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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 October 2012

25th Oct

24th Oct

23rd Oct

22nd Oct

26th October News and Views

Oxy and Conoco q3

Whitehaven Coal warns on profit, shares slide

Vale seeks to sell weak mines, plants as profit plunges

Occidental CEO wields axe over ballooning costs

Precision Drilling profit halves as gas drilling slows

Petronas deal fell victim to Canada's China fears

BHP has more good things to say about Jansen

Petaquilla Minerals evaluating increased Inmet offer

Potash Corp sees sales deferred to 2013

1000 shut in wells in the Marcellus

India plans thorium Nukes 1

India plans thorium Nukes 2

China's oil demand hits record volume in September 1

China's oil demand hits record volume in September 2

Cynthia Carroll to step down as Chief Executive of Anglo American

TNK-BP, Schlumberger to develop tight oil project in W.Siberia

Green fracturing fluid increase production rates and recovery

Gold miner Noble backs Chinese bid over domestic rival

Goldcorp achieves record revenues in the third quarter 1

Goldcorp achieves record revenues in the third quarter 2

Record 27th Licensing Round in UK North Sea Revealed

Indonesian businessman warns of local investment perils

Coalspur saves $343m on Vista with scheduling change

Consol Energy confirms Q3 loss as mine idlings take toll

BHP questions West Africa's iron-ore ambitions

Killings linked to Xstrata Philippines copper/gold project

African Barrick scales back production targets

Norilsk Nickel: 3Q Nickel Production up 11% on Quarter

Statoil provides 2012 third quarter results

China aluminium stockpiles double on high output, slow demand

Romarco's South Carolina gold project EIS to miss December target

25th October News and Views

China to approve only a few new reactors by 2015

Marathon confirms Athabasca sale bid

Agnico profit rises on record gold output

China to encourage private investment in energy

Australia approves Bonaparte floating LNG plant 1

Australia approves Bonaparte floating LNG plant 2

Anglo American Q3 volumes up; strikes impact Q4

Drillsearch boosts Acer offer

Whiting Petroleum announces Q3 operating results

Technip sees profits rise

Newcrest flags lower capex and higher dividends

National Oilwell Varco Announces Q3 Results

China Silver Demand to Advance to Record on Wealth Protection 1

China Silver Demand to Advance to Record on Wealth Protection 2

Fresnillo board advances US$500m San Julián silver project 1

Fresnillo board advances US$500m San Julián silver project 2

Statoil Says New Well Confirms Peregrino South Discovery

Australia's Whitehaven clears hurdle to coal project

Brazil's Vale Q3 net falls 66 pct; Guinea mine on hold

RWE in landmark win over Gazprom crucial contract clause

France Tops U.S. Wheat With Premium Seen at Record

Cliffs Misses Profit Estimate After Iron-Ore Prices Decline

Encana posts reports a significant fall in natgas volumes

China Auction for Shale Gas Blocks Attracts 152 Bids

DCP Midstream opens NGL pipeline from the Eagle Ford

Micro-organisms Create Vast Amounts of Natural Gas

Potash Corp profit falls 22 pct on weak offshore sales

Australia’s MRRT fails to bring in any money in its first quarter

Noble Energy to build expandable onshore LNG plant in Cyprus

Batista May Buy $1 Billion of New OGX Shares Through Put

India PM says Reliance could get market prices for KGD6 Gas

Southern Copper Q3 $217.9 Million Vs $663 Million after charge

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24th October News and Views

Romney vs Obama

GM tests magnesium sheet metal to make cars lighter 1

GM tests magnesium sheet metal to make cars lighter 2

GM tests magnesium sheet metal to make cars lighter 3

Gold Fields fires 8,500 strikers at S.Africa mine

Yildirim bids $1 bn for energy, metals, ports

HSBC flash China PMI recovers from lows

Whitehaven Coal in trading halt

Exoma Completes Galilee 2012 Drilling Program

Mongolia refuses to let Rio's Aussie lawyer leave

Blackthorn reports high grade copper intercepts

CNOOC Q3 production up 8.5%

