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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 June 2012

21st June

20th June

19th June

18th June

22nd June News and Views

Mining execs view outlook as ‘pretty bleak'

Rosneft in talks to join Exxon in Iraq

Oil/Gas ratio has flipped 1

Oil/Gas ratio has flipped 2

Fortescue Battles Australia Mining Tax 1

Fortescue Battles Australia Mining Tax 2

BHP looks to slice iron ore expansion plan

Max mauled on Kazakh pain

Shell may replace Total in Shtokman

Labour dispute hits Argentina's Cerro Dragon

KOGAS to invest 805 bln won for Prelude FLNG project

Osaka Gas to invest in Cabot's Texas shale gas, oil project

BHP Billiton Invests US$845 Million In Illawarra Coal

Chesapeake Taps Deal-Making, Turnaround Exec As Chair

Posco wants return to annual ore contracts, Vale amenable

Rio expects funds for Oyu Tolgoi expansion by Dec

Woodside gas supply deal to Taiwan's CPC expires

France to permit Shell to drill for oil offshore Guiana

Reliance, partners aim to spend $4 bln on India gas field

Baja forms new board, updates Mexico project costs

Arch Coal cuts thermal output amid weak demand

POSCO says Nippon seeks $1.2 bln compensation over technology

21st June News and Views

China Flash PMI Falls

Xstrata reviews Papua New Guinea copper project

Encana to boost spending on oil, liquids hunt

Statoil to triple North America oil and gas output

Paloma Deep continues to shine for Neon

Sinopec 'eyes Chesapeake assets'

Alberta projects production boom

Colombia speeds permitting

Chinese Rice imports are going ballistic 1

Chinese Rice imports are going ballistic 2

China eyes Africa mining over Australia

Angang Steel delivers strong May rebound

Biogas Market to Nearly Double in Size to $33 Billion by 2022

Chevron Joins Kosmos to Look for Oil Offshore Suriname

Reliance Industries shares fall on KG D6 reserve estimate

Traders charge Egypt big premiums for fuel shipments

Statoil submits highest bid in Gulf of Mexico lease sale

Glencore will get little for Bolivian mine takeover

Freegold: 1.57 g/t Au over 136.7 metres at Golden Summit

Australian coal producers to collaborate on rail access 1

Australian coal producers to collaborate on rail access 2

Argentina deploys military police in fuel strike

First oil flows through UAE's Hormuz bypass

Aquarius places another platinum mine on care and maintenance

32000 MW power projects in India shelved or delayed on coal uncertainty

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20th June News and Views

Still a bear market in commodities...

Enbridge shuts Alberta pipeline after oil spill

Iraq asks Obama to halt Exxon's Kurdish deal

Iran, world powers fail to settle nuclear dispute

Exoma spuds Galilee shale well

Iraq approves $843m Weatherford deal

Valero idles Nebraska ethanol plant due to margins

Operators place 593 bids on 454 blocks in GoM

Grange to sell stake in Southdown

Russia's Mechel profit hit by mining weakness 1

Russia's Mechel profit hit by mining weakness 2

Senex raises A$155m for gas exploration

ArcelorMittal CEO mulls more steel capacity cuts in Europe

Rio To Invest $4.2 Billion in Iron Ore, adds note of Caution

Chevron seeks priority access to Trans Mountain pipeline

Woodside on Banambu Deep home straight

Dennis Gartman: Major Shift in Gold Trade

Rio Tinto invests $600 million to extend Bingham Canyon

Price of coal at Qinhuangdao cools to lowest in 20 months

Rialto hits hydrocarbons in Gazelle sidetrack

The US will close 30 refineries by 2020: Verleger

Brazil's Mines and Energy Minister Lobao 'asked to return to senate'

Steep backwardation in RBOB futures gasoline stocks at recorded low

19th June News and Views

New Tronox lists

Enbridge sees quicker Seaway expansion

Gazprom sees buyers for S. Stream gas despite cost

Albanian villagers blame Bankers Pete for earthquakes

Lumina Copper Invites offers on Argentine Discount

BG issues hybrid bonds with 60 year maturity

Subsidies for Spanish coal mines yanked

Repsol throws in Cuban towl

Armour hits Cow Lagoon gas

Iraq to offer improved terms in 5th auction round

Evraz to boost capex, core earnings until 2016

Yamana Gold to buy Extorre Gold for C$413 mln 1

Yamana Gold to buy Extorre Gold for C$413 mln 2

Iron Ore-Spot offers rise, traders bet on more China demand

Malaysian lawmakers green light Lynas rare earths plant

India's CIL to import Coal to meet growing demand

Persistent Drought Could Send Corn Prices Soaring

Strikes called off at Wesfarmers' Curragh mine

Major shareholder sues Baja Mining over ballooning costs

China bank may back $3.9bn Australia iron-ore project

PEA pins Prophecy Platinum’s Wellgreen NPV at $3bn

Rubber Glut Extends Bear Market Cutting Bridgestone Costs

Nautilus dispute with PNG authorities threatening underwater mining

18th June News and Views

Mason Hawkins Buys Stake in CONSOL Energy

CNPC says Iraq's Halfaya oilfield in operation

Brazil's CSN interested in Thyssen unit

Senex lines up Cooper wells

US rig count loses 13

Phosagro Q1 net income up 29 pct y/y 1

Phosagro Q1 net income up 29 pct y/y 2

Global woes threaten expected copper surplus - Codelco CEO

Norway's Aasgard gas field shut down 1

Norway's Aasgard gas field shut down 2

Study concludes hydraulic fracturing poses low earthquake risk

Tokyo Steel cuts July prices, demand remains weak

Pilot floating wind power project seeks EU funds

Burke outlines issues with Alpha coal project

BHP Billiton to withdraw from Ethiopian Potash Project

Rosneft and ExxonMobil formalise W Siberian and Arctic deal

Yukon-Nevada: Jerritt Canyon Steady Production, Cash Flow Positive

POSCO tops as World's Most Competitive Steelmaker Rankings

Chevron and TEPCO sign equity and additional LNG sales agreements

Japan approves renewable subsidies in shift from nuclear power 1

Japan approves renewable subsidies in shift from nuclear power 2

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