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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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7th December 2012

6th Dec

5th Dec

4th Dec

3rd Dec

7th December News and Views

Seismic risk of fracking has been wildly overstated

China Rebar shows signs of life

Ivory Coast Gold Miners facing new tax burden

EON Loses as RWE’s Coal Plants Win

More Coal workers in East Kalimantan face layoffs

Sino Oil and Gas to Enter New service JV, China

Argentina's LNG imports seen at record in 2013

Tailings strip 80% of CO2 in smoke stacks

Valemax Chinese ban should be lifted next year

Phoenix gold resource now over 2.5mln oz

Tiny Structure Gives Big Boost to Solar Power

Enbridge to invest $3.4 billion in light oil market access Program 1

Enbridge to invest $3.4 billion in light oil market access Program 2

Antofagasta submits Chile copper project for environmental OK 1

Antofagasta submits Chile copper project for environmental OK 2

Tervita Provides Water Treatment for Chesapeake Utica Production

Noble Energy budgets $3.9B for 2013 capital expenditures 1

Noble Energy budgets $3.9B for 2013 capital expenditures 2

Noble Energy budgets $3.9B for 2013 capital expenditures 3

Noble Energy budgets $3.9B for 2013 capital expenditures 4

Noble Energy budgets $3.9B for 2013 capital expenditures 5

Noble Energy budgets $3.9B for 2013 capital expenditures 6

Goldman: Here Comes The 'Old Economy Renaissance'

Syncrude's output from oil sands operations falls 12 pct

Orocobre wraps up final Olaroz Lithium project funding

Norilsk owners to consider USD 10 billion in dividends

Archean Star: 13.55% Copper and 15.30 g/t Gold at Monitor

Lundin expects modest organic growth, looking for acquisitions 1

Lundin expects modest organic growth, looking for acquisitions 2

UBS sees accelerated infrastructure spending boosting commodities

S. Africa’s Cabinet backs proposals to tax steel, iron ore exports

Eskom Wants Conditions Placed on Glencore/Xstrata Over Coal Supplies

6th December News and Views

Total hits massive oil find in Gulf of Mexico

Shell to move gas centre to Asia

Cattle Seen 20% Higher at top producer JBS

Icon: Halifax 1 Scheduled to Commence Fracking

Asanko Gold targets 4000,000 oz pa in 2017 1

Asanko Gold targets 4000,000 oz pa in 2017 2

BHP boosts copper focus at Olympic Dam

Vale to build USD 1 billion railroad in Malawi

The Australian Onshore Landgrab

Indus Gas Limited provides resource update

ConocoPhillips spins bit in Goldwyer shale

Caterpillar, Ariel form oil industry venture

Matador Resources Company Announces 2013 guidance

Alacer Gold's Australian problems creating a Turkish bargain

China smelters offer lower premiums to export copper cathodes

US LNG exports to help economy, govt-backed study says

Gasoline futures slump after EIA reports sharp stock rise

Delays to impact Coal India output by 59 mln t in 2017

Plains All American pays $500M for crude oil rail terminals

Chevron ups cost estimate on Gorgon LNG project to $52bn

Ovoot review re-enforces project economics - Aspire

Completion on Cile's latest $3bln Copper project in 2013

State firms among winners in China shale gas tenders

Iran to raise oil production to over 5 million barrels per day 1

Iran to raise oil production to over 5 million barrels per day 2

ArcelorMittal pulls French bid for EU steel project 1

ArcelorMittal pulls French bid for EU steel project 2

Gold Industry Facing Mine Discovery Challenge, Barrick Says

Mining machinery sits idle as Australia prices itself out of projects

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5th December News and Views

Petroamerica: Las Maracas field reaches 6,850 bopd

Marathon Oil eyes big investment in Eagle Ford Shale

JSW Said to Face First Output Drop in Decade

Record Brazil Coffee Crop

Private jet and helicopter of Mr Tinkler seized

Lone Star's Gateway NGL Pipeline opens early

Heavy rains impact Mount Muro - Straits Resources

Brazil's B&A may buy Canadian rival Rio Verde

Disapointing debut for Zhengzhou Coal

Freeport McMoRan back to its roots?

