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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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28th June 2013

27th June

26th June

25th June

24th June

28th June News and Views

Deepwater drilling growth to outstrip personnel

Gazprom sees profit decline on taxes, rebates

Poland pushes PGE to revive costly project

SA gold sector being remodelled: Gold Fields Holland

Obama taps Ron Binz to lead energy regulatory body

Woodside moves into Irish exploration

India to Eclipse China as World’s Coal buyer

Texas crude output outpaces North Dakota

Eagle Ford Shale Well Map

Coal industry problems cost 350 jobs at CAT dealer

Rex Minerals trades under cash, resource up 50%

Canada optimistic on Keystone approval after Obama climate plan

De Beers CEO seeks slimmer, more flexible company

Chart acquires majority stake in Chinese LNG company

Brazil oil industry riled by bill passed in protest-fueled rush

Petrobras' Brazil stranglehold saps oil services sector

Anglo Said to Hire Banks for Sale of Brazil Project Stake

Geopark has exploration success Tierra Del Fuego Chile

Meager profit for China's steel industry as production surges

Mexico's Growing Cost Advantage Over China, Others 1

Mexico's Growing Cost Advantage Over China, Others 2

ThyssenKrupp restarts blast furnace at Brazil mill

US House clears Mexico deep-water agreement: Pemex privatisation phase 1. 1

US House clears Mexico deep-water agreement: Pemex privatisation phase 1. 2

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27th June News and Views

Nabucco West 'loses Shah Deniz II': OMV

Delek, Noble Energy sign Cypriot LNG plant MOU

Gold price now threatens many mines 1

Gold price now threatens many mines 2

"Shale: the unfinished revolution" 1

"Shale: the unfinished revolution" 2

Osborne bolsters his case for 'dash for gas'

South Sudan crude sails for China

Total eyes UK shale gas, awaits bidding for a stake

Miner Bumi strikes deal to claw back lost millions

Rare earth prices up amid illegal mining crackdown

UK shale gas resources 'greater than thought'

Shtokman delayed 'indefinitely'

Subsea 7 admits Brazilian results ‘unacceptable’

Australian political coup could affect resources policy

Panel to recommend 50% increase in iron ore royalty

GE Capital Finances Ozinga’s Switch to Compressed Natural Gas

Vedanta awaits go ahead for Balco major aluminium expansion plan

Baosteel Stainless cuts domestic stainless prices for July

Monsanto Earnings Top Estimates After Weedkiller Price Increases

Freeport LNG Seeking Financing for $11 Billion Texas Facility

Tin Shipments From Indonesia Seen at Lowest in Seven Years

China Gold Output Seen Rising to Record by Mining Group

Sirius Minerals signs another Polyhalite offtake agreement

Glencore Xstrata, Tepco settle July coal contract under $90/t

Synergy disclose Niobrara returns.. and they rock! 1

Synergy disclose Niobrara returns.. and they rock! 2

Indian Government approves hike in domestic gas prices

26th June News and Views

Cost key to Oz LNG sector growth 1

Cost key to Oz LNG sector growth 2

Peabody to cut 450 jobs at Australian coal mines

WTI spec.and the 'blenders'

Total signs outline deal on Cyprus LNG facility

Australia sees iron ore exports rising 14%

Qatar to change PM under new emir-Jazeera 1

Qatar to change PM under new emir-Jazeera 2

Obama sets out to 'kill coal'

Gulf Keystone gets Shaikan approval

Hebei to cut coal use to improve air

Batista seeks to sell iron ore, coal, gold assets

Rio mulling Mozambique sale?

Bumi on track to hit coal production target

Total ups Novatek stake

Royalty hike for Indonesian coal under discussion again

Pacific Rubiales responds to untrue media reports in Colombia

Frack music attracts Halliburton to submarine spy tool

Studies Find Methane in Pennsylvania Drinking Water

Mongolia risk to hurt growth even with Oyu Tolgoi start-up

Australia opposition says top priority to dump mine, carbon taxes

China Starts Probe to Ensure Accuracy of Economic Data

Drop in production pushing Singareni into losses?

Gas resource boost for Senex for SA area of Cooper Basin

Renamo threats halt Rio Tinto coal exports from Mozambique

China steel firm goes bust as slowdown, supply glut bite

Marc Rich, legendary commodities trader, dies

Australia's Dudgeon Point coal terminal project delayed

New Castle power plant to burn natural gas, not coal

25th June News and Views

India plans auction of 100 shale gas blocks this year

Trican Profit to Surge as Fracking Glut Wanes

Oil industry loses legal battle against E15

Interesting piece on China bank squeeze

Gold wage demands from S.Africa's AMCU

Petrobras breaks 2008 low

Perseus' Ghanaian trial

Qatar's Emir Cedes Power to Son

Inpex, Abadi LNG project likely delayed until 2019

Lonmin on the precipice of a labour strike

Aquila confirms Eagle Downs job cuts

Moruya holds promise for Drillsearch

Vessels waiting for Eagle Ford crude oil

Shell raises stake in onshore Albania block

Polo Resources: update concerning Signet Petroleum Limited

Whiting Petroleum to sell Postle assets for $859.8 million

Sharp rupee depreciation puts India's fuel subsidy bill in jeopardy

API announces EPA acknowledges Pavillion study deficiencies

LME considers feasibility of clearing commodities in yuan

Russia's Rosneft mulls buying Bashneft from Sistema

China's Coal industry plagued by market downturn

Chevron Expands Delaware Basin Growth Program

Nigerian LNG exports blocked again over tax dispute

CPM forecasts palladium supply deficit for at least 10 years

BHP in talks with Linc Energy to sell mothballed coal mine

Chinese plan to shut outdated smelters will boost processing fees

Rusal share chart says China hands are still in denial

24th June News and Views

Sabine Pass liquefaction project ahead of schedule

India defers decision on natural gas price hike

Two dead in suspected Renamo attacks in Mozambique

ADM says in talks to sell multi-billion dollar cocoa unit

Essar Energy full-year earnings beat expectations

Marathon in Angola block sale to Sinopec

China's refined copper imports down 23.21% in May

Codelco’s $27 billion investment plan gets costlier

Fortescue hands out A$1.3bn Kings contract

The new world of oil cocktails: a blending boom

Repsol 'gets $5bn non-cash offer' over YPF

Exxon seeks 25-year license to export LNG in western Canada

Rosneft and Marubeni sign Heads of Agreement for sale of LNG

Rio Tinto overhaul plans dented as diamond sale scrapped

Freeport resumes some output at world's No.2 copper mine

Chile presidential favorite says HidroAysen project not viable

ENRC founders submit bid to take the Kazakh miner private

Chinese cash concerns put iron ore and steel under pressure

Tepco may settle next coal contract on floating price basis

The Shell sets out its future intent for Nigeria

The Message From The People's Bank Of China

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