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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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1st February 2013

31st Jan

30th Jan

29th Jan

28th Jan

1st February News and Views

Potash Corp sees slow recovery in 2013; shares dip

South Africa commits to coal export capacity rise

India may switch to rupee payments to Iran

Bakken oil boom in North Dakota might last for 100 years

Barrick Gold Starts Sale Process for Barrick Energy

Tag Oil to proceed with unconventional play in New Zealand

Indian coal imports may touch 140 million tonnes in 2012-13

Nokia scores $1.35bn grant for graphene development

LNG for American allies act of 2013

First Exports of Angola LNG Not Expected Until Q2

Tesoro to reverse Bakken pipe to serve rail

Williston focused Oasis increased production 110%

Arch coal sees future shortfall in thermal coal production

Rio Tinto faces tough talks in Mongolia over giant mine

Highland Copper Reports High Grades at Copper Project 1

Highland Copper Reports High Grades at Copper Project 2

Grupo Mexico points to China demand recovery in copper 1

Grupo Mexico points to China demand recovery in copper 2

 

Keystone pipeline decision delayed until mid-June-US source

Cathay Fortune to Abandon Bid for Discovery on Botswana Concerns

ERA Puts A$175 Million Price Tag on New Ranger Uranium Mine

JSPL makes all cash bid for Australian Gujarat NRE Coking Coal

Canol Shale, a New North American Shale Oil Champion

Petronas Offers USD 2.83 Billion for LNG tanker operator MISC

Exxon, Kurdistan visit disputed Iraqi oil block, consider building a camp

Twin Butte Energy encounters operational problems in January 1

Twin Butte Energy encounters operational problems in January 2

Vale settles dispute and buys out Belvedere coal project of Aquila Resources

31st January News and Views

Sinochem in $1.7bn US shale splurge

PotashCorp Settles Antitrust Cases in United States

Phillips 66 shale oil initiatives 1

Phillips 66 shale oil initiatives 2

Rio Declares Force Majeure On Coal Sales After Floods

Rio: Oyu Tolgoi project still on track, despite media report

S. Africa to amend 2002 minerals legislation

Silver Wheaton Streams Luring Largest Miners

Whitehaven issues profit warning

Shell LNG sales in Q4 up 13 pc from a year ago

Africa needs $50bn rail investment over next ten years

Iran crude oil exports rise to highest since EU sanctions

BP starts Angola production

From Dow's earnings

Pioneer Natural Resources to keep Barnett Shale properties

Hanlong's $1.4 bln takeover of Sundance faces new delay

Sugar Selloff Ending as Production Declines From Mexico to India

Congo's Kabila says wants better deal from miners as output grows

Aurora sees significant production growth in latest quarter 1

Aurora sees significant production growth in latest quarter 2

Aurora sees significant production growth in latest quarter 3

Aurora sees significant production growth in latest quarter 4

CNOOC and Sinotrans CSC to develop Yangtze LNG industrial chain

Sandstorm Gold hopes to divide and conquer the royalty world 1

Sandstorm Gold hopes to divide and conquer the royalty world 2

AngloGold's Tropicana on schedule for Dec Q start, on higher costs

New Shale Formation in West Texas could Dwarf the Bakken

Vedanta's Q3 earnings jump on oil, but no iron ore sales

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30th January News and Views

Big oil players ‘near KRG deals’ despite export freeze 1

Big oil players ‘near KRG deals’ despite export freeze 2

Valero Q4 profit boosted by cheaper domestic oil

Harmony, unions still in talks on shuttered mine

Zambia nickel-export levy threatens First Quantum mine

Kinder Morgan to acquire Copano for $5bn

Cerrejon coal miner workers vote for strike on Feb 1

Canadian crude falls to $50 below global price

Petrobras rolls out fuel price hike

Antofagasta’s 2012 copper production beats target

Bowleven 'hits pay' with IM-5 off Cameroon

Anglo American ‘child’ back in line, says Minerals Minister 1

Anglo American ‘child’ back in line, says Minerals Minister 2

Peabody posts $1 billion loss in Q4 on impairment charges

Elliott pushes for Hess board changes, Bakken spinoff 1

Elliott pushes for Hess board changes, Bakken spinoff 2

Elliott pushes for Hess board changes, Bakken spinoff 3

US Steel, AK Steel expect better results in current quarter

Chesapeake CEO McClendon steps down after year of tumult

Silvercrest bolsters grades at La Joya silver deposit

Kenmare Resource posts 40% revenue hike to $2.5bn

Evolution gold production exceeds Dec quarter output target

E.ON Executive: Oil-link in Gas Prices an Obsolete Model

Discovery takeover extended as bidder evaluates write-down

Strong quarter lifts coloured gems miner Gemfields half year

 

29th January News and Views

Hess announces receipt of notices from Elliott

Shell announces LNG export plan for USA

Amplats to suspend restructuring for 2 months

WesternZagros quadruples reserves in Kurdistan

Gazprom likes shale oil but not shale gas

Queensland coal sector flood situation update

Vale cuts proposed dividend and CapEx in 2013

Repsol Likely to Sell LNG Assets to Shell

China's air pollution gets worse

Posco Looks to Emerging Markets As Net Falls 45%

Bumi sets board EGM vote for February 21

Pilot Gold Reports 2.33 g/t Gold Over 93.5 Metres

Gazprom puts total South Stream costs at 29 bln euros

Kyrgyzstan threatens to cancel Centerra's Kumtor gold deal

Two Russian billionaires named as bidders for Polyus stake

Cotton market trust crumbles on defaults, lawyers pounce

Anglo hit by 4.0bn-dollar impairment for Brazilian iron-ore project

AltaGas, Idemitsu Kosan Plan to Export LNG/LPG from Canada

Oil Search: PNG LNG Project 70 Percent Complete

Top Copper Producer Chile Forecasts Record Output as BHP Expands

Brazil OGX, MPX JV Declares Natural Gas Field Commercial

Glencore and Blackthorn Perkoa JV price tag rises to $260m

Osisko Provides Resource Update for Hammond Reef Project

Sundance Resource in trading halt ahead of Hanlong news

Sandvik sees African gold mines as bright point, contraction elsewhere

28th January News and Views

Urban Myths Debunked: Deforestation

Iraq tells Exxon to choose: Southern Iraq or Kurdistan

Bumi to revamp name, board

Mongolia Bets on China Rivals to Break Impasse

Belgiums plan to store offshore wind power

Antofagasta CEO sees tight copper market in 2013

Gov't backs Candente over Peruvian mine protest 1

Gov't backs Candente over Peruvian mine protest 2

Hiding some extraordinary numbers 1

Hiding some extraordinary numbers 2

Hiding some extraordinary numbers 3

Who’s betting on UK shale gas? Cuadrilla, and maybe somebody big

Market leak forces Northland’s hand as iron ore mine costs balloon

Surplus supply keeps China's coal price in a low ebb

Vale could lose potash concession in Argentina - local govt

First Majestic Silver reports first production at Del Toro

Deal reached in Texas court over Keystone XL protests

Gran Tierra announces successfull Loma Montosa frac

BP starts pumping at redeveloped Greater Valhall

ExxonMobil Supports LNG Free Trade 1

ExxonMobil Supports LNG Free Trade 2

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