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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 February 2012

23rd Feb

22nd Feb

21st Feb

20th Feb

24h February News and Views

Yara talks new Canadian urea plant

Don’t Panic As Oil Hits New Highs

Grasberg still a problem 1

Grasberg still a problem 2

Chevron Starts China Shale Gas Exploration

EOG Bulls Eagle Ford

Molycorp swings to profit, warns on costs 1

Molycorp swings to profit, warns on costs 2

Sinopec Strikes Shale Oil in Central China Well

Northam H1 earnings more than double on production

SandRidge posts surprise 4th-qtr profit

Marcellus: more than a 1000 wells not tied in

Newcrest Warns Output At Risk From Disruption

UK could overpay for energy if shale ignored

Statoil makes 5tcf Tanzanian discovery

US nat gas prices to hit ZERO 1

US nat gas prices to hit ZERO 2

Newmont Posts Quarterly Loss on $1.61 Bln Writedown of Canadian Mine

23rd February News and Views

Canpotex CEO sees potash demand weak in q1

Concho 2011 production up 51%

Bahamas Petroleum surfaces, and shows some leg

Iluka Profit Soars Eyes Lower Zircon Output

Australia's Origin Energy H1 profit up 61 pct 1

Australia's Origin Energy H1 profit up 61 pct 2

Lundin profit plunges 71% to $42.5m 1

Lundin profit plunges 71% to $42.5m 2

Residential CHP Market to Reach $41 Billion by 2022

Cliffs Natural update on Asia Pacific iron ore sales

Whiting report lacklustre 2011 but improving 2012

Bakken output can double this yr to 1 mbpd?

Continental increases 2012 Guideance to 37/40% growth

Indonesian Tin Exports Seen Dropping to 2-Year Low

BHP To Suspend, Review Tasmanian manganese Facility

BP, Anadarko Liable for Violating Pollution Law, Judge Says

German ministers agree to speed up solar cuts

Pacific Rubiales2011 year-end reserves growth of 52%

Northern Iron indicate 68.5% Fe on the Karas property

Nyrstarmining output to rise 70 pct earnings shy

World steel output down 7.8 pct China drops by 13pct in Jan

KOGAS plans to import 36.46 million tonnes of LNG in 2012

LINN Energy 2011 Results and 2012 Outlook

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22nd February News and Views

Woodside finds new gas offshore; profit down 4%

Newfield continues move to liquids

Chesapeake results up on hedging profit

2011 a good year for Stillwater

Record Nickel Supply Expanding Glut

Collahuasi Halts Operations On Fatal Accident

Flex LNG, US 'conversion' capacity, and LNG plant costs 1

Flex LNG, US 'conversion' capacity, and LNG plant costs 2

CNPC Said to Bid for Stake in Browse from Woodside

Mosaic settles lawsuit over Florida mine expansion

Vedanta to rejig, Sterlite may become holding firm

Bumi Resources Expects 2011 Sales At $5.85 Billion Vs $4.37 Billion

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21st February News and Views

Anadarko strikes oil offshore Sierra Leone

Chevron, McMoRan and the Ultra Deep

Total's Usan to start before April

India poised to surpass China for coal imports

Poland's PGNiG sues Gazprom over gas pricing

Striking Implats workers firm on demands

Northern Star announces 41% increase in resource + funding

Record Rice Harvests Seen Boosting Stockpiles to Decade High

Molycorp to Launch Sequential Start-up This Week

Cabot Announces Record Production of 187.5 Bcfe

Australia's OneSteel ramps up iron ore, eyes new name

ExxonMobil cools European shale enthusiasm

African Petroleum says strikes oil off Liberia

Power companies cancel INR 6000 crore equipment orders

Debate Surrounds Race to Export America's Natural Gas Supply

Castle Resources Reports Major Increase Copper Resource

Japan nuclear:Takahama No.3 turnaround leaves 2 reactors online

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20th February News and Views

VMS fast tracks Heamatite DSO

Peak Oil: The debate goes on

Implats agrees to re-hire all dismissed workers

US continues to switch gas drilling to oil

Adani group plans Queensland biggest coal mine

Vale announces investment budget for 2012

Mitsubishi seen tapping Chinese for Australia iron ore project

Chesapeake slide on Natural Gas

Collahuasi extraction ops halted on snow- union official

China Cuts Reserve-Ratio for Growth but not interest rates

Strikes continue at Australia's Port Kembla coal terminal 1

Strikes continue at Australia's Port Kembla coal terminal 2

New bond issuance could pay for Teck acqusitions, S&P says

China Coal Imports Rise 3.9% YoY in January down from December

Cattle Extend Rally to Record on Tight Beef Supply; Hogs Gain

PetroBakken in $427 million sale of non-core Bakken assets

Apache: exploratory success in Whittenburg Basin in the Texas Panhandle 1

Apache: exploratory success in Whittenburg Basin in the Texas Panhandle 2

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