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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 2013

27th Mar

26th Mar

25th Mar

28th March News and Views

Russia, Serbia Sign Long-Term Gas Supply Deal

Valero confirms retail spinoff set for mid-year

Egypt to import Libya oil, robs 'Peter' to pay 'Paul'

Brazil's Eletrobras posts $3.4 billion loss for 2012

Worst N.Z. Drought ends milk rout

Walter Energy to close another coal mine

Hunter Valley coal still booming 1

Hunter Valley coal still booming 2

China Coal Producers Seek New Ventures

Nufarm shares dive after H1 profit halve

Japan turns to coal as yen drives up energy costs

Total books huge Voyageur loss

BP, Partners to Proceed on U.K. Clair Oil Field

Niko Resources in negotiations sale of certain non-core assets

Russia, China to agree gas price via eastern route in June

Newcrest Mining drops FY 2012-2013 guidance to 2m-2.15m gold ounces

Hunt Becomes Billionaire again on Bakken Oil After Bankruptcy

Petrobras set to launch Nigerian oil block auction

Withdrawn takeover bid exposes junior valuation perversity

Codelco copper shipments hit by spreading strike at Chilean ports

Train hauling Canadian oil derails in Minnesota

Suncor Energy cancels Voyageur oilsands project

Antofagasta resumes Antucoya mine after cost review

Bitcoin Prices Have Gone Utterly Nuclear In The Last Two Days

GSP Jupiter Rig Arrives in Tunisia. Starts Pre-Spud Activities

 

Chile's central SIC grid electricity prices fall as LNG priced off Henry hub: BG hit

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27th March News and Views

BG Expects More Gas Offshore in Tanzania

Tinka Drills 18.7 Metres of 165 g/t Ag

Citi: 'The End Is Nigh' For Oil 1

Citi: 'The End Is Nigh' For Oil 2

CN, CP stock to get crude-by-rail boost

OGX widens losses

Beach to launch six-well Cooper campaign

Aramco to become world’s top oil refiner

Glencore Expands Into Africa via Warehouse Deal

CNPC gets Arctic entry ticket

Coalspur secures transport for Vista coal product

AusNiCo launches PFS on tin project

Parex: insider buying+ stock buyback

Turkey 'cuts ties with Eni' over Cyprus blocks

Report points to rising costs as Rio's Mongolia mine grows

Massive Energy Skyscraper Proposed On U.S.-Mexico Border

Monsanto, DuPont strike $1.75 bln licensing deal, end lawsuits

Beach to launch six-well Cooper campaign

Argentina's YPF, Dow Chemical Unit Announce Joint Venture Plan

Corn Supply Slumps Most Since ’75 on Ethanol Profit

Indonesia to offer shale gas blocks to contractors

South Africa Must Cut Power Use By 15 Percent: Minister

Inter Pipeline to provide FCCL with 500,000 bpd of pipeline capacity

China's 10 nonferrous metal output up 13.5% in Jan-Feb

China's steel stockpiles at record high, output slips 1

China's steel stockpiles at record high, output slips 2

China's Chalco 2012 suffers big net loss, misses forecast

Was skeptical that this cold wave would do much harm. However, my concerns are growing as I look at the data

26th March News and Views

Sinopec braces for cheap U.S. petrochemicals

Bakken crude is being exported to New Brunswick

ExxonMobil ‘in West Qurna investment hike’

Eagle Ford January Crude Output Rises 50%

China Projects Modest Steel-Production Growth

Interior Dept. trims back open oil-shale acreage

Japex to team up with Petronas in the Montney

Russian steelmaker NLMK in shock loss

Little Ice Age returns? 1

Little Ice Age returns? 2

Miner trials new laterite smelting process

PEA supports Gold Canyon's Springpole plans

Brent premium to WTI slips to lowest in 8 months

China shortens oil pricing period

Chevron: Oil Discovery in Deepwater U.S. Gulf of Mexico 1

Chevron: Oil Discovery in Deepwater U.S. Gulf of Mexico 2

ZaZa, EOG enter agreement to work in the Eaglebine 1

ZaZa, EOG enter agreement to work in the Eaglebine 2

U.S. Hard-Winter Wheat Abandonment May Reach 11-Year High

China coal mine firms see sales in 2012 flat or falling

China Thermal Coal Supplies Rise to 32-Week High as Price Slides

Shell Plans to Spend $1 Billion on China Shale Gas Development

Canadian mining industry warns Quebec over 30% royalty plan 1

Canadian mining industry warns Quebec over 30% royalty plan 2

Mindax aims to speed up Mt Forest iron project

KRUSAL and CHALCO to deepen cooperation in aluminium business

Argonaut Gold: 2012 revenue of $187.1 Mln, net Income of $64.9 Mln

China's Tongling hikes 2013 refined copper output target 33% on plant startup

15th March News and Views

Germany's Bosch to abandon solar energy business

Signing up customers for Mariner South Pipeline

Eni shuts Nigeria Swamp output

Exxon, BHP Plan Floating LNG Project

In Ohio, the fog begins to lift over the Utica shale 1

In Ohio, the fog begins to lift over the Utica shale 2

Alpha Minerals Reports 34m of 4.92% U3O8

Five years since the Haynesville shale hit the tapes

April Asia LNG Prices Down - Platts

Gazprom, CNPC ink gas MoU

Glencore is snapping up stocks of copper

Gold discoveries in decline

ThyssenKrupp deems Steel Americas bids low, wants talks

Sinopec in JV to buy $3 billion of assets from parent

Hundreds of rebels attack Congo mining hub, 15 killed

Cairn India to Invest $2 Billion to Raise Output

China iron ore demand to rise 50 mln T in 2013 -planning body

NRG Skirts Utilities Taking Solar Panels to U.S. Rooftop

Brazil Potash’s deposit has 18 years of Brazil's needs

Exxaro Resources ends coal miners' strike in South Africa

Talvivaara to meet nickel prodcution target in 2013 - CEO

Quarterly coke price settlement irrelevant in market realities

Japan finds rare metals with sea-mud bonanza

Iraq sees oil production of 4.5 million b/s by 2014

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