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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 July 2013

25th July

24th July

23rd July

22nd July

26th July News and Views

Precision Drilling sees costs wipe out profits

Vedanta gets India court nod for merger of units

Protesters block Cuadrilla gas drilling site 1

Protesters block Cuadrilla gas drilling site 2

Agnico-Eagle Posts 2Q Loss, Reaffirms Guidance

Cabot Oil & Gas second quarter of 2013 1

Cabot Oil & Gas second quarter of 2013 2

Cabot Oil & Gas second quarter of 2013 3

Goldcorp reports 2013 second quarter results

China to spend $300 billion tackling pollution

China's imports Auto steel???

LNG Ltd secures funds for US project

Newmont to take $1.8bn write-down for second quarter

Anglo American to slash costs

BG Group provides 2013 second quarter results

Russia's Polyus Gold says major mine project on schedule

Potash Corp profit misses, outlook weakens as prices slide

Teck Delays Mining Projects After Copper, Coal Price Declines

Husky Energy continues to deliver consistent execution

Noble Energy announces second quarter 2013 results

Newfield Exploration reports second quarter 2013 results

Dow Chemical to prune portfolio, profit beats estimates

Sanchez Energy announces second quarter production of 682mboe

Huge desalination plant set for Chile's Escondida mine

US cash corn bids tumble from lofty levels after soy drops

Halliburton pleads guilty to destroying Gulf spill evidence

Huolinhe Opencut Coal Industry's H1 net profit plummets

Occidental to construct propane export facility in Texas

Cliffs Natural Resources hit with 40% sales margin drop in Q3

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25th July News and Views

Section of flaming GOM rig collapses

Natural-Gas Demand Slips in Japan 1

Natural-Gas Demand Slips in Japan 2

Natural-Gas Demand Slips in Japan 3

Walter Energy slashing dividend

Canada toughens train rules after deadly disaster

Abu Dhabi boosts oil output in $40 billion plan

Chinese coal producers need action from Beijing

Statoil profit misses on lower oil, gas prices

Honeybee Health Damaged by Common Fungicides

Peabody global coal markets and Peabody position

Hess, PetroChina sign China's 1st shale oil deal

Kazakhmys assets and operations to be reviewed

DOJ Opens Probe Into Metals Warehousing

South African unions declare wage dispute with gold sector

POSCO's global expansion plan hits India roadblock

Newcrest sees flat gold output as bullion markets falter

Louisiana agency sues big oil firms for hurting wetlands

Bullion Bear Market Seen Ending Zinc’s 7-Year Glut

OZ Minerals Copper Output Falls 32% as Production Costs Rise

Rebar Trades Near 3-Month High as China Pledges More Railways

China Ministry expects Crude Steel Output to Hit a Record

China Spot CIF copper import premiums not showing signs of easing

Baker Hughes tells of antitrust probe of fracturing

Potash Corp announces $2 billion share repurchase

Whiting Petroleum announces Q2 2013 financial and operating results

Rosneft 'in talks for Alliance Oil stake'

Nyrstar H1 profits hit by falling precious metal prices

24th July News and Views

23rd July News and Views

Indian Gas output to rise more than half by 2016-17

OPEC must cut crude output: Low Slow is consensus

Halliburton profits down 8% in margin squeeze

Shell to boost deep-water production in Brazil

'Oil and gas shows' for Japan deep probe

EU steel production falls by 5.1pc

Global steel output rises 1.9 pct in June on China boost

Fortescue sees its costs dropping as China buys more iron ore

Steelmakers Raise Prices on China’s Economic Growth Optimism

Small polymer makers ponder moves ahead of US petrochemicals boom

European refiners squeezed in Africa by rising U.S exports

22nd July News and Views

Yara beats profit forecast on record fertilizer deliveries 1

Yara beats profit forecast on record fertilizer deliveries 2

Yara beats profit forecast on record fertilizer deliveries 3

US nuclear plants ‘facing early retirement’

Britain to limit funding for new power-only biomass plants

Minor miners face major headache from iron ore giants

Giant steel firm grapples with toughest times in five years

BHP's Jansen potash decision could be weeks away

BC Iron hits target despite heavy rains

Amplats suspends dividend as debt grows 30%

Large base metals project stumbles

Magnolia boosted by Bakken production

PT Antam signs pact with Direct Nickel 1

PT Antam signs pact with Direct Nickel 2

Federal study finds natural gas fracking chemicals didn't spread

US oil retains premium to Brent, holds above $108 on demand hopes

Abe Boosting Rice Output Means Deeper Slump in Corn Imports

China's Sinopec, PetroChina to skip gasoil exports in Aug and Sep

Pura Vida: Significant Oil Column Found in Loba-1, Off Gabon

HRT Murombe-1 Well Shows Disappointing Results (Namibia)

Is this the start of the epic short squeeze everyone's waiting for?

New Burkina Faso Zinc project ships concentrate

Mitsui to Take Part in Gas Pipeline Project in Arizona 1

Mitsui to Take Part in Gas Pipeline Project in Arizona 2

Antofagasta gets environmental OK for Chile project 1

Antofagasta gets environmental OK for Chile project 2

Halliburton $1 Billion of Share Repurchases Increases to $5 Billion

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