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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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30th January 2015

29th Jan

28th Jan

27th Jan

26th Jan

30th January News and Views

Gazprom Braces for Oil Price Impact

Potash Corp quarterly profit jumps 77 pct

ConocoPhillips reports loss as oil crash crimps shale gains 1

ConocoPhillips reports loss as oil crash crimps shale gains 2

Refiner Phillips 66 profit jumps 39 pct 1

Refiner Phillips 66 profit jumps 39 pct 2

Cheap crude helps Valero, profits beat estimates 1

Cheap crude helps Valero, profits beat estimates 2

Iron ore decline lifts profits at Chinese steel firms

Mechel to receive state support - Russian Minister

China eliminates 31.1 mln T of steel capacity in 2014

Russian Rusal's 2014 aluminium output slips to record low

China's Railway Freight Deliveries Post Sharp Fall in Q4

Gold price falls out bed

BC Iron back in full swing

Wood Mackenzie says Chinese energy demand must be reviewed

Helmerich & Payne profit rises; warns of weak 2015 amid oil fall 1

Helmerich & Payne profit rises; warns of weak 2015 amid oil fall 2

Helmerich & Payne profit rises; warns of weak 2015 amid oil fall 3

Initial Jobless Claims Collapse But Shale States Job Losses Explode

Vale's mega-ships dock at five Chinese ports - executive

Dow Chemical profit beats Street estimate as farm margins jump 1

Dow Chemical profit beats Street estimate as farm margins jump 2

Shenhua a step closer to building new coal mine in Australia

Petrobras may delay dividends, cut investment amid cash crunch

Canadian Oil Sands fourth-quarter profit tumbles, cuts dividend 1

Canadian Oil Sands fourth-quarter profit tumbles, cuts dividend 2

China's reliance on iron ore imports rose to 78.5% in 2014

Sesa says iron ore exports tax could be scrapped before budget

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29th January News and Views

Kaminak Gold

China reorganises REE's

Russia's Gazprom cancels plans to expand Nord Stream

BP forms alliance to advance Paleogene discoveries

YPF, China’s Sinopec to Join in Oil-and-Gas Projects

Critical Copper Nation Has Begun Seizing Mines

Fortescue cost cuts pay off amid iron ore slump

Record low iron ore price forecast looks optimistic

China 2014 thermal coal imports down 6.3pct on year

Shell to cut spending by $15B over three years

Anglo American flags likely charges after slump in commodity prices

Petrobras reports 3rd-qtr unaudited profit without graft writedown

Cenovus Energy cuts 2015 capital spending as oil prices plunge

Russia's Alrosa sees moderate growth in 2015 diamond sales

ND active drilling rig count falls below 150 for the first time 1

ND active drilling rig count falls below 150 for the first time 2

Frequent trade frictions cast shadow on China's exports of steel

Price war intensifying at steel export front as prices go in free fall

Glencore mulls shutting down South African coal mines, lay offs

POSCO Q4 profit misses forecasts as China demand remains fragile

28th January News and Views

US Durable goods orders were a HUGE miss

Caterpillar Delivered Some Terrible Economic News

Record open interest points to Brent price support 1

Record open interest points to Brent price support 2

After half a decade apart, global gas prices converge 1

After half a decade apart, global gas prices converge 2

After half a decade apart, global gas prices converge 3

Aramco reviewing development projects

Biogas plant in Sweden celebrates world first

The US Shale Boom May Come To An Abrupt End

API reports huge inventory gain

Shanxi not to approve new coal projects in 5 years

Tighter supertanker market may curb Asian fuel oil supplies 1

Tighter supertanker market may curb Asian fuel oil supplies 2

Carrizo Oil & Gas Announces Analyst Conference Highlights 1

Carrizo Oil & Gas Announces Analyst Conference Highlights 2

China to Launch Subsidy for Electric Vehicle Lithium Batteries?

Nearly 23,000 Canadian jobs linked to oil drilling slashed this year?

Coal miner Peabody cuts dividend as demand remains weak

Australia state suspends AGL's fracking licence, banned chemicals found

Canacol Energy Ltd. Tests 21 MMSCFPD at Clarinete 1 Gas Discovery

Freeport, Slashes Budgets On Low Oil Prices 1

Freeport, Slashes Budgets On Low Oil Prices 2

Mayhem continues in seaborne iron ore market on Tuesday

Global met coal demand to outpace supply for first time since 2011: Peabody

Steel mills located in Hebei province cut down reliance on domestic iron ore

27th January News and Views

Iron ore hits 5-/12 yr low as China mills cut output 1

Iron ore hits 5-/12 yr low as China mills cut output 2

Iron ore hits 5-/12 yr low as China mills cut output 3

Iron ore hits 5-/12 yr low as China mills cut output 4

Iron ore hits 5-/12 yr low as China mills cut output 5

Cliffs Natural scraps quarterly dividend, cuts debt

Oil price slump spurs CNPC to focus on natural gas, cut costs

$200 oil possible with lack of spending, OPEC’s El-Badri says 1

$200 oil possible with lack of spending, OPEC’s El-Badri says 2

Petrobras may book $20 bln asset write-down

Indian steel ministry wants import duty hiked to 25%

SA Market Current on BTG

Singapore oilfield service firms struggle to refinance debt

Rio offers to drop $1.6bn royalty in bid to solve Mongolian standoff

Dallas Fed Collapses To 20-Month Lows As Orders Plunge

The Oil Crash Could Trigger Billions In UK Bank Losses 1

The Oil Crash Could Trigger Billions In UK Bank Losses 2

Andhra Pradesh to promote roof-top solar energy in a big way 1

Andhra Pradesh to promote roof-top solar energy in a big way 2

Lynas Corp says cashflow success in December hard to sustain 1

Lynas Corp says cashflow success in December hard to sustain 2

US oil well shut-ins start as crude rout batters small producers

Americans haven't ramped up their driving habits like this in 10 years

Thai Junta Unloading Mountain of Rice Amid World Surplus

India-U.S. nuke deal could help clear project logjam - Westinghouse CEO

26th January News and Views

Noble hits brakes on Leviathan

Weak rouble helps Russia's Norilsk weather metals fall

Steel output dips 0.6 pct in China's Hebei in 2014

New York May Get Three Feet of Snow Starting Monday

Oil Rigs in U.S. at 2-Year Low as Bakken Drillers Bail 1

Oil Rigs in U.S. at 2-Year Low as Bakken Drillers Bail 2

Little is going right for California’s oil industry

China's coal production sees first drop since 2000 - CNCA

China Jan HSBC flash PMI increases slightly

Oil giant Shell set for further cost cuts

Marubeni halves profit outlook on oil price slide

Tepco, Chubu expected to buy 6 cargoes LNG from Vitol, GDF Suez

Union sends messages of frustration in U.S. refinery contract talks

China steelmakers bring forward maintenance, try to dent oversupply 1

China steelmakers bring forward maintenance, try to dent oversupply 2

Anglo American set to sell Australian coal mines to boost returns

Mexico looks the other way as contractors fleece oil giant Pemex

Shaanxi to cut coal’s share in energy mix to 70% this year

Libyan crude oil output averaging 350,000 b/d: Tripoli-based oil minister

China 2014 coking coal imports down 17.3pct on year

Oil Companies Are Looking At 'Outright Liquidations'

Zambia's new president says to keep mineral tax despite mine closure fears

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