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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 October 2010

21st Oct

20th Oct

19th Oct

18th Oct

22nd October News and Views

GS supports Winsway

As expected Oz CBM get go ahead

WSJ spot the LNG problem, miss export potential

Qinhuangdao coal stocks rise, ship queue lengthens

Range Resources finding Oil in Oklahoma

Colombia's Oil output rises 17.4% in September

Novagold puts rock creek up for sale?

Hathor drills 87% Uranium hole

21st October News and Views

Coal India 11x oversubscribed 1

Coal India 11x oversubscribed 2

Karnataka ban shrinks India’s iron ore exports by 47%

Problem of plenty for German Solar Energy

Low natural gas prices a 'game changer'

Alange/Pacific Rubiales drill a good hole

Then there was one: Eon pulls out of UK CCS competition 1

Then there was one: Eon pulls out of UK CCS competition 2

Seeking Alpha on Kodiak

Vale May Become Biggest Nickel Producer Next Year

China to boost natural gas pipelines network

Good article on shale gas

Iraq awards three gas fields in effort to become major exporter

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20th October News and Views

Frac chemicals used to make metamphatimes?

 

India's biggest iron-ore miner bids for Russia's Kolar coal mines

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19th October News and Views

Oz 'Ankata' underground on schedule 1

Oz 'Ankata' underground on schedule 2

GXinhua cartoon on energy efficiency

Oyu Tolgoi: Ivanhoe vs Rio

Vale: Fertilizer

Kogas to buy into Santos CSG-LNG project

Halliburton profits surge on US shale drilling

Xstrata announces mixed production results

Novatek to start Arctic LNG construction in 2012 1

Novatek to start Arctic LNG construction in 2012 2

Is the Bakken like the Barnett: harbinger of doom for Oil?

Useful Resource

Vale Day: Some Interesting slides

Vale: Global Auto slide

Vale: Nickel

Vale: Iron ore

Daylight Energy Continuing Cardium Success 1

Daylight Energy Continuing Cardium Success 2

Centamin Reaches High Grade Hapi Zone

Axe Murderer part one

Chesapeake investor day: Axe Murderer bear in gas alive and kicking 1

Chesapeake investor day: Axe Murderer bear in gas alive and kicking 2

Chesapeake investor day: Axe Murderer bear in gas alive and kicking 3

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18th October News and Views

Oil, the dollar, and demand destruction

Hancock coal goes for $2.7bn?

Concho and Apache JV on some Permian assets

China mine death toll rises to 30

"biofuel racer"

Financing deal for Yandera copper project

CNPC begins phase 11 of South Pars gas field

Peabody expect China's coal demand to surge 30 pct in five yrs

Water and shale: The facts we need to know

INSG sees 2011 world primary nickel output at 1610000 tonnes

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