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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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5th April 2012

4th Apr

3rd Apr

2nd Apr

5th April News and Views

Shell Weighs Natural Gas-to-Diesel Facility

Oneok to build natural gas lines in Bakken shale

Coming soon: a Louisiana crude oil glut

PetroChina in shale oil exploration talks

U.S. Stockpiles Surge to the Most in12 years

Petrobras is latest Argentine target

Union Pacific comments on Shale Oil

Bio-gas in the US..tiny

FYI-GMX

Solo Oil terminates investment in Argentina

Goa cancels 450 iron ore trading licenses

K+S to officially start building Legacy potash mine in June 1

K+S to officially start building Legacy potash mine in June 2

Monsanto 2Q Net Up 19% On Strong US Selling Season 1

Monsanto 2Q Net Up 19% On Strong US Selling Season 2

Delta Air Makes Bid For ConocoPhillips' Trainer Refinery?

Scoping study puts price tag on Quest's Perenjori project

EU steel capacity must be cut, exceeds demand by 45 mln tn

Russia proposes tax breaks for offshore oil fields

CuDeco signs steel deal for Rocklands copper project

Alcoa seen launching earnings season with quarterly loss

Merafe chrome JV to close down more furnaces

Canacol and ExxonMobil in shale oil exploration deal in Colombia

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4th April News and Views

Montreal Portland pipeline reversal delayed by court

UK Tungsten mine to re-open after 70 years

Senex announces reserves boost 1

Senex announces reserves boost 2

GMX Bakken well into lower bench? 1

GMX Bakken well into lower bench? 2

Tepco price hikes anger businesses

High prices depress U.S. gasoline demand

Oil India looking at Chesapeake's Mississippi Lime Acreage

Indonesia mine export tax aimed at curbing output boom

Waste Management becoming an energy company

Brazil Iron ore production tumbles 24% in February

Workers at BHP Australia coal mines vote for another strike

Brazil Prosecutor Files 2nd Lawsuit Against Chevron

Anadarko (and Cove) announce Barquentine 4 success

Whitehaven warns rainfall lowered production

Salazar: Bakken "ground zero for American energy production"

Oregon LNG export terminal recieves export license..to FTA countries

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3rd April News and Views

US Auto Fleet Efficiency

First Utica oil and gas results mixed

Copper looks like a breakout

Mali is quickly turning very ugly

EPA Delays Hydraulic-Fracturing Rules

French wind power decision due this week

Cairn to buy Agora to increase lower-risk assets

Constancia to cost around $1.5bn to build, says HudBay

Poland's PKN Orlen to step up shale drilling

Aquila to sell stakes in coal mines to fund iron ore push

TAG Oil confirms Urenui oil discovery in the Cheal permit

At least 10 pct supply penalty cost likely for Coal India

Pretium Resources Inc.: 4.9 mln oz Gold indicated and 10.4mln inferred

Fortescue chief sees iron ore prices lower. Says it’s a ‘good thing’

Silver Wheaton reports 114moz decrease in 2011 silver reserves

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2nd April News and Views

Kurdistan halts oil exports over pay dispute

China PMI data eases slowdown woes

BHP: force majeure at Bowen Basin coal mines

IC Potash sees C$40m cheque from Yara

Russia's Polyus Gold 2011 net profit up 57 pct y/y

China To Reduce Tariffs To Boost Imports

Rio's Mozambique Coal Plans

Tin: Kasbah

Argentina decides to control oil firm YPF - newspaper report

Petronas Plans Canadian Acquisition Topping $5 Billion

ConocoPhillips, Exxon, BP strike Alaska settlement deal

Iron ore not a ‘strategic mineral’: Indian Mines ministry

Race on to dig more zinc mines even as glut persists 1

Race on to dig more zinc mines even as glut persists 2

PNG to send troops to guard LNG, gold projects

Galaxy to buy Canada's Lithium One for C$109m

US active oil rigs now more than double gas rigs count up by 11

CHALCO to Make a Proportional Take-Over Bid for SouthGobi

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