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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 September 2011

29th Sept

28th Sept

27th Sept

26th Sept

30th September News and Views

Petrobakken debt worries

HSBC China PMI shows conditions flat from August

Beach hits oil at Bauer-4

Yoho's montney asset worth more than mcap

African Minerals cuts iron ore sales forecast

Ukraine signs shale gas deal with ExxonMobil

China Guangdong's econ growth to be hit harder by power woes

Lundin's Avaldsnes 'a sleeping giant'

Teck gets Highland Valley copper ops strike notice

TAG Oil Reports Strong Q1

Coal output expected to grow in Q4

ConocoPhillips in Kimberley farm-in

Santos sees much higher gas prices and more shale exploration

Enbridge joins forces to compete against Keystone XL pipeline

Fortescue sees Sept qtr iron ore shipments over 12 mln tonnes

First Quantum Sees Ravensthorpe Nickel Shipments By Year End

29th September News and Views

Chesapeake Energy up on Utica shale prospects 1

Chesapeake Energy up on Utica shale prospects 2

Golden Predator Intersects 52.95m of 2.26 g/t Gold 1

Golden Predator Intersects 52.95m of 2.26 g/t Gold 2

North American oil output will hit all-time record by 2016

Algeria eyes shale spud in early 2012

Tap Oil puts Zola gas up for sale

India to reap bumper grains after normal monsoon

Painted Pony Petroleum Announces Montney Well Results

ExxonMobil starts second Polish frac

Gail Makes First U.S. Shale Gas Asset Buy

Repsol asks Sacyr, Pemex not to enact pact

Venezuela oil production to rise 67% by 2014? 1

Venezuela oil production to rise 67% by 2014? 2

Indian coal shortage to worsen following industrial action

UK's Q2 thermal coal imports jump 72% on-year

ThyssenKrupp To Cut Steel Output In Coming Months

Prophecy Platinum (TSXV: NKL) Drills 120.9 Meters Grading 1.26 g/t PGM+Au, 0.36% Ni, 0.30% Cu at Yukon Wellgreen

China's steel consumption expected to be down 2-7 percent in 2011-15

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28th September News and Views

Exodus At Brazil Steelmaker CSN Continues

Gold scrap boom

Cairn Energy drills yet another dry hole in Greenland

Wesfarmers sells Premier Coal to Yanzhou Coal Mining

Australia sees rising chance of La Nina forming in 2011

Eni inks $800m North Sea gas deal

Corridor spins bit in New Brunswick

Solar Cell Efficiency

Peru region Tacna puts pressure on miner Southern Copper 1

Peru region Tacna puts pressure on miner Southern Copper 2

Chesapeake Energy Reportedly Enters Bakken Play

Rio Tinto teams with North Atlantic Potash

Robust China steel output to keep iron-ore market tight 1

Robust China steel output to keep iron-ore market tight 2

Lack of Indian gas halts KESC's new 560-MW power plant

Japanese industrial output surged in Aug

Iraq: a house of Kurds?

European benchmark coal declines to lowest level in six months

British Nat Gas demand set to fall as generaters switch to coal

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27th September News and Views

BPC hikes potash prices in Brazil by $30/T Oct 1

Uralkali CEO gives a cost figure

Shortage of Sand boosts Bakken well costs

Gail India chasing Gorgon stake

Linc makes Aus shale oil discovery 1

Linc makes Aus shale oil discovery 2

Transerv flows Warro gas 1

Transerv flows Warro gas 2

Qatar looking at increased LNG production

Indonesian smelters halt tin ingot exports

Cramer Interviews Continental Resources CEO Harold Hamm

Anglo American, Japan Steelmakers Reach Deal On Coal Price

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26th September News and Views

Rig Count at new high

Bailout fund on the cards but not yet

CNOOC sees little need for Q4 spot LNG imports

BP submits first Gulf exploration plan since oil spill

Qatalum smelter achieves full capacity

Woodside: First oil for Okha

Minmetals CEO: Chinese bosses vs Russian Oligarchs 1

Minmetals CEO: Chinese bosses vs Russian Oligarchs 2

AngloGold aims for 5.5 mln oz in 2014 1

AngloGold aims for 5.5 mln oz in 2014 2

Back to black: Libya progress update

Total raises oil and gas output target

China considers policy shift to boost shale gas

Baghdad alters oil law draft to erode Kurdish powers

Chevron Approves $29B Wheatstone LNG Facility

5.2 mtpa Angola LNG to start shipping Feb 2012

Shanghai rebar at contract low, iron ore at 2-month trough

India Nalco cuts aluminum output further on coal deficit

North Sea success for Nautical 1

North Sea success for Nautical 2

Cabot Oil & Gas Corporation Pennsylvania Lease Review

Brigham Reaches Record Early Production at Three Forks Well 1

Brigham Reaches Record Early Production at Three Forks Well 2

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