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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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6th August 2010

5th Aug

4th Aug

3rd Aug

2nd Aug

6th August News and Views

The Oil sands as Art 1

The Oil sands as Art 2

The Oil sands as Art 3

The Oil sands as Art 4

Shell R&M margins: How close to China?

Becoming Big Gas will cost Big Oil

5th August News and Views

Shipping delays mar Antofagasta H1 1

Shipping delays mar Antofagasta H1 2

SOCO International 1

SOCO International 2

China may reduce coal imports in second half 1

China may reduce coal imports in second half 2

Whitehaven Coal going too? 1

Whitehaven Coal going too? 2

Bio CNG hits Bristol 1

Bio CNG hits Bristol 2

Chesapeake reducing gas shale drilling 1

Chesapeake reducing gas shale drilling 2

Tin Inventories falling 1

Tin Inventories falling 2

Tin Inventories falling 3

Concho Resources Inc: Awesome

Reliance invests heavily in US shale gas in preference to offshore India 1

Reliance invests heavily in US shale gas in preference to offshore India 2

Reliance invests heavily in US shale gas in preference to offshore India 3

Reliance invests heavily in US shale gas in preference to offshore India 4

Gloucester raises $400m, buys Middlemount interest..and rallies! 1

Gloucester raises $400m, buys Middlemount interest..and rallies! 2

Continental Resources Q2 profit up; expenses lower

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4th August News and Views

Ecopetrol buys BP assets in Colombia with Talisman

Calfrac: pure play pressure pumping

Ball Bearings

Corridor spuds New Brunswick shale gas

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3rd August News and Views

Sandfire Presentation

Another $1bn Coal deal?

US Inventory to sales chart

Mincor reopens another 4500 mt of Nickel capacity

Montana: the next big Oil shale target 1

Montana: the next big Oil shale target 2

Chesapeake raises 2010 outlook, increases hunt for oil

China's auto sales dropped slightly from June to July

Ad Campaign targets Oil Sands

Engineers tinker with offshore wind designs

Kinross Gold, Red Back Mining to merge 1

Kinross Gold, Red Back Mining to merge 2

Xstrata: 3 speed economy

Xstrata: Striking Copper chart

Xstrata: back of envelope valuation

Adaro forecasts strong output

Trican: Staying ahead of the frac pack; 70-80 fracs a well coming our way

Petrohawk, the Eagle Ford and the coming train wreck in wet gas, completions lag, and completion expense surges

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2nd August News and Views

Western Areas Ore makes it to market

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