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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 June 2011

23rd June

22nd June

21st June

20th June

24th June News and Views

Oil: Max global stupidity on policy 1

Oil: Max global stupidity on policy 2

Cook Inlet lease sale details emerge...its all Apache

India likely raise diesel price Friday

Coeur D'alene 1

Coeur D'alene 2

Coeur D'alene 3

Cramer says Cabot is a lesson in becoming a better investor

Bearish Shorts Are On The Rise In The Rare-Earth Sector

Time for thermal coal

Wet and sticky clay ores

Copper as a Critical Metal

TNK-BP: Shale Could Help Ukraine Meet Energy Needs By 2020

Japan, South Korea releasing stocks as part of IEA move

Trafigura’s Tiger Resources in Talks to Raise Stake in Congo Copper Mine

23rd June News and Views

Next step for Antofagasta

Overview from Aus. of the Chinese power shortage

Teck says regulators approve share buyback plan

Jingtang port coal price rises in the last week

Mersey Barrage scheme iced

Chinese motorcycle sales down by 12pct in May

China Shenzhen to ban e bikes from July

More union problems for Codelco

San Leon Continue to Make Steady Progress

BHP ups cost estimate for Worsley to $3 bln

The dark side of the IEA oil drawdown

Majors looking at Kurdistan Iraq

Anti China rhetoric moving up a notch..

Thailand rice output from main harvest set for new record

Mexico imports natural gas from U.S. for power generation

27 Cinese Companies Lower Steel Prices

GAIL signs LNG supply deal with Cheniere

Brazilian iron ore production to double by 2015 - Ibram

Surreal Oil Market 1

Surreal Oil Market 2

Oil Prices Were Already Falling, So Why Tap Reserves Now?

China factory sector close to stalling - PMI onlt slightly above 50

Seabridge and Golden Predator to launch Wolfpack in Nevada

AuRico Gold Reports 26.8 Metres at 12.36 GPT Gold Equivalent

Nickel-Concentrate imports by China double as pig-iron production climbs

Sinosteel parks Weld Range iron ore project in major blow to Oakajee

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22nd June News and Views

Extoree Finances high grade deposit 1

Extoree Finances high grade deposit 2

Tiger ships 1st copper

Pemex in $1.2bn Gulf investment

OGX expects to reach 1.4 million boe/d in Brazil by 2019

Suncor comes out of maintenance cycle, output rising 140kpd

Iron Ore spot prices fall for third day, Vale reroutes cargo

Alaska N.Slope oil at $19 over WTI seen a record

Osisko declares commercial production at Quebec mine

Dart tallies up Scottish reserves

Caltex warns

Golden Predator Intersects 46.7m of 3.78 g/t Gold at Carlos Zone

Aquila Resources Halts Isaac Plains Coal Shipments On Vale Dispute

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21st June News and Views

JPM says market cheap

Ethylene margins surge

Daily Mail picks up Thorium story

Aus Gov trims outlook for iron ore, coke coal exports

S&P revises Woodside outlook to negative

IEA: High oil prices threaten growth in India, China

3Legs Complete its First Horizontal Shale Gas Well in Poland

Crescent Point: 6.5% yield

China's Iron Ore imports down because there isn't any

Goldman bulls US coal stocks

Shell and CNPC make unconventional services tie

Rising coal costs continue China's power pain

Trelawney Intersects 337.00 Metres of 0.94 g/t Gold at Cote Lake

20th June News and Views

BP mulls $15b investment in central Oman gas fields

Premier increases stake in UK field after BP sale

Fitch: increasing development risks for LNG projects

Argentina suspends $4.6 bln Vale potassium project

Royal Gold takes NSR in low grade Seabridge deposit

Eagle Ford too expensive for Swift

China's property developers turn to mining

Teck: Q2 coal sales to come in at lower end of forecast

Nabors has problems in 2Q 2011

China sets yuan at record high to tame inflation

Japan's TEPCO Suspends Cleanup at Fukushima Plant

Petrobras again delays spending plan

Timely monsoon rains to boost rice crops in Eastern India

Agrium Increases Q2 Guidance 1

Agrium Increases Q2 Guidance 2

Chinese domestic iron ore gaining share over imports - Barclays

Hunter Dickinson backs unconventional copper mining 1

Hunter Dickinson backs unconventional copper mining 2

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