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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 November 2014

27th Nov

26th Nov

25th Nov

24th Nov

28th November News and Views

Gulf states block OPEC oil output cut 1

Gulf states block OPEC oil output cut 2

Gulf states block OPEC oil output cut 3

Venezuela says shale oil is a disaster

Oz shale prey in Falcon sights

UK’s LNG imports double

Lukoil profit almost halves on lower oil price 1

Lukoil profit almost halves on lower oil price 2

Fortescue slashes spending as iron ore rout bites

China Oct lignite imports down 17.5pct on mth

Prices of wind and solar energy plummet

China's transport infrastructure soars in 2014

Glencore invests in Congo hydropower as solution to blackouts

UAE's Dana Gas in talks with Egypt over revising gas prices

Sechin says oil could fall below $60/barrel next year

Falling oil prices deal bigger economic blow to Africa than Ebola

Rio Tinto promises big returns in February despite iron ore rout

Rio Tinto CEO says company has excess cash to return in February

Former mining tycoon Tinkler sees global players shedding coal assets

Dalian iron ore futures rise for 3rd day, but rally may not last

Norsk Hydro expects tight global aluminium market to continue

Anglo delays start of Moranbah South

Will OPEC bankrupt US shale producers?

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27th November News and Views

Coal and Iron update

Saudi's Naimi sees oil market "stabilising itself"

Mojib Latif says the warming pause is set to continue

China tipped to hit peak steel in 2017

Thirteen Gladstone LNG commissioning cargoes pre-sold 1

Thirteen Gladstone LNG commissioning cargoes pre-sold 2

Thirteen Gladstone LNG commissioning cargoes pre-sold 3

China key steel mills daily output up 0.4pct in mid-Nov

EPA seeks tighter ozone standards to cut pollution 1

EPA seeks tighter ozone standards to cut pollution 2

Shell faces $4B fine for Bonga oil spill

Freeport Indonesia says copper output at 80% of capacity

Chinese government plans to buy housing stock

Goldman, BASF, HSBC accused of metals price fixing -U.S. lawsuit

China ramps up crude buying, reserves purchases far ahead of schedule

ArcelorMittal, Marcegaglia submit offer for Italy's Ilva plant

Defence in Brazil's Petrobras probe trying to change court

Vitol Sees New LNG Supply Adding to Glut as Demand Declines

Deere 2015 Outlook Misses Estimates as Tractor Sales Fall

Molten Aluminium Lakes Offer Power Storage for German Wind Farms

Rio Invests $350 Million in Diamond Project After Walsh Backing

PBOC Will ‘Basically’ End Normal Yuan Intervention: Zhou

China's 10 nonferrous metal output up 6.5% in Jan-Oct to 35.8 mln tons

Brazil's Gerdau considers holding iron ore exports in 2015

Heads roll as BC Iron forced to cut costs amid weakest price in years

Gokona underground mine gets green light, first ore expected H1 2015

Japan's coal consumption to stay near record highs next year - think tank

26th November News and Views

Yingli Green loss narrows due to lower costs

Total faces French trial over Iran contracts-prosecutor

Cyprus eyes gas exports to Egypt via pipeline

3legs Resources to return £15.9mln to shareholders

Gazprom Neft partners with Petrovietnam to tap Arctic

Chesapeake Energy loses in bond dispute appeal

OPEC, Russia, Mexico fail to agree on cuts

Shanxi launches 6-mth mine safety inspection

CNPC to sell oil field stakes: report

China approves four railway projects

China forges ahead with emissions cap, announces new carbon market

South Africa's Eskom says needs more funding to keep lights on

Alaska’s Pebble mine scores win after court orders EPA to back off

Topaz, the Largest Solar Plant in the World, Is Now Fully Operational

Santos reassures on costs at $18.5 bln Gladstone LNG project 1

Santos reassures on costs at $18.5 bln Gladstone LNG project 2

Freeport LNG secures financing, clears way for construction

European coal price advances to 6 week high as temperatures drop

China's imported iron ore stockpiles continue to rise

BC grants EA approval for Pacific NorthWest LNG

Petrobras Default Probabilities Drop 0.14% But The Firm Still Tops Bond Volume Rankings 1

Petrobras Default Probabilities Drop 0.14% But The Firm Still Tops Bond Volume Rankings 2

U.S. Supreme Court to weigh challenge to Obama mercury air pollution rule

25th November News and Views

Petrofac slides as oil price, project delays weigh 1

Petrofac slides as oil price, project delays weigh 2

Iran deadline extended

Eni moves step ahead with $6B Sankofa development

India's Jindal Steel mothballs $10bn coal project

China watchdog probes Sinopec

Italy's Eni prepares to lift Iraqi crude oil from Ceyhan

Aus. BoM upgrades El Nino alert

Chile’s Copper Giant Codelco to Trim 2015 Refined Supply

Shanghai Oct coal imports down nearly 52pct on yr

American Energy snaps up more West Texas oil land for $440M

Chinese copper smelters offer 2015 export premiums at $128

Trina Solar profit rises 16 pct on strong demand from Japan, China

China buying REC Solar for $640million to avoid trade dispute

China’s biggest nuclear operator looks to raise $3.16bn

Uralkali preparing to restart operations at half of damaged mine - CEO

Global LNG-Prices slide as Australia, Nigeria offer fresh supply

Petrobras says received U.S. SEC subpoena for documents 1

Petrobras says received U.S. SEC subpoena for documents 2

Chinese Potash Buyers Seen Resisting Uralkali's 10% Price Rise

Peabody, Glencore form JV to develop Australian coal project

Ivanhoe reports high grade exploration results at African mine

24th November News and Views

Apache Corp to sell oil and gas assets for $1.4 bln 1

Apache Corp to sell oil and gas assets for $1.4 bln 2

Apache Corp to sell oil and gas assets for $1.4 bln 3

Apache Corp to sell oil and gas assets for $1.4 bln 4

Apache Corp to sell oil and gas assets for $1.4 bln 5

BG Group brings new production onstream in Brazil 1

BG Group brings new production onstream in Brazil 2

BHP Targets Further Spending Cuts as Iron Prices Tumble

New Mongolia PM brings little fresh to Oyu Tolgoi talks

China Oct thermal coal imports hit 36-mth low

Kogas to sell down Canadian LNG stake

BHP to spend $200m on Olympic Dam debottlenecking

African Minerals eyes mine stake sale to stay afloat

Quebec's ambitious Plan Nord mineral project goes south

China surprises with interest rate cut to spur growth

Malaysia to cut fuel subsidies to shore up finances

Solar and Wind Energy Start to Win on Price vs. Conventional Fuels

BHP eyes copper growth to offset dimming iron ore outlook

Iran May Propose Million-Barrel Daily OPEC Cut in Saudi Talks

Anton, Schlumberger Venture to Cut Size by Firing Workers

China Shenhua Energy's commercial coal output up down 13.9% in Oct

Russia discussing possible measures to cut oil output: minister

Iron ore delivered to China falls below $70/dmt for first time in 5.5 years

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