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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 March 2013

21st Mar

20th Mar

19th Mar

18th Mar

22nd March News and Views

21st March News and Views

Field narrows for $1.51bn UK CCS project

Phillips 66 signs deals to use more U.S. shale crude

Poland's first shale gas flow obtained

Tangsteel acquires 10% Swiss steel trader stake

Sprott, Zijin Mining to set up $500 mln mining fund

Oil companies bid $1.6 billion for Gulf drilling rights

India's Gold imports may increase despite duty

Don't Export More LNG Exports Anytime Soon

$900 million lawsuit filed against Rio Tinto's IOC

Cape Lambert launches asset review

Nevsun on track to switch to copper

Noble to market Pan Asia's Kalimantan coal

Some Codelco shipments halted by port strike

Cotton Crop Worldwide Seen Falling as Farmers Shift to Grain

China fuel prices hit trigger point for a cut, new scheme eyed

Batista takes another blow as his iron ore firm records massive loss

South Boulder: Staged development of Colluli viable option

Questerre Energy: Liquids-Rich Montney Well Tests 1,800 boe/d 1

Questerre Energy: Liquids-Rich Montney Well Tests 1,800 boe/d 2

Questerre Energy: Liquids-Rich Montney Well Tests 1,800 boe/d 3

China Predicts Energy Talks Breakthrough in Xi Russia Visit

Global nickel output to rise 5.7 pct in 2013 - Nickel group 1

Global nickel output to rise 5.7 pct in 2013 - Nickel group 2

Global nickel output to rise 5.7 pct in 2013 - Nickel group 3

Ex-fighters clash over security at another Libyan oil field

Morien confirms interest in acquiring Xstrata stake in Donkin coal project

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20th March News and Views

TAG Oil: Success with Two New Sidewinder Wells

Next oil boom could be based in New Mexico

Petrobras confirms surprise FPSO duo

Cairn ditches Sri Lankan duster

Dow outlines Gulf expansion 1

Dow outlines Gulf expansion 2

BG Group to sign LNG deal in India

Bumi delays publication of its full year results

Impairment hit drags miner ENRC to 2012 loss

Tourmaline Oil announces record year

Ernst & Young on LNG pricing

Sirius annoubce maiden resource

LNG forecast from Qatar press

Gazprom Said to Seek Stake in Eni’s Gas Assets in Mozambique 1

Gazprom Said to Seek Stake in Eni’s Gas Assets in Mozambique 2

Sundance CEO not confident on Hanlong bid after chairman detained

Companies announce strong results from Gulf appraisal well

Energy XXI Joins Apache to Explore Central Gulf of Mexico

Newfield CEO Seeks ’Certainty’ in U.S. Amid Planned Asian Sale

Chinese Steel Production Seen Poised to Drop as Prices Slump

SandRidge Energy CEO Ward sheds 13.5 percent of his shares

Valero: RINs could curb US gasoline supply during summer

Silver Wheaton reports over 1 billion oz silver reserves

Geopark Holdings: successful oil wells in Colombia

Peabody, Posco settle Apr-Jun PCI coal up $18/mt from Jan-Mar

Liberty prioritises A$1.4bn gas project

Milk Powder Climbs to Record as Drought Scorches New Zealand+ Dead pigs in Shanghai 1

Milk Powder Climbs to Record as Drought Scorches New Zealand+ Dead pigs in Shanghai 2

19th March News and Views

Canada Wonders Why Crude Oil Is Coming From Texas

Saudi Arabia to Drill for Shale Gas This Year

Tanzania pair in 'LNG teamwork'

Colonial Pipeline to expand U.S. Northeast links

Blue upgrades Queensland gas resources 1

Blue upgrades Queensland gas resources 2

Indian coal imports 1

Indian coal imports 2

Baosteel looking to boost overseas sales

Cairn Energy outlook

Marcellus shale producing more than 7 bcfd

Sanchez buys Texas assets from Hess

Clashes break out at Libyan Waha oil field

Schlumberger says North America weaker than expected in Q1

Rio Tinto: slower China steel demand growth to weigh on iron ore

Russia tax breaks for shale, offshore oil seen on Jan.1

China Seen Canceling Subsidy for Largest Solar Projects

Iraq undercuts Saudi to snare Asian oil market share

Potash production, inventories up while prices down

Apache looking at all options for $2 billion of asset sales

Rail deliveries of US crude oil increasing to 700,000 bpd

KiOR ships first production of wood chip-based diesel 1

KiOR ships first production of wood chip-based diesel 2

KiOR ships first production of wood chip-based diesel 3

Exxaro talks fail, power disruption fears intensify

Beach and Drillsearch have new gas sales agreement covering PEL 106B 1

Beach and Drillsearch have new gas sales agreement covering PEL 106B 2

18th March News and Views

Oyu Tolgoi mine gets at least $3bn bank pledges

Fracking: the monster we greens must embrace

Queensland Says Selling A$806 Million Aurizon Stake

Mitsubishi buys into Australian gas permits

Li Urges Paring State Role to Fuel 7.5% China Growth

Asian players offered Russian LNG stake

San Leon Energy in strategic deal with Halliburton

Cyprus promises natural gas bonds to depositors

Canada aboriginal movement threatens mining industry 1

Canada aboriginal movement threatens mining industry 2

Sirius reports first assays from Bollinger deposit

Ensign Energy starts to shift rigs to Oz

CNQ's Pipeline Expansion Map

Rosetta acquires oil-rich assets in Permian's Delaware Basin

Commodities Slump as Cyprus Sparks Declines From Oil to Copper

Argentina orders Vale to maintain workers at halted potash mine

Coal India shares slump on report govt to accelerate stake sale

Exxon Agrees to Buy Oklahoma Shale for $147.5 Million From BNK 1

Exxon Agrees to Buy Oklahoma Shale for $147.5 Million From BNK 2

China's iron ore demand to grow, say Vale boss Murilo Ferreira 1

China's iron ore demand to grow, say Vale boss Murilo Ferreira 2

Higher US natural gas prices boost oil field services demand

Coal export restrictions cause by a price spike in Indonesian coal

Codelco workers announce company wide strike within 30 days

Russia adopts fracking and horizontal wells to revive old Oil Fields

Statoil, ExxonMobil Make Third High Impact Discovery Offshore Tanzania 1

Statoil, ExxonMobil Make Third High Impact Discovery Offshore Tanzania 2

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