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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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30th July 2010

29th July

28th July

27th July

26th July

30th July News and Views

Time runs 'leak not so bad'

Carbon Market 'growth' mainly fraudulent

Gulf Roughnecks fly in to man Bakken rigs

Molycorp IPO flops

Vale to Buy Brazi's Paranapanema for $1.1 Billion

ArcelorMittal to spin off stainless steel unit

Russia plans to hold tenders for 41 iron ore and 31 coking coal deposits

The Market is worried about demand, I keep looking at supply

29th July News and Views

Chinese report 'low stocks' in Iron Ore, Steel

Baker Hughes moves 300 workers out of Gulf

Dr Copper says we're back

Time runs 'leak not so bad'

Katla goes back too sleep

Petrominerales acquire stake in Interoil

Collahuasi has 40% Increase In Resources may double production

A decent sugar stock?

Whiting produces solid quarter, excellent presentation. Read one today, read this 1

Whiting produces solid quarter, excellent presentation. Read one today, read this 2

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28th July News and Views

Poland attracts heavy north american interest

Cat poo coffee isn't a sin

Another big Oil shale on the radar 1

Another big Oil shale on the radar 2

According to the NGO's Vedanta is a bad boy..1

According to the NGO's Vedanta is a bad boy..2

Galleon: Only known victim of gas collapse

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27th July News and Views

Newfield sees Monument Butte, Bakken growth 1

Newfield sees Monument Butte, Bakken growth 2

Uranium: Hate it, but we are long

The Karoo Shale: Early Movers

More NGL's..

D J Basin Land Rush

Lynas: Rare Earth, hate it but long

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26h July News and Views

Russia plans $29 bln asset sale

Offshore worth the risk?

Sinopec moves in on coalbed methane resources in Shanxi

Chesapeake IPO's midstream assets

Nippon Steel eyeing steel capacity expansion to 60 million tonnes

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The material is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. Opinions expressed are our current opinions as of the date appearing on this material only.

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