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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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24th August 2012

23rd Aug

22nd Aug

21st Aug

20th Aug

24th August News and Views

23rd August News and Views

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22nd August News and Views

Woodside shelves Pluto expansion

Updated Pa. shale gas figures show uptick

Shell to spend US$1b a year on China shale gas

Vestas cuts jobs in Colorado

Amplats receives wage increase demand from workers

Australia says halt Olympic Dam purely commercial

U.S. silver output plunges between January and May

High-grade gold results lift Atac

Gas Liquids ‘Bloodbath’ Brings Shale Pain

Kenmare reports H1

Norway oil workers set for new strike

New Florida crude terminal to receive Bakken Blend

ONGC to harness geothermal energy in South Cambay basin

Hochschild first half profit drops, maintains dividend

Deepwater Oil Strike by Petrobras Offshore Brazil

Lonmin says may issue shares, near debt covenant breach

Appeals court voids major cross-state air pollution rule

Sunoco Logistics set to start work on Texas Permian pipeline

Cairn India Plans $2 Billion Expenditure Over 2 Years

BHP Billiton main focus on Port Hedland inner harbour 1

BHP Billiton main focus on Port Hedland inner harbour 2

China’s apparent refined copper consumption up 11% y/y

Midstates Petroleum joins the rush to the Mississippian Lime

BHP delays $20 bln Olympic Dam project decision, H2 profit falls 1

BHP delays $20 bln Olympic Dam project decision, H2 profit falls 2

21st August News and Views

US LNG Exports: pro and cons

The bell tolls for Iron Ore

Glencore offers no Xstrata clues as profit falls

China stimulus: Chongqing plans $236 bln spending

Arrium (OneSteel) profit beats estimates

RIL-BP to supply LNG to Andhra power projects

Shell May Float New LNG Plan for Browse

Colossus drill results

Ohio Corn Yield Falls 29%, Soy Counts Decline

Elemental Minerals reports higher potash resource

Ferrexpo profit hit by rising costs, lower prices

Glencore's Kazzinc Deal Being Reworked

Sprott's Embry: Apple value three times Gold and silver shares

Mongolia's mining minister is resource nationalism advocate

Silver supply pressures are likely on turmoil in Peru and Mexico

Ophir Energy: Fortuna East-1 appraisal & new discovery 1

Ophir Energy: Fortuna East-1 appraisal & new discovery 2

CNOOC posts 19% drop in profits after oil-field closure 1

CNOOC posts 19% drop in profits after oil-field closure 2

Oregon wave power project gets only federal permit 1

Oregon wave power project gets only federal permit 2

Developers plan private tidal power project for UK's Severn

Bear market in Tin Shuts 70% of Indonesian Capacity

Shell achieves production milestone at oil sands operations

RBPlat determined to prevent a disaster similar to Lonmin

Cuadrilla to Submit Application for New Gas Well

Total strikes second oil deal in Iraqi Kurdistan

Brazil hopes to resolve Vale royalty dispute by end September

CIC, GIC jointly invest $1 billion in U.S. Cheniere's LNG plant

20th August News and Views

ConocoPhillips kicks off shale campaign in Oz

Rockies gas producers should look west

Escondida H1 output up 18 pct

Anglo American/Codelco settlement in offing

Japex delays Canada oil sands investment decision

Lonmin mulls $1bln rights issue backed by Xstrata

US rig count drops by 17

Western Areas profit falls

Drilling woes for Buru

Queensland coal job cuts a certainty – QRC

Chevron, Shell make multi-million swap in Oz

BHP signs Pilbara native title deal to help secure iron ore future

CF Industries: Standout High Growth Agricultural Stock

Australia's BlueScope year loss narrows, sees H1 breakeven

Striking Lonmin workers face Monday deadline to return

Saskatchewan expects BHP potash mine to proceed 1

Saskatchewan expects BHP potash mine to proceed 2

Exxon, Qatar Petroleum JV looks to export U.S. natural gas

Merkel’s Green Shift Forces Germany to Burn More Coal

Yancoal Australia Reviews Expansion Plans For All Mines

China's July coal imports gain 14% on year to 24.27 mil mt

TAG Oil: Acquisition of shares in Coronado Resources Ltd

Franco-Nevada and Inmet Agree to Financing for Cobre Panama

Northern Iron receives dewatering permit for the Griffith Mine

Drillsearch announces Bauer oil field drilling success continues

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