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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 July 2012

5th July

4th July

3rd July

2nd July

6th July News and Views

Patriot Coal: What A Short Squeeze Looks Like

Statoil Threatens to Shut Norwegian Shelf Production

S.Korea KOSEP buys 540,000 T coal for Sept-Nov

BP to add third train to Tangguh LNG

S ethanol output falls to 10-month low 1

S ethanol output falls to 10-month low 2

Golar wins Chile FSRU contract 1

Golar wins Chile FSRU contract 2

FERC asks Oregon LNG for Environmental review

Osisko Mining gold production doubles

Poland sees at least 41 more shale gas wells in 2012

Angang Steel sees 1.98bln yuan H1 net loss

Partial diesel decontrol expected after Indian Presidential poll

Celeste Copper hits 0.51% tin over 14.86 metres at South Crofty

Chinese banks resume loans, cut rates to some steel traders

Nexus Could Bank $308 Million From Crux Sale: Macquarie

Qatar sticks to its guns on Glencore's Xstrata bid

Milk Rallying as New Zealand Weather Sours

Buru spuds Canning basin Ungani North-1 1

Buru spuds Canning basin Ungani North-1 2

CaNickel suspends work at Manitoba mine; CEO resigns

S&P revises Walter Energy outlook to negative

India gives state-run oil retailers 140 bln rupees as subsidy

BP excluded from early bidding for Abu Dhabi oil fields

BMA to sign framework agreement with worker's union

Tokyo Electric June fossil fuel usage

NGEx Intersects 0.58% Copper Equivalent Over 1,013 Metres 1

NGEx Intersects 0.58% Copper Equivalent Over 1,013 Metres 2

What happened to the plane filled with 16,600 pounds of Barrick's gold concentrate

5th July News and Views

Iran's Tadbir Energy to Bid for French Refinery

Brazil Steelmakers Raising Prices By 5%-8%?

Colombian rebels kill five oil workers in south

Baltic states fight reliance on Russia gas

Norway oil talks fail, strike could last weeks

Beach, Christies-7 well hits oil multiple zones

Is Cow Mountain a golden calf? doubts creep in

SAIL aims to be India’s top iron ore producer

Northern Star flags margin boost 1

Northern Star flags margin boost 2

France commits to nuclear closures

Coal miner Bumi posts Q1 net loss on forex and derivatives

Karnataka recommends restart of 8 iron ore mines

AngloGold Warns Australia's Political Climate Hurts Mining

PEMEX and Halliburton Set New Paradigm in Chicontepec

French PM says NatGas Price Hikes Won't Pass Inflation

BASF, Shell told to pay $525 million by Brazil court

Eldorado must stop cutting trees at its Greek mines

Oil Backed Up, Iranians Put It on Idled Ships

Russia Uralkali says Q2 potash output up to 2.9 mln t

Vale ships 300,000 T iron ore pellets to India cos

Xstrata delays shareholder vote on Glencore merger

SJ NEWS ALERT: China Cuts Interest Rates; BOE Boosts Stimulus+ ECB

Japan Reduces Spot LNG Purchases as Prices Soar to Near a Record

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4th July News and Views

Peru clash over Newmont mine kills three

Polish state-controlled firms to invest $450m in shale

Senex cheers Cooper basin double

Crux joint venture a step closer

Dahlman Rose: Non-US E&P spending stronger

Freeport Indonesia says considering an IPO

Tullow update 1

Tullow update 2

Thermal coal price in China slides to 31 month low

Cost to secure aluminium soars, industry seethes

Argentine court upholds glacier law in mining area 1

Argentine court upholds glacier law in mining area 2

Chalco Extends Bid for SouthGobi Resources by 30 Days

Conoco, Origin expand LNG project despite cost pressures

Africa Oil says finds additional 43m of oil pay in Kenya well

Pemex discovers 1.5-2 Tcf natural gas in deepwater Gulf

Qld approves new Cloncurry multi-user rail facility

Fekola delivers maiden gold resource for Papillon

ArcelorMittal to cut admin costs 25% in Europe

Norway oil industry body, unions to meet over strike

Moody's compares key rating factors for BHP Billiton, Rio Tinto

3rd July News and Views

Wuhan Steel abandons plan to build Brazil mill

Rare occurrence in copper market 1

Rare occurrence in copper market 2

Rare occurrence in copper market 3

Carlyle, Sunoco to refine bakken crude

Talvivaara says will miss 2012 guidance

Rosneft, GE to jointly pursue oil, gas in Russia

Exxon Mobil Considers Afghan Expansion

Platinum Australia placed in administration

China launches natural gas spot market

Japan's 1st offshore wind farm to start in Jan

Aquila says HudBay suspends work at Michigan project

Russia's MMK drops $567 million bid for Flinders Mines

Rio Tinto to Slash Support and Services Expenses

Ophir Energy's 4 African Wells Targeting 3 Tcf of Gas 1

Ophir Energy's 4 African Wells Targeting 3 Tcf of Gas 2

Iran sabre rattling and Norwegian strike boost crude

China may change fuel pricing, boosting transparency

Cloud Peak buys PRB assets from Consol, Chevron

USDA reports sharp decline in corn and soybean crop

China's Shandong Lubei halts spot alumina offers

Copper market expects squeeze, big holding reappears

Stillwater submits EIS for Ontario PGMs project

Rio Tinto says reaches tentative agreement with Alma workers

2nd July News and Views

Gold Fields Shuts KDC After Five Die Due to Fire

Statoil makes "high impact" find in North Sea

Heritage Oil to buy Nigeria assets in $850 mln deal

Union action stalls one in five Aus. mining projects

The Story Of The Market Right Now

Amplats warns on lower first-half earnings

Anti-trust lawsuit revived against seven potash producers

Rinehart Willing to Buy Back GVK Shares

Talisman decides to drop Sasol GTL venture

Anadarko in mystery joint-venture for GOM Lucius

China to invest $3 billion in Ukrainian agro industry

India's Adani aims to start constructing Australia mine in 2013

Senex encountered good oil shows in the Shocking-1

No nationalisation of mines for South Africa

Weekly US oil, gas rig count down by 7 to 1,959 1

Weekly US oil, gas rig count down by 7 to 1,959 2

Sinar Mas Singapore backdoor listing now worth $1.7 bln

Trans Mountain seeks tolls approval, names backers

Chesapeake Energy Owns An Incredible Amount Of Land 1

Chesapeake Energy Owns An Incredible Amount Of Land 2

Chinese miner builds high-altitude experiment in Peru

Rough prices "out of kilter" as diamond sector staggers

Barkerville Gold reports substantial Cow Mountain gold estimate

India's Reliance Power seeks arbitration against distribution cos

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