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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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6th December 2013

5th Dec

4th Dec

3rd Dec

2nd Dec

6th December News and Views

Eskom fears resurface as CEO Dames resigns

Obama to feds: Boost renewable power 20 percent

Shell will not pursue U.S. Gulf Coast GTL project

Vale to sell up to 25% stake in coal operations

Natural gas soars

Statoil Finds More Gas Offshore Tanzania

Dresser-Rand's First Small-scale LNG Unit Produces LNG

Total to Pay InterOil Up to $3.6 Billion in Pacific LNG Deal

China iron ore imports to hit 850 mln tonnes in 2014

BP’s strategy after the Deepwater Horizon tragedy: Go deeper

China nickel importers strike term deals with eye on Indonesia ore ban

LME wants aluminum warehousing suits heard in New York

Shanghai polution Cancels Flights as Pollution Hits ‘Beyond Index’

Latin America receives 23% more Chinese steel in Jan to Sept 2013

Wood Mackenzie Advises Explorers to Reload with Quality New Acreage

Marcellus/Utica produced ethane to reach USGC markets in January

Tepco to start up 1.6 GW of coal-fired power generation mid-Dec

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5th December News and Views

Libya hopes to restore full oil output in two weeks 1

Libya hopes to restore full oil output in two weeks 2

Libya hopes to restore full oil output in two weeks 3

Egypt to pay $1.5 bln arrears to foreign oil firms

Range Res. leaving the Permian?

Turquoise Hill sinks 26%

Alrosa net, and artificial diamonds at $5 per carat

China's iron ore stockpiles hit 12 month high

Indonesia imports gas from US?

Suncor eyes Norway expansion

David Cameron Signed A Brilliant Deal: Pig Semen To China

Brutal weather system threatens most of US with snow, ice, wind

Qinhuangdao Port set to price $562 mln HK IPO at bottom of range

WTI Trades Near Five-Week High as U.S. Crude Stockpiles Decline

Glasenberg Raises Glencore’s Bet on Coal as BHP Pauses

Petronas' Australian LNG project needs RM3.2bil more for drilling

The keys to exploration success and mining the market – Friedland

Indonesia ban on unprocessed metals to stay

Barrick's new chief talks hedging and diversification

GASFRAC announces success in Eagle Ford

Forty Proposed Projects in North America to Export 400 Mt of LNG Annually

Noble Energy new discoveries in the Gulf Of Mexico and Med fail to stop the flow of $ back to the shales

4th December News and Views

Shell and Statoil agree refinery swap deal

Lundin sale 'likely' on Sverdrup

Reservoir Minerals drills another massive hole 1

Reservoir Minerals drills another massive hole 2

Thyssen hit by doubts $1.2 bln fundraising is enough

Sugar-Pricing Plan Seen Reviving Nation’s Mills

New data show ‘meteoric’ rise of Texas oil

Atlas signs new improved off take deals for 2014

India offers BHP partnership with domestic major

Britain to change subsidies to boost offshore wind power

Iran threatens to trigger oil price war - FT

PotashCorp Announces Operating and Workforce Changes 1

PotashCorp Announces Operating and Workforce Changes 2

Oil majors close to agreeing cuts in Iraqi production targets-FT

Asia LNG buyers set to meet this week on joint procurement

These are the countries mining investors should stay away from

U.S. oil jumps more than $2 a barrel as pipeline set to start

Rusal Sees 2017 Aluminium Deficit Exceeding 2 Million Tons

China thermal coal prices post the biggest monthly gain in 3 yrs

Codelco halts Chuquicamata smelter after worker protest

Gran Tierra: Initial Well Results in Colombia and Production Update

Coal Accounts For 43%; Oil 33%; And Gas 18% Of Global Carbon Emissions

3rd December News and Views

Gold and Velocity fall

Rio Tinto says to halve capital spending by 2015 1

Rio Tinto says to halve capital spending by 2015 2

Rio Tinto says to halve capital spending by 2015 3

YPF's oil production hits 31-month high

Belo Sun Receives Environmental Approval

Cairn Oil Seeks to Double Output

Tiger draws down on funding for Kipoi development

Cold Temperatures to Turn Up Natural Gas Prices

Canacol encounters 133 feet of net oil pay in the Leono 1

Vale pares investment budget for 3rd year to $14.8 bln

Uralchem buys 20 pct stake in Russia's Uralkali

Petrobras shares plunge after fuel price rise disappoints

Thyssen asks for cash after costly foray into Americas

OPEC inaction masks looming supply glut in 2014

Chilean presidential election makes copper miners nervous-FT

Nevsun declares commercial copper production from Eritrea

2nd December News and Views

West Africa bets on Brazilian style oil jackpot

CITIC Pacific loads first Australian iron ore cargo

Chinese PMI stays positive 1

Chinese PMI stays positive 2

Turkey to seek Baghdad's consent for Iraqi Kurdish oil

Pertamina Buy Hess’ Indonesian Assets for $1.3B

High cost logistics hit Mozambique coal producers hard

Outokumpu shares jump on asset sales, rights issue

Malaysia power rates to jump 15 percent in 2014

China imported gas price hike may boost imports to cover shortage

Bakken Crude Strengthens as Refineries Ramp Up After Maintenance

ArcelorMittal says U.S. buy won't impact $15 bln debt target

Cobalt Confirms Significant Pre-salt Discovery At Lontra #1 Well

Irving Oil CEO says eastern Canada has export edge over Gulf Coast

Barrick’s Thornton Said to Seek China Deal to Rebuild Gold Miner

Minister says Peru's copper production to jump 17% next year

Asian LNG buyers and sellers closer than they appear on pricing: Shell

Higher grades, lower costs boost Australian gold yield - Surbiton

Australia's Whitehaven Coal renegotiates $1 bil debt facility for Maules Creek


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