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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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31st January 2014

30th Jan

29th Jan

28th Jan

27th Jan

31st January News and Views

ConocoPhillips Reports Fourth-Quarter

Royal Gold: Expensive, and looks like a short

Lower pricing pulls down Peabody's revenue

Oilfield services provider Weatherford to cut 7,000 jobs

Exxon Mobil profit tumbles as energy production tapers 1

Exxon Mobil profit tumbles as energy production tapers 2

Indonesia's export ban to curb China aluminium expansion

OPEC January Crude Output Falls to Two-Year Low in Survey

Straits' Indonesian arm files for bankruptcy

Glencore Xstrata wants out of Philippine copper-gold project

Rosetta Resources announces record production

Newmont's 2014 production and costs to be stable

Potash Corp posts drop in profit, sees weaker year ahead

Royal Gold Reports Second Fiscal Quarter 2014 Results

Timken profit slumps as demand from mining industry falls

Support crumbles in east Libya for oil blockade leader. Bearish Brent

U.S. propane exports in November hit record 410,000 bpd 1

U.S. propane exports in November hit record 410,000 bpd 2

Apache reports new developments in Egypt's Western Desert

Antero Resources Will Spend $2B+ in Marcellus/Utica in 2014

Exxon to move Canadian crude by rail amid pipeline shortage

Micro matters ok! Occidental earnings rise as CEO pursues breakup

Stunned: Glencore-Merafe JV lifts FY ferrochrome output 32%

30th January News and Views

29th January News and Views

28th January News and Views

This Petroleum Indicator Hits a 20-Year Low

Norway tax rise 'under review'

CEO of Bitcoin exchange arrested

Shaanxi Coal shares surge

UAE may consider importing US gas

Indonesian mineral exports still at a standstill

Production surge won't hit oil prices: OPEC

Afren predicts record result

NSW reforms 'put stranglehold on gas development'

Detour Gold expects to double output, lower costs

San Leon announces MoU signed with Chevron Lummus

Eurasia Drilling sees 2014 revenue at $3.4 bln-$3.5 bln

Sanchez Energy fourth quarter production of 1,731 MBOE

Iran to woo oil companies with ‘sexy’ contracts, Total

Germany tax on own use of renewables is first in Europe

Caterpillar Results Top Analysts’ Expectations

Fission Uranium drills 'more 'Off scale' uranium in Athabasca basin

TATA Group seeks nod for INR 60,000 crore JV with Sasol

Chinese coal industry concentration further improved

Shell said to seek buyers for stake in Ho-Ho Pipeline

First Quantum to expand, change financing for Cobre Panama

POSCO Q4 profit misses forecast on stronger won, weak demand

Fresnillo hits silver target, gold down due to explosives ban

27th January News and Views

Einstein, Google and Energy 1

Einstein, Google and Energy 2

Sugar Battery: 10x Li-ion 1

Sugar Battery: 10x Li-ion 2

Sabine Pass Liquefaction Project on Track

BG Group declares force majeure in Egypt

OK TEDI awaits court order to shut mine

Israeli cos in pole position for Cyprus gas tender

Pacific Rubiales responds to false STAR media report

Buyers' market for oil companies in Davos

S. African spot thermal coal cargo trades at over three-month low

First Quantum FY copper, nickel, gold and pgms all up strongly

Gas Trades at Highest Level in Four Years on U.S. Cold

Canpotex signs potash contract with China's Sinofert

Ochoa potash project offers jobs, revenues to New Mexico

Oil majors shy away from first major Kurdish export deal

Pressure Pumps move to the Permian under market pressure

China issues 1.9 mil mt gasoil export quota to Unipec, Chinaoil

Japan, South Korean refiners to trim Q1 crude runs on supply glut

Guangdong to cut oil, coal use, slow carbon emissions growth

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