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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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27th August 2010

26th Aug

25th Aug

24th Aug

23rd Aug

27th August News and Views

Exxon: The Standard is Down!

Nat Gas bear chews drilling capacity at rapid rate

Anglo and Implats: more mining rights chaos

UBS bankers driving recommendations?

Australia to supply 60% of global met coal in 2015

Price war starts in Brazilian steel market

Small Cap, Small mine, and a headache for investors

Ukraine working on terminal to receive Azerbaijani LNG

Steel begets bulks 1

Steel begets bulks 2

China thermal coal output increases, demand drops

26th August News and Views

Update on NewGold

Exxon cutting XTO rigs for gas?

Colossus, and Continental Gold 1

Colossus, and Continental Gold 2

Chinese retail Gold demand surges in Q2

Reliance seen as potential partner in Eagle Ford shale

Alberta tax revenues on the swings and roudabouts

Jiangxi Copper to Raise $1 Billion to Fund Mines

China becomes hydro superpower

Escondida Production Will Decline Up to 10% on Grades, BHP Says

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25th August News and Views

Macarthur raises $438m to buy MGC Coal

Continental Wows Denver

Pennwest lifts a skirt, and oh what a leg! 1

Pennwest lifts a skirt, and oh what a leg! 2

BHP Takeaways 1

BHP Takeaways 2

BHP Takeaways 3

BHP Takeaways 4

Exxi: Shallow offshore+ Davy Jones

Concho opens up

Project will double ND oil pipeline capacity

Nexen dogged by problems

Piceance basin oil-shale study finds 1.5 trillion bbl in place 1

Piceance basin oil-shale study finds 1.5 trillion bbl in place 2

E.On Ruhrgas Presses Gazprom

Shale plays and how they weaken nat gas prices

Poland's power plans worry environmentalists

Dong terminal in Rotterdam is 420 bcf pa

Are there 6 bn barrels of shale oil under Paris?

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24th August News and Views

PotashCorp warning on BHP strategy

RWhiting touts oil laterals

China's steel companies source more Iron ore domestically

Chalco Aluminum smelter looses money

Oil Sands up the ante on PR

Mitsubishi enters Canadian shale gas project

Range Scary Slides: How low does Gas go???? 1

Range Scary Slides: How low does Gas go???? 2

Range Scary Slides: How low does Gas go???? 3

Range Scary Slides: How low does Gas go???? 4

India rejects Vedanta mining plan on green worries

Venova: IRR>100 in Monterrey Shales

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23rd August News and Views

Aus Resource Tax Dies

Bharat buys into Aus gas shale

Canacol Columbia wells

Gold and Inflation

Gulf giants fear plastics trade war over tariffs

Heavy Flooding on Korea/China border

Maine Tidal Project hopes to grid connect next year

Coal India to have 20 new coal washing facilities

Coffee, Sugar, Cotton all surging 1

Coffee, Sugar, Cotton all surging 2

Petroneft gearing up for production

Qatar's Nakilat Takes Delivery of Final Q-Max

Potash Is Said to Receive Inquiries From Sinochem, Vale

Nat Gas: too late to be a bear, too early to be a bull.. or not 1

Nat Gas: too late to be a bear, too early to be a bull.. or not 2

Nat Gas: too late to be a bear, too early to be a bull.. or not 3

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