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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 October 2013

24th Oct

23rd Oct

22nd Oct

21st Oct

25th October News and Views

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24th October News and Views

Caterpillar comments on global economic outlook

Cameron pledges to “roll back” green regulation

Canacol hits Colombia pay

Aussie gov produces draft repeal of mining tax

Beadell gears up for iron-ore sales

DeGrussa ramp-up brings in more production

Reservoir Minerals

Two-faced zinc price forecasts – bored, beaming

Agnico Eagle hits record production, 56% profit drop

POSCO cuts 2013 sales outlook; Q3 profit nearly halves

Fresnillo shares rise on one-off dividend boost

50% Gas recovery from shale?? Much read..

Crude slammed anew as US stockpiles rise sharply 1

Crude slammed anew as US stockpiles rise sharply 2

‘Companies may produce oil, gas before investment plans are cleared’

China to send air pollution inspection teams to provinces

Norsk Hydro aluminium earnings rise partly on cost cuts

S. Korea KNOC says to raise $3 bln locally by 2017 for investment

Buoyancy in Richards Bay and Europe spreads to Newcastle

Another bidder walks away from Rio's Canada iron ore

Whiting Pete sees new completion technique boosting production 1

Whiting Pete sees new completion technique boosting production 2

CNOOC Limited announces key operational statistics of Q3

23rd October News and Views

EIA productivity report 1

EIA productivity report 2

Alcoa shares jump on unusually heavy trading

Kodiak production surges in Q3

Russia grabs China oil and gas export deals

Leviathan partners want Woodside to pay more

EOG leads jump in Eagle Ford oil output

Goldcorp's El Morro gets green light

Newfield in $898m Malaysia exit

Gazprom vying for Japan’s business

Oil: Cost of Supply

Saudi's distance themselves from US

Japan Mulls Plan for One Operator to Run All Reactors

Global thermal coal demand will shift away from China

BHP plans sale to trim down west Texas shale assets

Iran sends out feelers for any return to oil markets

China well-supplied with coal for winter, says industry group

Chinese traders using LME stock for copper financing trade -traders

Shell: floating LNG technology up to 50 per cent cheaper than onshore

Insiders light fire under Belo Sun, shares rocket 44%

Maiden copper reserve declared at Blackthorn's Kitumba

Mine project delays, capex cuts ‘very supportive’ for copper supply

Premier Oil shares drop after output guidance cut

22nd October News and Views

Egypt ‘to start repayments soon’ 1

Egypt ‘to start repayments soon’ 2

Egypt ‘to start repayments soon’ 3

China's Urea prices

Smog closes another Chinese city

Is copper really in surplus?

Customs dispute solved at Rio's Oyu Tolgoi

U.S. crude sinks below $100, Brent gap widens

Shale Overload to Spur U.S.-China Fuel Trade

Feds to scrutinize drilling boom with new well data

More good news for Barrick Gold shareholders

Russian Copper gets $1.0 bln for new Ural mine

GDF SUEZ enters onshore shale exploration in the UK

Anadarko - Noble announce Wattenberg property exchange

Alcoa complains to UK, US regulators about warehousing

Repsol makes a new high quality oil discovery in Libya

BP wants CNOOC to pay market price for Indonesian gas

Ultra Petroleum announces strategic Uinta Basin acquisition

BHP raises iron ore target as Australian expansions accelerate

$40 bln to be spent on Marcellus and Utica midstream 1

$40 bln to be spent on Marcellus and Utica midstream 2

Dana Gas consortium files case against Kurdish government

Petrobras-led group wins Brazil oil auction with minimum bid

Ex-head of China coal producer latest to face corruption probe

US coal industry eyes comeback as efficient plants encourage use

New capacity boosts China copper output to record in Sept

Schlumberger’s HiWay Frac Design Improves Eagle Ford Well Performance

21st October News and Views

Libya:-Civil War

Gazprom set to begin producing at Kirinskoye

Russia opens East Siberia door to China

Chile’s Collahuasi boosts Anglo American results

U.S. Steel to write down $1.8 bln in value of units

Petronet LNG hit by low utilization levels

Fire rages after another train derails in Canada 1

Fire rages after another train derails in Canada 2

Record assay underlines Sheffield's hopes

Putin offers more tax incentives for Yamal LNG

Bitcoin Has Gone On An Insane Surge

Occidental Petroleum Announces Initial Phase of Strategic Review

China iron ore futures debut briskly, back pricing clout push

Naphtha-India's MRPL sells Dec cargo at higher premium vs Nov

Sugar Surges to One-Year High as Fire Hits Brazil Port

China Coal Energy's commercial coal output up 2.8% in Sep

Dozens of floating LNG platforms to be developed - Voser

Eramet plans more savings as nickel stays weak

EDF, Britain sign $26 bln deal for nuclear plant

Brazil troops deployed ahead of Rio oil field auction

BHP gives up nine oil & gas exploration blocks in India

Green Dragon Gas provides operations update

Borneo Lumbung in efforts to restructure USD 500 million loan from SCB

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