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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 November 2014

6th Nov

5th Nov

4th Nov

3rd Nov

7th November News and Views

Indian minister says $250 bln needed to tackle energy crunch

Gulfport Energy Corporation reports third quarter 2014 results

Gold firms plan drastic cuts to stay afloat as bullion sinks

Peru plans to streamline environmental permits, boost spending

OPEC Cuts Demand Forecasts for Its Crude on U.S. Boom 1

OPEC Cuts Demand Forecasts for Its Crude on U.S. Boom 2

OPEC Cuts Demand Forecasts for Its Crude on U.S. Boom 3

OPEC Cuts Demand Forecasts for Its Crude on U.S. Boom 4

OPEC Cuts Demand Forecasts for Its Crude on U.S. Boom 5

Norway job cuts 'hit 7000'

Brent falls on positive Iran signs

Goa renews 13 iron ore mining leases

BHP cuts off Stampede stake

YPF shale oil production 1

YPF shale oil production 2

Fortescue makes strides in achieving targets

Canadian Natural Resources Limited announces 2015 budget 1

Canadian Natural Resources Limited announces 2015 budget 2

Canadian Natural Resources Limited announces 2015 budget 3

Canadian Natural Resources Limited announces 2015 budget 4

Talvivaara's nickel mining unit to apply for bankruptcy

Apache Swings to Loss on Big Asset Write-Down, Other Charges

CF Industries Misses Earnings and Revenue Estimates in Q3

Scrap Avalanche in China Means No More Scouring Globe

Petrohawk President Takes Shale Expertise to Australia

Natural Gas Inventory Surges in Final Week of Injection Season 1

Natural Gas Inventory Surges in Final Week of Injection Season 2

APEC pollution curbs not being implemented in some regions: MEP 1

APEC pollution curbs not being implemented in some regions: MEP 2

NEB receives Bear Head LNG’s export application

ArcelorMittal Profits Rise as U.S. Steel Demand Booms

China approves seven railway projects; total investment hits 200 bln yuan

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6th November News and Views

Gazprom 'gains Kiev gas cash'

Rose Petroleum drops German shale permits

Parex Resources announces 2014 third quarter results

Texas town passes ban on fracking in its birthplace

3Legs Sells its Last Polish Shale Gas Concessions

Keystone XL cost grows 50 per cent to $8B US

Pioneer Natural Resources Prices Public Offering 1

Pioneer Natural Resources Prices Public Offering 2

Molycorp posts another loss 1

Molycorp posts another loss 2

China to further boost renewable energy

EOG shrugs off low price to become ‘Apple of Oil’

Argentina’s YPF Sees Earnings Soar

Randgold profit rises on higher gold output

Sanchez third quarter 2014 financial results and updates operations 1

Sanchez third quarter 2014 financial results and updates operations 2

Saudi Stocks, Currency Tumble As Aramco Pipeline Explodes; ISIS?

