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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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27th January 2012

26th Jan

25th Jan

24th Jan

23rd Jan

27th January News and Views

Xstrata upgrades Tampakan

Australia's Woodside may pare stake in Browse LNG

Legacy Oil + Gas sees higher 2012 output 1

Legacy Oil + Gas sees higher 2012 output 2

Cliffs Natural cuts 2011 outlook for iron ore volumes

Murphy boosts Rotan FLNG plan

CME eyes Houston, St James as new trade hubs

BG increases Cheniere LNG volumes to 5.5 MTPA

Tyler Formation Williston Basin USA Possibly Huge Oil Play 1

Tyler Formation Williston Basin USA Possibly Huge Oil Play 2

Tyler Formation Williston Basin USA Possibly Huge Oil Play 3

Rio may push for Oyu Tolgoi stake, Ivanhoe says

PNG's failed mutiny worsens investment risk-S&P

Chevron and staff to face charges over Brazil spill

Nucor Swings To 4Q Profit On Higher Steel Prices

Lundin seeing output double, then double again

Chinese steel mills withdraw from scrap import market

Indian coal production in 9 month down by 2.7pct

Vedanta offers to buy government stake in group firms

RUSAL may cut aluminium output in next 18 months

EU law enough for now to regulate shale gas: study

26th January News and Views

Will Isreal attack Iran

Fed sees low rates through late 2014

Kazakhmys FY output in line, sees 2012 similar

Hercules sees more rigs in GOM

TNK-BP investors 'lose appeal'

Iran embargo won't affect Eni contracts

FERC issues first license for US tidal energy project

Minister in 'fiscal fillip' for Shtokman

Anglo American's Q4 copper up 10%; platinum down

Libya production increases to 1.3 million barrels per day

Dwindling Russian Wheat Supply and Mexican corn

Mississippi Lime - Is It The 'New Bakken'

Wacker Chemie polysilicon demand weak in q4 2011

China Overtakes Japan as World's Top Coal Importer

Net loss kicks Murphy, production on the up

ConocoPhillips to shut in some gas, most liquids related

Vale: Unfavourable ruling on $5.6 Billion in Unpaid Taxes

CanElson pioneers CNG for oil field equipment

Range Resources to ship 20,000 bpd ethane to US Gulf coast

Potash Corp. Posts 4Q Miss On Drop In Demand; Guidance Below Views

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25th January News and Views

Kenmare: solid operating report

Rio Tinto takes control of Ivanhoe

India to pay gold for Iran oil, China may follow

Atlas reports poor Quarter, MD says not for sale

Gulf Coast LNG export terminal proposed

Truck Tonnage index boost for US economy

Statoil 'eyes Rosneft tie-up' in Barents

Strikes threaten BHP coal in Bowen Basin

Uralkali Ready to Cut Potash Output to Shield Price

Crescent Point to buy Wild Stream for C$770 mln

Russia trumpets coal infrastructure modernisation

Obama swears by shale, demands frack fluid disclosure

Kuwait forges ahead with South Ratqa developement

Bill Barrett: 2011 production and reserve growth, 2012 outlook

Whitehaven Coal's Q4 sales plunge 22pc on explosives shortage

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24th January News and Views

EIA including LNG exports in forcasts

Stainless Output by company in Europe

The Shale Oil Story: chapter 2.. 1

The Shale Oil Story: chapter 2.. 2

Tin inventories make new low. Its an important

Buru may require additional exploration funds

EIA lowers US shale gas estimate

Vale lifts force majeure on iron ore shipments

Saudi Aramco aims to get fracking by 2020

Record U.S. Beef Sales Seen as Japan Reviews Curbs on Cattle

Newcrest Mining Second-Quarter Gold Ouput Falls 20%

Murphy Oil to take write-down on weak Congo output

Energy XXI Coins Money Reworking Old XOM Wells 1

Energy XXI Coins Money Reworking Old XOM Wells 2

Now Lynas secures $225 mln in convertible bond sale

EIA expects US oil production to surge on shale

Baker Hughes Q4 profit dips after impairment 1

Baker Hughes Q4 profit dips after impairment 2

India’s iron-ore reserves insufficient for projected steel production

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23rd January News and Views

SaF/Mozambique cokong coal projects attract interest

Lynas: trading halt for funding deal

Apache to buy Cordillera Energy for $2.85 bln

Implats says 5,000 workers on strike at Rustenburg

BP Targets Cove 1

BP Targets Cove 2

Sino Gas gets reserves bump

EIA publishes Nat Gas Export Review

Gulf Keystone updates on Kurdish operations

Rosneft reserve replacement ratio over 160%

Chesapeake Plan in Response to Low Natural Gas Prices

Red Sky Energy about to spud well on 1 tcf of gas resource?

ThyssenKrupp plans to merge its stainless unit Outokumpu

Sinopec to pay $1.1 bln for extra equity in APLNG

Tata Power In Talks To Buy About 15% Stake In MEC Coal

Ithaca confirms takeover proposal

Petrobras CEO Jose Sergio Gabrielli is out

Toyota finds way to avoid using rare earth's

Mirabela reports record nickel production at Santa Rite

Afren gets green light in Iraqi Kurdistan

Halliburton Q4 $1.00 PS, Excluding Charge

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