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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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3rd May 2013

2nd May

1st May

30th Apr

29th Apr

3rd May March News and Views

Goldcorp Reports weak First Quarter Results

Denbury 1Q Profit Falls 23% on Lower Output, Charges

Plains E&P profits on higher production

Alpha Natural loss smaller than expected, costs down

GE buys small-scale LNG company

Amplats to scale back 14,000 job cuts plan

SunPower results top estimates, stock soars

JPMorgan Energy Traders May Face FERC Case

HK gold retailers swamped by mainland buyers

National Fuel Reports Strong Second Quarter Earnings 1

National Fuel Reports Strong Second Quarter Earnings 2

Baghdad-Kurdish tentative deal may lead to resumed oil exports

Kinder Morgan to expand capacity on Sweeny Lateral pipeline

Implats assessing shafts’ viability as more become unprofitable

BP delays Algeria projects as security, terms deter investors

Guatemala declares emergency in 4 towns to quell mining protests

UK shale gas firms plan make-or-break drilling effort

European power prices for 2014 slides to record low

Duke Energy shelves plans for new reactors at Shearon Harris

Eldorado quarterly earnings hit by new Greek tax rate 1

Eldorado quarterly earnings hit by new Greek tax rate 2

Vale Malaysia to enter Chinese port of Lianyungang

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2nd May News and Views

Iraq, Shell officially kick off major gas project

Saudi will raise crude output to 15m bpd - prince

Devon runs red on impairment

Chesapeake in $300m asset sale

Caterpillar Releases Dynamic Gas Blending Retrofit Kit

Cheaper crude helps Phillips 66 double quarterly profit

Libya Lost $1bn in Oil Industry Chaos over five months

Cameco profit plunges 93 pct on weaker uranium sales

Huge leap in US crude oil supplies 1

Huge leap in US crude oil supplies 2

The Coming Arab Winter

Randgold cuts spending as Q1 profit drops

Tesoro 1st-Quarter Profit Up 66% on Margins, Fuel Sales

Aditya Birla Minerals: 0.27 book, 14% yield

Mongolia seeks bids to mine part of Tavan Tolgoi

Plains: Gas plant work to hit Gulf oil output

Alcoa Considers Deeper Capacity Cuts As Prices Scuttle

Chevron Corp. Statement on Canadian Jurisdictional Decision

China's medium-size copper firms cut output on scrap shortage

S.Korea's Western Power cancels high-priced coal tender

ADM Profit Misses Estimates After Drought Hurts U.S. Crops

Biofuel Pioneer Forsakes Renewables to Make Gas-Fed Fuels

Xstrata denies shelving coal projects ahead of merger

BG reassures on projects as earnings beat consensus

Pioneer Natural 1st-Quarter Profit Falls 53% on Derivative Loss

Statoil: Lower Output and Reduced Prices Affect 1Q Earnings

China Rebar Drops to Five-Month Low on Iron Price, Mill Supplies 1

China Rebar Drops to Five-Month Low on Iron Price, Mill Supplies 2

Norilsk to Review Nickel Output Amid Price Slump - Rusal CEO

A$5bn Port Waratah project shelved as exporters cut contract tonnages

Canacol Energy Ltd. Updates the Labrador 2 Well in Colombia 1

Canacol Energy Ltd. Updates the Labrador 2 Well in Colombia 2

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1st May News and Views

TNK-BP buy inflates Rosneft profits

Norilsk Reviewing Operations In Botswana

Cobalt hit by Angola well costs

Brent crude falls on Chinese and US data

Valero reports quarterly profit that tops Street 1

Valero reports quarterly profit that tops Street 2

Petrobras makes $110m GoM sale

EU steelmakers tell LME to cut warehouse queues

Con Edison to trial Eos battery technology 1

Con Edison to trial Eos battery technology 2

Con Edison to trial Eos battery technology 3

The Global 'Canary In The Coal Mine' Is Sick

Sonatrach 'eyes Mozambique gas stake'

Antofagasta copper output up, lid on costs

USGS Assessment for Bakken and Three Forks Formations 1

USGS Assessment for Bakken and Three Forks Formations 2

Allied Nevada Announces US$150.5 Million Bought Deal Financing

Marathon Petroleum profit jumps; Galveston Bay helps

Ophir Energy announce successful Mzia-2 Drill Stem Test

ENRC warns shareholders of more questions on Congo

Peru rolling back indigenous law in win for mining

Oz PMI slumps in April: Is it time to leave the Aus $?

Weir maintains guidance despite first quarter dip in orders

The Bakken formation continues to give gifts

Adaro Energy profits in Q1 hit by falling thermal coal prices

Freeport Indonesia contractors stop work over pay dispute

Rangarajan committee recommendations on OJG

Chesapeake reports Q1

30th April News and Views

Agnico-Eagle's Earnings Miss Estimate

Newmont profit down as shipments, prices fall

Platinum climbs on potential Anglo deal 1

Platinum climbs on potential Anglo deal 2

Buenaventura 1Q Net Income Falls 51%

BP Reports Underlying Profits of $4.2 Billion

Gazprom: weak volumes, so so revenues

Miners avoid paying MRRT

Suncor oil +9% gas -18%

Lonmin shuts down two furnaces

Russia's Surgut discloses $29 bln cash hoard

More Wind Power To Hydrogen 1

More Wind Power To Hydrogen 2

DNO International releases annual statement of reserves

Southwestern Energy acquisition of Marcellus Shale properties

Corn Extends Biggest Gain Since June as Rain Slows U.S. Planting

Perth Mint Works at Weekend to Meet High Demand

Woodside may Develop Browse Using Shell’s FLNG

Argyle diamond mine opens underground operations

PTT Buys LNG Spot Cargo at Around $14/mmBtu

MMG zinc output down 26% as big Century mine nears end

India: coal imports could reach 185 million tonnes by 2017

Adelaide reports high grade copper drilling results

New high grade nickel at the Araguaia project, Brazil

Expensive Defenisve? Look at Asian Paints

Whitehaven production and sales up

Century Aluminium to buy Rio smelter for less than the value of working capital

Russia’s Pulkovo Observatory: “we could be in for a cooling period that lasts 200-250 years”

29th April News and Views

Chevron 1st-qtr profit down on weaker oil prices

National Oilwell Varco announces down Q1

Tycoons tap Norilsk cash for Olympic projects

OGX Saga Needs Three-prong Rescue Plan

China's coal producers report mixed results 1

China's coal producers report mixed results 2

India's top copper smelter to stay shut

Petrobras March production continues to fall

The crude oil price crash of '13? 1

The crude oil price crash of '13? 2

Libya to come to Egypt's aid

Sumisho drops out of Aquila JV

Iron ore resource upgrade for Brazilian MMX

Norway's Aker Solutions profit warning

Is lack of Chinese diesel demand undermining Brent?

BHP Billiton sells Arizona copper mine for $650 mln

China steel body warns against "high expectations" for demand

Indonesia expects $1-bln nickel pig iron plant to start in 2014

South Africa’s Mines Union to Ask for Double-Digit Pay Rise

ExxonMobil: production startup at Kearl Oil Sands project

Petrobras March production continues to fall

Baosteel to construct new branch in Zhanjiang

Southern Copper reports production and profit decline

EPA lowered estimates of methane leaks

North Sea Power to Gas Platform Concept

EPA Bristol Bay watershed report ‘flawed, biased’

Vale agrees to pay workers as it exits Argentina mine

Iron ore resource upgrade for Brazilian MMX

Norway's Aker Solutions profit warning

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