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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 March 2012

29th Mar

28th Mar

27th Mar

26th Mar

30th March News and Views

Davy Jones No 1 flows Nat Gas?

YPF makes new shale energy find in Argentina

Eni agrees to sell Galp stake in phases

LPG Fracturing Chosen In New York State

Players place bids on Uruguay offshore blocks 1

Players place bids on Uruguay offshore blocks 2

Players place bids on Uruguay offshore blocks 3

Doe Run declares force majeure on US lead output

India and China Skirt Iran Sanctions With ‘Junk for Oil’

Decision on Kitimat LNG project delayed to year end

China's investment in industrial sector up 23.4% in Jan-Feb

Chinese Coal Demand Growth Slower On Economic Growth

China daily crude steel output rises in mid March - CISA

Relative To Crude Oil, Energy Stocks Most Undervalued Since 2008

EIA: Lower-48 US Jan Natural-Gas Output At Record 72.85 Bcf/day 1

EIA: Lower-48 US Jan Natural-Gas Output At Record 72.85 Bcf/day 2

POSCO, Marubeni lead $3.6 bln investment in Australia iron ore project

29th March News and Views

The Al Naimi Op- Ed 1

The Al Naimi Op- Ed 2

Mosaic profit misses Street on potash sales drop

The U.S.'s New Industrial Revolution: Natural Gas

Rental rates for ultra-deep-water rigs set to leap

Ecopetrol plans Venezuela drill campaign

Nautilus revised NI301

Problems continue for Implats

Oil is the problem

PetroChina 2011 Net Falls 5%

Investors press U.S. shale oil drillers to control flaring 1

Investors press U.S. shale oil drillers to control flaring 2

Investors press U.S. shale oil drillers to control flaring 3

Core Labs: Staying out of Brazil, sees no spare oil capacity

China alters power price reform to ease households' burden

Exoma/CNOOC plan 22 well Galilee drilling program 1

Exoma/CNOOC plan 22 well Galilee drilling program 2

Maanshan Steel 2011 Profit Tumbles on Slowing Demand

Kunlun Energy builds China's biggest onshore gas liquefaction plant

WoodMac: Rising supply will slowly push iron ore prices down

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28th March News and Views

Is Copper Headed for Surplus 1

Is Copper Headed for Surplus 2

Is Copper Headed for Surplus 3

Alcoa agrees to postpone closing Italy smelter

Petropavlovsk says 2011 profit rose tenfold

Russia's Evraz 2011 fy net profit misses forecasts

Pacific Rubiales plans FLNG project 1

Pacific Rubiales plans FLNG project 2

Iraq approves oil payments to KRG producers

Now Israel Chemicals signs China potash deals

CNOOC report inline results

BP Gains Access to Liquids-Rich Ohio Shale With 84,000 Acres

Franco-Nevada says demand high for stream, royalty deals

Large-scale shipments of US thermal coal planned for China

A Canadian court is poised to decide El Morro ownership

India's oil ministry seeks $7.88 bln extra cash compensation

Gujarat NRE Coking Coal Ltd gets SMP approval 1

Gujarat NRE Coking Coal Ltd gets SMP approval 2

EOG: US oil output to climb 1.5 million b/d by 2015

Xstrata wins approval for Australia's biggest coal mine

US Asked France to Join It for Possible Oil Release

HIG to buy Rio Tinto's French alumina plants

Occidental sees lower 1st-qtr Colombian output, continued US growth

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27th March News and Views

EPA close to carbon rules on generators

Diamonds no longer Rio Tinto's best friend

Beach aims to raise A$345 mln for gas drilling 1

Beach aims to raise A$345 mln for gas drilling 2

Baotou Rare-Earth Profit Quadruples 1

Baotou Rare-Earth Profit Quadruples 2

McMoRan Ultadeep drilling update

Israel Chemicals Q4 profit rises 51 pct

Riding the graphite bull

Apache eyes $2bn Permian spend

Elgin gas leak looking increasingly serious

BHP Bowen Basin miners on strike again

Brazil's Vale "moderately" optimistic about iron ore outlook

Shift To Oil Pushes Schlumberger Fracking Rates Down

Nabors Looks to Raise $800 Million In Asset Sales

"Global Coal Supercycle Alive and Well": Peabody

Anadarko busy again in Gulf of Mexico 1

Anadarko busy again in Gulf of Mexico 2

Anadarko busy again in Gulf of Mexico 3

Australia declares destructive La Nina dead

Sudan and South Sudan clash in oil ‘war’

Enbridge to nearly double Seaway capacity

Marathon Oil CEO reaffirms 5-7% growth trajectory

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26th March News and Views

Peabody sees Q1 EPS at low end on Aus floods

Lamprell profit rises, bid pipeline at record levels

Mechel's environmental permits under threat

Sinopec Q4 net profit falls 30 pct, misses estimates

Opinion Poll: Oil

SandRidge Energy Is a Tough takeover

Gold bar with tungsten core found in UK

BG confirms fourth Tanzania find

Ophir Energy

First Quantum finds large low grade deposit

China National Nuclear To Buy Stakes In Uranium Mines

Indian Power Utilities Given 45 MlnT Coal Import Target

Lundin says Johan Sverdrup well confirms pvs estimates

Cash generating Silver Wheaton looks at bigger deals

Deripaska ready to buy Norilsk stake from RUSAL

April Fools' Day startup for Potash Corp's suspended mines

Total shuts UK Elgin gas, oil output after leak

Tullow: Ngamia-1 oil discovery in Kenya Rift Basin

Wessex: Total possible offer price not enough

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