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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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2nd May 2014

1st May

30th Apr

29th Apr

28th Apr

2nd May News and Views

ConocoPhillips Reports First-Quarter 2014 Results

ExxonMobil profit falls 4%

China sees drop in new fossil fuel power 1

China sees drop in new fossil fuel power 2

Russia challenges EU energy market rules 1

Russia challenges EU energy market rules 2

Neuquen offering new Vaca Muerta blocks

China copper premiums hit nearly 3-yr high

Oyu Tolgoi terms to be resolved by September - minister 1

Oyu Tolgoi terms to be resolved by September - minister 2

Walter, Alpha Natural cut steel-making coal shipments forecast

Goldcorp eyes other buys after failed Osisko bid -CEO

Petrobras Probing $32 Billion Refinery Projects Following Arrest

Tesoro’s crude rail plans hit delay in Washington state

First Quantum Minerals Reports Results for the Three Months

EU wants one price for Russian gas for all member states

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1st May News and Views

Yara's earnings top forecast 1

Yara's earnings top forecast 2

Yara's earnings top forecast 3

Yara's earnings top forecast 4

Sherritt Reports First-Quarter 2014 Results

Phillips 66 profits up 12 percent in first quarter

Gas giant Shell says no new Russia investments

Rosneft reports performance in Q1 2014

Attacks hurt Ecopetrol flows

Iron ore price nears $US105 a tonne again

BG: LNG Deliveries Down in Q1

Shell ups stake in Canada LNG project

Did the EPA 'nobble' Pepple mine?

Antofagasta copper output falls but keeps a lid on costs

Total Q1-2014 Profit Slips 10% on Refining, Lower Output

Hess Reports Estimated Results for the First Quarter of 2014

Big win for Goldcorp's $3.9 million El Morro mine in Chile

Barrick profit slumps, cuts 2014 outlook; Lumwana processing halted

Rio Tinto sues Vale, Steinmetz, BSGR over Guinea iron deposit rights

Sesa Sterlite releases strong first annual consolidated results 1

Sesa Sterlite releases strong first annual consolidated results 2

CSX oil train derails in Virginia, leaks into river

Vale sees iron ore prices recovering, bulls Nickel

Salamander Energy says in talks about possible sale

Range Resources Corporation signs asset exchange agreement

30th April News and Views

All change? 1

All change? 2

AMCU says striking miners reject platinum wage offer 1

AMCU says striking miners reject platinum wage offer 2

The Plummetting Cost of Solar 1

The Plummetting Cost of Solar 2

The Plummetting Cost of Solar 3

Indonesia may seek buyers for 20 LNG cargoes this year

Encana to Sell Select Texas Gas Assets for $530 Million

Gazprom offers to cut gas price for Lithuania

Wave of buying sends OceanaGold shares surging again

Turkmenistan scraps petrol hand-outs in bid to boost finances 1

Turkmenistan scraps petrol hand-outs in bid to boost finances 2

Canadian farmers stuck with last harvest scramble to plant next

Delek, Avner Oil to Raise $2 Billion to Develop Leviathan

SINOPEC To Acquire 15 Percent Interest in Pacific NorthWest LNG 1

SINOPEC To Acquire 15 Percent Interest in Pacific NorthWest LNG 2

Italian gas deals with Azerbaijan to break systemic oil-link

China iron ore finance probe to aid steelmakers - Baosteel

Industry stocks becalm platinum price as strike grinds on

Chalco First-Quarter Loss Widens Amid Lower Aluminium Prices

29th April News and Views

Recession Warning?

Total makes ‘very promising’ oil find off Ivory Coast

US rig count up 30 to 1,861

Newmont Terminates Merger Discussions with Barrick

Potash Corp.'s Earnings Beat but Profit Down

Sinopec profit slides 15% in Q1

POSCO drafts restructuring plan to bolster finances

Ukraine crisis fuels Europe demands for coal, prices jump

Beach Energy lifts Q3 output

ExxonMobil in PNG LNG start-up

Statoil Profit Rose 32% Boosted by Higher U.S. Gas Prices

Genesis Energy announces Open Season for new crude oil pipeline

Sanchez Energy Q1production an increase of 376% YoY 1

Sanchez Energy Q1production an increase of 376% YoY 2

Eramet sees H1 profit flat vs H2 thanks to nickel price recovery

Sechin's "bourbon ban" won't hurt Rosneft, oil traders reckon

Chinese steel industry makes big losses in first quarter of 2014

Range Resources Corporation announces first quarter 2014 results 1

Range Resources Corporation announces first quarter 2014 results 2

Low Stockpile Raises Worries Over U.S. Natural Gas Supplies 1

Low Stockpile Raises Worries Over U.S. Natural Gas Supplies 2

China's domestic iron ore production in March up 10pct to 120 million tonnes

National Oilwell Varco announces first quarter 2014 earnings and backlog

28th April News and Views

Cliffs Natural posts Q1 loss on lower iron ore, coal prices

End game nears on South Africa's strike-hit platinum belt

Sandvik shares drop as mining gloom squeezes margins

Premier spurns Ophir bid to forge $5 bln oil group

BG Group’s Chief Executive resigns 1

BG Group’s Chief Executive resigns 2

China could turn net copper exporter in 1-2 years -Minmetals

Brazil's top court clears way for Petrobras inquiry in Congress

Cooper Energy highlights commercial potential of Tunisia oil field

Former Xstrata chief seeks to buy BHP thermal coal unit

Zazu Metals Files Positive PEA for Lik Property 1

Zazu Metals Files Positive PEA for Lik Property 2

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