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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 March 2015

5th Mar

4th Mar

3rd Mar

2nd Mar

6th March News and Views

Sandvik to close 10 more plants in cost-cutting drive 1

Sandvik to close 10 more plants in cost-cutting drive 2

Uralkali to invest $4.5 bln to stay potash No.1 1

Uralkali to invest $4.5 bln to stay potash No.1 2

Mick Davis raises $5.6bn to buy mine assets

Chile eyes new push on a glacier protection law

National Fuel Announces Strong Utica Shale Well Results

Japan's mega utility merger to boost LNG "buyer power"

Canadian Solar Misses Both Earnings & Revenue Estimates 1

Canadian Solar Misses Both Earnings & Revenue Estimates 2

Canadian Solar Misses Both Earnings & Revenue Estimates 3

BNSF oil train derails in rural Illinois; two cars aflame

Even McKinsey is bulling Solar.. 1

Even McKinsey is bulling Solar.. 2

Golar and Rosneft sign a MoU for cooperation in the area of FLNG 1

Golar and Rosneft sign a MoU for cooperation in the area of FLNG 2

Gold Fields interested in spending millions on working mines 1

Gold Fields interested in spending millions on working mines 2

Oil producer Genel owed $233 mln for Iraqi Kurdistan exports

Libya says 11 oil fields non-operational after Islamic State attacks

LME paid $2 mln by Rusal after court case; profit up 1 pct

Canadian Natural keeps 2015 spin-off plan as 4th-qtr profit jumps

China's steel industry reform needs govt support-Anshan Steel 1

China's steel industry reform needs govt support-Anshan Steel 2

Tullow and Partners to Invest $14 Billion in Uganda Oil Fields

China's environment is caught in a steel trap

US solar giant launches zero-cost plan in UK

Hebei to cut coal consumption by 5 mln T this year

A North Korean coal cargo turned back after flunking the trace elements test

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5th March News and Views

North Sea Oil sector may face ‘triple whammy’

Saudi Arabia expects oil price to stabilise

Trina Solar quarterly profit falls 31 pct as costs rise 1

Trina Solar quarterly profit falls 31 pct as costs rise 2

BG Group: global LNG market outlook

China tries to ditch its coal addiction, reduce energy intensity

Fortescue taps cheap debt to battle prolonged iron ore slump

Cairn halves capex on weak oil price environment

ExxonMobil slashes capital spending plans by $4 billion 1

ExxonMobil slashes capital spending plans by $4 billion 2

Libyan official: Islamic State militants attack oil field

Guangdong Jan coal imports plunged 51.4pct YoY

Hanergy Squeeze!

Chevron, Linn told to halt California wells on water concern

Anglo Platinum faces 30% mine-stake request from community

U.S. crude oil storage capacity utilization now up to 60%

Crude inventories build to their highest level in decades

For first time in years, Europe is surprising us in a good way 1

For first time in years, Europe is surprising us in a good way 2

U.S. aluminium price-fixing claims vs LME, Glencore thrown out 1

U.S. aluminium price-fixing claims vs LME, Glencore thrown out 2

Japanese aluminium buyer secures lower $380 premium in Q2 -source

Teck Seeks Copper-Mining Acquisition Amid Price Slump

In over-built potash sector, tiny segment commands premium

Chinese local authorities shuts steel mills in pollution fight

Colombian union to hold indefinite strike

China Authority to Target Aluminum in Energy-Saving Campaign in 2015

4th March News and Views

Glencore Returns to Profit, Increases Dividend 1

Glencore Returns to Profit, Increases Dividend 2

Saudi price hike supports oil prices

Report notes strong Saudi fiscal ‘buffers’