Enbridge swings to loss, but beats estimates on oil sands transport

Chesapeake Energy quarterly profit and output rise 1

Chesapeake Energy quarterly profit and output rise 2

Port Hedland Engineers to Strike, Risking Iron Shipments 1

Port Hedland Engineers to Strike, Risking Iron Shipments 2

Weak bullion may derail Kinross Tasiast mine expansion 1

Weak bullion may derail Kinross Tasiast mine expansion 2

Gunmen storm Libya's El Sharara oilfield, shut down production

China Ponders Opening Access to Steel, Oil Industries

Repsol's profit surges on improved margins, Libyan recovery

Australian and South African thermal coal prices lower on weak demand 1

Australian and South African thermal coal prices lower on weak demand 2

Australian and South African thermal coal prices lower on weak demand 3

Australian and South African thermal coal prices lower on weak demand 4

Australian and South African thermal coal prices lower on weak demand 5

Rumours of VAT rebate removal/reduction on boron steel exports in China

5th November News and Views

IGas Energy ups shale gas estimates on UK well results

Linn Energy books Q3 loss

Glencore ups third-quarter coal output 1

Glencore ups third-quarter coal output 2

Sandridge Energy Notes Delay in Q3 financials 1

Sandridge Energy Notes Delay in Q3 financials 2

Sandridge Energy Notes Delay in Q3 financials 3

EOG Resources profit beats Street on Eagle Ford, Bakken

Germany to limit coal and rely more on natural gas 1

Germany to limit coal and rely more on natural gas 2

Vestas V164-8.0 MW Breaks All Records

BMW says Chinese auto boom is ending

San Leon Non-Commercial Gas Discovery

Rosetta Resources third quarter financial and operational results 1

Rosetta Resources third quarter financial and operational results 2

Here Are The Breakeven Oil Prices For America's Shale Basins 1

Here Are The Breakeven Oil Prices For America's Shale Basins 2

TransCanada announces $2.7 billion of new NGTL expansions 1

TransCanada announces $2.7 billion of new NGTL expansions 2

TransCanada announces $2.7 billion of new NGTL expansions 3

Canadian firms' 3Q results highlight oil sands, heavy oil production

Nickel Loses Industrial Metals Crown to Aluminium, Zinc

BHP Seen Shipping First U.S. Condensate Without Ruling

Devon Energy profit tops estimates, output jumps 19 pct

Pioneer Natural Resources' Earnings: Surging Production

Talks over strike at Peru's top copper mine end with no deal

Iron ore levels drop to 5 year low amidst poor economic indicator in China

China starts building new billion-dollar ultra-high voltage power project 1

China starts building new billion-dollar ultra-high voltage power project 2

China starts building new billion-dollar ultra-high voltage power project 3

4th November News and Views

Petrobras board in 'results talks'

Fracking the ocean

Saudi Arabia signals It will let oil slide further

AngloGold Ashanti (Improved Full Year Guidance)

Duluth Metals to be Acquired by Antofagasta 1

Duluth Metals to be Acquired by Antofagasta 2

India has potential to become 2nd largest steel

Hebei steel products output up 3.3pct YoY in 3Qs

Marathon Oil quarterly profit down, hit by lower oil prices 1

Marathon Oil quarterly profit down, hit by lower oil prices 2

Weir Group Orders Rise On Aftermarket Strength

African Minerals eyes lucrative Europe with iron ore deal

Saudi oil price increase to Asia doesn't signal policy shift

Deserted by China, Taiwanese solar cell makers eye new markets

SIMOPS reduces hydraulic fracturing time by 40% onshore Canada

Anglo Sees Largest Project Making Money in Iron-Ore Glut

High cost iron ore producers surviving price slump - Vale

Natural Gas Futures Jump on Outlook for Colder November 1

Natural Gas Futures Jump on Outlook for Colder November 2

Combined coal stocks at China's four Bohai Sea ports down 7% on week

Fracking Alternative to Hit Market and Revive ‘Dead Wells’

New Brunswick’s Piccadilly potash mine to start production

India helps Port Hedland export a record 37.5 million mt iron ore in October 1

India helps Port Hedland export a record 37.5 million mt iron ore in October 2

India helps Port Hedland export a record 37.5 million mt iron ore in October 3

India helps Port Hedland export a record 37.5 million mt iron ore in October 4

India helps Port Hedland export a record 37.5 million mt iron ore in October 5

NMDC posts best performance for any first half of a financial year since inception

3rd November News and Views

Ecopetrol Profit Falls as Oil Price, Output Declines

Rio Tinto braces for $2.5bn Oyu Tolgoi writedown

ExxonMobil mulls US shale moves 1

ExxonMobil mulls US shale moves 2

China manufacturing growth slows 1

China manufacturing growth slows 2

Friedland's plan for $1.6bn platinum mine at impasse

So how many factories have been close for APEC?

China on-grid renewable capacity hits 400 GW in 3Qs

Norilsk Nickel issues Q3 production results 1

Norilsk Nickel issues Q3 production results 2

Nevsun lifts Q3 copper output

Deflation

US Gasoline Breaks at retail

Exxon, Chevron results boosted by refining as oil prices slip

BHP’s Olympic dam expansion off agenda until prices improve

Army clears protesters, fires warning shots in Burkina Faso 1

Army clears protesters, fires warning shots in Burkina Faso 2

AngloGold swings back to profit as output rises, costs fall

Gold Bulls Retreat With $1.3 Billion Pulled From Funds

Can Native American Indian reformers slow an oil boom? 1

Can Native American Indian reformers slow an oil boom? 2

South Africa Blackout Risk Remains Even as Eskom Sees Recovery

OPEC in ‘Price War’ as Iraq Says Members Fight for Market

China steel price recorded new low level frequently - CISA

Chevron plans massive "floatel" for West Australian gas project

China power consumption to rise 3.5-4 pct this yr: CEC

Statoil Sees $200 Billion in Revenue From Giant Sverdrup Find

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