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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 March 2012

22nd Mar

21st Mar

20th Mar

19th Mar

23rd March News and Views

Talking up the Eagle Ford 1

Talking up the Eagle Ford 2

Silver Wheaton profit up on higher silver prices 1

Silver Wheaton profit up on higher silver prices 2

China's coal imports up 154.07% in Feb

OGX moves to producer in 2012

More colour on possible Alaska LNG exports

Leighton talks with FMG on $3.6b contract

Pengrowth to buy NAL Energy for C$1.9 bln

Yara Uncovers Possible Corruption At Swiss Joint Venture

Moody's Downgrades Argentine Oil And Gas Companies

Vale’s Biggest Mine Faces New State Tax in Para

Tokyo Gas: could become long-term buyer of U.S. shale gas

Sandspring reports encouraging infill drilling results 1

Sandspring reports encouraging infill drilling results 2

Gazprom: record February deliveries, expanding storeage

IEA dismiss stategic reserve release on Saudi supplies

QR National lowers FY profit forecast on lower coal shipments

22nd March News and Views

ARAMCO vs Al Naimi

Franco-Nevada: Q4 loss on impairment charges

HSBC Flash China March PMI Tumbles To 48.1

Australia notes threat of US LNG exports

DR of Congo to up mining project levies

Ecopetrol shuts pipeline after attack

First gas delivered to Pluto

Renegade Mali soldiers announce takeover

Some natural gas companies can still make money

India loses $210 bln in coal sales in "mother of all scams"

Premier Oil eyes growth opportunities after profit jump

Obama to push US agencies on south Keystone line

Gazprom Studies Entry Into U.S. LNG Project

China may miss new target to cut coal output growth

Silver Lake targets high grade copper prospect

CBP, Exxon, Conoco talk to Alaska about a $40 Billion LNG Project

Toyota Prius c outsells Chevy Volt and Nissan Leaf combined ytd in days 1

Toyota Prius c outsells Chevy Volt and Nissan Leaf combined ytd in days 2

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21st March News and Views

Legacy reports solid 2011 1

Legacy reports solid 2011 2

FMG joins China iron ore trading platform

Australia lifts iron ore exports forecast

EU may delay proposed Glencore-Xstrata tie-up

Rio Tinto in Mongolian power struggle

Obama's energy tour

Bolivia to debut new mine contracts with Glencore

Torrential rain hits Queensland coal exports

Trains roll from Canada to Gulf

Saudi Vela on spot charter spree

Linn Energy sees spending up to $2 billion yearly on deals

ENRC Sees Good Demand Ahead Despite Volatility

Agrium emerges as a quiet winner in Viterra deal 1

Agrium emerges as a quiet winner in Viterra deal 2

Saudi Arabia comments on supply and inventories

ArcelorMittal To Indefinitely Idle Luxembourg Plant

Sinopec: 2 Bln Cubic Meters of Shale-Gas Output By 2015

Is North America the Next Middle East for Energy?

Baker Hughes sees lower 1st-qtr operating profit 1

Baker Hughes sees lower 1st-qtr operating profit 2

DNO records 25,000bpd at new Kurdish well

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20th March News and Views

Anglo looking for iron-ore assets in Australia, Africa

Williams buying infrastructure in Marcellus shale

China raises retail gasoline and diesel prices

Now Neuquen scraps YPF energy concessions

Barnett vs Bakken vs Alberta

An Interesting Recipe

China coal prices may ease further, boon for power

BENTEK : Canadian prices at deep discounts to WTI for five years

Rio Tinto says iron ore expansion plans on track 1

Rio Tinto says iron ore expansion plans on track 2

Brazil prosecutor says Chevron can't stop oil leak

Nickel-Ore, Bauxite exports from Indonesia could drop 75%

First Uranium Shareholders Object to AngloGold Deal

China Rongsheng to deliver 10 VLOCs to Vale this year

Enterprise: new NGL Fractionators and Expands Eagle Ford Pipeline

Origin Says Australia at ‘Foothills’ of Shale Gas Development

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19th March News and Views

Tax impact on Energy output

The trade of the century

Oil investment return by project type

Unconventional oil: here's the wrinkle

Zambia askes miners to cut electricity consumption

Rusal 2011 Net Falls 92 Percent on Norilsk Stake

Brazil to File Charges Related to Oil Spill

Carrizo Barnett Shale properties for $190 million

Rio Accepts Offer For Extract, open to a JV

Total mulls offer for minnow Wessex

India to increase tax on oil production

UK to pledge tax relief for oil shutdowns

Oil Demand: Subsidisers are inefficient users

Nisshin, Nippon Metal to brief on planned merger

Recent problems leave Kinross Gold priced for takeover

Kinross is cheap, but never makes any money

Natural gas pain is oil's gain as frack crews head to N.Dakota

China's Chalco suffers bigger than forecast Q4 loss

Total And China Reach Shale-Gas And Refining Deals

China's five year plan aims to push shale gas exploration

Vale Shuts Railroad From World’s Biggest Iron Ore Mine 1

Vale Shuts Railroad From World’s Biggest Iron Ore Mine 2

Norwest Energy plans Arrowsmith-2 frack program in June

More Indian coal imports likely following duty reduction

Australia imposes mining tax after two-year battle

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