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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.

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23rd August 2013

22nd Aug

21st Aug

20th Aug

19th Aug

23rd August News and Views

Phosagro first-half profit drops 56 pct 1

Phosagro first-half profit drops 56 pct 2

China's apparent oil demand in July rose 6.6%

Sinofert profits hit by lower prices in first half

Egypt names new chairman of state oil company

Tamar field partners find small gas reservoir nearby

Brazil iron ore exports total 153 MT in first 7 months

China's rare earth exports up 75% in Jul

Reliance, BP Hit Gas Offshore India

Nick Holland explains Barrick deal

September Asia LNG Prices Rise 1

September Asia LNG Prices Rise 2

Senex makes oil discovery at Burruna-2

PetroChina foresees hefty gains from gas price hike

Yemen demands higher LNG sales price from Korea by end of 2013

China copper imports to rise in coming months - Aurubis

ThyssenKrupp in talks with hedge funds for cap hike

India readies to trim iron ore export duty as rupee stings

Apache's Egypt quandary symbolizes tough business call

China Copper Output Seen Lower by Antaike on Tight Scrap Supply

Canadian LNG projects ‘difficult to justify,’ report says

BHP Billiton updates on iron ore production 1

BHP Billiton updates on iron ore production 2

Global oil price will decline through end of 2013, EIA forecasts

Dong cautions over UK’s draft CFD prices

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22nd August News and Views

DNO boosted by Tawke growth

Reserves rise but profits down at Energy XXI

Gold and Money 1

Gold and Money 2

Libya's National Oil Company declares force majeure

Usiminas seeks compensation from MMX for port delay

Rosneft and ExxonMobil Proceed with LNG Project

Fortescue holds back on rail stake sale as profit soars

BHP slashes value of Nickel West again

Brent WTI spread opens $3 in two days

Buccaneer closes Alaskan farmout

Higher costs hit miner Kazakhmys H1 profit

China's refined copper imports up 15% in Jul

Atlas Iron first half profit plunges

Barnett Shale production falls below 5B cubic feet a day

Vestas ditches embattled CEO to restore investor confidence

China grid says half of $100 bln high-voltage network under way

Aluminium spreads frozen in a large contango as financing fades

South Africa's main mine union to take strike vote in gold sector

After cost cuts, miners need to do more with less, BHP says

China August flash HSBC PMI points to stabilising growth

Barrick Reaches Agreement to Divest Three Australian Mines

Premier Oil announces small increase in production and profit

Americas Petrogas: evaluation of its shale resources in Argentina

Overcapacity a Serious Problem in China's Coal Industry

Moody’s Predicts Challenging Times for Mozambique LNG

BHP Lowers Eagle Ford Capital Spending For Fiscal Year 2014

21st August News and Views

Iran new oil minister hints at price war 1

Iran new oil minister hints at price war 2

CAT July sales in China plummet

Eagle Ford oil production tops 621,000 barrels per day

Ukraine region rejects Chevron shale gas deal draft

China Gold-Mine Deals at Record After Price Plunge

Worldsteel update on crude steel production in July 2013

China Coal Energy sees 38pc profit drop on lower prices

China's domestic thermal coal prices are bottoming

Russia promises to help Kenya's farmers

Mt Milligan phased start-up begins

World Titanium loses $200m farm-in

Inova fields $160 mln Chinese bid

China July coal imports rebound; Australia top gainer

Palmer discovers potential $35 billion PNG gas region

Colorado oil production on pace to break 50-year record 1

Colorado oil production on pace to break 50-year record 2

Votorantim, Solitario break 50 percent zinc-lead in Peru drilling

Opposing trends in China, US crude imports to impact cost, trade flows

IABr sees Brazil steel output, sales down as economy slows

Woodside: profits dip, Browse plan and seeks clarity on Leviathan

Moody downgrades Raspadskaya on weak coking coal outook 1

Moody downgrades Raspadskaya on weak coking coal outook 2

North Sea Output May Slide 22% This Year on Maintenance

Number of Eagle Ford Gas Wells Producing Has Doubled In 2013

Fracking blamed for massive wave of earthquakes in Ohio

Lower mineral sands prices belie China's property boom?

Uranium miners face new hurdles as Fukushima disaster worsens

Saudi to employ 200 rigs, search for gas may change reserve policy

20th August News and Views

Total/cobalt in Africa discovery 1

Total/cobalt in Africa discovery 2

Iran vows to restore its share in oil market: minister

Rusal may delay Siberian smelter launch to 2014

A warning from the iron ore futures spread

Sinopec coal project gets state backing

Coal sales and output fall in first 7 months

RasGas Completes Barzan Drilling Campaign

Goa mulls resumption of iron-ore mining

Low commodity prices cause BHP slump

CNOOC Limited announces its satisfactory results

Glencore reports Q2 and higher impairment

Hydraulic fracturing efficiencies continue to restrain demand

Value of U.S. fuel exports soars to $110.2-billion in first half

Woodside calls for floating LNG plant for Australia's Browse

Amplats says plans to cut 1,000 extra S. African jobs

Kenya From Nowhere Plans East Africa’s First Oil Exports

Hebei Steel finished steel exports in July up by 71.9%

China Geological to list mining assets with reverse takeover

Western Australia miners welcome the government's royalty review

Costs at AngloGold's main Ghana mine unsustainable – CEO

Indian thermal power plants need to import 82Mt of coal this year

BHP approves $2.6bn spend on Canada potash project

19th August News and Views

Ukraine cuts gas imports by 35% this year

Shell and No-Risk Oil

China's bloated industry to face market forces

Yancoal Australia swings to massive H1 loss

A tale of two asset sales:Petrobras and Statoil 1

A tale of two asset sales:Petrobras and Statoil 2

Australia – two-year window to extend LNG boom 1

Australia – two-year window to extend LNG boom 2

Mongolia ousts Oyu Tolgoi chief after mine delay 1

Mongolia ousts Oyu Tolgoi chief after mine delay 2

San Leon scoops Moroccan shale oil

Exxon, Talisman said to seek Hess, Newfield Asian assets

RUSAL posts $208 mln loss as aluminium prices slide

Glencore to take up to $7 billion hit on Xstrata assets

Shale Grab in U.S. Stalls as Falling Values Repel Buyers

Search for oil on the Mississippian can be maddening

Hindalco Industries bets big on Utkal & Mahan plants to raise output

Air pollution concerns halt enormous coal plant in China

China's Hebei province to cut 86 mln T of steel capacity by 2020

Nearly half of imported iron ore at Hebei port of low quality

MMG considers bidding for Las Bambas copper mine

Mongolian parliament recalled as falling foreign investment threatens economy

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