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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 September 2011

22nd Sept

21st Sept

20th Sept

19th Sept

23rd September News and Views

China oil refiners lost $751 mln in July

Goldman spooks Iron Ore miners

Can China's aluminium market self-correct?

Petrominerales keeps finding water

Shale oil could be ‘game changer’ for North Slope 1

Shale oil could be ‘game changer’ for North Slope 2

Third of Libyan output set to resume

ArcelorMittal faces recession fitness grilling

deGraff technical report

Anglo American starts phase 2 production at Barro Alto nickel operation

Marcellus Gas Drillers Face Potential ‘Chaos’ in Land Law Ruling

22nd September News and Views

Alpha Natural cuts forecast for coal shipments

HSBC 'flash' China PMI Falls To 49.4

Nippon Steel, Sumitomo to set merger ratio

Uralkali pledges 50 pct of profit in divs

Xstrata, Tohoku settle Oct thermal coal contract

US crude oil stocks tumble 7m barrels in a week

Northern Oil & Gas: Reserve Report Highlights Value 1

Northern Oil & Gas: Reserve Report Highlights Value 2

Grealy:: Cuadrilla announce huge shale gas find in UK

Enbridge plans October space rations

Chevron’s Wheatstone LNG wins last environment approval

Norfolk Southern bullish on export coking coal demand

Petrobras Finds Oil In Sergipe-Alagoas Basin

South Korean Agency to Boost Metals Buying as Prices Drop

China base metals demand growing 10 pct more than GDP

Cuadrilla announce huge shale gas find in UK

Mincor's restructure proves profitable

Updated charts of Rogoff and Rheinhart.."This time is Differenet...."

China's State Council Approves Plans to Change Resources Tax

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21st September News and Views

Tag Oil 1

Tag Oil 2

Rare Earths get a pasting

Protests shut Rubiales Colombia field

Total makes Kenya offshore move 1

Total makes Kenya offshore move 2

Plaudits for Celtic 1

Plaudits for Celtic 2

Chinese steel prices slide

Apache to pay $1.75B for Exxon North Sea assets

Indian investment in Australian coal continues apace

Energy XXI Provides Operations Update 1

Energy XXI Provides Operations Update 2

India to export white-rice again

PetroNeft purple patch in Russia

New Hope Coal confirms plans to double production 1

New Hope Coal confirms plans to double production 2

Traders in queue for LME tin 1

Traders in queue for LME tin 2

MacroAsia sees nickel mine operating next year

DNO gets new Tawke payment, new oil law pending

Alpha Natural cuts forecast for coal shipments

KCA DEUTAG to drill four shale-gas wells for Marathon in Poland

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20th September News and Views

Australia cuts coal output forecasts as recovery drags

Gulf Keystone nets $200m

Continental tries AIM

Non-state-owned Chenese coal railways may open

Southern Silver drills high grades

Significant shale gas potential in Advent onshore fields

Apache strikes twice in Egypt

Xstrata's Peru Copper expansion detailed 1

Xstrata's Peru Copper expansion detailed 2

Xstrata's Peru Copper expansion detailed 3

Lizard and the Permian

Albanese overview

Mongolia discussing changes to Oyu Tolgoi copper deal

Keynote Address of Aubrey McClendon, Marcellus Shale Insights Conference, Philadelphia, PA, September 7, 2011

Rio Tinto raises copper resources at Kennecott Utah Copper mine

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19th September News and Views

Add to yergin piece

Rise in US rig count resumes

Renegade Petroleum

Yergin on Peak Oil

Cliffs insider sellers

Beach finds Butlers oil

Newmont breakout

Peabody extends offer for Australia's Macarthur to Oct. 14

Iron ore prices 'damn good', says Sam Walsh

Siemens drops Rosatom nuclear plant ambitions

Celtic at new high

Record gold price could spark restart of India's Kolar mine

Agnico-Eagle will acquire Grayd

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