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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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29th June 2012

28th June

27th June

26th June

25th June

29th June News and Views

Alcoa Gets Funding to Keep Australia Smelter Open

Coal Stocks Rebound as CEO Touts Chinese Demand

Seismologists warn Japan against nuclear restart

Mendonca steps down from OGX

Net US imports of petroleum drops to 1996 low

Tin inventory refuses to rise

Tin weak, but not dramatically so 1

Tin weak, but not dramatically so 2

Blackthorn upgrades Mumbwa resource

Sundance gives Hanlong one-month leeway

Oyu Tolgoi phase 1 is 90% complete

Xstrata takes option over Rosenby - Altona

Banambu Deep disappoints for Woodside

Second report backs UK fracking

Gladstone Harbour unions set to cripple coal exports

Guatemala floats plan to take 40 pct stake in new mines

Vale Wants Partner to Expand Thyssen Brazil Steel Mill

Norwegian union say production cuts now 290,000 bbd

Shah Deniz selects Nabucco West as pipeline

Cairn India shares drop after Cairn Energy sells shares

US Exempts China, Singapore From Iranian Sanctions

Nautilus sinks as PNG elections descend into shambles 1

Nautilus sinks as PNG elections descend into shambles 2

Significant upside to Colluli potash - South Boulder 1

Significant upside to Colluli potash - South Boulder 2

Controversy delays release of EPA report on Browse project

St Barbara, Allied merger to form A$1bn gold producer

ExxonMobil may take Phobos stake

Kansai firms up APLNG offtake agreement

Norilsk to cut investment, sees no rally in metal prices

28th June News and Views

Potash oversupply?

German parties agree on solar incentive cuts

Coal Stands to Lose Even More Following Court Ruling

Gazprom sees 2012 EBITDA decline on tax hike

Natgas matches coal in US power generation

US may want to export oil – EIA chief

Abestos found at iron ore mines in Australia

BG Group: Agreement on Karachaganak

Cannington offers silver lining for BHP 1

Cannington offers silver lining for BHP 2

Danone pays $685 mln to lead main Moroccan dairy

Petronas to buy Progress Energy for C$4.80 bln

UK oil and gas output falls sharply YoY

Contagion: Euro crisis forces rethink on Thai PTT investment

Rio Tinto Tasmania Smelter Saved By Power Deal

Australian LNG Project In $2.5 Billion Cost Blowout

Vale's Serra Sul Project to Have Company's Lowest Costs

BJEG raises stake again in China Gas

Harbor Intelligence: Monthly aluminum deficit in May

TAG's Taranaki Basin operations continue to deliver

Stanmore Coal secures Wiggins Island export capacity

Monsanto profit beats view, corn seed sales jump

Asian thermal coal prices collapse on demand and defaults 1

Asian thermal coal prices collapse on demand and defaults 2

Asian thermal coal prices collapse on demand and defaults 3

Vedanta Aluminium sells ingots at $242/T premium

Indian Monsoon Worst Since 2009 Threatening Sugar, Rice Crops

Midas doubles indicated resources to 4.3 million oz gold in Idaho

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27th June News and Views

BHP sticks to copper output guidance

New Shtokman consortium to market gas

Oil finds the low end of the range? 1

Oil finds the low end of the range? 2

China & Russia Buy Bullion as Protection 1

China & Russia Buy Bullion as Protection 2

17 million b/d more global oil production by 2020

Canadian crude down to $52 a barrel

Brazil's Ferrous plans tenfold iron-ore growth

China may introduce “more proactive” policies

Xstrata-Merafe chrome JV at half capacity

France mulling one-off tax on oil sector

Glencore expected to sweeten terms to win Xstrata

Salzgitter Lowers Outlook for Steel Operations

Goldcorp trumps Barrick in court battle over El Morro

Germany assesses shale gas potential, risks

Global Petroleum Survey-rating regions

Brazil's Vale may keep natgas when it sells oil

Alexandria Drills 1.26 g/t Gold over 74.70 m at Akasaba

Rio Tinto executives sees moderation in iron ore prices

Keystone XL on track for initial construction this summer

BHP and Japan/S.Korea smelters agree copper refining fees

Rio Tinto exporting coking coal from Mozambique

Norway won't intervene in oil strike, for now

26th June News and Views

SouthGobi sees tough market conditions

BP sells Wyoming gas fields for $1bn

Grade decline

Chesapeake: Potentially Criminal

Buru gets second chance at Paradise

EIA lowers US LNG export projections

Mitsubishi’s $5.4 Billion Copper Bet

China’s First Wind-Farm Lull

Xstrata uncertain over Wiggins terminal

Novatek to pre-sell Yamal LNG gas next year

KKR Infrastructure and Rsources Now Manages $4 billion

South Africa to up the rent because nationalisation too expensive

Argentina's Pan American Can't Access Oil Field

Vale sells coal mines to GS-led group for $407 mln

Chile suspends Endesa's planned $1.4 bln thermo plant

San Leon Energy provides Siciny-2 update

Aramco planning fund for drilling startups

Petrobras chief hosts disasterous presentation

Colombia’s Ecopetrol Strenghtens Its Position in U.S. GOM

Brokerage Upgrade And Drought Boost Fertilizer Stocks

Planning Minister rewrites Browse planning laws 1

Planning Minister rewrites Browse planning laws 2

Planning Minister rewrites Browse planning laws 3

Royal Nickel seeks partner for its $1.8 billion Dumont nickel project

25th June News and Views

Newmont accepts stricter conditions for Peru mine

Consol to delay production at 2 coal mines

Tropical Storm Debby heads for Florida coast

Norway oil workers go on strike, 2 oil fields hit

Minor leak wreaked ruin on biggest US refinery

Severstal to buy back 170 mln shares at 0.196 ratio

Tax row hits Essar Energy figures

Platinum Australia reviews Smokey Hills

"Twiggy" Forest seen as mystery buyer in Fortescue

Lachlan Star discovers copper above gold at CMD Mine

Chinese smelters halve Xinjiang aluminium capacity expansion

Vestas stops output at China plant, cuts 300-350 jobs

Petrobras raise Brazil fuel price, 1st since 2006

Australia’s mining tax take to be ‘well below’ forecasts

Atlas starts set to start Mount Dove construction

Mopani Copper Mines plans USD 2 billion project

Norilsk to invest USD 1.5 billion in Honeymoonwell Nickel

Iran oil tankers switch names and flags with EU ban looming

Japan, Russia agree to support huge Vladivostok gas project

US weekly US oil and gas rig count down by 5 to 1966 last week

Fonterra Farmers Approve Plan to Open Exporter to Equity Markets

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