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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 November 2012

22nd Nov

21st Nov

20th Nov

19th Nov

23rd November News and Views

Harmony Gold says violent clashes at S.Africa mine

EU details conditions for Glencore-Xstrata green light

BP, Rosneft formalise terms for tie-up

McEwen Shops Copper Mine to Focus on Gold

Phosagro eyes secondary share offering - sources

Dart Energy Updates on IPO, Australia

Poland to seek Qatar LNG discount

POSCO seeks to attract investors to Roy Hill stake

Xstrata brings in New Caledinia Nickel project

Australian tax office to pursue coal baron Tinkler

Hochschild Mining’s Peru projects delayed

UK energy deal triples renewables subsidy by 2020

Enbridge to undertake Edmonton to Hardisty mainline expansion

Australia's Discovery Metals says $856 mln Chinese bid unfair

Bakken revolution is only half-complete: John Kemp 1

Bakken revolution is only half-complete: John Kemp 2

Bakken revolution is only half-complete: John Kemp 3

Rothschild Raises $270 Million for Bumi Severance Proposal

AGL Energy confident of meeting half of NSW gas demand

Winter buying catching up in the European coal market

China needs environmental tax to control steel capacity

Rio Tinto gets nod for A$1.8bn Yandicoogina expansion

Cash cost fairytales and cost discipline in the gold sector

Hindustan Copper shares slump ahead of govt. stake sale

South Korean arbitrage redraws landscape of Brent market

CITIC blocks efforts by Clive Palmer to terminate iron ore rights

Aus QR National's Jul-Oct coal haulage volume drops, sees recovery

22nd November News and Views

African Minerals seeks funding as shipments fall 1

African Minerals seeks funding as shipments fall 2

Australia's Santos sees 2013 oil, gas output rising

Santos examines LNG pricing

HSBC flash PMI above 50 atc13 month high

Rare earth free electric motors

Iron ore export from India in Oct at 10 year low

Painted Pony Q3 and recent Montney well results

Bharat keen to move Arrowsmith forward

Small recovery in rig count on rising natgas drilling

Midas Gold Reports High Grade Results in Idaho

Aus mining group warnes against change to state royaly offset

IEA sees Asia paying less for LNG as prices converge

Tanzania plans first geothermal power plant, renewables

Talison shares drop as Rockwood rejects bidding war

Exxon warning adds to Nigeria oil output problems

Top Brazil Smelter Considers Buying Into Copper Mines

North Dakota September oil production sets new record

European LNG re-exports to S America up to 34.5 Bcf in ytd

YTC inks A$158m financing, offtake deal with Glencore

Reliance Industries D6 to see first drilling in 15 months

Vale CFO disappointed by China relationship progress

Detour to raise $106mn, gold mine coming online ahead of schedule

Grindrod to up Mozambique coal terminal to 7.3 mln T/yr by March

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21st November News and Views

20th November News and Views

Liquidators appointed to Tinkler's company

China considers tax cut for iron ore miners

Metal buyers' complaints prompted EU enquiry 1

Metal buyers' complaints prompted EU enquiry 2

BP Discovers 1tcf of Gas Offshore Trinidad

Ambre Energy to lay off half of its employee

Talison Lithium Responds to Tianqi bid

US Moly play gets green light

Statoil signs German gas supply agreement

CNOOC agrees to conditions for Nexen nod

SandRidge Energy adopts shareholder rights plan

Platts: December Asia LNG Prices Rose 4% but down 22% YoY

Agrium Investor Jana Chooses Nominees Ahead of Proxy Fight

CITIC Pacific, Palmer spar over Australian iron ore project

Total sells $2.5 bln Nigeria oil field stake to Sinopec

Olam Plunges After Muddy Waters’ Block Questions

Rio Tinto considers diamond float to take on De Beers

CIL foresees coal demand-supply gap till 13th Plan 1

CIL foresees coal demand-supply gap till 13th Plan 2

Vale gets green light for Carajás railway expansion

Newcrest faces fresh legal action over Cadia Valley leases

Cliffs Natural Resources idles some iron-ore production

Magellan and Occidental proceed with BridgeTex Pipeline

Asian VLCC spot fixtures in Nov hit 2012 high of 144

ArcelotMittal tells unions there is little hope for steel revival in 2013

19th November News and Views

MIT and Harvard weigh in on the shale oil

Congo rebels on the move again

BP plans 3.7 bln sterling share buyback-report

China likely to raise subsidy for CBM

Cost of mining US coal continues to climb

Russia wants to migrate to NCV's

Rail link to Alaska for Alberta oil?

Indian firm Zuari builds fertiliser plant in UAE

Wind kites to replace turbines?

Copper grades on the retreat

Statoil 'threatens Norway flag-out'

Buru and Ungani 3

Shell rethinks Arrow LNG as costs blow out

Nigeria Exxon spill spreads for miles along coast, shuts pipe

Glimmer of Chinese interest in coking coal lifting price

Santos strikes new gas field Offshore Western Australia

Aus coal seam gas faces carbon tax bill of billions

BP Wins Bids for Nova Scotia Exploration Blocks, Canada 1

BP Wins Bids for Nova Scotia Exploration Blocks, Canada 2

Scoping study reveals Pilgangoora lithium potential

Wolf secures $115mln for UK Tungsten/Tin project

Boart Longyear sees 2012 earnings down 10-13 pct

French Socialist leader in favour of Sale Research

Thyssen seeks binding bids for U.S., Brazil plants

Putin orders Gazprom rival to collaborate on LNG

Ernst & Young’s Mining Eye Index outlines junior mining stress

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