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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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26th April 2013

25th Apr

24th Apr

23rd Apr

22nd Apr

26th April March News and Views

Prometheus Energy deploys LNG Fueled Frac Pumps 1

Prometheus Energy deploys LNG Fueled Frac Pumps 2

Sinopec up 25% in quarter: R&M helps!

PetroChina Profit Down on Lower Oil Prices

Helmerich & Payne profit rises; revenue tops views 1

Helmerich & Payne profit rises; revenue tops views 2

Total finds Ivory Coast oil next to Ghana's Jubilee

GrainCorp, ADM in $3.1 bln deal

Dow Chemical sees farm demand growing profit

PT Bukit Q1 profits down by 43%

IGas Energy provide update on Bowland Shale

Agnico-Eagle reports decline in 1Q13 production

Total bets on riskier exploration strategy

CNOOC Ltd posts production hike

Noble Energy announces first quarter 2013 results 1

Noble Energy announces first quarter 2013 results 2

Noble Energy announces first quarter 2013 results 3

Noble Energy announces first quarter 2013 results 4

Exxon Mobil’s earnings grow amid production declines

Anadarko announces Phobos discovery in the Gulf of Mexico

German potash maker delays Canadian plant opening

Gold Futures Jump Most Since June as Central Banks Buy

Steel prices, demand to stay low in peak month May

China's March Oil demand at lowest level since Oct

Colorado Resources hits copper-gold whopper - stock doubles

ExxonMobil announces plans for Pacific Russia LNG plant

Iron ore prices drift to 5 week low ahead of Chinese holidays

Range Resources production rises 32%

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25th April News and Views

Hess Corp Bakken production up 55%

Structured products drove gold price collapse?

Bitcoin Went On Another Insane Surge 1

Bitcoin Went On Another Insane Surge 2

Three North Slope exploratory tests find oil

Eni profits sink on production, crude prices

Vale Q1 profit falls despite big cost cuts

Coal exports from Port of Newcastle dip WoW

UK climate change advisers says fracking can be OK

Kazakhmys Q1 copper output up almost 12%

Gemesis produces world's largest lab-created diamond

US Exports to Mexico: 5bcf by 2016?

Precision Drilling take on the market

ConocoPhillips Reports First-Quarter 2013 Results

Russia's Lukoil Denies Plans to Buy Stake in Brazil's OGX

Eni successfully completes the Area 4 appraisal plan in Mozambique

UK's Drax agrees $114 million loan towards coal-to-biomass plan

Iran parks millions of oil barrels on tankers as buyers retreat

Olam plan may slam the brakes on growth to appease investors

Miners say security "tax" excluded in Mexico royalty calculus

Egypt to issue schedule next month for gradual fuel subsidy cuts 1

Egypt to issue schedule next month for gradual fuel subsidy cuts 2

Posco 1Q Net Profit Plunges 54%; Lower Demand Weighs

Oil’s Big Five Squeezed by Crude Drop as Spending Soars

Cabot Oil & Gas First-Quarter Net Surges on Natural-Gas Production 1

Cabot Oil & Gas First-Quarter Net Surges on Natural-Gas Production 2

PotashCorp First-Quarter Earnings Increase

DEFAULT WARNING: Nerves tested as Chinese buyers balk at Newcastle deals

Gazprom to acquire 92.25 per cent of Kamchatgazprom shares from Rosneftegaz

24th April News and Views

Producer governments need $100/b price: Total

Encana deep in red in Q1

Arch Coal reports $70 million loss in Q1

Farm sales drive growth at DuPont

Japan may restart nuclear reactors from fall: Motegi

Rebar Trades Near Lowest in Four Months on Inventory

EPA's effluent guidelines put pressure on power plants

UPS to Purchase 700 LNG Vehicles (USA)

NGEx Drills 1.06% Copper Equivalent Over 304 Metres

Hot Chili hits new copper target

Resolute signals search for gold acquisitions

EU LPG prices wilt on US exports

MEG Energy reports transformational year

CRB Breaks Support

Brazil’s iron ore industry loses ground in the global market

Brazil unveils tax breaks, credit for ethanol industry

Teck plays down M&A moves as profit hit by coal price

Norsk Hydro Q1Result up on higher volumes and prices

North American wood pellets exports show substantial growth 1

North American wood pellets exports show substantial growth 2

China's copper inventories shrink as stocks flow to spot market

Southern to take $333 million charge on coal-gas plant

Mongolia downgrade bolsters Turquoise Hill in Oyu Tolgoi talks

Nyrstar earnings to suffer if metal prices fail to recover

Newfield Exploration reports first quarter 2013 results

ArcelorMittal to start shut down of 2 BFs at Florange

China's debt-laden traders spell more risk for steel sector

Barrick Gold reports lower earnings but beats expectations

23rd April News and Views

22nd April News and Views

Barrick faces heat from top Canadian pension funds

Bp mulls mad dog capex

ENRC share rise on bid talks 1

ENRC share rise on bid talks 2

Baker Hughes profits tumble 29%

Egypt asks Russia to help meet gas contracts

Randgold funds Juniors

Two years to restore Karnataka Iron ore mines

OZ Minerals copper outlook after land slip

Murchison pushes Silver Lake production

Bechtel joins near earth asteroid mining mission

Haliburton reports strong International growth

CITIC iron exports face new delay, court fight looms

Hedge funds plowed into gold even as market looked vulnerable

PBOC’s Zhou Says Slower Growth Needed for Restructuring

Nippon Steel steps in on Mozambique coal project

ABB to buy solar power firm Power-One for $1 bln

Eastplats suspends Crocodile River PGM funding

OGX to sell 40 pct stake to Lukoil in rescue plan -report

Texas fertilizer company didn't heed disclosure rules before blast

Tavan Tolgoi says coal exports to China to resume on Monday

Bumi Requests Share Suspension On Results Delay

Latest Barron's Is A Screaming Sign Of A Stock Market Top

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