Buccaneer hits gas in Kenai Loop-4

Newfield Q3 and update

Ophir Energy Plans to Build New LNG Plant in Equatorial Guinea

TAG Oil: Substantial production increase & strong flows

AK Steel CEO shows interest in mills for sale in Brazil, U.S

Nexen Seen Securing Deal After Canada Rebuffs Progress

China copper smelters want 2013 TC/RC up by a quarter

Gazprom launches production at new huge gas field

Indian coal imports in H1 of 2012-13 jump by 18 pct YoY

Gujarat N R E Coke earnings zoom 2.08 times for Sep`12 qtr

UK: National Grid: LNG Loading Service for Road Tankers

Study contradicts Greenpeace Great Barrier shipping claims

$2.5bn Yarwun alumina expansion doubles refinery output

NMDC output down 7%, India's iron-ore shortage increases

BHP considering selling Pinto Valley mine in Arizona - FT

Nigeria oil output down 20 pct on flooding

Eastern Canadian LNG export facility proposed

Steelmaker JFE cuts 2012/13 profit outlook in half after Q2 loss

23rd October News and Views

POSCO not serious about buying Thyssen assets

Tinkler agrees to pay Mirvac

Agrium to double dividend payout, completes buyback

Shell declares force majeure on Nigerian crude grades

Norsk Hydro third quarter results hit by lower prices

Wisconsin Nuclear Reactor To Be Closed

Chesapeake Energy Closes Permian Assets Sale

Mirabela reports record production in Q3

Oz Minerals has reported solid results in Q3 1

Oz Minerals has reported solid results in Q3 2

Putin Wants New Gazprom Export Policy

Lonestar of US agrees to reverse takeover of Amadeus Energy

Chinese firm makes $850 million hostile bid for Discovery Metals

Wheat Harvest in Australia Seen Falling 28% to Five-Year Low

Freeport Q3-Quarter Net Down 22% on Revenue Decline

Pipeline bottleneck heightens Europe fuel supply crunch

Peabody Energy Q3 profit falls 85%, ups FY sales forecast 1

Peabody Energy Q3 profit falls 85%, ups FY sales forecast 2

Dead Sea’s Record Loss Grows With Potash Makers Demand

Mechel suspends operations at Bluestone Mining in US

Comstock Metals nails higher gold grades in the Yukon

Suncor Energy provides update on Firebag operations

Japan LNG demand has likely peaked: government official

China's top rare earths miner halts some output for a month

DuPont to cut 1,500 jobs as economic storm worsens

Dia Bras Q3: silver and lead production up, Copper Zinc down

POSCO Q3 profit falls 25 pct as China slowdown hits steel demand

Australia's AGL sees 2013 profit up a third, scaling back in two states

Two Global Industrial giants: A Devastating Downturn 'Green' Businesses

22nd October News and Views

Petronas rejection may hurt Canadian stocks

Niko cuts FY production, capex outlook; shares fall

McMoRan exploration highlights

Phosagro to issue additional 13.5 mln shares

India's coal woes

Petrobras to cut costs by up to $7.5 bln in 2013

US rig count up by 4 to 1839' Alaska gains five

Five groups left eyeing Repsol LNG assets sale

Western Areas delivers solid results

Eskom seeks yearly increases of 16% to 2018

Falling Yancoal sales force production cuts

Halcon makes big splash in Williston

Marcellus reserves larger than expected 1

Marcellus reserves larger than expected 1

Woodside 'submits bid' for Leviathan

GrainCorp Surge Signals ADM’s A$2.7 Billion Bid Isn’t Enough

Australia coal mine union says accepts BHP jobs offer

Queensland lifts uranium mine ban, eyes India exports

DONG mothballs German wind farm, blames TenneT

Valero seeking to sell California refineries

Ecuador upbeat on oil blocks auction, sees $1 bln in bids

Chesapeake CEO McClendon Bets On Utica Shale

No final agreement yet for BP sale of TNK-BP stake 1

No final agreement yet for BP sale of TNK-BP stake 2

Guildford coal commits to second South Gobi development

Statoil to Make $1.45 Billion on Wintershall Swap

Jindal Nears Africa Mine Deal on problems in Bolivia

Petrominerales discovers light gravity oil in Peru

Kurdistan begins international oil exports, defying Baghdad

Record Mali production boosts Resolute’s quarterly Gold output

China's Sep coal imports slide 19% on year; down 9% from Aug

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