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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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23rd July 2010

22nd July

21st July

20th July

19th July

23rd July News and Views

Neo Materials

Ivanhoe gives Fluor contract for Oyu Tolgoi

Randgold accelerates Kibali

European Shale Gas Reserves Could Rival USA

Panhandle Granite Wash gusher 1

Panhandle Granite Wash gusher 2

Bayan goes..who is Next ? Adaro...1

Bayan goes..who is Next ? Adaro...2

The Oil Sands' big tailings Ponds 1

The Oil Sands' big tailings Ponds 2

Duluth Antofagasta JV closes 1

Duluth Antofagasta JV closes 2

Copper rallies through 200 day, high volume

The Hybrid Play: Explained 1

The Hybrid Play: Explained 2

Paulsen sells some Centamin

Nikko Copper smelter funds Sandfire for 45% offtake agreement

22nd July News and Views

Apache Comments 1

Apache Comments 2

Kondratieff Winter

World Map by Income bracket

Romarco: Condemned to find gold 1

Romarco: Condemned to find gold 2

Freeport Evaluating Restart of Chino Copper Mine 1

Freeport Evaluating Restart of Chino Copper Mine 2

Offshore to Onshore theme spreading in the commentaries 1

Offshore to Onshore theme spreading in the commentaries 2

KEPCO buys Bayan!

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21st July News and Views

POSCO sees softening Coke market 1

POSCO sees softening Coke market 2

Apache and the Permian basin

Steel tittle-tattle turns a bit more hopeful

Katla is Astrology..apparently 1

Katla is Astrology..apparently 2

Apache grabs BP assets in US, Canada, Egypt for $7 billion

Summer a good time to buy Gold 1

Summer a good time to buy Gold 2

Summer a good time to buy Gold 3

Oil Valuations in M&A

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20th July News and Views

China builds more to control property prices

Western Areas doubles nickel output from WA mines 1

Western Areas doubles nickel output from WA mines 2

Western Areas doubles nickel output from WA mines 3

Explaining the Bakken numbers 1

Explaining the Bakken numbers 2

Explaining the Bakken numbers 3

I trust this albanian oil tycoon has nothing to do with Bankers.... !

Apache, KUFPEC and KOGAS sign LNG sales and equity agreements

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19th July News and Views

AMSA farce results in plant closure

Interesting Lithium Mine

From today's FTFM

LME steel-billet prices up on tight Black Sea market

DNO Embargo lifted on Tawke

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