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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 October 2014

2nd Oct

1st Oct

30th Sept

29th Sept

3rd October News and Views

Fallout from Chinese scandal drives up nickel stocks

Gazprom Neft goes horizontal at Palyanovsky

Foreign-owned projects boost Russian oil output in Sept

Oil traders say OPEC may be heading for price war

Shale development and water stress 1

Shale development and water stress 2

Shale development and water stress 3

Exxon, Pemex sign cooperation agreement

Argentina LNG imports delayed on dollar shortage

Glencore halts Zambia zinc operation

Gamesa to Supply 231 Megawatts for Nine Wind Farms in Brazil

China Solar Funds Boost Global Clean Energy Spending to $175 Billion

Rio $5.4 Billion Copper Project Mired as Deadline Missed

Indonesian to control coal output to boost price - Official

Wannabe condensate exporters might not wait for green light

Bear Head project aims to be Canada’s first LNG exporter

US EPA's proposed power emissions cuts targets are too aggressive: AEP

Alcoa strengthens downstream capacity as it cuts ribbon to Indiana plant

Decision taken to boost Blue Stream's capacity to 19 billion cubic meters

Expensive green energy a 'bad gamble' as ministers slash gas price forecasts

US coal suppliers open to variable pricing tied to gas, rail advisory group says

Nippon Steel & Sumitomo Metal sees iron ore at USD 80-90 in next 3-4 years

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2nd October News and Views

Energy storage: generators to be the biggest losers

Brent Tumbles to 27-Month Low After Saudis Cut Prices

Westport lowers 2014 revenue outlook

India plans first offshore wind power project

Russia's Sberbank files lawsuit against indebted Mechel

Thailand Halts Buying Crops as Junta Seeks Stockpile Sales

Agrium forecasts smaller than expected quarterly profit

Malaysia Raises Fuel Prices as Najib Seeks to Narrow Deficit

China sets coal consumption standards for power plants

Marubeni offloads $1bn Canadian coal mine for a buck

Boundary Dam CCS project unveiled

Resources: Examining the super-bear hypothesis

Rame Energy well positioned as Chile opens up for solar power

Quantum Materials Scaling Up Photoactive Quantum Dot Production 1

Quantum Materials Scaling Up Photoactive Quantum Dot Production 2

How much fuel does it take to power a a 100watt lightbulb for a year?

Lonestar Resources reports positive Eastern Eagle Ford Shale results

Balmoral Intersects 44.97 Metres Grading 1.53% Ni, 0.16% Cu

Russian central bank prepares strategy for sharp oil price drop

Chinese boron added steel exports surge causing pain worldwide

Rio Tinto to open new mine despite iron ore's five year price slump

Morocco gets $519 million World Bank loan for solar power project 1

Morocco gets $519 million World Bank loan for solar power project 2

Morocco gets $519 million World Bank loan for solar power project 3

Polish miner KGHM begins production at massive copper mine in Chile

Enterprise Products proposes $6B buyout of crude transporter Oiltanking

Brazil's ore exports averaged $68/mt in nine-day period ended Tuesday: ministry

 

1st October News and Views

PBOC Eases Mortgage Lending Rules

African Minerals first-half core earnings fall

CoAL’s austere cost cutting and turnaround strategy

Ebola Outbreak in Nigeria Appears to Be Over

Suzlon overhang placed this am?

Japan to slap more restrictions on solar power

Floating solar panels berth in Berkshire

NOV shares tumble on $3B buyback plan

Condensate export numbers trickle out

Enbridge to start filling reversed 9B pipeline with crude Nov. 1 1

Enbridge to start filling reversed 9B pipeline with crude Nov. 1 2

Indonesia's Pertamina seeks US LNG supply, shale equity -official

New rules to slash Indonesian coal exports in short term at least

Israel's Leviathan gas field group submits $6.5 bln development plan

Pertamina shells out $2B for stake in Murphy’s Malaysian business

Water use for fracking oil resembles use for conventional production

Freeport Indonesia workers blockade mine after deadly accident

Anglo American gets operating permit for Brazil iron ore project

Black September for Chinese steel sector and global iron ore miners

Rio Tinto, Glencore could save $500m by joining coal businesses

EPA: Methane Emissions from Hydraulic Fracturing Down 73 Percent

Mosaic cuts phosphate production, sees Q3 sales volume at low end

Nova Chemicals to ship Kinder Morgan natural gas from Ohio to Canada

30th September News and Views

Encana to buy Athlon Energy for $5.93 bln cash plus debt

INEOS pledges £2.5bn fracking pay-out for locals

German Scientists Break Thin-Film PV Solar Cell Record

China to overhaul coal resource taxes -cabinet

Sarkozy reopens the French shale debate

Nickel Prices Enter Bear Market Amid Record Inventories

China to reduce coal’s share to 60pct by 2020, NEA official

Merkel’s Taste for Coal to Upset $130 Billion Green Drive

BHP avoids US LNG rush

ONGC no longer interested in Yamal LNG project

3Legs set for liquidation

Indian government denies request for iron export tax cuts

Pioneer Natural Resources plans to double U.S. oil exports in 2015

FERC approves Dominion's Cove Point LNG export facility

Solar, wind cost-competitive for peak energy, study finds

Conoco Uses Exemption to Export Crude to South Korea

Iron ore futures falls to record low before National Holiday in China 1

Iron ore futures falls to record low before National Holiday in China 2

North Sea tax regime needs “radical changes”, industry body says

Camac reports ‘monumental’ increase in P50 resources in Nigeria

Smacked by Ebola, low prices, West Africa iron mining faces reshape 1

Smacked by Ebola, low prices, West Africa iron mining faces reshape 2

Australia rail group Aurizon warns ruling could hit coal investment

29th September News and Views

Surging Middle East oil increases tanker rates 1

Surging Middle East oil increases tanker rates 2

India's coal imports to jump 60-65 mln T/yr

Shell is a convert to Latin American shale

Vale signs new 25-year shipping deal 1

Vale signs new 25-year shipping deal 2

Tiger Resources completes retail entitlement offer

Indonesia tin bourse sets new rule on shipments

Lynas shares dive on discounted issue

Modi to seek US funds for 100GW each of solar and wind

London Mining warns of insufficient cash; shares plummet

Alpha Natural idles 3 mines, others continue to operate for now

Australian court blocks bid to oust CITIC from iron ore mine

Kalimantan Gold Maiden Inferred Mineral Resource Estimate

European steel sector set for massive job cuts - industry body

Russia Says Arctic Well Drilled With Exxon Strikes Oil

Cliffs Assets Said to Draw Interest From Australia Miners

Rigs Targeting Gas in U.S. Gain on Rise in Texas Drilling

Ukraine's Gas Deal With Russia Reflects Shifting Pressures

China Jan-Aug coal industry profit slumps 46.1pct on year

China's crude steel output up 2.6% in Jan-Aug to 550 mln tons

Mining suspended after four killed at Freeport Indonesia's copper mine

Sumitomo, Vale to shut Isaac Plains coal mine due to low prices

 

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