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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 May 2013

30th May

29th May

28th May

31st May March News and Views

Natural Frackingť Fuels Eternal Flames

Exporting Natural Gas Will Stabilize U.S. Prices

China looks local for solution to gas price dilemma

Pascua-Lama gold project frozen for at least 1-2 years

Eni Launches Sale of Galp's Share Capital

Western Areas pumps up production expectations

Centerra suspends Kyrgyz mine over protests

UK records largest CO2 emissions increase in Europe

BHP focus on use of advance technology to drive productivity 1

BHP focus on use of advance technology to drive productivity 2

Geopark Holdings Limited: Solid first quarter results

Bumi reports net loss of $2.32 after impairments

Freeport Indonesia union says won't return to work until probes done

SAIL to expand Steel production from 12.5 to 24 mn tons by FY2015

Running out of cash, Australian miners get creative to survive

Chinese top 5 utilities protest plan to ban low grade coal imports

OZMinerals' chair says the mining sector is simply readjusting

Fortescue to charge miners up to $554m/y for Pilbara railway

Freeport Indonesia union says worker killed in new mine collapse

Reversing Line 9 and the future of crude pipelines in eastern Canada

Four stocks for the North American bull market in Natural Gas 1

Four stocks for the North American bull market in Natural Gas 2

Leighton unit stops work at two Bumi Indonesia coal mines

Noble Energy expects to triple Niobrara oil output in 5 years

Tianjin Port Group mulls investment in infrastructure for Brockman project

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30th May News and Views

Cheniere going ahead with Sabine Pass 3 and 4

Midway Reports 361 Meters of 1.47 gpt Gold by Barrick

Another cloud rolls over the solar industry

Subsidy payments hit India ONGC

South Africa labour strife creating vicious cycle

India moves to regulate coal industry to improve supply

Copper Withdrawal Orders From LME Soar To Record

Net US petroleum imports fell to lowest in 26 years

LPG Tanker Rates Rising Near Record in U.S. Shale Surge

Vale wants Thyssen to reimburse it for $550 mln in extra costs

Israel could lose billions due to lack of gas export policy

Europe's Green-Fuel Search Turns to America's Forests

Total settles U.S. bribe probe for $398 mln; CEO may be tried

Iron Ore Seen Near $100 by Morgan Stanley Offers Chance to Buy

Chinese aggressive stance on exports pushing global steel prices down

Pioneer Natural Resources Eagle Ford Production Up & Costs Down

More Chinese steel makers see losses, Anyang borrows 15bn, iron ore collapses on 'peculiar' Peking document 1

More Chinese steel makers see losses, Anyang borrows 15bn, iron ore collapses on 'peculiar' Peking document 2

29th May News and Views

Indonesia allows Freeport to restart some mining

Lukoil profit dashed in Q1

Four companies in US LNG deal

Now Platts Iron Ore Index being questioned

IMF Article IV Consultation Discussions with China

Deep Earth Plans Canada’s First Geothermal Power

Iron ore stockpile rises on weak demand

A bank to mining momentum shift

OZ Minerals delays Carrapateena exploration plans

KOGAS pulls out of Gorgon gas sales

The Aussie Dollar Is Getting Smoked

Vale wins permit for 20-million t/y iron ore deposit

OPEC Is Freaking Out About America's Shale Boom

Chile, Argentina order evacuation around stirring southern volcano

BHP Billiton sees coking coal market well supplied in near term 1

BHP Billiton sees coking coal market well supplied in near term 2

LNG labour shortages ease as Australian mining cools 1

LNG labour shortages ease as Australian mining cools 2

Varco to Honghua Vying for $9 Billion of new Russian Oil Rigs

Three year old Hebei Steel project has never made a profit

French meteorologists forcast “the year without summer”

Beatrix West sheds 1,110 jobs as it fights to stay operational

Beacon Hill Resources produces first coking coal at Minas Moatize

28th May News and Views

New KG D6 gas discovery

Marathon Oil highlights its Eagle Ford production

Farc in Colombia land agreement

Exxon eyes Interoil assets for PNG LNG expansion

Li Tells Germany China Targets 7% Growth for Decade

Exxon Mobil shareholders to meet amid criticism

CIL announces consolidated results for Q4 and 2012-13 1

CIL announces consolidated results for Q4 and 2012-13 2

Labour tensions building in New South Wales mining

Speculators main buyers in EU carbon auctions

S.Korea shuts more nuclear reactors over fake certificates

South Africa looking at gold, platinum "rescue plan"

Russia to cancel Gazprom’s liquefied gas export monopoly

Copper reserves at Sicomines’ DRC mine 40%less than hoped

Rio Tinto starts Bougainville mine reopening discussions

Miner Northland halts operations after creditors block accounts

China steel drops to near 9-month low, iron ore swaps slide

Chevron lends Venezuelan oil venture $2 billion for output boost

Chevron targets Australia LNG expansion despite cost pressure

EU duties on Chinese solar panels losing member-state support

ILVA worker union UBS skeptical despite government assurance

Rio Tinto seeks Q3 aluminium premium of $254/T from Japan buyers

Gran Tierra Energy Tests 3,095 Bopd with Peru Horizontal Well

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