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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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3rd February 2012

2nd Feb

1st Feb

31st Jan

30th Jan

3rd February News and Views

POSCO Q4 profit misses forecast, cuts investment

Big freeze causes Russian gas flows to slow

Energy XXI Earnings call transcript

Shell to sell 24% stake in Woodside

US energy secretary endorses natural gas exports 1

US energy secretary endorses natural gas exports 2

National Oilwell Varco

Tullow seals Uganda PSA deals

Rex Minerals revisited

Patriot Coal idles one more mine as demand dips

Novatek sees substantian reserve additions

Canada's NEB approves BC LNG export licence 1

Canada's NEB approves BC LNG export licence 2

Coal mines shut as Australia evacuates flooded towns

Southern Coal Corporation temporarily lays off workers

Zijin Mining estimates 2011 profit rose 20 pct 1

Zijin Mining estimates 2011 profit rose 20 pct 2

National Oilwell Varco in $670m deal for NKT

CIL rollback in coal price rise saves INR 7700 crores for NTPC

2nd February News and Views

Glencore shares suspended -HK stock exchange

Energy XXI Reports Stellar Second Quarter

BHP approves $917m for WA iron-ore port

Most rare earths juniors to disappear

PetroChina in Shell shale splash

Permian activity now above 1984 peak

Marathon Oil Corporation reports

ANC Study Rejects South African Mine Grab, but more taxes

US January Car Sales Were AWESOME

SandRidge Energy acquiring GOM company in $1.275B deal

Pemex alleges supermajors sold stolen fuel

South African steam coal prices drop on ample offers

Patterson-UTI Reports and sees liquids drills displacing gas 1

Patterson-UTI Reports and sees liquids drills displacing gas 2

Suncor's Rick George says Imperial’s costs on Kearl ‘way out of range’

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1st February News and Views

Shanghai copper stocks rising 1

Shanghai copper stocks rising 2

RBPlat expects slight drop in 2011 earnings

Valero has poor Q4 sees better 2012

Suncor Energy has 8.5% fall in production in 2011

Chalco expects over 50% profit plunge for 2011

Statoil completes Gassled sale

Cabot says EPA used faulty pollution data

ERA swings to massive FY loss

Borders & Southern announce Falkland well spud

Beach announces monthly drilling report of January 2012

BHP Billiton Sells Stake In Richards Bay Minerals To Rio Tinto

Antofagasta hits 2011 target, Q4 copper output up

Norsk Hydro Australia, Europe writedowns to hit Q4

BHP to cut output at Australia's Mt Keith nickel mine

Gazprom Q3 net falls on FX loss, beats consensus

Ecopetrol Reserves up 8.3 %, production 17% in 2011

BG Group taking 9.4% stake in Drillsearch Energy 1

BG Group taking 9.4% stake in Drillsearch Energy 2

Yara takes majority Burrup stake, Apache a minority

Senex to increase interest in PEL 115 and acquire 19.99% of Orca

Verde Potash preliminary economic assessment dissapointment

US Oil Workers Avert Strike With Tentative Three-Year Contract

ENRC Ferroalloys, Iron Ore Output Drop On Unscheduled Repairs

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31st January News and Views

Coal India cuts prices?

Now KOGAS signs with Cheniere

GE introduce Micro LNG plant

Xstrata 2011 mine production

Putin call to 'cut stakes including Gazprom' 1

Putin call to 'cut stakes including Gazprom' 2

Souki: Cheniere may look to expand exports

YPF plunges on nationalisation rumours

Proposed new gathering system in Mississippi Lime area 1

Proposed new gathering system in Mississippi Lime area 2

Proposed new gathering system in Mississippi Lime area 3

China's Angang Steel estimates $347 mln 2011 loss

Palmer’s China First to sue QR National for A$8bn

Sunshine Oilsands in up to $700 mln HK IPO

First Quantum raises $1bn to fund Kinsanshi

China ministry says to bar giant ships from ports

Norilsk Nickel announces results for Q4 and FY 2011

Vedanta Q3 profit dips, Zambia disappoints

Vale suspends underground mining operations in Ontario

Demand hits Beach's sales

Helmerich & Payne, Inc. First Quarter Results

Union deal means Thyssen to sell stainless steel unit in $3.5 bln deal

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30th January News and Views

Global Weather 1

Global Weather 2

JFE to post net loss in 2011/12

Tonen: $4 bln buyout of Exxon stake

Coalspur’s Canada mine to cost C$1.2bn

Kaybob area, Duvernay shale impresses at Trioil 1

Kaybob area, Duvernay shale impresses at Trioil 2

Cooper Energy expects production boost

Vale diverts iron ore cargoes to Philippines

Malaysia's opposition party would scrap Lynas rare-earths plant

USW tells U.S. refinery workers to prepare for strike

China continues to boost strategic oil reserve

Australia's navy told to be more visible near resource projects

More Majors looking for Exploration Rights in Kurdistan

Goldcorp says Guatemala raises precious metals royalty

Osisko’s Mining Project in Argentina Halted Amid Protests

Statoil announces more gas in the Snøhvit field

Russia's Polyus sees 2011 EBITDA $1.04-$1.06 bln

Japan’s LNG Unit Costs Rise 40% in Dec. From Year Earlier

Horseshoe Metals bags high grade copper intersections at Kumarina

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