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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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22nd July 2011

21st July

20th July

19th July

18th July

22nd July News and Views

Baker Institute on global shale gas 1

Baker Institute on global shale gas 2

Baker Institute on global shale gas 3

Freeport conference call

NUM to 'rock the diamond industry'

Natural Gas Autos 1

Natural Gas Autos 2

SunCoke Energy up 9 pct in market debut

Sumitomo eyes US shale oil assets

Encana mulling international shale gas opportunities

Canadian oil pipline bottleneck

API reports drop in US oil production but economic expansion

Norilsk Nickel Net Reaches $3.3 Billion, Missing Estimates

Lundin Mining to produce less zinc, copper in 2011

21st July News and Views

Bill Barrett: The Other Uinta play..

Santos Q2 production rises, Gladstone on track

Newfield Q2 Bakken Activity

Encana production grew 4% YoY in Q2

Newfield Provides Update on Uinta Basin Development Program 1

Newfield Provides Update on Uinta Basin Development Program 2

Hyundai Steel sees orders from 3-4 Japanese shipbuilders

Buru Valhalla-2 well prospective 1

Buru Valhalla-2 well prospective 2

Free market proponents named in Peru’s cabinet

Mitsubishi: Similco copper mine to reach full production in August

Penn. Marcellus production todouble in 2011, thats just the beginning

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20th July News and Views

Rodinia Oil: Another Aus Oil play 1

Rodinia Oil: Another Aus Oil play 2

Santos bid lights up coal seam gas sector

BHP Iron Ore Output Rises, Coal Hit By Rain

Kirk Sorensen briefs Google on Thorium

Green upstream production practices make a profit

Baosteel to enter steel structure housing industry

Russia offers Germany help on rare earths to sweeted nat gas deal

CNOOC to buy Opti in $2.1bn deal

Dow, Mitsui sugar cane JV cost more than $2 bln

Dart enters CBM sales agreement

Protests in Colombia over labour rights

Attempt to blow up Algeria-Italy gas pipeline in Tunisia

Merafe-Xstrata chrome venture to operate at 50% capacity

Revisiting ConocoPhillips and the Seaway Pipeline

China's affordable housing drives Steel rebar contract at 2-month high

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19th July News and Views

Oil Demand exceeds supply 1

Oil Demand exceeds supply 2

Copper price expectations

High fertilizer prices help Mosaic beat Street

Oz Minerals Q2 copper output up 9 pct Q/Q; on track

India claims World’s largest Uranium mine

AFBF hammer USDA's Numbers and procedures

China power shortage forecasts by region easing

Bullish on Carbo Ceramics

Peabody's Q2 profit jumps

June Housing Starts in 14.6% Jump

Realm Energy: Another Polish gas shale play

Tesoro to Supply Bakken Crude to its Washington refinery

Pluto expansion orders delayed

China fuel stocks up as demand slows

Yara 2Q 2011 Net Profit Falls 40% On Year

Indian Iron ore exports seen falling to 8-year low

Shanxi H1 coal output and deliveries surged 1

Shanxi H1 coal output and deliveries surged 2

Drillsearch/Beach make it three Cooper basin wells in a row 1

Drillsearch/Beach make it three Cooper basin wells in a row 2

18th July News and Views

Pioneer Slide on Fracs

Heritage buys Petrofrontier stake

Range breaks out on BHP bid 1

Range breaks out on BHP bid 2

China expects bumper autumn harvest

China H2 aluminum output to raise 8pct on H1

Silver has a bid too

Shell seeks sale of Canadian Mackenzie gas assets

Chinese miner launches Sundance takeover bid

PTTEP unit confirms plans for floating LNG scheme

Speculation over next US shale takeover

China to expand biomass power to more than solar

Eastern Star shares soar, Santos poised to rule over NSW gasfields

Halliburton profit jumps on strong U.S. demand

Glencore to take majority stake in Peruvian copper project for US$475 mln

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