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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 November 2012

29th Nov

28th Nov

27th Nov

26th Nov

30th November News and Views

UK introduces gas-fired capacity market powers

Petrobras Scraps Plans to Hire 5 Rigs from Ocean Rig

LNG Powers Well Stimulation Project, USA

Turkey says Iran buys gold to evade U.S. sanctions

Kanmantoo delivers more copper for Hillgrove

ConocoPhillips to accelerate Bakken drilling

Methane from shale gas production less than thought

A junior gold miner which pays good dividends – yes!

High grade Gold and Silver at Summit

GeoPark cheers Chile flows

Mine closures portray Indonesian coal crunch

Antam lifts holding in Newcrests Gosowong project

PTT Exploration Seeks as Much as $3.1 Billion in Share Sale

 

Shell sees big boost from Chesapeake's Permian acreage

US Sept. oil demand down 3.81 pct from year before-EIA

Gold could be the panacea for global banking woes: Sprott

Cameroon signs off on $4.7bn Mbalam iron-ore project

Iron ore miner Gindlabie eyes A$62m capital raising

Richmont Mines to shut Quebec gold mine, cut 150 jobs

Pangea LNG Applies For South Texas LNG Export Project

Ukraine-focused Cub Energy announces Q3 results

International Ferro expects first-half loss on lower 2nd-qtr output

Norfolk Southern completes major upgrade of export coal facility

No deal yet on $7.7bn iron-ore project, says Australia's Aquila

LNG exports to keep Western Aus prices high, helping renewables

POSCO Specialty Steel postpones IPO, scraps retail subscription

29th November News and Views

Mumbai High North nears completion

French govt says has buyer for ArcelorMittal site

Argentina says wellhead natural gas prices to rise

Oklahoma gears up for next big shale play

Tamar Partners Dive into FLNG FEED

Rosneft 2013 capex seen flat at $15 bln

Gold demand relative to GDP

Regis solves teething problems at Garden Well

Africa Oil raises C$232.5mln in private placement

Congress might need to ‘step in’ on natural-gas exports

Gold Fields unbundles deep, narrow-vein gold mines into Sibanye

Range Resources accelerates Horizontal Mississippian play

Candidate for secretary of state has major stakes in Canadian oil

Gold futures drop over $30 an ounce after massive sell order

Chevron bid highest in Gulf of Mexico sale; BP sits out

Europeans play the savior for American thermal coal miners

Inmet shares surge after spurning First Quantum

Chamber slams Eskom’s coal ‘country pact’ proposal

Debswana cuts diamond output forecast on weak demand

Xstrata Copper Output Seen Above 1 Million Tons in 2013 1

Xstrata Copper Output Seen Above 1 Million Tons in 2013 2

China's Indonesia-led bauxite supply fears ease,price stays high

Americas Petrogas announces Vaca Muerta shale oil duscovery 1

Americas Petrogas announces Vaca Muerta shale oil duscovery 2

Americas Petrogas announces Vaca Muerta shale oil duscovery 3

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28th November News and Views

