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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 June 2012

31st May

30th May

29th May

28th May

1st June News and Views

Farmers call strike as Argentine tax bill passes

Vale declares force majeure at Australia coal mine

China Offical PMI Falls to 50.4 HSBC down to 48.4 1

China Offical PMI Falls to 50.4 HSBC down to 48.4 2

ONGC, Ecopetrol reach deal for oil exploration

BP may sell stake in Russian venture TNK-BP

Mittal cannot fight Price Squeeze

Exxon's Hebron project approved by regulators

Peru sees 75 percent surge in copper output by 2015

Chalco's alumina price hike fails to offset profit concerns

Exxon Mobil Considers Multi-Billion Chemical Expansion

Austerity to growth? German, French PMI's fall 1

Austerity to growth? German, French PMI's fall 2

Xstrata CEO set for $46 mln to stay after merger

Finlands Mawson has bonanza gold grades

Wison to build FLRSU for Pacific Rubiales

India court rules in favour of gas utility in tariff case

Grupo Mexico to spend $7 billion on mines in the next five years

31st May News and Views

Put to call does NOT encourage. We are stopping

BHP wins environmental approval for $10 bln port plan

Vale Faces Investigation Of Amazon Copper Mines

China on track to OK new berths for Valemaxes

Incoming Codelco CEO seeking Anglo deal 1

Incoming Codelco CEO seeking Anglo deal 2

Incoming Codelco CEO seeking Anglo deal 3

Snatcher well hits oil

Japans electricity generation by type

Driller says West Africa is hot and Peru is cold

EVs are just not economical

Norway strike widens, threatens crude refiners, gas processing

Southern Copper Lays Plans for Expansion in Ecuador

Fortescue Plans To Cut Debt, Eyes Investment Grade Rating

Lithium-ion battery maker A123 sees 'going concern' risk

Eni to sell 30 pct of Snam to CDP for 3.5 bln euros

IMF paper models impact of oil limits on the economy 1

IMF paper models impact of oil limits on the economy 2

CNPC introduces multi-branch CBM drilling technique

Iraq oil ministry awards one exploration block at auction

US. Natural Gas Export Permits Delayed Until Late Summer

Eastplats suspends funding for two S.Africa projects

China's top five alumina producers to cut output 10 pct from June 1

China's top five alumina producers to cut output 10 pct from June 2

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30th May News and Views

Chile's SQM says Q1 net up 34.7 pct yr/yr

Pacific Rubiales increases CGX investment

More BG divestments

India's SAIL upbeat on demand after Q4 profit beat

Keaton Energy's profits surge five-fold

Iraq auctions 12 new oil, gas blocks

GlobalOre platform off to brisk start as iron prices rise

Kogas to boost 2012 oil, gas investment

Argentina orders grains strike suspension

South Korea's LG bids for Queensland coal mine

Canada must act fast or miss LNG window-Shell CEO

Marengo doubles copper resource at Yandera

China Has No Plan for Large Stimulus to Counter Slowdown

Senex: Fracture stimulation successfully completed at Sasanof-1

Japan Aluminum Buyers Said to Agree to Record Quarterly Fee

China's Shenhua receives approval to build three coal berths at Tianjin Port

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29th May News and Views

China's coal demand rebounds in April

Adaro Energy back on the buy list

Dart Energy Defers International Asset IPO

Repsol in structure switch

Mixed results for Oil Basins at Backreef-1

Shell ends current operations in Libya

BG Group announces sale of Comgas stake

Marubeni says to buy Gavilon for $3.6 bln

Origin eyes near $1 bln share sale

Aura Scoping Study supports Häggån uranium viability

Peru Protests Against Xstrata Mine Leave Two Dead

Brazil prosecutor seeks halt of Vale nickel mine

Argentina To Vet Mining Companies' Imports

Kinross to sell Crixas stake to AngloGold for $220 mln

Lonmin capex plans threatened by low PGM prices

Implats says March quarter output falls 46 pct

Power deal sustains insolvent Voerde Aluminium

Oil India eyes ConocoPhillips, Chesapeake stakes

America Beating Europe to First Commercial CCS Plant

India's GVK wins state nod for $9.9 bln Australia coal project

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28th May News and Views

India's Jindal Steel takes 9% stake in Gujarat NRE

Australia's Woodside confident on LNG demand

Buru spuds Yulleroo-3 well

Why American Natural Gas Will Change The World

GM food vote in California 1

GM food vote in California 2

GM food vote in California 3

Maaden signs $1.5 bln aluminium refinery contract

Woodside says capital return possible, if projects delayed

Petrobras unit Transpetro suspends most EAS ship orders

BHP considering lockouts in mine dispute?: union

Africa Oil Corp.: Ngamia-1 well encounters more oil shows

TNK-BP's Fridman Resigns As CEO 1

TNK-BP's Fridman Resigns As CEO 2

Xstrata plans big bonus to retain CEO ahead of Glencore merger

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