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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.

For further information please contact info@commodityintelligence.com

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28th September 2012

27th Sept

26th Sept

25th Sept

24th Sept

28th September News and Views

27th September News and Views

Japan's August thermal coal imports down 9.8 pct

Baosteel suspends production at loss-making plant

Rautaruukki to cut up to 250 jobs in steel unit 1

Rautaruukki to cut up to 250 jobs in steel unit 2

EU wind capacity hits 100 gigawatt mark 1

EU wind capacity hits 100 gigawatt mark 2

Stillwater bulls palladium

Toyota commits to Orocobre Lithium project

Qatargas inks long term Japan LNG supply deal

SEC Ends Probe into Shale Gas Reserves

India’s proposed apex body to kick-start delayed CIL projects

TNG Limited finds high grade copper in rock chips at Mount Hardy

BNSF Railway to increase Bakken shipping capacity to 1 mbpd

China's crude oil and products inventories drop sharply in August

China's Zhongrun takes 42 pct stake in gold miner Noble

Colombia to renegotiate terms of BHP's Cerro Matoso mine

As cotton surged, China trader amassed $510 million bet

Sunoco Logistics Partners to build Marcellus NGL line

Shell says Nigeria oil bill may make projects "non-viable" 1

Shell says Nigeria oil bill may make projects "non-viable" 2

South African Strikes Halt 39% of Nation’s Gold Output

Tinkler toppled by debt woes and botched takeover bid

FIMI sees India n iron ore output falling to 140 million tonne

Shrinking U.S. Corn Supply Trails Use for First Time in 16 Years

Sinopec shuts 370,000 bpd plants over environmental problems

SK Telecom says delaying sale of $390 million stake in POSCO

Antam Outlook To Negative on Nickel capex Affirms 'B+' Rating

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26th September News and Views

AngloGold Ashanti says illegal strike spreads

Fire doused, but 20 workers still in Potash Corp mine

Nord Gold sees High River Gold offer 'soon'

China's oil demand dropped in Aug

Goldquest plunges on disappointing drill results 1

Goldquest plunges on disappointing drill results 2

Xstrata closes WA nickel mine

New study to open up Yilgarn iron ore province

Perkoa close to production - Blackthorn 1

Perkoa close to production - Blackthorn 2

OGX gets Parnaiba NatGas greenlight

TNK-BP co-owners to bid for entire BP stake

World's Largest Oil Trader Skirting Iran Sanctions

Bahamas Petroleum says govt. to hold vote on oil exploration

Incitec Pivot defers Australia mine explosives expansion

Vale to prioritize Brazil iron-ore mine over Guinea project

Sugar to Extend Bearish Run in Third Year of Glut: ISO

38 Million-Acre Oil & Gas Lease Sale in GoM Announced

Sirius Resources hits widest zone of sulphide to date at Nova

SAIL hikes 12th Five Year CAPEX plan by 33pct

SK Telecom to sell $391 million stake in POSCO

Tepco to cut Oct crude purchases by 23% from Sep surge

Iron ore supply to seaborne market to rise 15% - Citigroup

BHP seeks 4 more years to decide on Olympic Dam expansion

Anglo American to cut coking coal output amid high costs, weak prices

Hyundai revs up fuel-cell plan as battery technology disappoints

25th September News and Views

Oil Sands Capex

Coal 'billionaire' sued

Biofuel Energy idles Minnesota ethanol plant

Royal Dutch Shell - Permian Basin Acquisition Map

Glencore trims takeover plans for Kazakh miner 1

Glencore trims takeover plans for Kazakh miner 2

Quicksilver OK's development deal with Shell unit

Newmont announces lay-offs

NZ coal miner plans to scale back operations, cut jobs

Coastal cheers Songkhla flows

German government plans ban on power plant closures

Workers strike at Coal of Africa's Mooiplaats colliery

Forbes Coal to acquire two South African mines from Rio Tinto

Malaysia court puts Lynas rare earths plant licence on hold

China's Yunnan province to stockpile 300,000T of metals

Cairn Energy raises $922 mln from Cairn India stake sale

Pig Slaughter Shrinks Supply to 1975 Low on Drought

Dow promises continued growth with shale investments

Maersk Strikes More Oil in Block 16 Offshore Angola

Lady Loretta starts zinc production ahead of schedule

Caterpillar pares bullish 2015 view on 'anemic' economy

Buru's Asgard-1 confirms extension of the Valhalla tight gas

Odisha to reserve future metal leases for Orissa Mining Corp

Petronas selects GE's compressor Technology for FLNG project

TransCanada toll puts Alberta NatGas users at a disadvantage

Mitsui to invest A$1.6 bln to expand Australia JV port capacity

24th September News and Views

Boost for carbon capture from new non-toxic absorber

Agrochemicals giant Syngenta raises sales targets

Xstrata granted extra week to decide on Glencore bid

Nyrstar says has fully ramped up indium production

Raspadskaya lowers coal output forcast

Bumi investigates alleged financial irregularities

China backs giant Venezuela goldmine

Qatar considers $2 bln bid for half of AUX Gold

BHP shaves millions off inner harbour contract

BHP calls halt after staff death at Pinto Valley

Rio Tinto says Australia's Coal and Allied to cut jobs

Total to sell $15 - 20 bln of assets

Value of BHP's US shale oil assets rises

Russia's Norilsk Nickel says H1 net profit to exceed $1.4 bln

St Andrew Goldfields lowers resource estimate on error

Angry mob cause damage at Freeport Indonesia offices

Petra Diamonds forecasts 30 pct growth in annual production

Palm Oil Heads for Two-Year Low as Stockpiles Advance

Norsk Hydro sells Taiwan remelter to Ting Sin Metal

Shell again weighs energy openings in Iraqi Kurdistan

Sandfire to launch copper mine on schedule and budget

Total Farms into Rovuma Basin Off Mozambique

GE Prepares for Mining Deals Copying Energy M&A Strategy

Seadrill orders new ultra-deepwater drillship for 2014

Indonesia's Vale says willing to increase mining royalty payments

Northquest Ltd: 163 metres grading 5.61 GpT Gold. Pistol Bay

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