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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 May 2014

22nd May

21st May

20th May

19th May

23rd May News and Views

Venezuela plans first shale gas exploration project

Angola LNG ‘chartering out fleet’

Could Russia Cause Chaos In The Gold Market?

Kidnap warning for Basra oil workers

Russia targets shale oil boom by next decade

Researcher talks of recovering more Bakken oil

Repsol’s Cash Puts Athabasca to Kodiak in Reach

Rio Tinto agrees to be the off-grid solar guinea pig

Hamm warns safety issues could derail Bakken 1

Hamm warns safety issues could derail Bakken 2

Hamm warns safety issues could derail Bakken 3

Gazprom reveals debtors

Suzlon at R24

Marathon Petroleum to Acquire Hess Retail Unit for $2.87 Billion 1

Marathon Petroleum to Acquire Hess Retail Unit for $2.87 Billion 2

Maersk Drilling chief says rigs dip could extend to 2017/18

Australian union suspends iron ore port strike plan for a month

TransCanada explores oil by rail as Keystone XL process drags 1

TransCanada explores oil by rail as Keystone XL process drags 2

TransCanada explores oil by rail as Keystone XL process drags 3

Argentina won lottery with Vaca Muerta shale field - Chevron

Chinese thermal coal market seeing some positive fundamental trends

Russia's Rusal offers Japan aluminium buyers $405/mt premium for Q3

Lonmin hit hardest by strike, third capital raising expected

South Korea's LS-Nikko halts copper smelting after fire

4.4bn barrels of shale oil - latest BGS estimate for Weald in Southern England

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22nd May News and Views

Largest H2 bus fleet unveiled

Canadian Producers Targeting Torquay Formation

Japan Court Blocks Reactor Restarts

More on the Russia China gas deal

ExxonMobil hits in Vaca Muerta

HSBC Flash PMI at five month high

Solar PV shipments to grow 30% in 2014

US railroads to struggle with summer coal demand

Hebei province sees decrease steel output in April

Yankuang eyes for 120 mln T coal output by 2015

Polymetal buys Kazakh gold project for $619 million

Sinopec, Weatherford in oil services jv as shale in focus

Trina Solar posts first-quarter profit, forecasts higher shipments

Manhattan Resources plans $800 mln mining firm purchase; shares dive

Russia-China gas deal more a threat to LNG pricing than volumes

LINN Energy Announces Permian Trade With Exxon Mobil Corporation

EIA Slashes Monterey Shale Recoverable Oil Estimate By 96%

Shell in $639 Million Eagle Ford Asset Sale to Sanchez

PDVSA Signs $2.2 Billion Oil Service Financing to Boost Drilling

Vedanta wants Mr Modi govt to unlock natural resources potential

QHD coal stocks up 31 pct plus since the end of Daqin maintenance

1 980 workers to be ‘affected’ by Exxaro’s 2015 restructuring plan

Sabine Pass Liquefaction Project April 2014 Construction Progress Report

21st May News and Views

Nickel and Indonesia

77m @ 1.17% nickel - Balmoral

Unnerving slide in iron ore price continues 1

Unnerving slide in iron ore price continues 2

Russia-China gas pact 'snags on price'

NOVATEK and CNPC Sign LNG Supply

Woodside pulls out of Leviathan project

Chesapeake eyes LNG deals

Goldman Sachs begins LME warehousing sale

China's Gold demand eases in first quarter

HQC Sells Part of Its Stake in LNG Limited

China, Russia's Gazprom sign gas supply agreement

Shell boss says refining assets still key despite weak profits

The slow motion coup: oil workers and diplomats leave Libya

Australian miners aim to avert iron ore port strike

Spectra Considering 1.1 Bcf/d Pipe from Marcellus to North Carolina

Repsol eyes US$2B LNG export plant at Canaport site in New Brunswick

Hess Gas plant opening marks 'new era' for ND industry

API shows surprise 10.3 million-barrel weekly draw in US crude stocks

Australia's April iron ore exports to China jump 46% on year

Modi exploring breakup of Coal India, opening up sector-sources 1

Modi exploring breakup of Coal India, opening up sector-sources 2

Platinum producers, striking union, said to agree to court mediation

20th May News and Views

NaMo: the western press recoils in horror

Angola LNG plant status

Tohoku Agreement to Purchase U.S. Produced

Gorgon - A Project Update - May 2014

Lonmin says "bleeding" from S.Africa strike

API welcomes Cove Point LNG progress

Horizontal rigs surging in Permian Basin

China-Russia gas deal 'to undercut Aust LNG'

Work starts on solar cell mega-facility

Iron ore price drops to double digits

China to boost clean power to cut coal use

Serius jumps hurdle at Nova

Fortescue adds resource in the Pilbara

California Drought

Cuadrilla to Seek ‘Milestone’ U.K. Shale-Gas Approval This Month

Moody’s: Some utilities would benefit from lengthy Russia gas outage

Libyan air force base in eastern city says joins forces of renegade general

BP writes off $500m over Browse and refinery closure

Cabot Oil & Gas Corp Seeking Eagle Ford Expansion 1

Cabot Oil & Gas Corp Seeking Eagle Ford Expansion 2

Norilsk approves $1 billion Siberian copper project 1

Norilsk approves $1 billion Siberian copper project 2

$20bn Rio Tinto-Guinea deal on Simandou close

Chesapeake chasing ‘all-but-forgotten’ shale assets

As Emissions Fall, Greens Increasingly Embrace Shale Gas

Study shows ‘compelling economics’ of Highfield’s Spain project

Bitter takeover battle for giant US copper mine hots up

19th May News and Views

Watching Aecio Neves 1

Watching Aecio Neves 2

Costs balloon on Goliat

Chesapeake To Shed Half of Workforce in Rig Spinoff

Brent rises to $110 on Libya violence, fall in output

China wants to triple solar by 2017

Russia-China gas deal "one digit" away - Gazprom

What's in store for Indian steel mills post elections

Iron ore price nears $US100 a tonne 1

Iron ore price nears $US100 a tonne 2

Delays to major North Sea project could cost billions

Energy rigs in U.S. climb to tie highest count since 2012

India's messy energy sector 1

India's messy energy sector 2

Billionaire Roekke Open to Sale in Giant Sverdrup Oil Find

India court orders temporary closure of some Odisha iron ore mines

Russia says will discuss gas price discount if Kiev pays $2.237 bln of debt

Canadian Solar quarterly revenue forecast misses estimates

Hebei April steel output drops as China's smog war intensifies

Russian minister says Rosneft stake sale possible in 2014

Cameco puts Millennium uranium mine project on hold

AngloGold Ashanti Production up 17%; Costs Down 22%

Israel Panel Recommends ‘Windfall Tax’ on Natural Resources 1

Israel Panel Recommends ‘Windfall Tax’ on Natural Resources 2

Israel Panel Recommends ‘Windfall Tax’ on Natural Resources 3

POSCO aims to boost operating profit by 67 pct in 2016 1

POSCO aims to boost operating profit by 67 pct in 2016 2

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