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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 June 2013

6th June

5th June

4th June

3rd June

7th June News and Views

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6th June News and Views

India to Finalize Policies to Boost Gas Output

Poland wants US shale gas imports

18 month delayed Angola LNG startup

$15B Gulf Coast chemicals boom fuels hiring war

Israel's Leviathan gas field to cost at least $4.5 bln

Statoil delays $15.5 bln Arctic project over tax rise

Oil shale disrupts global oil slate

China export growth and Li Keqiang in action

PwC report, Mine: A confidence crisis

Canada oil output will double by 2030, if pipelines built

China to cut coal use in key industrial regions

Interviw with Chris Faulkner, CEO of Breitling Energy

Japan Is Now The Biggest Solar Market In The World

China's Chalco to close 380,000 tonnes of aluminum capacity

China's Addax locked in $1 billion oil dispute with Gabon

China Coal Import Ban Unlikely on Cost, Indonesian Miners Say

Jinchuan declares force majeure on some refined copper deliveries

U.K. to Share More Wind-Power Wealth With Local Residents

Major Drilling Group profit drops 93 pct on mining sector woes

New Philippines mining tax sees 10-fold revenue increase

India state pollution board appeals against top copper smelter reopening

China to take 5 to 10 years to fix steel overcapacity - Mr Xu (Baosteel chairman)

5th June News and Views

US E&P spending reaches new heights

Iranian Oil Output Is Collapsing

Gazprom says to further cut gas prices for Europe

Implats South Africa mine hit by illegal strike

EU imposed 11% solar duties Initially

Senex sell Cooper stakes

Port Hedland iron ore exports to China surge in May

Inner Mongolia's coal output down 10% in Jan-Apr

Oz shale gas not economical at current prices 1

Oz shale gas not economical at current prices 2

Germany drops frac law till after election

Goldplat suspends Kenya gold mine operations

ARAMCO cuts prices for crude

China considers less strict coal import quality restrictions

Wheat farmer sues Monsanto over rogue wheat release

American Imports From OPEC Plunge To A 25-Year Low

Argentine court lifts Chevron asset freeze, clears YPF deal

Glencore gives contractor the boot on New South Wales project

China urges using aluminum to replace steel, save copper

Republicans attack landmark offshore wind power plan

Endesa Chile says clinches LNG deal with BG, ending spat

Bristol Bay watershed process ‘theater of the absurd'

Iron ore hits 1-week high as China mills restock

Power companies want help on prices to keep clients in Europe

Thermal coal prices cannot recover in 2013 unless Oz cuts output

Rio Tinto seeks final bids for copper mine in June, Sumitomo wildcard

4th June News and Views

Alamos Gold: Is This Gold Miner The Best ?

Lonmin expels NUM stewards in Amcu sabotage

Kodiak paying $660M for North Dakota properties 1

Kodiak paying $660M for North Dakota properties 2

Vale: the $8 an ADR scenario

Oxy 'discusses break-up'

Cooper Energy to sell assets in Tunisia

Cost of Power per kwh

China's coal demand set to double - Wood Mac 1

China's coal demand set to double - Wood Mac 2

China's coal demand set to double - Wood Mac 3

Goldboro LNG Nova Scotia, E.ON LNG Export Agreement

Reliance sees payoff in U.S. gas as India output slumps

Sanchez Energy says it will increase Eagle Ford spending

Chinalco arm, MMG said to pursue Glencore's $5bln Peru copper mines

Coal hits 3-year lows below break even for big miners 1

Coal hits 3-year lows below break even for big miners 2

BHPB Daunia mine delivers first coal load

PDVSA signs $4bn loan with China

Valero to Use Western Canadian Crude 1

Valero to Use Western Canadian Crude 2

3rd June News and Views

Canada Sharply Ramps up Imports of U.S. Crude

French Shale

Freeport Indonesia mine seen shut for 2 months

OTl under pressure on weak Chinese data

New Gold to buy Rainy River

IGas sees up to 170 tcf of potential UK shale gas

Iron Ore - WEEK 22 - In Free Fall

BP to spend $1 billion in Alaska’s North Slope

Abenomics Needs Cheap Nuclear Power to Work

Top Eagle Ford Wells Are Moving To The Bakken

Milestone announcement for Goldboro LNG export project

India court allows top copper smelter to resume production

Pioneer Closes $1.7 Billion Wolfcamp Transaction with Sinochem

Kinder Morgan shelves Texas-to-California oil pipeline plan

Antonio Brufau foresees positive results for Repsol

PT Bayan Resources tightens belt amid market uncertainty

Indonesial fuel subsidies leads to billions in smuggling

Rio Tinto closer to flotation of its multi-billion diamonds division

Chinese begin some steel output cuts as prices fall and inventories rise

Glencore and Blackstone eye Rio Tinto's Iron Ore of Canada

BC’s new Liberal government rejects Northern Gateway pipeline

Storm-related supply disruptions have dropped as production shifts inland

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