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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 March 2014

27th Mar

26th Mar

25th Mar

24th Mar

28th March News and Views

Fortescue opens Kings Valley

Rusal posts steep 2013 loss, still in debt talks

Gazprom Wants 15% of Global LNG Market

MMX says iron ore mining cost about $20 a tonne -CEO

Santos buys gas reserves for Queensland LNG plant

Oil Search fights sale of PNG gas field stake to France's Total

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27th March News and Views

26th March News and Views

Gateway Terminals to handle Canadian tar sands crude

Adelan: Unique PowerCell Provides Mobile Energy

Rare earths price recovery continues

Oil spills into Lake Michigan from BP refinery

Swift Energy announces new Eagle Ford well tests 1

Swift Energy announces new Eagle Ford well tests 2

Rosneft Prepares Mega-Deal With India

Jiangxi Copper's profit down 32% in 2013

Yancoal signs debt deal with Yanzhou

EnQuest profit chopped on costs

Anadarko Plans LNG Mozambique Sales Based on U.S. Gas, Oil Price

China HK gold imports accelerating - 109 tonnes in Feb

KOGAS eyes more shale assets, long-term contracts to meet demand

India's Goa should cap iron ore output at 20 mln T/yr

Occidental Faces Delays in Middle East Asset Sale

Total, InterOil seal PNG gas deal, shutting out Oil Search

CIL to hike coking coal prices by 10pct from April

Queensland coal mines threatened by a demand squeeze in China

Fortescue can slash debt even if iron price slumps - CEO

25th March News and Views

Mexican Gas Demand falling?

Brent volatility hits decade lows

S. Korea Must Limit U.S. Shale-Gas Imports to 20% of Total

Shell sees 'minor' impact in higher U.S. gas exports to Europe

SouthGobi warns of cash crunch, posts bigger loss

PNG, Oil Search loan frozen

Baker Hughes and TMK to Deliver Integrated Solutions

Indian election panel seeks deferment of gas price hike

Cooper Energy, Beach Energy find new deep basin gas play 1

Cooper Energy, Beach Energy find new deep basin gas play 2

Cooper Energy, Beach Energy find new deep basin gas play 3

Mongolia plans to export 1 bln T coal to China in next 20 yrs

China drops steel industry consolidation target in new plan

ORDER NO. 3413: Jordan Cove LNG 1

ORDER NO. 3413: Jordan Cove LNG 2

NCS First to Use Slickwater and High-Density, Pinpoint Fracs

Trading Emissions plc posts 19.2 mln pound H2 liquidation loss

Here's Why The Markets Didn't Freak After China's Ugly PMI 1

Here's Why The Markets Didn't Freak After China's Ugly PMI 2

Petroamerica Announces Approval of Normal Course Issuer Bid

Marathon CEO Lee Tillman updates progress on strategic priorities

ReneSola posts first profit in 10 qtrs as solar module shipments rise

Vale says delivers nearly 400,000 mt of ore to new Malaysian terminal

Diamond prices spike whet De Beers appetite for new markets 1

Diamond prices spike whet De Beers appetite for new markets 2

Diamond prices spike whet De Beers appetite for new markets 3

Diamond prices spike whet De Beers appetite for new markets 4

Anadarko says has sold two-thirds Mozambique LNG capacity

Libyan Oil Output Plunges to Six-Month Low as Elephant Halted

Halcon's Wilson Says Tuscaloosa Shale Among Last Big Shale Finds

U.S. lawmakers to weigh speeding up LNG exports to help Europe, Ukraine

24th March News and Views

AK Steel forecasts first-quarter loss as costs go up 1

AK Steel forecasts first-quarter loss as costs go up 2

Palladium prices hit highest since August 2011 1

Palladium prices hit highest since August 2011 2

Yanzhou drops Yancoal buyout

Third time lucky for offshore Morocco?

Pacific Rubiales Said to Consider Options With BofA 1

Pacific Rubiales Said to Consider Options With BofA 2

Libyan army fights with rebels

Hybrid engine uses less fuel while drilling for it 1

Hybrid engine uses less fuel while drilling for it 2

Hit by tight credit, low prices, China smelters put off alumina imports 1

Hit by tight credit, low prices, China smelters put off alumina imports 2

Putin Prepares To Announce "Holy Grail" Gas Deal With China

Russia's leading role in the Indonesian mining revolution

Vital Houston oil tanker routes shut amid spill cleanup

Billionaire Sought by U.S. Holds Key to Putin Gas Cash

China credit strains rise as Beijing embraces failure

Sinopec to cut spending this year as fourth-quarter net profit drops 35%

San Leon amended terms of its LoI with Horizon General Ltd

Australia's Port Hedland considering proposals to boost capacity

India's coal imports to slow down - CIL

Ukraine Transit Disruption Could See Europe Compete with Asia for LNG

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