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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.

For further information please contact info@commodityintelligence.com

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6th May 2011

5th May

4th May

3rd May

6th May News and Views

Spot copper buying dries up ahead of summer lull

EOG Resources reports

Santa Barbara asks for info on Venoco fracking activities

Another 10 years for Talison Lithium mine

ThyssenKrupp $14 bln sale plan flags consolidation

New Gold reports small beat

Vale profit triples in Q1

China doubles solar power target by 2020

Petrohawk: Permian purchase, Eagle Ford dusters! 1

Petrohawk: Permian purchase, Eagle Ford dusters! 2

Rising Coal Prices in China Causing Power Shortages

French shale poll

CF Industries Gross Margins Grew Nineteen Percentage Points

5th May News and Views

The Bear Case: Silver is a market canary

Drillsearch says Cooper finds commercial

Jim Rogers: Oil Price Will Keep Rising; Silver to Fall

Continental Resources lags Street on higher costs

Rio Tinto only has eyes for smaller deals

Tesoro Reports Quarterly Profit on Surging Refining Margins

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4th May News and Views

Tiger Resources completes copper plant in the Congo

First Solar, Inc. Q1 Net Sales Decrease

Marathon reports strong Qtr

Court bars Fortescue from key Rio Tinto rail line

IPO values Glencore at $48bn-$58bn

Brigham on a roll

Legal battle over potash mine escalates in Canada

OGX bullish on Campos prospects

Silver Slumps on Higher Margins; Gold Drops on Soros Sales

China electricity council urges price increase

CNPC arm to take Fisherman's landing LNG stake

Xstrata Q1 copper output falls 6 pct on bad weather

Unit corp gets Granite Wash, Marmaton boost 1

Unit corp gets Granite Wash, Marmaton boost 2

Orocobre positive on Salar de Olaroz feasibility study

Higher prices lift Statoil's profits despite production fall

Kazakhmys Q1 copper output down, FY goal intact

Rice May Drop on ‘Abundant’ Thai Supply

Baosteel forecasts China 2011 steel capacity to rise by 40 mln T

Talisman posts Q1 hedging loss

SM Energy Updates Bakken/Eagle Ford Activity For First Quarter Of 2011 1

SM Energy Updates Bakken/Eagle Ford Activity For First Quarter Of 2011 2

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3rd May News and Views

Rockhaven funds 2011 drilling

Chesapeake Energy Swings To 1Q Loss On Derivatives

Aus. Greens want senate inquiry into undersea mining

Cotton prices decline on significant slowing in demand

Romarco updates South Pit and Horseshoe

K+S beats profit forecasts

BHP and Vale give OK for $3.2bn Brazil expansion

Chinese PMI falls in April

Suncor profits on the rise

El Paso and Halliburton pioneer 'Green' fracking

Reliance ordered to boost D6 output

Encana reaches upstream agreement with Oregon gas utility

Total takes $1.4 billion stake in renewable energy firm

Chevron applies to raise Gorgon natural gas output

Boliden Q1 falls short, more problems at Aitik

Queensland's Dalrymple Bay coal terminal at only 50% of capacity

Petrobras cuts spend, increase production estimate for Campos

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