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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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3rd September 2010

2nd Sept

1st Sept

31st Aug

30th Aug

3rd September News and Views

Sentiment, Copper and the reality of demand

Sandfire upgrades resource

Coking coal finds a bid

Duke Energy set to speed up coal retirements

The Marcellus: Minnow now- giant later 1

The Marcellus: Minnow now- giant later 2

The Marcellus: Minnow now- giant later 3

The Marcellus: Minnow now- giant later 4

Xstrata reaches deal on $4.2 bln Peru copper mine 1

Xstrata reaches deal on $4.2 bln Peru copper mine 2

BHP Billiton may bid for Anadarko, report says

Apache platform fire drives everyone nuts

Shale's impact on Gazprom

Bidding War erupts for Andean resources 1

Bidding War erupts for Andean resources 2

Bidding War erupts for Andean resources 3

2nd September News and Views

Santos Plans $1.8 Billion Rights Issue to Fund LNG 1

Santos Plans $1.8 Billion Rights Issue to Fund LNG 2

Kaminak Gold and the King Tut Anomaly

Gazprom profits surge on Rouble move

10,000 Chinese coal trucks stuck in 120 km traffic jam

Enterprise to build 350,000 b/d Eagle Ford oil pipeline

Apache emerges as primary Macondo beneficiary

Dr Copper is telling us its a rally

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1st September News and Views

Aluminium: Is Rusal right?

Small Cap, Big hole..Mariana presents Argentina data

Pemex looks to shale, and may need private sector help

US Freeport LNG terminal loads cargo for re-export

US Opens the Door on Shale Gas Development

Oil, Oil demand and that pesky Inventory 1

Oil, Oil demand and that pesky Inventory 2

"King" of Natural Gas surrenders 1

"King" of Natural Gas surrenders 2

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31st August News and Views

Chinese Central Bank Governor defects? 1

Chinese Central Bank Governor defects? 2

North Africa gets first shale gas frac jobs

Natural gas bull slashes outlook

Study shows US energy use fell sharply in 2009

Iraq says RWE Kurd deal is illegal

Rio to develop Hope Downs mine

Greek bonds worry

Good Background Piece on Oil Sands

Testing the worlds first floating tidal power plant

Alphageo making new lows

Henry Hub at $3.77 1

Henry Hub at $3.77 2

RUSAL Quarterly Profit Tops Forecasts, Plans Russian Listing

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30th August News and Views

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