Olam gives detailed defence against Muddy Waters 1

Olam gives detailed defence against Muddy Waters 2

Olam gives detailed defence against Muddy Waters 3

Indian not China steel output to drive coking coal

Wuhan Steel soars on plan to buy assets

India rejects $1bn in Reliance expenses

Senex makes oil find at Spitfire 1

Senex makes oil find at Spitfire 2

Heron duster for Eni

Barnett calls for Browse co-operation

Kenmare warns on production levels

Kimberly Rare Earths shifts to gold

Multi well pads cost-slashing prowess

Iraq's oil output slumps by 200,000 b/d in October

Ukraine baffled as $1.1 bln gas deal unravels

Trevali to start Peruvian zinc plant early in 2013

Toro downgrades cost expectations at Wiluna Uranium project 1

Toro downgrades cost expectations at Wiluna Uranium project 2

Vestas-Mitsubishi Talks Focus on Biggest Ocean Turbine

Dia Bras Announces Third Quarter 2012 Financial Results

New Pronghorn Oil Play In Williston Basin North Dakota 1

New Pronghorn Oil Play In Williston Basin North Dakota 2

MarkWest, Gulfport gear up Utica shale operations

Woodside Submits Browse LNG Proposal to EPA

The Huge Risk-Reward Scenario In East Africa

Gas pipeline deal will open-up Canning Basin

Buckland iron ore PFS confirms project economics

New Zealand Energy gauges Taranaki basin discovery

Talvivaara sees 2012 nickel production at 13,000 t

BP to sell central North Sea assets to TAQA for $1.1 billion

API sues EPA over its 2013 biomass-based diesel minimum

Reliance to enter upstream oil and gas space in Venezuela

Centennial Coal to Close Two Loss-Making Australian Mines

ONEOK Partners Elects Not to Proceed With Bakken Pipeline

Aurubis Forecasts Copper Demand in China to Improve Next Year 1

Aurubis Forecasts Copper Demand in China to Improve Next Year 2

27th November News and Views

South Africa’s gold industry on edge - Gold Fields

Seawater+ Sunlight= Veggies!

Banks throw Vestas a $1.2 bln credit line

Drought-Parched Mississippi River is Halting Barges

NDRC looks to shake up coal pricing

McMoRan Exploration updates Gulf of Mexico

Doubters Take Aim at Shell’s Arrow LNG Plan

Japanese to invest in gold en masse: Bryan

Xstrata Starts Production at Antapaccay Mine

Major Drilling feels the mining slowdown

LNG in Asia: Let the renegotiations begin

Noble Energy Announces Big Bend Discovery

 

Minesto's underwater kite

Brixton Metals Drills "Best Intercept" to Date at Oban, BC;

BC coal mine shuts down as Chinese workers prompts review

Russia's Gazprom wins 30-year gas export deal in Turkey

Falkland Oil and Gas announces disappointing well results

Indonesia’s nickel ore exports recover despite govt. curbs

Thailand to Surpass India as Top Rice Shipper on Stockpiles

Russia's Nord Gold to own 87.9 pct of High River after offer

lan to save Italy steel plant ready Thursday-minister

Agnico-Eagle sells 9.2% of Queenston to Osisko for $42.3m

GoGold Drills 194.3 Meters of 100 g/t Silver Equiv and 1.1% Cu 1

GoGold Drills 194.3 Meters of 100 g/t Silver Equiv and 1.1% Cu 2

ConocoPhillips to sell Kazakh oilfield stake to ONGC for $5 bln

South Boulder: production expansion potential at potash project

Enbridge to Partner in Delivering Bakken Crude by Rail to Philadelphia 1

Enbridge to Partner in Delivering Bakken Crude by Rail to Philadelphia 2

26th November News and Views

An 'updated' Hubbert curve

Coking coal: China rebuilds inventory?

Major Chinese Steel mills still making losses 1

Major Chinese Steel mills still making losses 2

Peace deal taking shape at Russian miner Norilsk

Gold Fields Q3 earnings fall as strikes bite

Barrick upbeat on Pueblo Viejo despite protests

Rio Tinto Alcan EIS for South of Embley project

Iran Positioned to Threaten Oil Lanes

Franco Nevada backs Aus junior Aphrodite

France looking to take over ArcelorMittal steel mill

Tamar group inks $4 bln Israel Corp natgas deals

China teapot buying of crude may affect Asia fuel market

Europe’s Shale Boom Lies in Sahara as Algeria Woos Exxon

Santos seeks collaboration with rivals to fight rising costs

Gas tanker Ob River attempts first winter Arctic crossing

Africa Oil: second significant oil discovery in Kenya

Crusader gets go ahead for Brazilian iron ore production

African Minerals raises $92mln for Sierra Leone project

Sesa Goa may start importing iron ore to run pig iron plant

Alcan seeks Q1 premium of $240/T from Japan buyers

ThyssenKrupp Plans EUR2 Billion in Cost Savings Over 3 Years

China eyes 450 T gold output in 2015, consumption at 1000T

Essar makes a loss sees slow progress in Indian upstream

SEC economists find little evidence of price and stock relationship in Copper!

Glencore, Vedanta Face Up to 50% Pay-Raise Demand in Zambia

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