tax: official

Weir expands presence in mining industries

Atlas warns of impairment charges

Bakken Oil gusher draws attention

First Majestic drops out of Orko bidding

Smog in Peking

Gaxprom should take EU’s anti-competition probe seriously

Batista Said to Seek $5 Billion by Selling Energy, Gold Stakes

Australia's Fortescue H1 profit slumps, eyes China recovery 1

Australia's Fortescue H1 profit slumps, eyes China recovery 2

Petrobras starts production at Baúna field, in Santos Basin 1

Petrobras starts production at Baúna field, in Santos Basin 2

China to Impose Limits on Six Industries to Tackle Air Pollution

Proposed developer of Goldboro LNG sets up shop in Halifax

Westlake Chemical Q4 Profit Surges on low input costs 1

Westlake Chemical Q4 Profit Surges on low input costs 2

Hecla Mining’s Lucky Friday mine resumes operation

Chinese finished steel inventory rises again after Spring Festival

Capesize rate crash as Chinese iron ore demand stays low

Kaiser Aluminum Reports Solid 2012 Results

19th February News and Views

S.African police say at least 13 injured at Amplats mine

Changing global energy outlook

A new direction for European natural gas?

Heat on Hess raises specter of Hetco sale

Oz shale well Arrowsmith-2 flows gas

LNG prices above Oil in Asia

Chinese traders continue to chase iron ore higher

PMI, Keegan scrap merger plans

BP Faces New Bout of Spill Liability

Mount Gibson profits tumble on weaker prices

Statoil beating Gazprom for market share

Tampakan Mine in Philippines Gets Environmental Permit 1

Tampakan Mine in Philippines Gets Environmental Permit 2

Argentina Neuquen province expects 74% surge in E&P investment

Vale declares force majeure on coking coal shipments from Mozambique

Labour "prioritising the mining industry" agreement with Greens over

Xstrata axing operator of loss-making Australia coal mine

Gold Fields: R4bn more will set South Deep up for 50 years

Aus Black Mountain plans first US silver production within months

Precious Metal Miners With Exposure To Argentina

Turkey's shale gas hopes draw growing interest

Cerrejon miners seek more wage talks as negotiations fail

18th February News and Views

Marcellus Shale output is in 'holding pattern' 1

Marcellus Shale output is in 'holding pattern' 2

Marcellus Shale output is in 'holding pattern' 3

Colombia Ecopetrol net profit falls on attacks, delays

Goa mulls banning all new iron ore projects

Coal seen slipping to 2010 lows in Xstrata talks 1

Coal seen slipping to 2010 lows in Xstrata talks 2

Coal seen slipping to 2010 lows in Xstrata talks 3

Forbes cancels Riversdale acquisition

ConocoPhillips gets Penglai restart approval

Crude Awakening: Shale Boom Hits Oil 1

Crude Awakening: Shale Boom Hits Oil 2

TAG Oil provides third quarter results

Sirius Minerals signs potash marketing deal with Keytrade

Encana moving rigs back into the Haynesville Shale

Minerals Protection Act reintroduced to US Congress

Peru’s Volcan posts 36% drop in 2012 net profit

Mining sector criticises Gillard local content plan

Boart Longyear Profit Falls 57%, Richard O'Brien as CEO 1

Boart Longyear Profit Falls 57%, Richard O'Brien as CEO 2

Masked intruders attack Eldorado's Greek gold project

China crude steel output seen rising 4.6 pct in 2013 -MIIT

Americas Petrogas successfully fracs Vaca Muerta shale well

Things Could Get Real Ugly In The Wheat Market

EMED Mining says new technical report validates plans

Petrobras starts-up limited production from Sapinhoá Norte

Leviathan gas sales to Turkey worth $3-4b a year

Enbridge and Energy Transfer: Crude oil pipeline to eastern Gulf Coast market 1

Enbridge and Energy Transfer: Crude oil pipeline to eastern Gulf Coast market 2

back to top

Company Incorporated in England and Wales, Partnership number OC334951 Registered address: Highfield, Ockham Lane, Cobham KT11 1LW

Commodity Intelligence LLP is Authorised and Regulated by the Financial Services Authority

The material is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. Opinions expressed are our current opinions as of the date appearing on this material only.

Officers and employees, including persons involved in the preparation or issuance of this material may from time to time have 'long' or 'short' positions in the securities of companies mentioned herein. No part of this material may be redistributed without the prior written consent of Commodity Intelligence LLP.

© Commodity Intelligence 2009 - 2015

Designed by Sarum Web Design