Mark Latham Commodity Equity Intelligence Service

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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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25th January 2013

24th Jan

23rd Jan

22nd Jan

21st Jan

25th January News and Views

Brazil data room to open Friday

EU publishes plan to reduce oil dependency

Tata Steel's Canadian iron plans take a new step

China's plan to cut coal use hard to achieve

Alberta faces $6 bln shortfall on weak prices

Record rainfall in Queensland shuts ports

Anglo's copper production one of few bright spots in Q4

Atico cuts another copper, gold whopper in Colombia

Survey to test Wester Areas high grade nickel discovery

Atlas Iron on target with record Quarters production

Freeport oil deals lead to flurry of lawsuits

Shell’s Voser Hopes US will limit LNG exports

ArcelorMittal takes axe to Belgian operations again

Agrium boosts profit outlook on strong fertilizer sales

Seaway Pipeline flow reduction due to external factors

Whitehaven's Tarrawonga expansion wins state approval

Ukraine, Shell sign previously reported $US10bn shale gas

Big 4's new iron ore supply cutting juniors off at the knees

Hochschild says Argentina is key for its silver and gold plans

Rosetta Resources Announces Record Production Reserves for 2012

Xstrata's Copper: $5.2 Bln Estimate For Peru's Las Bambas Project

Grupo Mexico Plans Capital Expenditure of $3.5 Billion in 2013

Anadarko Considering Non-Oil Price Index for Mozambique LNG

Halliburton Profit Falls on U.S. Fracking Equipment Glut

Cliffs takes $1.4 billion non-cash impairment charge, $542m in allowances 1

Cliffs takes $1.4 billion non-cash impairment charge, $542m in allowances 2

24th January News and Views

Aurizon tells shareholders to reject Alamos bid

Tag Oil plans to sink 13 exploration wells in 2013

PRD lifts German acreage by 200,000 1

PRD lifts German acreage by 200,000 2

Mafia involvement in renewable energy

Molycorp warns of weak revenue, cash crunch

US oil plunges after Seaway rate cut

Codelco sees copper surplus this year

Rising LNG Prices Impacting Market

Tipping point: Iraq’s disputed Kirkuk oil field

DeGrussa set for nameplate capacity by mid-2013

Eni confirms three Cyprus exploration blocks awarded

Mongolia's Tavan Tolgoi in financial difficulties no IPO in 2013

Eagle Ford oil production is up 70 percent in November

New Colombian coal port to be ready in few months

South Africa has no immediate mining tax plans - Gordhan

Fortescue's quarterly iron ore output up nearly a third

Gold dominated 2012 U.S. commodity ETF money

Newcrest Warns Output Likely at Lower End of Guidance

Continental boosts reserves nearly doubles Bakken

Chesapeake Energy, Methanex Sign Gas Supply Contract

Fresnillo silver production and grades dropped in 2012

Rousseff slashes Brazil power rates to attack inflation

Eurasia sees surge in Russian horizontal drilling

DONG Energy comments on the Danish National Audit Office report

Nationalised Glencore mine Colquiri's output is DOWN 21%, workforce UP 30%

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23rd January News and Views

Freeport profit rises on higher copper, gold production

Canadian light crude flows to Europe in rare arbitrage

Iran boasts of long-term oil potential

BHP December quarter iron ore output up 3 pct

Reliance shuts in eighth D6 well

BC Minister predicts LNG boom

BHP updates on its Q4 coal business 1

BHP updates on its Q4 coal business 2

Niobrara gas well on Western Slope comes in big

IAMGOLD's resource upgrade caps a strong quarter

Sherwin Iron lines up port access

Colorado oil production hits 50-year high

Blogger sees Chesapeake Williston Basin sale soon

US onshore slump chops Baker Hughes profits


Endeavour Mining Exceeds 2012 Guidance and Forecasts 2013 1

Endeavour Mining Exceeds 2012 Guidance and Forecasts 2013 2

Endeavour Mining Exceeds 2012 Guidance and Forecasts 2013 3

BHP Says Alumina, Nickel Units Pressured, Spurring Sale Talk

FARC rebels hit two oil pipelines and coal rail line in Colombia

Golden Predator changes name and focus to royalties

LNG Carrier Market to Be Worth USD 6.47 Billion in 2013

Aus Environment Minister Gives LNG Producers License to Pollute

Pan American silver output rises to record on Dolores mine acquisition

Newmont: Preliminary 2012 Highlights and 2013 Outlook

Sibanye pre-listing statement highlights SA mining risks

Heavy rain to lash Australia's Queensland coal producers

China's Anton Oilfield announces 2013 strategy update

Linc Energy confirms huge shale oil potential in the Arckaringa Basin

TPG-Axon Commences Solicitation to dump Sandridge Board of Directors 1

TPG-Axon Commences Solicitation to dump Sandridge Board of Directors 2

22nd January News and Views

Eni inks pact with PetroVietnam

Port Hedland to shut down due to cyclone threat

China-Myanmar pipelines to be completed in May 1

China-Myanmar pipelines to be completed in May 2

CoAL suspends Vele mine operations due to rains

Iron-ore junior Mount Gibson delivers a record quarter

Higher grades lift OceanaGold Q4 output 55%

Mechanical issues slow Mirabela's Santa Rita mine

Halliburton’s Frac of the Future

New flexible thin film solar cells hit efficiency record

ThyssenKrupp sees worse market condition in 2013

China firms to invest $2bn exploring shale gas reserves

Cairn India sees profits rise on production surge

Inmet Mining: Cobre Panama Economic Pit Price Sensitivity

Traders to lose heavily as India hikes gold import duties to 6%

Unlike Iron Ore, record China Coal imports fails to move price

Questerre Expands Acreage in Liquids-Rich Montney Fairway

Sino Starts CBM Sales from Second Sanjiao Pipeline, China

Northern Star signs gold exploration JV with Fortescue

Batista Offers to Take Coal Unit Private After Share Price Slump

China eyes 60% of total steel capacity with top 10 by 2015

Russia's Rosneft reports 131% reserves replacement ratio for 2012

Bellatrix in a $300 million Cardium jv with a S Korean company

Veris Gold Corp. Drills 49.71 m 8.26 g/t Au at Jerritt Canyon, Nevada 1

Veris Gold Corp. Drills 49.71 m 8.26 g/t Au at Jerritt Canyon, Nevada 2

21st January News and Views

Colombia's FARC rebels end ceasefire

Buru spuds Yulleroo-4 in north Aus

Codelco aims for 42% increase to 2.5m tonnes Cu a year

Anglo American set for $5bn Minas Rio writedown

Saudi Maaden Q4 net profit up 45%

Afren predicts record revenue

Western Areas poised to exceed production target

Record Q4 as Hycroft ramps up its expansion

Top 20 North Dakota oil producers over the years

MIT: 'Fugitive' shale gas methane less than previously thought

Cuadrilla to Submit Planning Application to frack Well

AWE announces operations recommence at Arrowsmith-2

BC LNG inking LNG contracts based on North American pricing

Navigator Res's gold mine not working and it needs more cash

Oz Minerals raises Carrapateena copper resource by 43%

Friedland does it again with huge DRC copper project

Poor field performance drags down Lundin results

Higher iron ore price may hamper Pilbara hopefulls

API Welcomes BLM Decision to Reconsider Hydraulic Fracturing Rules

Neon Energy updates production testing operations at Paloma Deep

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