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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 October 2011

6th Oct

5th Oct

4th Oct

3rd Oct

7th October News and Views

Our poster chile' for the shale: Sandridge

Oyu Tolgoi agreement to remain in place

Vallourec trims H2 profit forecast

Enbridge eyes shipping Bakken crude to US East Coast

Putin: Gazprom to retain export monopoly for now

Enbridge preferes Kitimat

Occidental Libya production resumes

OGX to sell first oil shipment to Shell

Uralkali launches $2.5 bln share buyback

Continental to report strong Q3 production growth

Baker Hughes Announces September 2011 Global Rig Counts

Agrium keen to build on AWB acquisition for expansion

Vedanta Q2 iron ore output hit by Indian state ban

Eni to start Congo pilot oil sands project

Good website for Oil fiscal terms

Bechtel says all three Australian LNG project on schedule

Oilex Trading Halted, Pending Company Announcement

Total closes on 20% Yamal stake

Platts: Australian shale gas first movers

Zambia strikes spread at China-owned copper mines

Cline Sells ILossan Met-coal Deposit To Xstrata For Cdn$40 Million

6th October News and Views

Gazprom spin

AGL increases reserves

Pacific Rubiales plans LNG port

US fracking rules may come in a mont

Potash Collusion Accusations Tossed Out of Court

Xstrata secures power, gas supply for Mount Isa

Freeport Indonesia's union extends strike for another month

Cameco signs MoU to cut operating costs at Cigar Lake project

Bakries face threat to Bumi dominance

Eni: Largest Libyan oilfield ‘in ruins’

Indian coal stocks fall at power plants

CRU: China is no longer a driver of commodity prices

PAC report says 20 million tonne export illegal

Senex: Another Cooper basin player

China total copper consumption 8 million tonnes in 2011 - Antaike

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5th October News and Views

Anadarko: New Exploration Success Offshore Mozambique

Merkel suggests cutting solar subsidies further

Jinchun buys Chibuluma copper mine in Zambia

Lead market surplus in 2011 and 2012

Precision Drilling signs new contracts; ups capex

Corbett's Marcellus Shale Plan

Australia's New Hope gets takeover proposals

Indian Steel minister calls for immediate hike in export tax

China sales could be game changer for US rice farmers

Biogas powered motorbike with toilet??

Marubeni, Teekay make joint bid for Maersk LNG unit

Reliance Industries Threatens To Cut Gas Supply To 4 Fertilizer Plants

Northgate Minerals Intersects 5.44 Grams per Tonne Gold over 54.0 Metres 1

Northgate Minerals Intersects 5.44 Grams per Tonne Gold over 54.0 Metres 2

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4th October News and Views

Hanlong captures Sundance with sweetened $1.29 bln bid

Reliance seeks $13 per btu for CBM production

Pacific Rubiales Updates 2P Net Reserves to 350 mln bbloe

Indian steel mills hike HRC prices on iron ore shortage

Aston to sell 10% of coal project to Japan Electric Power

Rio, Ivanhoe in show of solidarity on Oyu Tolgoi

South Boulder Mines: Colluli Potash Upgrade 1

South Boulder Mines: Colluli Potash Upgrade 2

Bankers Petroleum Operational Update For Q3 2011 1

Bankers Petroleum Operational Update For Q3 2011 2

Aluminium demand slowdown not dramatic-Rio Tinto Alcan

India's NALCO confirms investment of $4 bln in Indonesia

Coal shortage hits power generation at NTPC Ramagundam unit

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3rd October News and Views

Vale sees full output in 2012

Shell castigated for Nigeria

China's Non-Manufacturing Activity Rises

Qatar seeks gold producers

Norilsk sees debt crisis cutting world nickel output

Goa likely to scrap licenses of 19 mines

China thermal coal price may rise further

Australia LNG 'on Qatari radar'

Polymetal moves to London 1

Polymetal moves to London 2

Oregon LNG project wants to export

Turkey scraps deal to buy gas from Gazprom

Algeria flow joy for Petroceltic 1

Algeria flow joy for Petroceltic 2

Goldman's Jim O'Neill: 'What Is The Matter With Everyone?'

JSW Steel shares hit 2-yr low on reports of CBI raid and downgrade

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