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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 December 2010

2nd Dec

1st Dec

30th Nov

29th Nov

3rd December News and Views

Colossus site visit presentation

Shale gas in China a new 'problem' for Gazprom

Judge orders removal of sugar beet seed plants

Natural gas fuelling stations in BC

Concho gets a press mention!

Brazil may import 40 LNG cargoes by year end

Chicago wheat strengthens on mounting worries over crop quality

China Announces Shift to 'Prudent' Monetary Policy

Financial Stability in Ireland

Malartic moving full speed now for 1st production next year

Vale Aims to Produce 1 Million Tons of Copper by 2015

Antaike: China nickel demand growth to slow sharply in 2011

Rio Tinto and Chinalco to Form Joint Venture for Exploration in China

Aquila Resources Iron Ore Reserves 445M Tons, Force Majeure on Coal

2nd December News and Views

Concho Update

Obama bans eastern Gulf drilling for 7 years

Cheniere signs MOU for processing at Louisiana terminal

First LNG from Qatargas 3 shipped

Hathor resource estimate 1

Hathor resource estimate 2

Qinhuangdao coal freight rates plunges this wk

Time to short the coals

Sundance: Mbalam Iron Ore project

Rangeland to build North Dakota oil terminal, pipeline

Indonesia opens CBM round

China gold imports hit 209 metric tons up to Oct 2010

Continental Update

E.ON Ruhrgas talks lower gas deals

Qinhuangdao Nov coal shipment up 27 pct queing has peaked

Halliburton Pursuing $15 Billion In International Shale-Drilling Jobs

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1st December News and Views

Restricted choke in the haynesville, more nat gas later

Shell pins hopes on Quest CCS

Flow rate tops 10,000 b/d at Llanos discovery

Brazil Ministry Requests Output Ban At Vale Bauxite Mine

Frac services costly, in tight supply, operators say

BG: Global LNG markets showing unexpected resilience

India Govt to enhance investment in coal

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30th November News and Views

Floating LNG 1

Floating LNG 2

Floating LNG 3

Floating LNG 4

Floating LNG 5

Husky to buy ExxonMobil Canada properties 1

Husky to buy ExxonMobil Canada properties 2

China approves first gold fund as demand rises

Inmet Mining buys out copper mine in Spain

New Sandfire presentation

Citigroup: China 2011 net coal imports to surge 63%

African Oil 1

African Oil 2

Anadarko sees LNG heft with third Mozambique find

US gas flows continue to climb

Marathon dips its toe in the Eagle Ford with Denali deal

Brazil extends BP-Devon deal review

India Coal min sees 104 mlnT coal shortfall in FY12

BHP Halts Norwich Park Coal Mine After Vehicle Bogged

Russia eyes Qatar

Iron ore formula prices set to rise slightly

Shandong Dongping Rail line to start operation for coal transport

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29th November News and Views

Highland Pacific and Frieda

Shell Plans To Sell Its South Texas Gas Fields

Karoon increases Browse slice

Cairn India decision to be made by February

China drawing down copper stocks?

PetroChina: LNG imports a loss leader

China coal output in Oct up by 6pct YoY

Retail sales of home appliances up by 20pct YoY

ArcelorMittal India CEO sees slower steel demand in 2011

BP sells Pan American stake for $7.3bn

Oz rain delays wheat crop

The positive side of increased China LNG use

Coal-based gas pipeline to link Xinjiang with east China

China's 2010 crude steel consumption to hit 596 million tonnes

Athabasca Accelerates Development at Hangingstone and Dover West

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