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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 November 2012

1st Nov

31st Oct

30th Oct

29th Oct

2nd November News and Views

Exxon Earnings Top Analyst Expectations

Barrick's Pascua-Lama costs rise again

Suncor delays new oil sands mine

India's Reliance cuts gas reserves estimate

China Suspends Coal Mines for Congress

S African mine strikes...one step forward two back 1

S African mine strikes...one step forward two back 2

S African mine strikes...one step forward two back 3

Golar, Keppel Dive into FLNG Adventure

Aus soldiers desert army for resources sector

Chesapeake crashes to $2.05bn loss

US Gulf fuel exports spike, tanker rates surge

Kodiak Oil & Gas Corp. reports solid Q3

Libya, Bakken boost Hess bottom line

Plains Exploration & Production Company announces Q3 1

Plains Exploration & Production Company announces Q3 2

Crescent Point to buy Ute Energy for $784 mln

Aker posts positive Q3 result and record backlog

WPX Energy loses $64 million in Q3, but grows Bakken

Newmont Mining profit drops as Indonesia output plunges

Murphy, Ecopetrol Strike Oil at Dalmatian South

Gazprom Gas Sales Down 15 Percent in H1

Partners Split on Timing of Gorgon LNG Expansion

BHP Billiton to sell stake in Guinea alumina venture for $1

Codelco sells Anglo Sur stake to Mitsui, refinances loan

Norwest Energy provides Arrowsmith project update

Inmet Q3 of $1.68 Per Share vs $1.41 Per Share in 2011

1st November News and Views

Chevron moves into Lithuanian shale

Seymour Pierce confused by BG's LNG sales

Phillips 66 quarterly profit up on good margins

US gov't battery program spent $159,000 per job

US exports natgas to Canada and Mexico

Avocet's Inata expansion on the back burner

Posco to raise $424 with specialty steel IPO

Rosneft announces its third quarter results

Profits drop, but Pioneer banks on Wolfcamp

Valero: short duration: cash flow> capex

Barrick Gold 3rd-Quarter Profit Falls 55%

BHP declares margin growth over for contractors

Sweden to Import Garbage as Supplies Run Dry...Peak Trash? 1

Sweden to Import Garbage as Supplies Run Dry...Peak Trash? 2

Forbes Coal suspends ops after labour unrest-related fatality 1

Forbes Coal suspends ops after labour unrest-related fatality2

Valero idles ethanol plants in Indiana, Nebraska

Whitehaven Coal wins vote in fight with Tinkler

Russia's Summa asks VEB to fund GrainCorp bid

Sinopec Group Said to Explore Bid for Maurel & Prom

Shell profit drops on oil price, charges, beats estimates

Bullion miners bounce back from 28-year low against gold

Suncor Q3 net profit rises 21 pct; cuts capex outlook

Glencore thriving despite weaker commodity prices

Russia's Acron agrees $1.5 bln potash project financing

China Manufacturing Gains Signal Fourth-Quarter Rebound

TAG Oil responds to offer to acquire Greymouth press release 1

TAG Oil responds to offer to acquire Greymouth press release 2

First Quantum Minerals reports third-quarter profit and sales up 1

First Quantum Minerals reports third-quarter profit and sales up 2

Expected nuclear construction cuts, prompts Cameco project paring

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31st October News and Views

Rex Minerals PFS 1

Rex Minerals PFS 2

Valero reports lower earnings in third quarter

Dow Chemical to take charge on battery unit

ArcelorMittal posts net loss in Q3

Sandy spares Marcellus operators

Origin Energy Output, Sales Down

Gold ship disappears off Russian coast

Strong refining margins boost Total Q3

BG sees earnings rise, production lackluster

Potash Corp in merger talks with Israel Chemicals

Gazprom: shale gas production in Russia would be inexpedient

Fortescue: no royalties postponement, offers prepayment deals

TransCanada close to decision on converting gas Mainline to crude

Congo says seeks bigger stake in mine projects

Antofagasta Q3 copper output rises, Esperanza helps

PU.S. Steel says economic slowdown to hit 4th qtr

Noble, POSCO drop $1.2 bln bid for Australia's Arrium

BG Group sells QCLNG stake and LNG supply to CNOOC

EU regulators to decide on Glencore/Xstrata by November 22

Gold One cuts production guidance, signs wage deal 1

Gold One cuts production guidance, signs wage deal 2

Iran exports USD 1 billion of condensates in 1 month

“GEN3” Increases Lithium Ion Battery Capacity by 300%

Tullow Finds Oil At Kenya Twiga Exploration Well

China 2013 refined copper consumption to rise 5.5 pct -Antaike

CONSOL Energy to idle Miller Creek surface coal mining operations 1

CONSOL Energy to idle Miller Creek surface coal mining operations 2

30th October News and Views

Platinum/Gold: Weak

LNG: Pricing moves to the tipping point

Gazprom ‘plans $38bn Chayanda spend’

Rinehart loses appeal on iron ore assets

How a gold digger really spends its money 1

How a gold digger really spends its money 2

Anadarko posts profit on production rise

Eni’s Profit Rises

Tougher future for Browse LNG project

Lonmin to raise $800m in rights issue

Phosagro lifts phosphate output

Ecopetrol announces its results for Q3 and 9M

Yamana Gold profit down despite record Q3 production, revenue

China steel sector to improve slightly in Q4 -Baosteel

S. Africa okays $5.4 bln in clean energy projects

EU regulators want Glencore concessions on Xstrata deal

US nuclear plant declares "alert" after Sandy storm surge

TransCanada Plans $3 Billion Pipeline With PetroChina

Strong refining helps lift BP Q3; beats forecasts

Sanchez Energy provides Eagle Ford shale update

Geologist Merrill McHenry on the Guerrero Gold Belt

BHP sees coking coal capacity up 50% in 2014

Sandfire adds gold to DeGrussa success story

Mechel reports operational results for 9 months of 2012

Canadian Oil Sands Q3 financial results and a $0.35 divi

Sinopec Quarterly Profit Beats Estimate on Refining Earnings

29th October News and Views

African mine strikes wind down with Amplats deal

Arch Coal posts surprise profit

Cogaz JV to supply LNG to CEB

U.S. East Coast refineries cut output ahead of Sandy

Cabot Meets Revs, Beats EPS

Beach Starts Moonta-1 Fracture Stimulation

French scientists transform water into gold

Avocet sees resource lift

Minings automated future

Teranga Gold reports strong Q3

Petronas renews Progress bid

Petaquilla Rejects Inmet's Revised Hostile Offer

Continental Gold Drills 29.1 Metres at 23.7 g/t Gold

New Indian oil minister appointed, seen helping Reliance

Consumers, farmers squeezed as grain giants tighten grip

Myanmar Seeks to Restore Status Among Top Rice Exporters

Brazil hit by new blackout, infrastructure in spotlight

USA Offers Over 20 Million Acres in Western Gulf for E&D

Sandstorm Bets on Buying Not Finding Gas, Gold

Whitehaven chair urges shareholders to reelect directors

Legend says Posco JV in Cameroon unlikely to proceed

AngloGold says Tanzania law changes worry investors

US rig count dropped by 13 to 1826 last week 1

US rig count dropped by 13 to 1826 last week 2

Baosteel Q3 profit slides as China slowdown hammers steel prices

Aura: New funding development in the Haggan Funding Strategy

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