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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.

For further information please contact info@commodityintelligence.com

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25th February 2011

24th Feb

23rd Feb

22nd Feb

21st Feb

25th February News and Views

Putin, EU commission chief clash on Gazprom

Newmont 2011 production down costs up

Vale reports record annual result of US$17.3bn in 2010

Brent touches $120, Saudi offers spare capacity. What next?

Newcastle coal bid up to USD 147 per tonne on Libya!

Australia's Sino Gas signs CBM marketing deal with PetroChina

Sinopec to Buy Fuel, LNG Stake From ConocoPhillips, Origin

Chevron exploration update

China Jan coal imports up 4.8% on year down 4.5% from Dec

Yanzhou Coal to lift output 33 pct this yr and list in Oz

Sherritt expecting production declines in Cuba this year

Brigham Q4 beats estimates; shrs fall on expansion funding concerns 1

Brigham Q4 beats estimates; shrs fall on expansion funding concerns 2

Chevron Nigerian gas to oil plant cost estimate rises 42% in a year

Fortescue: New Billion Tonne plus Brockman discovery close to Cloudbreak

24th February News and Views

Denbury Betters Estimates

Range Resources operations update

China Jan refined copper imports up 7.4 pct on mth

Fertilizer sales nourish Intrepid Potash's Q4

Libya's oil production falls 1.2 mln bbl

Shale methods need to be modified to work overseas

Oz Capex plans for mining, energy sectors stun observers

Queensland coal production returns slowly

Continental and Jordan seek France shale permits

Continental Resources

Saudi resorts to bread and houses

Alaska's Pebble copper-gold project of global importance

Yamana reports 4.5 million-oz. increase in gold reserves

Kodiak Oil & Gas Corp. Year-End 2010 Reserves and Production

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23rd February News and Views

Marc Faber bulls Oil, bears Emerging

Carlos Slim buys into Colombian oil

Petrohawk reports 1

Petrohawk reports 2

Chesapeake: "I'ld like to teach the world to shale, in perfect harmony." 1

Chesapeake: "I'ld like to teach the world to shale, in perfect harmony." 2

Chesapeake: "I'ld like to teach the world to shale, in perfect harmony." 3

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22nd February News and Views

BHP buys into the shale 1

BHP buys into the shale 2

Bathurst moves forward on Coking coal mine

Utica may be the best thing since the Marcellus

Shell pushes ahead with Prelude FLNG

IEA readies emergency stock release, Saudi poised

China steel demand seen rising 2.6-4.6 pct annually

China Coal-Prices fall to near 4-mth low, market bearish

Mubarak assets frozen: including 19000kg of Platinum

Ukraine pay USD 275 per tcm of gas in Q2, E.ON request rejected

Enbridge pipeline to Pacific faces serious environmental obstacles

Anooraq lays claim to its Inuit roots 1

Anooraq lays claim to its Inuit roots 2

Excellent article on WTI- Brent spread 1

Excellent article on WTI- Brent spread 2

All go for ConocoPhillips' APLNG

Mongolia to build railway link to Russian port

Cenovus seeks JV partners

Walter Energy: #1 pure play met coal producer

African Resources Identifies "Thick, Shallow" Coal Seam In Botswana

China aluminum consumption to raise 10pct this year - Norsk Hydro

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21st February News and Views

Valero Energy delays refurb to maximise production 1

Valero Energy delays refurb to maximise production 2

Valero Energy delays refurb to maximise production 3

EOG sees liquids revenue at 70%

Woodside reports, fails to impress

China's demand for precious metals explodes

Tata Steel to Remain Stakeholder in Riversdale

China's Iron Ore Imports May Fall for Second Year, Mysteel Says

BHP Billiton's missing billions ready for Potash?

SAIL to invest $12 bln in 4 overseas plants

Libya tribal chief threatens to block oil exports

Nigerian President and Oil Majors Meet as Exploration at 10-Year Low

ETP Announces New Gas Pipeline Projects in the Eagle Ford Shale

India's shale gas story gets bigger 1

India's shale gas story gets bigger 2

C F industries reports great quarter, outlook, and stock dives?

Dorato Resources: Next to major discoveries in Ecuador, with some nice holes 1

Dorato Resources: Next to major discoveries in Ecuador, with some nice holes 2

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