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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 November 2011

24th Nov

23rd Nov

22nd Nov

21st Nov

25th November News and Views

Woodsine investor update

Codelco opens door to deal with Anglo

Amazing chart on mined copper grade

Flinders Mines welcomes Magnitogorsk $554m offer

Argentine protests pinch Apache 1

Argentine protests pinch Apache 2

The Thorium Dream

Renewable Power Trumps Fossils for First Time

Eni aims to hit pre-war Libya output by end-June 2012

Anglo American settles Q1 2012 coking coal at $235/mt FOB

RWE could sell Egyptian assets

Ascent has success with Slovenia frac 1

Ascent has success with Slovenia frac 2

Rio signs earn-in deal with Intercept for bauxite project

Aurubis achieving high production rate seeking takeovers

Australia's Sundance says to stand by Hanlong deal despite glitches

India's imported gas requirements skyrocket

European energy prices undermined by debt crisis and warm weather

24th November News and Views

Huhne responds to global warming sceptics- late 1

Huhne responds to global warming sceptics- late 2

Huhne responds to global warming sceptics- late 3

Mitsubishi rescues Australia iron ore, port projects

Beach talks up shale potential

Heritage loses Uganda tax battle

Vale proposes rail joint venture for Gagilee coal

First Gas-To-Liquid Product Shipment Reaches America

Asia Coal-Prices fall further as poor demand bites

Glencore well placed for big buys as IPO lock-up clauses expire

Chevron Suspends Current and Future Drilling Offshore Brazil

Iron ore physical transaction platform set for Dec launch

Peru locals set to clash over Newmont mine

China may look to US for Gas not Russia

Goldcorp secures $2bn credit facility

AWE eases concerns over shale

Aluminum output at lowest rate in 6 months

Indian Buyers Secure Discount on Some Fertilizer Imports

Miner Antofagasta says 9-mth profit up 28 pct

Base Resources signs Kenya titanium deal with DuPont

China's Largest Coal producer to develop alternative energy source

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23rd November News and Views

Chile Los Bronces output to more than double

China preliminary PMI falls to 48

Sino Gas and BHDC in Sanjiaobei agreement

Weir boosts U.S. shale exposure with $675 mln deal

Thailand’s Floods Disrupting Global Manufacturing

Chile SQM Q3 net profit up 51 pct vs yr ago

Premier plugs duster off Norway

Google pulls plug on renewable energy plan

Turkmenistan to increase China gas supply plan by 25 bcm

SAIL cuts India's FY12 steel demand outlook

Major processing unit down at Syncrude Canada

Franco-Nevada to raise C$340 mln in offering

Canadian study casts doubt on seabed mining prospects

Onshore wells lead Australian recovery

Deere Profit Tops Estimates on Farm Income

KKR buying Samson for $7.2 billion

Continental Gold Drills 10.2 m of 83.8 g/t Gold & 285 g/t Silver at Depth 1

Continental Gold Drills 10.2 m of 83.8 g/t Gold & 285 g/t Silver at Depth 2

Nickel 'Dominant Position' Will Support Prices, Agricole Says

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22nd November News and Views

This Industrial Production Chart Isn't Scary At All...

DuPont Faces Squeeze as Titanium Ore Costs Advance

Global, Chinese steel output down to 10-month low

Manila's Nickel Asia to sell nickel ore to Baosteel

Mitsubishi, Chinese may rescue Oakajee project 1

Mitsubishi, Chinese may rescue Oakajee project 2

Chevron faces further Brazil spill fines

Aramco halts oil production capacity expansion

Vale approves $6bn expansion of Mozambique coking coal mine

Gazprom sees lower Q1 Europe consumer gas prices

Ecopetrol Updates of Strategic Plan for the Period 2012-2020

Cheniere secures LNG sales deal

Geo-thermal in Aus

BIG DEAL:China hits Oil giants with resources tax

OPEC likely to cut output at Dec meeting -Iraq oil minister

Higher bank lending only marginal boost to China commodities

India’s Fertilizer Importers Seek Lower Prices on Falling Rupee

Mozambique to submit new mining law this year, no tax changes

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21st November News and Views

USDA blocks Utica shale drilling for 'study' 1

USDA blocks Utica shale drilling for 'study' 2

Statoils sells North Sea assets to Centrica

Iluka mineral sand train begins operations

Rockhopper wraps up Sea Lion sidetrack

Beach's Jaffa-1 to be plugged and abandoned

First Nations block LNG pipeline crew

Iraq ‘mulls Shell for West Qurna'

China's October coal output up 7% on year; imports up 28%

Israel Chemicals Q3 profit up 79 pct below forecast

Australian govt messes with mining tax to win support

Workers at Newmont Indonesia's Batu Hijau end strike

Murchison in trading halt as it ponders asset sale

New mining tax in Philippines?

Galway intersects 20.3 meters of 10.2 g/t gold

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