Mongolian coalition government teeters

Sandfire progresses De Grussa sales contracts

Petrobras struggling to sell GoM assets

First Quantum mulls Kansanshi copper expansion

PETRONAS & Progress start next phase of LNG export project

Canacol Energy Ltd. reports light oil discovery in Colombia

Bank of Korea Raises Gold Holdings as Central Banks Buy

52 Indian power plants facing acute shortage of thermal coal

China pricing reforms after Beijing hikes gas prices by 11%

Record UK Gas Imports Through Interconnector Pipeline

Japan starts to break the oil-index tie on its LNG purchases

BlackRock accuses gold miners of misleading investors

The four truths SA mining can't avoid – Cynthia Carroll

Britain's North Sea oil output seen rising in next few years 1

Britain's North Sea oil output seen rising in next few years 2

Britain's North Sea oil output seen rising in next few years 3

LanzaTech to convert Baosteel mill fumes into ethanol

Silver Standard: Positive Feasibility Study for Pitarrilla

UK flirts with shale industry but keeps fracking ban for now

Senex commences its 12 well unconventional gas exploration program

4th December News and Views

Vale cuts 2013 spending 24% versus 2012

McMoRan: more problems at Davy Jones No. 1

Aluminium logjams reaches EU watchdog

Ok Tedi mine nears shutdown due to drought

Olam raise $1.25bn debt?

KOMIPO buys Russian coal via term tender

AngloGold Ashanti adds to Tropicana resources

Turkey's Nov gold imports rise to 4.2 tonnes

CP Rail drops plan to push into Powder River

Western Areas fund raising

Tullow Oil: Zaedyus-2 well not commercial

Suncor slashes spending on oil sands growth by about a billion

Climate prompts BHP to Cap spending on thermal Coal Assets

Anadarko Provides U.S. Onshore Operations Update

ADM raises bid for Australia's GrainCorp to $2.9 bln

BP vows to hike capital spend on high-margin plays

Vale sees derivatives market developing in iron ore

Repsol files int'l complaint on Argentina YPF takeover

MMX to Sell $644 Million of Shares to fund Biggest Mine

Beacon Hill targets low cost route for Mozambique coal mine

Confirmation of Indonesian coal production collapse

Yara predicts strong fertiliser demand in 2013, weak prices

Duluth Metals: Updated Mineral Resource Estimate

Tanker Rates Rising as Ethanol Imports Triple Into U.S

North American Nickel: High Grade Nickel Copper Cobalt

Abramovich Buys Norilsk Stake to Help End Rusal-Potanin Feud

POSCO in exclusive talks for ArcelorMittal Canada mine stake

Chinese copper smelters lower expectations on 2013 term TC/RC

3rd December News and Views

RTZ on Iron Ore 1

RTZ on Iron Ore 2

US Gold Coin Sales

USD 10 billion coal boom for Queensland

Fortescue sends off first train from Solomon

Galaxy extends timeframe on Jiangsu fix

DNO receives payment from KRG for Tawke exports 1

DNO receives payment from KRG for Tawke exports 2

Chinese call new delay on Sundance deal

Qatar to invest up to $20bln in solar energy

Shell plans to make LNG a fuel for ships and trucks 1

Shell plans to make LNG a fuel for ships and trucks 2

Polymetal: Significant Mineral Resource expansion

Chile's ENAP and BG to ink LNG supply contract, ending dispute

Shanxi Coking Coal Group raises prices for third time since Oct

Nyrstar to invest $365 mln in Australian smelter

French unions rage at Hollande over Mittal deal

Inmet Bidders Seen Lured by Big Copper Deposit

World's first diamond and gemstones ETF makes its debut

Sasol reports rise in SA output, advancing big US projects

Beach Energy announces oil discovery at Pennington-1

Discovery Metals told to stop work on deepening Boseto

Aus mining productivity “absolute disaster” - BIS Shrapnel

Quebec deal clears way for $802mln diamond mine

India likely to import 15 million tonnes iron ore this fiscal

China considers linking gas prices, national trading market

Continental produces from Three Forks third bench

Zambian Power Utility Seeks $2 Billion From U.K., U.S. Investors

China says gas output from S China Sea to reach 15 bcm by 2015

Woodside buys 30 pct of Israel's Leviathan gas field for $1.25 bln

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