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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 December 2011

1st Dec

30th Nov

29th Nov

28th Nov

2nd December News and Views

Verde's Potash methods keenly watched

Statoil looking for more Texas shale

Russia Nov oil output at post-Soviet record high

China Coal Imports to Increase 15%pa

Brazil orders Chevron to shut in well

Harvest completes Eagle Ford crude pipeline

Gloucester to double production in four years

Indian coal output in October falls 9pct YoY

EPA says Monsanto corn may be losing effectiveness

The Mississipian Oil play

US private equity bids for ThyssenKrupp Terni

S.Africa Q4 coal exports surge to 21 mln T

Queensland unveils A$9bn Abbot Point ‘super expansion’

Agri commodities to witness significant decline in 2012: Barclays

Golden Predator to Start Site Evaluation at Brewery Creek 1

Golden Predator to Start Site Evaluation at Brewery Creek 2

Chesapeake Doesn’t Expect More Utica-Sized U.S. Discoveries

1st December News and Views

Gazprom Ukraine talks drag on

Cotton: record crop, falling demand

November US Auto Sales Seen Best in Two Years

Poland shale drilling 'triple' US costs

France slashes LNG inports for December

Eurozone Advent Calender

Integra: Russian Oil service

BP in $1.7bn Canadian NGL sale

China's electricity rates raised, coal prices capped

ThyssenKrupp output down, will not idle furnace

Poland shale drilling 'triple' US costs

Chesapeake sees US becoming world’s top oil producer

Indian Maoists disrupt iron ore traffic on KK line

Anadarko makes natural gas discovery in US Gulf

Rio Tinto to invest US$2.7 bln modernising Kitimat aluminium smelter

LUKOIL to invest $48 bln by 2014 to turn around declining production

Orbite CEO touts ‘disruptive' Alumina'technology in Quebec 1

Orbite CEO touts ‘disruptive' Alumina'technology in Quebec 2

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30th November News and Views

Ship Queue at Newcastle at 12

China may hike power tariffs, cap spot coal price

EOG Resources Reports Results On Four Bakken Wells

Newmont suspends construction work at Peru site

CST Mining says Glencore terminates Peru deal

Neon Energy finds 1000 feet of pay in Paloma Deep

Samsung and KNOC to buy oil and gas firm from Apllo

China aluminium capacity to rise 60 percent by 2015

JX, Mitsui see 50% higher cost for Chile copper project

US becomes net fuel exporter for first time in 62 years

Cairn Energy says no commercial discovery in Greenland

India to launch biomass programme

BHP mulls sale of Diamond business

More production problems at India's KG-D6 gas field

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29th November News and Views

K+S sees 2.86 mln t of potash from Canada project

Chaos, arson, violence mar Congo election

Cameco drops offer for Hathor

Freeport Cerro Verde workers to to end strike

The Bank of Italy's Gold

TAG to drill 18 wells at Cheal, and brings nNew rig

Aker plug-and-play for enhances field recovery

Developing economies see no escape from coal

Vedanta unit plans to revive Mimbula copper mine

INPEX in Shale joint venture with Nexen

Chile Collahuasi triggers contingency amid stoppage

Ichthys LNG venture cost blowout

Molycorp in magnet deal with Daido, Mitsubishi

Vale board approves US$21.4bn 2012 investment budget 1

Vale board approves US$21.4bn 2012 investment budget 2

Rosneft to pay $2.2bn for Carabobo access

UK’s oil production remains below 1 mb/d in September

Yoho Resources: 54% Increase in Reserves 1

Yoho Resources: 54% Increase in Reserves 2

Russia's TMK 9-month net profit more than doubles 1

Russia's TMK 9-month net profit more than doubles 2

Gazprom cuts gas price for Belarus

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28th November News and Views

Rio bulls iron ore demand despite soft patch in China

Anadarko raises gas estimate offshore Mozambique 1

Anadarko raises gas estimate offshore Mozambique 2

Anadarko raises gas estimate offshore Mozambique 3

Ternium to pay $2.2 bln for Usiminas stake

EOG reports prolific Eagle Ford wells

Drillsearch signs wet gas sales deal 1

Drillsearch signs wet gas sales deal 2

Rockhopper in Falklands spud

Woodside PLG growth set to slow - UBS

Volt catches fire in test

Nautilus boosts resource estimate at Solwara 1

Nautilus boosts resource estimate at Solwara 2

Randgold cuts 2011 output target after setbacks

Iluka Resources stands out in Australia mining

Colombia's mining and energy minister interviewed

Origin CSG water release is 'potable' according to company

Petrobras makes Marlin find

Exxon to be banned from Iraqi 4th round

India may remove import duty and CVD on coal import 1

India may remove import duty and CVD on coal import 2

Montezuma trading halt pending Butcherbird project announcement 1

Montezuma trading halt pending Butcherbird project announcement 2

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