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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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4th January 2013

3rd Jan

4th January News and Views

Transocean to pay $1.4 bln for role in BP spill

Brazil oil prospect will have significant flows

Chinese Steelmaker bets on export market

China to remove 40% export tax on coke

Australian coal industry remains dour

Fortescue ends 2012 with record run rate

Chile delays copper, gold projects worth $39bn

Fracking in NY 'can be done safely'

Workers at Southern Copper in Peru eye strike, pending talks

Australia's Rinehart loses battle to keep riches under wraps

India's NMDC cuts iron ore price; steelmakers to gain

Atlas on track to export 7.7MT iron ore in FY2013

Nat Rothschild says Bumi derivative losses not credible

Anglo American sells Amapa stake to Zamin Ferrous

Colorado proposes new drilling regulations

Australia's Port Hedland ships 25% more iron-ore to China in Dec

APGA Files Motion in Opposition to Cheniere LNG Export Application

3rd January News and Views

US Oil Imports have fallen 1m bpd since July

South Korean nuclear units restart after probe

Runaway Alaska oil rig dragged two tugs for miles

ArcelorMittal Deal Fuels Iron-Ore Rally

Oz duo hit gas in South Australia

Freepoint finalises first metals financing deal

Share deal funds Novagold for Donlin gold costs

New pay at gaint Sverdrup field

Seaway Pipeline Expansion nearing completion

SunPower inks $2.5 bln deal with Buffett utility

The Fukishima Effect: LFTR's are back on the agenda

Llanos Las Maracas field well opens third oil pay zone

InterOil Confirms huge hydocarbon column in PNG

Tax break extension breathes new life into U.S. wind power

TAQA buys stake in Iraqi Kurdistan oil block for $600 mln

Taiyuan Iron and Steel plans 52% increase in exports

Iron ore: Rio's Walsh rains on everybody's parade

China-backed Australian miner ships first magnetite iron cargo

Exoma: CNOOC Unable to Get Chinese Government Approvals

China changes coal pricing system, suppliers, users to negotiate

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