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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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4th May 2012

3rd May

2nd May

1st May

30th Apr

4th May News and Views

India disallows $1.2 bln Reliance cost recovery

Energy XXI (Bermuda)- Earnings Call Transcript

Continental Resources - Earnings Call Transcript

SM Energy's - Earnings Call Transcript

CF Industries 1Q Net Up 31%

China shippers profit from sanctions on Iran

TransCanada to seek new Keystone permit from US

Fluor boosted on oil & gas awards

Putin pledges oil tax relief for unconventional oil

Brazil govt wins appeal in tax dispute with Vale

Production boost at Horizon well in PNG

Last Japanese nuclear power plant to shut Saturday

The Climate Change Religion, and its policy consequences 1

The Climate Change Religion, and its policy consequences 2

Indonesia will impose tax, curbs on raw metal exports

Eagle Ford Output to Reach 500,000 by 2012 End, Valero Says

SandRidge Energy profit beats on higher oil production

Asia Naphtha-India's Reliance gets steep premiums

India Tata Power says plans 15 mln T coal import in FY13

Cove Energy announce second successful flow test

Cost of new platinum mine to nearly double to R12bn – Wesizwe

Quarter horribilis for Thompson Creek as earnings dwindle to $1.1m

Investor revolt may force Rio to reduce operations in Australia

Bakken Rises to Premium as Tesoro Prepares for Rail Shipments

3rd May News and Views

Antofagasta says maintenance dents Q1 output

Miner Boliden Q1 EBIT tops forecast

First Quantum Q1 and operations review

Gerdau Q1 profit capped by costs, logistics

Pioneer maintains growth plans

Devon Energy Q1 Net Profit Down; EPS Flat

Rio reviewing coal expansion plans in Australia

BG sees profits soar

Stingray duster unlucky for Premier

China steel mills too big to fail - or succeed

PotashCorp CEO casts doubts on BHP’s Jansen mine

Fortescue Open to Iron Ore Rail Talks With Atlas

Concho Resources Q1 Financial and Operating Results 1

Concho Resources Q1 Financial and Operating Results 2

Concho Resources Q1 Financial and Operating Results 3

BP's $7.8 bln Gulf spill pact wins initial court OK

Tesoro reports lower Q1 on refinery turnaround

Rowan says customers positive on its deepwater rigs

Transocean Profit Beats Estimates After Controlling Costs

Barrick Leads Miners Spending Faster Than Earnings Rise

Leviathan deep well hits high pressure snag

Halliburton, Gazprom Pen Strategic Cooperation Agreement

Marathon oil comments on dissapointing net income

Nigeria to increase LNG capacity by 20m tons

Energy XXI Reports Q3 Results and Provides Operations Update

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2nd May News and Views

Cameco profit rise on more sales, uranium price

BHP Billiton To Stagger Project Approvals 1

BHP Billiton To Stagger Project Approvals 2

BHP Billiton To Stagger Project Approvals 3

Vestas keeps 2012 guidance after Q1 misses forecast

China May major reservoir volumes up 12.3 pct yoy

NMDC hikes iron ore prices

Tesoro faces strike threat

Statoil picks up pace in US onshore

Bean counters taking over at Ivanhoe

Price Rise Seen Moderate in U.S. Exports of LNG

Barrick's roce does not excite 1

Barrick's roce does not excite 2

Minmetals says power cuts hit copper target at Congo mine

Chesapeake gas production keeps growing

Valero Energy Goes Red

Occidental: 7% Permian Growth Prospects

Merafe ferrochrome output down 21 pct on power deal

Canada's Northwest Territories open to LNG option

Marathon against reversing Capline oil line for now

Texas sees more power units restarting for hot summer

BG announce first production from Margarita Phase 1 in Bolivia

South African coal export price falls a third week to below USD 100

EU spokesman concerned over Bolivia takeover of Spanish-owned TDE

Study Predicts Frack Fluids Can Migrate to Aquifers Within Years

Big Natural Gas Producers Set Voluntary 'Fracking' Standards

Arch Coal’s Q1 plummets from $55.6 million a year ago to just $1.2 million

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1st May News and Views

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30th April News and Views

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