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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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26th August 2011

25th Aug

24th Aug

23rd Aug

22nd Aug

26th August News and Views

Potash West claims worlds largest deposit

BHP Billiton Petroleum eyes 10%/year volume growth

China's Shaanxi Coal plans $2.7 bln IPO

Potassio do Brasil eyes Amazon potash mine rights

Transneft to increase tariffs

Total to sell oil production, exploration in France-report

Freeport Indonesia workers plan mine strike soon

San Leon to merge with Realm Energy

Mining companies agree to pay Peru an extra billion dollars annually

25th August News and Views

African Minerals

Glencore H1 profit up 50+ pct, meets forecasts

Australia's Iluka H1 returns to profit

SPDR Gold Trust holdings fall 2.2 pct

Strategic Oil Reserves Sidestep U.S. Vessels

Encana eyes Barnett shale sales

Bloomberg GRAB

Q3 Presentation

Continental Resources Digs Deeper Into Three Forks

Eye on bank CDS in Europe

Rio Tinto increases its stake in Ivanhoe Mines to 48.5 per cent

Ecopetrol misses share sale goal

Roc cheers Bohai Bay flows

CNBC runs Bakken

Escondida: copper mine output falls 14%

Canada Forecasts Higher Wheat Production

Dart to restructure and list CBM assets in Singapore

Applied Materials: dismal outlook on economy and solar cells

Police investigation may halt carbon tax and mining tax in Australia

CIL mines face closure over environmental concerns in Jharkhand

Atlas Iron rewards investors with unexpected maiden dividend 1

Atlas Iron rewards investors with unexpected maiden dividend 2

Kazakhmys: strong revenue growth; proceeding with Bozshakol copper project

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24th August News and Views

Insider buys in last week 1

Insider buys in last week 2

BHP results flash: good net, inline ebidta?

Libya: Company comments

TEPCO utilisation hits 90%

Boart reports good results, raises forecast

BHP may buy shale assets ouside of US

Continental Resources Reports Fourteen Bakken Completions

CIL employees union demands 100pct salary hike

Anto's doubles dividend 1

Anto's doubles dividend 2

Faroe in Shetlands strike

Copper stands its ground in mayhem

Indian iron ore exports may decline by 28pct in 2011

CNOOC Limited announced its interim results as of June 30, 2011

Community blockades Lonmin shafts in dispute over jobs, royalty

Ivanhoe shares rally 20% after good news on Mongolian project

Oilex Encounters Delays In Cambay-76H Production Testing

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23rd August News and Views

HSBC's China Flash PMI Rises

Output boosts Cairn profits

Yanzhou Coal eyes more mines in Australia

‘Modern resources’ driving upstream boom

China's power consumption breakdown for July

Australian Wheat Shipments at 2004 High Easing Shortages?

Halliburton exec. takes a swig of fracking fluid

Germany: Manufacturing PMI flat; Services PMI down

Cenovus pushes ahead in oil sands

S.Africa union threatens strike at ARM's Nkomati mine

Aluminum Use May Have Grown at Double-Digit Rate

Chinese stainless steel capacity to reach 20 million tonnes by 2015

CNR Announces Resumption of Shipment of Crude Oil From Horizon

22nd August News and Views

Philly Fed Economic Conditions Chart

Anglo American and Citic consider rival Macarthur Coal bid

Norsk Hydro at interesting price level

More Utica Shale Permits Issued To Chesapeake Energy

Shell-PetroChina venture makes offer for Australia's Bow Energy 1

Shell-PetroChina venture makes offer for Australia's Bow Energy 2

Shell-PetroChina venture makes offer for Australia's Bow Energy 3

'Merger of equals' for Adamus and Endeavour 1

'Merger of equals' for Adamus and Endeavour 2

If all else fails: Gold wins by default

China grant tax rebates for inported Nat Gas

Platts: China Oil demand seen rising after maintenance

Anadarko Announces Successful Appraisal Well Offshore Mozambique

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