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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.

For further information please contact info@commodityintelligence.com

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1st April 2011

31st Mar

30th Mar

29th Mar

28th Mar

1st April News and Views

"Non a la fracking!"

HudBay boosts size of copper reserves 1

HudBay boosts size of copper reserves 2

HudBay boosts size of copper reserves 3

Macarthur deal for $360m goes pear shaped

Pacific Metals nickel plant still shut

Statoil hits oil and gas at Skrugard

Dart updates on Chinese and Indonesian operations

BP picks up Indonesian CBM contracts

USDA Crop Report

Woodbine horizontal oil trend expanding 1

Woodbine horizontal oil trend expanding 2

Southern Copper sees copper production up 150,000 T in 2011

Orocobre hikes lithium resource at Argentina project fourfold

Japan/Korea Marker firms to $12.15/MMBtu 1

Japan/Korea Marker firms to $12.15/MMBtu 2

Brigham Exploration Reports On Montana Bakken Completions 1

Brigham Exploration Reports On Montana Bakken Completions 2

31st March News and Views

Great Eastern Energy gets $6.7 per mcf

BHP approves Escondida rejuvenation

PetroChina completes first horizontal shale wildcat

2011 Deloitte Oil & Gas Reality Check report

What The Chinese Are Doing With All That Copper

Arthur Creek shale oil exploration set

China's top wind power region to have 13 GW capacity

Drill and run, they call it

Nat Gas powered heavy duty trucks 1

Nat Gas powered heavy duty trucks 2

Baosteel sees global steel demand slowing

BG making CNG pump for £400..

Iraq W Qurna 1 output seen at 400,000 B/D by end 2011

Lynas too supply 30% of Japans REE's

Maurel & Prom in an alliance with Pacific Rubiales

Dart signs Electrosteel CBM deal

No more storage in Cushing: WTI $90 in a month

Large new REE deposit reported in Zhejiang

"No Plantas Nucleares" and Thorium in India and China

On U.S. Farms, Cotton Pushes Food Crops Aside

Anadarko Petroleum Updates 2011 Eagle Ford Shale Drilling

Q2 benchmark price of charge chrome for Europe up by 10 US cents

Obama: Tepid support for Pickens plan sends CNG stocks higher 1

Obama: Tepid support for Pickens plan sends CNG stocks higher 2

Shanxi CBM power plants to generate 6 billion kWh of electricity annually by 2015

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30th March News and Views

Permian rises from the grave

NOG Bear Raid given the works on Seeking Alpha

Tullow vs Continental Resources 1

Tullow vs Continental Resources 2

Enbridge line 8 times overbooked as Cushing awash in oil

Obama to embrace Pickens plan

H&P CEO: US Oil Drilling Is Driving Orders For New Rigs

Peru's Top three presidential candidates favour higher mining taxes

Richfield signs agreement on key northern area of tenement

BHP moves Olympic Dam expansion into feasibility study

Hirono Thermal Plant: Picture, and article

CSN to keep Riversdale stake as a hedge

Polish government supports the search for shale gas

Inner Mongolia starts new railway construction

EOG CEO:'Astounding' That Peers Increasing Natural Gas Output

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29th March News and Views

Saudi seeks more rigs

Icon seals LNG supply deal with China

Chesapeake sees sunny outlook for Nat Gas

China's private sector steels hid production last year?

Second small Kitimat LNG plant proposed 1

Second small Kitimat LNG plant proposed 2

Freeport Indonesia sees copper output down 17 pct this year

Rio Tinto Offer For Riversdale Declared Unconditional

Halliburton sees profit hit by weather and political turmoil

Murchison: $1bn cost blowout on Oakajee not material

Japan’s Kansai passes on crude to Tepco

Global Coking Coal summit 1

Global Coking Coal summit 2

Global Coking Coal summit 3

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28th March News and Views

Manitou Gold: The two month rule..

Tullow has Teac-2 Ghana find

As Japan Shutdowns Drag OnAuto Crisis Worsens

Africa iron ore to hit Australia-Brazil cartel

Exxon tries to ship kit through Idaho

Water key to N.D. oil patch growth

Northern Oil and Gas, Inc. Provides Operations Update

Rebels take oil towns in Libya

China energy authority drafting shale gas development plan

Investors bet Rio Tinto will drop condition on Riversdale bid

Vale CEO ousted, gov't seeks replacement

Shale gas: what the frack is the truth?

TEPCO CEO 'sick'

THE RE-AWAKENING OF THE ISLAMIC WORLD

Total gas output 'normal' in Yemen

Knives out for Gov't geologist who dared to call shale gas a "huge gift"

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