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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 November 2010

25th Nov

24th Nov

23rd Nov

22nd Nov

26th November News and Views

Northern Tiger Halves on so-so drill results

China buying 25% of Uranium spot market?

Antofagasta powers ahead 1

Antofagasta powers ahead 2

Santos tells Ecopetrol to start share sale

Zimbabwe increases mining royalty fees

Opec exports set to rise

The man from Del Monte said Yes

Watching Spain.. Shades of 2008 cf Exxon 1

Watching Spain.. Shades of 2008 cf Exxon 2

Starbucks source coffee in China 1

Starbucks source coffee in China 2

Coal defies numerical analysis right now

Indian cotton exports to miss target; quality crop earns a premium 1

Indian cotton exports to miss target; quality crop earns a premium 2

Rio Tinto expands Pilbara Mineral Resources by two billion tonnes

25th November News and Views

Gate Terminal on Schedule

Soc Gen touts palladium

Gas crunch looms in China

Peak Oil Guru Robert Hirsch Gives The Definitive Guide

Weather Driving Prices For Bulk Commodities

San leon expands acreage in Poland

China's LNG exchange

Deutsche Biogas at 5x ev/ebidta?

US rig count rises 10 units to 1,687 rigs drilling

Land Rush on Marcellus in Ohio

BP Egypt finds deepwater gas in Nile Delta

Cameco to supply uranium to China's nuclear power company

Baffinland discovers high-grade iron ore in Canada

China vows to boost coal supply to power plants amid shortages

Biogas paper wins prestigious uk science prize

OGX Announces More Gas in Well OGX-22 in the Parnaiba Basin

Ivanhoe intercepts high grade metals mineralization in Barnes Shaft prospect

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24th November News and Views

Chinese tin imports down 51% in october, 22% ytd 1

Chinese tin imports down 51% in october, 22% ytd 2

Chinese tin imports down 51% in october, 22% ytd 3

Chinese tin imports down 51% in october, 22% ytd 4

Chinese tin imports down 51% in october, 22% ytd 5

Sojitz and Lynas in Rare Earth Supply Deal 1

Sojitz and Lynas in Rare Earth Supply Deal 2

Update on Mag Silver 1

Update on Mag Silver 2

Open interest had reached early 2008 levels

Rosetta Resources trading up on strong volume

Patagonia shares jump on El Tranquilo approval 1

Patagonia shares jump on El Tranquilo approval 2

Queensland rain affects mines and coal loading at harbor - BHP

NWR output disappoints

Suncor mulling selling Syncrude stake?

Small Cap -Large hole in BC

Apache and Santos cheer Spar success off Australia

Baja Mining finance Cu/Co/Mn deposit in Mexico

Pa. investigating frac fluid spill at natural gas well site

Vietnam’s Bauxite Reserves May be 11 Bln, worlds largest

Gazprom 2011 spending drops

Coal India may bid for U.S. Massey Energy

NuVista CEO falls to Axe Murderer, with help from board 1

NuVista CEO falls to Axe Murderer, with help from board 2

Anglo American Could Sell South African Assets, Liberum Says

Peru asks U.N. to help in Southern Copper dispute

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23rd November News and Views

First U.S. Offshore Wind Project Gets Nod

ConocoPhillips cuts Canadian gas jobs

ExxonMobil optimistic about long-term US gas production

Ethical Oil: Pointed book on the Oil sands

Nickel pig iron output key swing factor for nickel market

Thailand's PTTEP in $2.3 Billion Canada Oil Sands Deal

Hess in $1bn Bakken buy

ENI signs $17bn Venezuela oil deal

Philex No Longer Interested in Indophil Resources

Red sky in the morning, sailors warning

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22nd November News and Views

Silver Standard

Oil moving towards backwardation?

We're still learning about the shales

Macquarie, Freeport to build Texas LNG export terminal

A quick look at lithium 1

A quick look at lithium 2

New major oil discovery offshore Iran

India iron ore exports to China plunges in Oct

Santander Copper Supply expanding 1.3m mt gross next year

Energy XXI buys shallow Exxon offshore fields

Australia mine tax draft laws expected May 2011

Russia doubles nickel tariff to 10 percent

Haisla Nation have voted for a proposed LNG terminal at Kitimat

280 Chinese mining firms invest in 302 overseas projects

Far East Energy reports Netherland Sewell study results on Shouyang 1

Far East Energy reports Netherland Sewell study results on Shouyang 2

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