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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 March 2011

24th Mar

23rd Mar

22nd Mar

21st Mar

25th March News and Views

Tepco's daily summary 1

Tepco's daily summary 2

Wind farm next to Fukushima working fine thank you

Packers Plus announces 60 frac system

Dart Energy (Ex Arrow) 1

Dart Energy (Ex Arrow) 2

Dart Energy (Ex Arrow) 3

Dart Energy (Ex Arrow) 4

Rigcount

Anglo wins 53 pct rise in coal contracts

Tirex fast tracks production

Golden Predator hits paydirt in the yukon!

Some ships avoid Tokyo Bay ports on radiation fear

BHP to spend $9.5 bln on Australian iron ore, coal expansion

Japan's Tepco expects to add more thermal power capacity

BP's $16bn Russia deal is scuppered

Woodside and Shell in a shares for assets swap?

Aurelian starts delayed Trzek-2 test in Poland

Anooraq teeters through tough quarter 1

Anooraq teeters through tough quarter 2

Oilex: high imoact well+ India unconventional

Conoco Phillips To Increase Eagle Ford Shale Development In 2011

Mitsui Mining seeks zinc imports as Japan capacity down 60 pct

24th March News and Views

Australia Offers New Concessions In Mining Tax Row

Northern Oil, shale accounting etc

Chesapeake Energy: Still a Lousy Balance Sheet

SunCoke Energy Files Plans For Up To $100 Million In IPO

Rex announces Niobrara duster

Silver Wheaton reports 9% increase in reserves

Newfield buys Uinta acreage using credit 1

Newfield buys Uinta acreage using credit 2

Colossus announce mega value intercept

Ukraine wants to raise USD 5 to USD 6 billion from Naftogaz listing

Higher Prices, Shortages on TVs, Smartphones and Notebooks

Copper rally 1

Copper rally 2

PDC plans Niobrara well push 1

PDC plans Niobrara well push 2

OGX confirms discoveries connected 1

OGX confirms discoveries connected 2

Indian buyers offered discounted Australia thermal coal

More LNG heading for Europe than Japan

Harmony shares jump on takeover talk

Japanese rebuilding may not be as favourable for copper as some predict

Pioneer Natural Resources Reduces Q1 2011 Production Outlook

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23rd March News and Views

Japanese steel blast furnaces used as power stations? 1

Japanese steel blast furnaces used as power stations? 2

Japan secures LNG at diplomatic level

Uk green blog whinges on Bio gas subsidy increase

First Bakken conference

Pearl GTL gets first gas

Japan's damaged coal-fired plants repair time uncertain

ENRC positive for 2011 after year profit doubles 1

ENRC positive for 2011 after year profit doubles 2

ENRC positive for 2011 after year profit doubles 3

Teck cuts 2011 coal and copper sales outlook

BP's Canada gas liquids unit seen fetching C$2.3 bln

RRC absolves Range of water contamination, EPA do not

BG Group halts QCLNG pipeline work

Northern Oil and Gas getting a bear attack 1

Northern Oil and Gas getting a bear attack 2

Fortescue boosts Pilbara resource to over 10Bt 1

Fortescue boosts Pilbara resource to over 10Bt 2

RD orders LNG FPSO from Samsung Heavy

Yara to build ammonium nitrate plant, gains iron ore leverage

CNOOC Limited's Production and Net Profit Both Hit Record High 1

CNOOC Limited's Production and Net Profit Both Hit Record High 2

BP's Canada gas liquids unit seen fetching C$2.3 bln, also sale to Anadarko

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22nd March News and Views

Wood Mackenzie warns of Oz gas rush

Rio calls Fortescue a real estate company

Jim Cramer interviews EOG CEO Papa

Shaikan-2 test results excite

US approves Shell’s deepwater exploration plan

Cairn sees India nod as profits rebound

Linn Energy Reports On Sixteen Granite Wash Wells 1

Linn Energy Reports On Sixteen Granite Wash Wells 2

Mincor looses Otter/Juan

Japanese disruptions hit Newcastle port coal exports

Macarthur Coal Update: Scary 1

Macarthur Coal Update: Scary 2

China's aluminium output rises in Feb - IAI

Pennsylvania water use

Continental Gold reports highgrade drill results

Shells 100,000 bbl day Athabasca oil sands expansion near completion

Hike in interest rate pricks the Tsunami bubble in Chinese steel market

Continental Plans new Corporate Headquarters In Oklahoma City

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21st March News and Views

30-50 iron ore and coking coal cargos homeless

The Oil Market in 2010: People vs Barrels

Putin offers EU gas supply boost as help

Japans electronics manufacturers slow to restart

Sumitomo Metal Ind resumes operation at one Kashima plant

Buenaventura: ex growth, derated but interesting entry point

Shell to invest $5bn in Chinese shale

Iran buying more gold

India allows swapping Reliance gas with imported LNG

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