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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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1st March 2013

28th Feb

27th Feb

26th Feb

25th Feb

1st March News and Views

Vitol sees 'constrained' oil demand growth in 2013

Hess Announces Ghana Drilling Results

Molycorp warns of impairment charge, delays results

Brazil Said to Be Readying Tax Breaks for Ethanol

Brazil to rule soon on Vale's foreign profit tax issue

The issue of crude oil exports is getting closer

Brazil seeks Chinese help building oil refineries 1

Brazil seeks Chinese help building oil refineries 2

New US nuclear plant over budget

Chinese PMI misses expectations in Feb

India imposes 10pct export tax on bauxite

SandRidge narrows losses, grows production

Chevron announces successful test well at St. Malo in GoM

Vanguard Natural Resources to acquire properties in the Permian Basin

ConocoPhillips: Looking to Reduce APLNG, Oil Sands Stakes

Rio, Mongolia Extend Oyu Tolgoi Funding as Talks Continue

Mediterranean Oil & Gas Malta transaction with Genel Energy plc

India becomes net importer as punitive iron ore export tax is extended

KGHM's costs at Chilean copper project increase by over a third

New Gold looks for more after record finish to 2012

Granduc copper PEA results please Castle Resources

Yancoal results show profit of more than USD 400 million

Australian Coal Exports Fall After Heavy Rains

28th February News and Views

Painted Pony reports 2012 year-end reserves of 1.15 tcfe 1

Painted Pony reports 2012 year-end reserves of 1.15 tcfe 2

German government settles on fracturing bill

Vale reports much larger than anticipated loss

U.S. oil demand in 2012 was lowest in 16 years -EIA 1

U.S. oil demand in 2012 was lowest in 16 years -EIA 2

China's natural gas consumption up 20% in Jan

China's Steel industry to face further difficulties

Continental in the black on booming output 1

Continental in the black on booming output 2

Continental in the black on booming output 3

Kinross acquires high-grade gold areas in Russia

Beijing hit by hazardous air pollution, sand storms

UK onshore shale well guidlines released

Eni inks Vietnamese unconventionals deal

Canacol and ConocoPhillips sign shale oil exploration project 1

Canacol and ConocoPhillips sign shale oil exploration project 2

Entree Gold Provides Update on Status of Licences in Mongolia

Freeport Indonesia CEO: 2013 Output Likely up 30%

Mongolia Plans to Charge Rio’s Oyu Tolgoi Interest on Unpaid Tax

Hanlong talks to China steel mills on $4.7-bln Africa project

Blunder Helps 100+ Oil Companies Avoid Paying Royalties

Halifax-1 Flows Gas at Constrained Rate, Australia

PDC soars on Utica well despite quarterly loss 1

PDC soars on Utica well despite quarterly loss 2

Texas Uni. study: Gas Boom Projected to Grow for Decades

Ventnor moves to BFS stage at Thaduna copper project

Iron Ore Holdings and Mineral resources to fast track Iron Valley

Picking the Ambatovy pieces from Sherrits loss making quarter

Whiting Petroleum announce monster well at its Tarpon project

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27th February News and Views

Rising supply seen pressuring cobalt in H2 2013

Gazprom Neft 'bags third Kurdistan block'

BHP hits a $4 billion nickel jackpot

How afraid should you be of ethane rejection?

Lynas produces first rare earths

First Quantum may extend Inmet bid by a few days

France seeks to boost marine energy

Iron ore at $70 before September - Analyst

Port Hedland evades direct cyclone hit

Range Reports Outstanding 2012 Results

Tokyo Gas to Purchase U.S. LPG

Wind surpasses nuclear in China

Ukraine seeks spot supply from Europe to replace Russian gas

Sinopec’s U.S. shale deal struck at two-thirds’ discount

LNG deal eases Repsol debt, boosts Shell position

Teck and Korea Zinc agree 10% increase in zinc treatment charges

PT Bumi Resources shares drop after Moody ratings cut

Entree Gold hammered after permit near Oyu Tolgoi cancelled

Development Bank of Japan reviews benefits of Henry Hub pricing 1

Development Bank of Japan reviews benefits of Henry Hub pricing 2

Weir reports record profits and margins for 2012, slower 2013

Petrofac unsettles investors with vague 2013 guidance

Germany to Add Most Coal-Fired Plants in Two Decades

ENRC expects to incur in higher taxes and impairments for 2012

China manganese ore imports double on year in Jan on price expectations

26th February News and Views

Carrizo announces 2012 U.S. proved reserves

Vale Balance-Sheet Cleanup Heralds Record Loss

Americas Petrogas confirms Vaca Muerta shale find

Origin sells more future production for $200m

China to halt approvals for small coal mines

Gazprom, Levant LNG Execute Tamar FLNG Deal

Sliding doors at Rio reveal BHP's future 1

Sliding doors at Rio reveal BHP's future 2

Inmet and Petaquilla make peace

Crude Export Ban No Match for Lightest U.S. Shale Oil

Troubled iron-ore producer sends off maiden shipment

AEP will close coal units in settlement with EPA

Shell holds open season bids on Ho-Ho pipeline

Panoro Minerals Intersects 110.8 Meters Grading 1.64 % Cu, Peru

Natural gas pipeline is to transport Texas shale gas to Mexico

Denbury to Buy Rockies Oilfields From ConocoPhillips 1

Denbury to Buy Rockies Oilfields From ConocoPhillips 2

China’s heightened pollution problems highlight fuel standards

Aluminum Smelter Said to Offer Japanese Buyers 6.3% Fee Increase

Alberta cancels money for carbon capture project

Shell Consortium Gets Nod for LNG Export Licence

Repsol Nears LNG Assets Sale to Shell for Up to EUR1.7 Billion

New Garden Well mine boosts Regis Resources returns

China Iron ore market follows the finished steel trajectory

Glasenberg berates mining CEOs for building new mines 1

Glasenberg berates mining CEOs for building new mines 2

25th February News and Views

Pilbara iron ore ports close, cyclone Rusty approaches 1

Pilbara iron ore ports close, cyclone Rusty approaches 2

Russia to expand explorers' rights to oil, metals finds

BHP's new CEO Says Cost Cutting Tops Agenda

China Property Investment Curb Expected soon

Uptick in iron ore port inventory

China's aluminum stockpiles reach new high

Murchison pours first gold for Silver Lake

China raises gasoline & diesel prices 1

China raises gasoline & diesel prices 2

China raises gasoline & diesel prices 3

Coal India set to kick off import process

South leg of Keystone XL hits halfway mark

China flash PMI retreat shows not to get too bullish, too quickly

BlackRock Gains SEC Approval for Copper-Backed Fund

Geopark Holdings announces NatGas field discovery in Chile

Chevron expands into Cooper Basin with Beach Energy

Companies Plan to Splash £100 Bln on UKCS Investments

Canning Basin gas twice the size of offshore reserves

Underground fire may kill UK's largest coal mine

UK Wind farms will create more carbon dioxide

Rio Tinto Canada ore assets may be divested

Saudi sets out plan for major renewables scheme

Eni adds another 4 Tcf to Coral gas find

Statoil out of blocks at fast track Hyme

Sinopec to buy stake in Chesapeake assets for $1.02 billion

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