Chevron's Gorgon Gas Expansion Proposal Cleared 1

Chevron's Gorgon Gas Expansion Proposal Cleared 2

Lukoil profit drops 39% after impairments, oil-price slump

Russian oil output down 8 pct by end-2016 -Lukoil co-owner

Oil storage at sea stalls as profit play fades - Glencore

Japan’s Solar Power Growth Falters as Utilities Balk

Procter & Gamble Fires Up Massive Biomass Investment

Brazil politicians probed in Petrobras corruption scandal

Fresnillo's full-year profit falls on low silver, gold prices

Plastic as strong as steel developed

Copper Glut Fading on Mining Cutbacks as China Buys

African Minerals' lender takes control of iron ore project holding cos

BoE warns insurers of possible "huge hit" over fossil fuels

World’s first grid-connected wave power station activated in Australia 1

World’s first grid-connected wave power station activated in Australia 2

Shell spills oil in Ogboinbiri River in Bayelsa, refuses to visit site

Wood Mac: Asian LNG prices up before Australia push it back down 1

Wood Mac: Asian LNG prices up before Australia push it back down 2

Wood Mac: Asian LNG prices up before Australia push it back down 3

Anadarko Announces 2015 Capital Program And Guidance 1

Anadarko Announces 2015 Capital Program And Guidance 2

Egypt to pay its $3.1 billion debt to foreign companies a year late

China’s Money Rate Drops as PBOC Targets Lower Borrowing Costs

Iron ore closes in on 2009 low as Chinese steel demand lags

Exxon Mobil said to plan $7 billion bond sale in biggest deal

After mini boom, Australia coal prices come down to earth

3rd March News and Views

Indonesia sets Newport deadline for Freeport smelter deal

Egypt got $23 bln in aid from Gulf in 18 months -minister

Russian oil output steady in February despite sanctions 1

Russian oil output steady in February despite sanctions 2

Potash Corp to buy stake in Brazil's Heringer

Fleet of six tidal power lagoons planned for UK

Midstates Petroleum Earnings Release Postponed

Petrobras to sell $13.7 bln in assets in 2015 and 2016

Goodrich Petroleum and Laredo in stock offerings 1

Goodrich Petroleum and Laredo in stock offerings 2

Goodrich Petroleum and Laredo in stock offerings 3

Silver Wheaton lifts Salobo mine gold stream 1

Silver Wheaton lifts Salobo mine gold stream 2

Traders expect Saudi Arabia to raise Apr crude oil OSP for Asian buyers

Oil producer Afren gains another extension on debt payment 1

Oil producer Afren gains another extension on debt payment 2

Oil producer Afren gains another extension on debt payment 3

Novatek says no delays on Yamal LNG project, 2015 capex down 1

Novatek says no delays on Yamal LNG project, 2015 capex down 2

BP joins Occidental in balking at Mexico after crude collapse

China state-owned firms' overseas assets are not audited - Xinhua

Nabors swings to loss in 4th-qtr as drilling activity slows

Ecopetrol Posts First Quarterly Loss Since 2007 Amid Crude Slump

Exxon’s Russia Exposure Surges as Long View Outweighs Sanctions

China to cut non-power coal consumption by 160 mln T by 2020

2nd March News and Views

Russia, Ukraine add to China steel export flood

England opens its largest onshore wind farm

Novatek says weaker rouble slashes 2014 profit 1

Novatek says weaker rouble slashes 2014 profit 2

Documentary on smog a viral hit in China

China’s Rate Cut Renews Economic Concerns

China's steel industry contracts for the 10th month

Antero Completion derferrals

XLE Chart

Shagang cuts stake in listed steel unit to diversify

Oil rig count falls by 33, as decline continues

Nevsun hikes FY14 earnings

France's Total to lead new LNG project in PNG

Russia may accept majority Chinese control of big oil and gas fields

EOG Braced For Price Comeback With 15-Year Drilling Inventory

Have Newcastle coal prices emerged from half a decade of decline?

China orders two local governments to punish polluting steel mills

India allocates $388 mln in FY15 budget to fill oil storage

Modi’s Pro-Growth Budget Keeps India’s Subsidies Untouched

China key steel mills daily output down 3.6pct in early-Feb 1

China key steel mills daily output down 3.6pct in early-Feb 2

China overhauls industry natural gas pricing for equality

Rio Tinto energy chief's job cut may signal coal exit

Copper futures rally to six-week high over rising demand in China 1

Copper futures rally to six-week high over rising demand in China 2

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