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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 February 2015

5th feb

4th Feb

3rd Feb

2nd Feb

6th February News and Views

First Quantum to run Ravensthorpe at 70% capacity

Marathon Petroleum reports 4Q14 results

U.S. Oil Glut Nears Unprecedented Levels

Crisis Metal Today's Best Resource Opportunity?

Satoil announces capex cuts

Export tax on low grade Goa iron ore may be reduced

Arch Coal says it expects lower costs in 2015, shares jump

Sherritt Announces January Record Production at Ambatovy

altE Store and Pika Energy Partner to Offer Wind-Solar Hybrid

Brazil police summon ruling party treasurer in Petrobras probe

Australian PM to face leadership vote after party-room revolt

New steel alloy stronger than titanium developed in South Korea

China steel recycling seen as growing threat to iron ore demand

 

China set to lower on-grid thermal power tariffs, weighing on coal miners

PatPatterson-UTI halves new rig-build program as drilling slowsterson-UTI halves new rig-build program as drilling slows

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5th February News and Views

DOE Crude Inventories rise sharply again

Abu Dhabi cuts oil prices to six-year lows amid global rout

Tougher environmental law pressures China steel mills 1

Tougher environmental law pressures China steel mills 2

Asian spot Gas prices below Britain for first time since 2010

Grupo Mexico profit falls, shares up on rail offer hopes

Sechin says Rosneft to cut spending 10% after oil slump

Suncor Energy reports fourth quarter 2014 results

PIRA Energy: rules will be rewritten on long-term LNG contracts

Argentine Prosecutor Had Considered Seeking President’s Arrest

U.S. regulators probing BP crude shipments on Enbridge pipeline

More Chinese iron ore mines seen shutting in 2015-executive

Miners plead to Odisha government for reopening of 18 shut mines

China shipped 8.3 million tonnes of finished steel to Latin America 1

China shipped 8.3 million tonnes of finished steel to Latin America 2

Shaanxi Coal and Chemical plan to produce less raw coal in 2015

Capital spending cuts could cause new oil price drop: EIA's Sieminski

 

Global stainless steel output and consumption keep going up in 2014-15 - HSBC

4th February News and Views

Oil Rally

Arch Coal reports smaller loss, suspends dividend

Johan Castberg 'decision delayed' 1

Johan Castberg 'decision delayed' 2

U.S. oil output may stall in late 2015 as prices plunge - IHS 1

U.S. oil output may stall in late 2015 as prices plunge - IHS 2

U.S. oil output may stall in late 2015 as prices plunge - IHS 3

Brazil's Rousseff replacing Petrobras CEO

CNOOC targets up to 15 pct output growth in 2015 but to slash spending

Petroneft ‘delighted’ with oil flow at Western Siberia horizontal well

Talisman Sinopec proposes moving to three on, three off shift pattern

Continental Announces Proved Reserves And Production For 2014

Gazprom Neft starts shale oil production in western Siberian field

Japan traders Mitsui, Mitsubishi book writedowns on oil slump

Anadarko to pull back in 2015 after fourth quarter loss

Around 12 mln tonnes of iron ore stuck at Indian ports

Steel prices in death spiral with first indicator scrap inching to US 250 mark

3rd February News and Views

Oil: Bull Market NOT! Short closing for sure 1

Oil: Bull Market NOT! Short closing for sure 2

Oil: Bull Market NOT! Short closing for sure 3

Short bets on WTI crude soar to 5-year high

Exxon quarterly profit lower, share buyback cut

Cliffs Natural iron ore sales volumes rise

Hanergy Holding To Build Solar-Powered Cars

China’s antigraft drive turns to financial sector

China Jan steel sector PMI fell to 11-mth low

Short Interest >10%

BP hit by $3.6B charge, cuts capex on oil prices

Sanchez: Fourth Quarter 2014 Production of 4,039 MBOE 1

Sanchez: Fourth Quarter 2014 Production of 4,039 MBOE 2

Nigeria slashes 2015 joint venture oil capex by 40% to $8.1 billion

This New Law Another Supply Threat For Platinum?

China miners, power firms agree to cut 2015 contract coal price

Russia's Gazprom to slash 2015 capex by almost $8 bln

Anadarko quarterly loss narrows, misses Street estimates

BG Group Hit by $8.9 Billion Write-Down

Orocobre Limited Olaroz Commissioning Complete 1

Orocobre Limited Olaroz Commissioning Complete 2

Oil Summit: Oil & Gas UK chief executive warns of industry’s “cliff edge”

2nd February News and Views

Newsflow? Or discounted?

Tiger mauled by DR Congo mine

Consol Energy Posts Higher Revenue, Production

Chevron to stop its shale gas exploration in Poland

China aims to reduce coal reliance in next 5 year plan 1

China aims to reduce coal reliance in next 5 year plan 2

Saudi Aramco puts Red Sea plans on hold

China Jan official PMI fell to 49.8 lowest in 30 months

Chalco Wider-Than-Expected Loss

Some Bull 1

Some Bull 2

Some Bull 3

Some Bull 4

Some Bull 5

Weak metal, oil prices hurt Vedanta's third-quarter earnings 1

Weak metal, oil prices hurt Vedanta's third-quarter earnings 2

Germany's SMA Solar expects third straight annual loss

Petroleum Corporation mentions completion deferrals in 2015 outlook

The Index That Timed The 2008 Crash Perfectly Just Slumped

Chevron $35 billion capital budget for 2015, plus 2014 earnings

U.S. oil firms, workers must look far back for strike precedents

US oil railcar market collapses as foreign crude makes comeback

Pacific Rubiales' LNG project in Colombia delayed

Whitehaven Coal planning more cost cuts ahead of market uplift

Codelco to slash costs by $1B on back of copper price slump

Oil rig count falls by 94 in biggest drop since 1987 1

Oil rig count falls by 94 in biggest drop since 1987 2

Oil rig count falls by 94 in biggest drop since 1987 3

Growth in China's nonferrous metals consumption seen to shrink further 1

Growth in China's nonferrous metals consumption seen to shrink further 2

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