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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 July 2012

26th July

25th July

24th July

23rd July

27th July News and Views

Oil, the bear case

Shell in talks to buy into InterOil's PNG assets

Harry Winston in talks with Rio on Diavik mine

Costs chop Total profit

Drillsearch raises Cooper funds 1

Drillsearch raises Cooper funds 2

Drillsearch raises Cooper funds 3

Drillsearch raises Cooper funds 4

Newfield: South Cana Wells Shine

Repsol: YPF withholding two shale finds

Chinese mills cut steel output, idle blast furnaces

UK government unveils gas field tax break scheme

Sherritt International Q2 lower on nickel price, coal sales

Nyrstar keeps targets despite supplier issue, earnings slip

Miner NWR says Q3 coking coal price touch higher

Eagle Ford Shale Play Tops Bakken for Tight Oil 1

Eagle Ford Shale Play Tops Bakken for Tight Oil 2

Platinum and diamonds drive Anglo American profit fall

Newmont Announces lower Second Quarter Net Income

Petrobras spins Namibia bit...4.9 billion barrel potential

Oneok to put another $1bn into Texas and Bakken NGLs

Crude-by-rail momentum tops Canadian Pacific target

Atlas Iron announced 70% increase in Pilbara reserves

Wesfarmer ups coal production at Currach, negotiate Q4 prices

China Cities Roll Out Stimulus as Changsha Targets $130 Billion

26th July News and Views

Brazil's Vale profit slumps on China, currency woes

Newcrest says Q4 gold output drops 16 pct

Whiting announce Q2 and increase guidance 1

Whiting announce Q2 and increase guidance 2

Repsol Q2 adjusted profit soars

BG reports disappointing E&P results

Statoil net falls despite production hike

Suncor to reconsider oil-sands growth plan

Interesting - US GDP

Nautilus vs PNG

CARBO Ceramics reports record revenues

Patterson-UTI profit beats estimates

Potash corp earnings strong before write off

Barrick profit falls, sees Pascua-Lama costs rising

EOG slows down at Marcellus, JV partner Seneca cuts outlook

Hecla makes hostile takeover bid for U.S. Silver Corp

Cabot: EPA determines no action required at Dimock wells

Cliffs Natural Reports Second-Quarter 2012 Results

Conoco beats estimates but cash burn worries analysts

Hess 2Q Profit Fell but beat estimates, production grew 15%

Lonmin slashes spending plans, warns on platinum woes

Rebel attacks hit Ecopetrol's oil production target

Shell results reflect weak quarter for the oil major

New nickel/copper discovery skyrockets Sirius share price 1

New nickel/copper discovery skyrockets Sirius share price 2

Continental to Report 76 Percent Production Increase

National Oilwell Varco’s net profit boomed

Lamprell seeks covenant waivers, expects wider loss for half year

Agnico-Eagle ups 2012 production guidance to 975,000 gold ozs

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25th July News and Views

Russia's Petropavlovsk aims to boost H2 gold output

Iraq blacklists Chevron for Kurdish oil deals

UK cuts subsidies for onshore wind 10 pct from 2013

Australia's APA raises bid for Hastings to $1.4 bln

Noble Energy sells Permian Basin assets

South Africa's platinum pain deepens

Propane prices have halved in the US 1

Propane prices have halved in the US 2

Tullow H1

Ecopetrol profits up on E&P

Aus drillers have gone to Africa

Teck profit falls on lower coal price

US shale-gas output up 24% in May

China to look abroad for natural resources

ArcelorMittal Profit Slumps 28% as Steel Demand, Prices Fall

PBS Coals idles five mines in Pennsylvania, cuts output at two others

Lower prices, demand hit ArcelorMittal S.Africa earnings

Market set to benefit from China stimulus - Minmetals

Cabot Oil and Gas 2nd-quarter just misses expectations

Ophir Energy announce Tonel well gas discovery

Nabors 2nd quarter net loss; adjusted profit rises

FMC boosts profits on strong subsea demand

Chinese iron ore traders sell stock at loss as outlook darkens

Exxon May Lead Drop in Global Oil Profits on Lower Prices

Providence says Barryroe has over 1 billion barrels of oil in place 1

Providence says Barryroe has over 1 billion barrels of oil in place 2

BP could return £30bn if it sells half of Russian venture to Rosneft

Marcellus Gas Production Gains Affect Spreads with henry Hub

Range Resources beats estimates, sees strong full-year output 1

Range Resources beats estimates, sees strong full-year output 2

Seadrill: $4 billion for 19 rig years on three ultra-deepwater units

Tenova bags order for copper plant from Antofagasta mine in Chile

24th July News and Views

HSBC flash PMI rebounds

Indonesia June exports of nickel, copper ore slump

Indonesia mining taxes are cutting into Tin inventory

Chinese steel exports rising

Jindal Steel To Acquire Canada's CIC Energy

Drought pressures operators to recycle frac water

Europe Heat Wave Wilting Corn

Sinopec, Talisman reach deal

Freeport Indonesia says offers govt 9 pct stake

Vale to finish feasibility study for phosphate exploration

PTTEP Q2 disappoints, eyes on $3.1 bln equity sale

Yukon-Nevada Drills 30.80 m of 10.53 g/t Au at Jerritt Canyon

Rosneft enters talks with BP to buy TNK-BP stake

Norsk Hydro to cut more costs after Q2 income fall

Peru's Humala shuffles Cabinet to calm anti-mining protests

Posco 2Q Net Falls 66%; To increase Cost Cutting In 3Q

Teck Resources Looking for Quebrada Blanca Partner

African Petroleum raised $87.3 million for rig contract

Australia's Intrepid Mining thrown off Indonesian project

North Dakota says natural gas production will rise

Anglo American acquires majority interest in Revuboè, Mozambique

Looking at 1988 Suggests Nitrogen Fertilizer Plays Are The Best

Mirabela Nickel Limited looking to cut costs and increase production

Aditya Birla Group sweetend bid for Australia's Northern Iron shares

Detour Gold: 230 kV transmission line connected, construction 75% complete

23rd July News and Views

India's Essar Oil ties up funds to repay tax dues

Amplats cuts production and capex targets

Colombian rebels blow up Cano-Limon oil pipeline

China and coal

Eni to fund Russian geological works

Iran military downplays threat to Hormuz Strait

Africa oil farms out East African blocks 1

Africa oil farms out East African blocks 2

Qatar Holding adds to Xstrata stake in weak market

China's June coal imports surge 98% on year

Freeport Indonesia Cuts 2012 Sales Forecast

Drought fears loom large over cotton growing regions in India

Sinopec H1 operational results reflect oil, petchem slowdowns

ND Corn Growers Association looks at $1.5 billion plant

Brazil’s Vale Seen Posting Best Mining Profit Surprise

Beach Energy announces Bauer-5 Namur oil intersection

Power Dearth Threatens Indonesia Smelter buildout

Indonesia Asks Freeport to Offer Shares via IPO

African Barrick Gold maintains 2012 targets as costs rise

Kinross a likely target for Barrick, analyst says 1

Kinross a likely target for Barrick, analyst says 2

Anglogold Ashanti ROE. Show this to a colleague, tell 1

Anglogold Ashanti ROE. Show this to a colleague, tell 2

Halliburton Announces Q2 of $0.80 Per Diluted Share

International Northair Intersects 52.25 Metres of 167g/t Silver

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