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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 May 2013

23rd May

22nd May

21st May

20th May

24th May News and Views

Ohio’s Utica shale: a less pessimistic voice is heard

India's Tata Steel reports loss on Europe weakness

Marathon axes Athabasca sale talks

Phillips to increase shale oil use in Jersey and export?

JSW Steel eyeing coal mines in Africa, US and Canada

Keystone XL’s southern leg nears completion 1

Keystone XL’s southern leg nears completion 2

China's Bird Flu Goes Airborne

First Yamal hydraulic frac jobs reported

New Law clears way for $3.0 bln Tavan Tolgoi IPO

Brazil oil prospect Libra has up to 42 bln barrels of oil -ANP

Bengal Energy in strategic joint Cooper venture with Beach Energy

China's Jinchuan shuts 200,000 T copper plant on scrap shortage

Australia coal firms dig in for years of mine closures, job cuts

Sherritt Considers Asset Sales Amid ‘Challenging’ Market

PetroChina eyes joint work for resources with supermajors

Poland Delays Tax to Prevent More Exits by Shale Gas Explorers

EIA: NatGas Generates 25 Pct of Electricity, way below Coal

Goodrich Petroleum Eagle Ford Drilling Time Down To 10 Days

'Platinum and Palladium: A Fundamental supply Shift'

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23rd May News and Views

US oil boom forcing Saudi Arabia to cut oil production

TBP ‘sets $2.85bn Rumaila budget

Natural pesticide opportunity

Miner Afferro agrees to $190 mln offer from IMIC

Using solar power to pump oil

Coal’s record slump poised to end on output cuts

Qatar Petroleum to invest in Total E&P Congo

HSBC Flash China Manufacturing PMI dips below 50

Details of China's import ban on low-CV thermal coal

Oppenheimer tells Apache to sell its Egypt assets

EU leaders face up to shale challenge

Gasrec Opens First Bio-LNG Filling Station in UK 1

Gasrec Opens First Bio-LNG Filling Station in UK 2

The reason Solar costs fell is the same reason their going back up

Shell unlikely to sell Woodside this year as price undervalued

South Sudan warns that it may shut down oil exports again

Noble Energy announces Karish discovery in the Levant Basin

Fortuna intercepts 736 g/t Ag and 4.8 g/t Au over 19.3 m

Uralkali to delay potash expansion if BHP mine proceeds

Turkmenistan has high hopes as giant gas field nears output

China Rule Changes May Halt Copper-Financing Deals, Goldman Says

High costs, currency push Ford out of Australia car manufacturing

India coal imports booming but half Australia mines uneconomic

Iron Ore Seen Extending Decline as China Steel Mills Shut Down

April 2013 Sabine Pass Liquefaction Project Progress

Fortescue considering allowing several rivals rail and port access

Range Resources: 85% IRR in Marcellus, potential for 8bcf a day from resources

22nd May News and Views

Brazil may use accounting gimmick to boost revenue

Oil worker strike hits Kuwait

Iran moves to impose steep export duty on iron ore

Huge wind turbine blade falls off in So. Cal

Amplats, Unions Agree on Steps to Mitigate Job Cuts

China's coal imports up 18.9% in Apr

Feds float 2-month timeline for new LNG export approvals

India copper smelter closures put cable makers in tight spot

Tinkler begins property sale

Risk of vicious circle for gold as hedging returns

Lonmin: AMCU recognition talks break down

Alcoa Inc. to modernize its Massena, N.Y., plant

Rubber bullets fired at S.African mine strikers, several hurt

FX Energy reports successful production test at Polish well

Poland shale boom falters as state targets higher taxes

Gold Standard Intersects Additional High Grade Gold Mineralization

Solvista Gold Reports 456.3 Metres at 1.40 g/t Gold Equivalent 1

Solvista Gold Reports 456.3 Metres at 1.40 g/t Gold Equivalent 2

Laredo sells Anadarko for $438m, invests in Permian-Garden City

Citigroup: Renewables will triumph and natural gas will help

Manipulation probe draws attention to oil firms' trading desks

China's refined Copper and scrap Imports Drop, concentrate up

CITIC Pacific wins/loses royalty fight against Australian tycoon

Buenaventura sees output up; has hopes for Conga mine

21st May News and Views

Cairn claims more oil reserves in Rajasthan block

National Oilwell Varco doubles Divi

Bearish short-term outlook for global coal markets

ThyssenKrupp shareholders at odds with foundation

China media: North Korea warned

China Coal prices fall to one-year low

Kosmos report expensive duster offshore Cameroon

China's next SPR phase delayed to 2015

HRT comes up dry again in Namibia

Work starts on £650m Swansea Bay tidal energy scheme

Chevron nears sale of Egypt, Pakistan downstream assets

Detroits new black mountain

Dow Chemical, opposed to LNG exports owns 15% of Freeport

Hydrogen powered Aston Martin to race at Nurburgring 24 hours

Freeport, Plains sweeten takeover deal for shareholders

Shale gas prompts $72B in planned chemical investments

Gloom hits services firms as Australia's mining boom peaks

Russia FinMin backs down from proposal to raise tax on oil

Imported thermal coal cheaper for coast based power plants in India

SAIL coking coal imports to jump post expansion by 30pct

PetroChina's Kunlun invests billions as cars are converted to gas

Platts: Asia June Spot LNG Prices Drop on Weak Demand

China premiums for refined copper hit 7-month high

China Net Gasoline Exports Stay at a Year's High

20th May News and Views

Freeport gets LNG export OK

ENRC details founders' $2.3 bln cash-and-share bid plan

The fight for North Dakota's fracking-water market

Clash between Russian oil chiefs

South African mines cannot afford pay rises - Implats

Coal companies pinched by take or pay

Chesapeake Energy hires Anadarko executive as CEO

China's property market shows no signs of slowing

Vale cuts Mozambique coal export target by 30pct

Woodside eyes huge Mozambique gas field

Value of junior miners assets plummet

Cline: a whale of a shale 1

Cline: a whale of a shale 2

Record Mexican natural gas imports include higher flows from U.S.

Financing complete on Brazil's first commercial 2G ethanol plant

Mitsui, Mitsubishi, and NYK buy stake in $10B US LNG project

China high-sulphur coking coal import ban could hit US exports

Spanish regulator accuses oil majors of colluding on pump prices

Freeport Death Toll Increases to 14 as CEO Adkerson Arrives

China's Aluminum Producers Seen Having to Make Cuts

NUM seeks 60% wage increase for non-skilled workers

Oz LNG risks rise as US approves gas terminal in Texas

German minister calls EU move on China solar 'grave mistake'

Massive 55% drop seen in gold exploration – IntierraRMG

RIO blasts 'Russian Roulette' approach to NSW approvals 1

RIO blasts 'Russian Roulette' approach to NSW approvals 2

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