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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 April 2011

28th Apr

27th Apr

26th Apr

28th April News and Views

Global growth and Oil supply. It doesn't stack up 1

Global growth and Oil supply. It doesn't stack up 2

Global growth and Oil supply. It doesn't stack up 3

Global growth and Oil supply. It doesn't stack up 4

Global growth and Oil supply. It doesn't stack up 5

Total, Tecpetrol Strike Gas Find In Bolivia

Helmerich & Payne 2Q Profit More Than Doubles

Bernanke No Rush To Halt QE

CARBO Ceramics Q1 Profit Up

Range Resources Presentation

BHP interested in LNG

Macarthur Coal lifts force majeure full production end June

PetroChina: refining losses offset gains from higher prices

Rio May Spend $19 Billion on Simandou Iron Project, JPM

Baker Hughes: Overseas shale work shaping up, but not big yet

CBM Asia Development: Gas from Thick, Near-Saturated Coals 1

CBM Asia Development: Gas from Thick, Near-Saturated Coals 2

Henan Coal & Chemical Group Starts 4 Billion CM Gas Project

Whiting Petroleum Corporation Announces First Quarter 2011

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27th April News and Views

Nabors Industries Earnings

Glencore may hold up to 80 pct LME lead stocks

Sinopec finds rich natural gas wells in SW China

Sino Gas & Energy raising up to $29.34m

Mexico to ramp up shale gas output

TNK-BP Q1 net profit doubles on high oil

Reliance could be penalised for gas shortfall

CNOOC Limited announced its results for Q1 2011

The scale of hidden copper stocks

Bakken takeaway capacity 1

Bakken takeaway capacity 2

Macarthur Coal's production falls 56pc

Iraqi water injection project delayed

Allied Nevada Discovers High-Grade Zone at Hasbrouck

Shanxi to invest over 700bln yuan in coal industry this year

China coal prices climb again

Brazilian Meat Producer Becomes Global Powerhouse

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26th April News and Views

Brigham Exploration: Both Lucky and Good

US oil drilling motor races past gas, and is still revving up

Wuhan Steel expects steel demand to weaken in 2011

Eagle Ford completion costs more than 2x drilling

India's Sesa Goa sees FY12 volumes up after iron ore ban lifted

Gazprom: Year-End Europe Gas Price $500/1,000 Cubic Meters

Peak conventional production 1

Peak conventional production 2

Newfield Reports On Q1 Bakken Operations

Production halted at Hochschild's San Jose mine

Range Resources drills 'fabulous' horizontal well in Panhandle 1

Range Resources drills 'fabulous' horizontal well in Panhandle 2

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