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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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4th March 2011

3rd Mar

2nd Mar

1st Mar

28th Feb

4th March News and Views

Pickens plan gets a workout in the UK 1

Pickens plan gets a workout in the UK 2

Pickens plan gets a workout in the UK 3

Pickens plan gets a workout in the UK 4

Kodiak 2010 Full-Year and Fourth Quarter Results

Italy moves to reduce renewable energy handouts

U.S. Oil Production to Increase 25% by 2016

Major Drilling Reports Third Quarter Results

Softening Iron Ore Prices a Temporary Trend?

Daqin line to start overhaul on Mar 26

Shale oil in Ohio

Colossus moves straight to mine 1

Colossus moves straight to mine 2

Silver Wheaton: strong Q4 profit and first Dividend

Oyu Tolgoi also contains silver

Liquids focused Legacy announces budget and guidance 1

Liquids focused Legacy announces budget and guidance 2

Saudi Pumped 9.4 mln bbls a day in February

Shenhua to invest 515 bln yuan on expansion in next 5 yrs

China's Kunlun Energy turns coke-oven gas into LNG

Guinea government blocks RUSAL alumina exports

Japanese and Korean Co's Buy Stake In Brazil Rare Metals Co

3rd March News and Views

Richfield shows 4.2m oz potential at Blackwater

Total to buy Novatek stake for $4bn

Talison Lithium to double processing capacity 1

Talison Lithium to double processing capacity 2

Shanghai home sales plunge in February

Shortage of LNG tankers

Total targets 12 projects

China looking to elbow Exxon out of Papua project: Clinton

Valero Sees Earnings Hit on Hedging

Continental says Bakken equal to entire lower 48 reserves

Tullow's Appraisal Well Proves Major Light Oil Field

BP files 20F

Kazakhmys upbeat on copper as earnings rise

ENRC: USD 7 billion on Kazakh and Brazilian iron ore growth

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2nd March News and Views

TNK-BP offers to buy BP stake

Tata Steel's Riversdale stake hike spells trouble for Rio bid

Osisko adds good drillholes at Hammond 1

Osisko adds good drillholes at Hammond 2

First Nations opposes Cliff's Chromite development

Geothermal power stocks offer steep discount to oil

ArcelorMittal to acquires stake in G Steel

Niobrara acreage being bid up

Chinese steel output and inventories higher in Feb

China Coal prices stay at 4-mth low; seen weak till May

Two of Japan's utilities consider import of US LNG

Institutional investor wants KGHM to pay entire profit as dividend

Brazil's Petrobras Confirms Quality Oil Find At Iara Presalt Field

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1st March News and Views

Feds approve deepwater license!

China Slowdown?

Fresnillo Full-Year Results

Chalco report marginal profit

Analysts pore over mooted Glencore IPO

Calfrac Announces Fourth Quarter Results and 2011 outlook 1

Calfrac Announces Fourth Quarter Results and 2011 outlook 2

Calfrac Announces Fourth Quarter Results and 2011 outlook 3

Range Resources selling most of its Barnett Shale holdings

Full house at LNG berths at Ras Laffan Port

Westinghouse's small modular Nuclear reactor 1

Westinghouse's small modular Nuclear reactor 2

China's Baosteel inks 3-year coking coal purchase deal with Rio Tinto

Pacific Rubiales Makes Gas Find at La Creciente Block

Peabody Energy, SSA Marine ink deal for Powder River coal exports

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28th February News and Views

Can the US export crude? 1

Can the US export crude? 2

Libya: Google Maps resource

Permian Basin driving rig growth says VP, BHI

Meanwhile in MENA, markets

Muammar Gaddafi - Zenga Zenga Song

Northern Oil and Gas gets a bid

Petrobras tests new pre-salt well

Dart continues acquisition spree

Floating platform wind rotors: watch this one

China port iron ore stocks broke 80 mln T this wk

Beijing restrictions slash car sales

ATAC, Radius, and Colorado: Yukon plays 1

ATAC, Radius, and Colorado: Yukon plays 2

ATAC, Radius, and Colorado: Yukon plays 3

Ryan Gold: The Original Yukon play

"There’s been an oil spike before every recession." 1

"There’s been an oil spike before every recession." 2

"There’s been an oil spike before every recession." 3

"There’s been an oil spike before every recession." 4

Equinox bid threatens $9bn Lundin-Inmet merger

Spot Iron Ore-Prices fall, Q2 contract seen at record

Golden predator expands drill program, plans NI43-101 1

Golden predator expands drill program, plans NI43-101 2

Mexico crops remain hit by extreme cold conditions

Sandridge hits the Mississippian Permian 1

Sandridge hits the Mississippian Permian 2

Sandridge hits the Mississippian Permian 3

Chinese consumer confidence drops in Q4

Hess to spend $1.8bln in North Dakota in 2011

Snows Threaten Canada with Heavy Acreage Losses

 

India's Bharat appears to triple Oil purchases, and VLCC rates jump

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