Mark Latham Commodity Equity Intelligence Service

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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 August 2013

29th Aug

28th Aug

27th Aug

30th August News and Views

Chevron 'quits Olokola LNG over delays'

Petropavlovsk takes $600m of impairment charges

Texas regulator to feds: Keep out!

Sechin boosts Rosneft stake

Salamander boosted by Bualuang growth

Gold market in for a wonderful Fall – Embry

Excellent Piece on the US Shale Revolution

Wuhan Steel H1 net profit up 241%

Indian iron ore pellet exports to pick up further

Rare earths recycling on the rise

K+S to step up cost-cuts as potash price war looms

Allana Potash and Israel Chem. may have a J/V

Bumi offers no guarantee Bakries can fund $501m exit

Continental Resources estimates bigger Bakken oil play

Two Permian Basin plays positioned for investment surge

Ginguro Samples 40.1 g/t Gold Along 22.5 Meters at Pardo 007 Zone

Yemen to significantly raise price of gas exports to South Korea

Apache sells Egyptian oil stake to Sinopec for $3.1 bln, forms global JV

Saudi Crude Output Surges to 24-Year High in OPEC Survey

Heard At The Eagle Ford Well & Frac Design Conference

Norton Gold hedges prices on 30% of expected annual output

Evolution output jumps 40% but posts FY loss on impairment

Western areas finds high nickel grades at New Morning

Anadarko will pump sale proceeds from Mozambique into Eagle Ford and other Texas plays

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29th August News and Views

28th August News and Views

Whiting buying Bakken land in $260 mln deal

Potash collapse signals buy not build for Vale

Dana Gas fires up Egypt capex

Brent closes in on $120

Chesapeake pumps up royalty deductions

Western Gulf lease sale draws tepid interest

New oil and gas chief named at Energy Department

Murphy Oil’s Liquids Production Grows 30%

BC Iron reports solid results for 2013

Kenmare sees plunge in H1 profit

S. African gold firms make final offer

Shell, PetroChina Australia JV eyes Origin's LNG site

Iraq sweetens new oil project terms, blames Shell for delay

Petronas says no deal with Brazil's OGX until debt restructured

Australian opposition outlines budget savings

Grupo Mexico Said to Delay London Mining IPO 1

Grupo Mexico Said to Delay London Mining IPO 2

Whitehaven Coal update on resources and reserves

DeGrussa delivers maiden profit for Sandfire

Rebar near 4 month high on speculation China to cut steel output

Freeport Indonesia union says pay talks risk being deadlocked

Senex Energy announces strong full year results for 2012/13

27th August News and Views

Statoil to bet on Angola, Russian shale in exploration

Head of Russia's Uralkali detained in Belarus

Petronas hurt by rising costs

Sinopec sees profits rise

Public opposition defuses China's nuclear plans

Japan calls for LNG overhaul

Whitehaven slides to loss, delays major project

Western Areas impairment drives $94 mln loss

Saudi Aramco plans to enter Indian oil sector

Brazil 'to reject OGX plan' at Tubarao Azul

Beach Energy announces oil discovery in Egypt

Nigeria state revenues tumble 42 pct in July due to oil outages

Petrobras outspends Exxon researching next oil frontiers

Baosteel sees China steel prices weakening in H2 on supply glut

Goodrich may gave cracked the Tuscaloosa Marine shale

India approves raft of projects to kick-start investment

Potash Discount of 10% Said to Be Negotiated in Brazil

Boart Longyear reports a loss, axes thousands more jobs

Colossus says Brazil project unaffected by protest action

Copper miner Antofagasta H1 core profit drops 31%

Harold Hamm: Keystone "It's not critical any longer,"

India's ONGC to buy $2.64-bln stake in Anadarko Mozambique gas block

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