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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 August 2012

2nd Aug

1st Aug

30st July

30th July

3rd August News and Views

VMS drills 2% tin on New Anomaly

Agrium Reports Record Second Quarter

EOG smashes expectations

SandRidge ups guidance on strong quarter

Gerdau Posts surprise 9% Rise in Q2 Profit

Vestas cheers U.S. wind tax credit shift

Lithuania shale blow for Tethys

Halcon unveils new liquids-rich play

Kodiak Oil & Gas reports second quarter

Canyon Reports Weak Second Quarter

Qld cuts mining red tape, streamlines approvals

Mining jitters linked to 50 Calibre Group job cuts

CF Industries to buy Viterra's interests in Canadian Fertilizers 1

CF Industries to buy Viterra's interests in Canadian Fertilizers 2

Fluor expects low gas prices to generate more business

Alcoa to supply aluminum drill pipes for shale gas wells

Molycorp falls to loss on rare earth prices, costs

Petrobras, BP find oil in Brazil's offshore northeast

Ultra Declines After $1.1 Billion Asset Writedown

S&P Cuts ArcelorMittal Credit Ratings to Junk Status

EMED acquires all lands required for copper mine start up

Buffett Railroads Beats Coal Slump With 75% Gain in Oil

China Official Says Gold Reserves Should Be Increased

Beach: Abu Sennan production in excess of 2,500 bopd

Philex Mining: Suspended Operations at Padcal Copper-Gold Mine

BHP Billiton to writedowns in shale and nickel assets totalling $3.3bn

PNG's O'Neill endorsed as prime minister after lengthy election 1

PNG's O'Neill endorsed as prime minister after lengthy election 2

2nd August News and Views

Australia Coal Project Dents Mitsubishi's Profit

Rosneft posts surprise Q2 loss

Gas Liquids ‘Bloodbath’

Hess to Spend More in Bakken in 2012

Phillips 66 profit jumps 14 pct, shares up

Ophir Discovers Gas Offshore Tanzania

Oilex raises cash for Indian well

Navigator mulls possible takeover offer

Apache flows oil from second Bacchus well

Kinross Gold ousts Tye Burt, names new CEO

Three people shot dead after mob rushes Aquarius Platinum mine

Nautilus offers major investors new shares for less than 52-week low

Strong results from Platypus appraisal well in North Sea

S.Korea central bank says bought 16 tonnes of gold in July

First Quantum 2nd-qtr profit off on costs, copper price

BHP Billiton Iron Ore Chief Warns Of Project Delays

Devon profit down, Sumitomo in $1.4 billion Permian deal

Discovery Metals completes first mineral resources at Boseto

Iraqi Kurds to restart exports, Gazpom signs up

Growing need for pipelines strains manufacturers

India sucks in diesel, poor monsoon triggers power shortage

Drummond Colombia cancels coal cargoes, stocks running out

Marathon Oil reports lower income, plans more disciplined spending

The Fed May Have Included An Old Greenspan-Era Code In Its Announcement

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1st August News and Views

Australian report on power costs

Exxaro H1 profits up 11 pct, sees stable H2

BHP says focus now is on cost cutting

Pioneer Natural Resources profit misses estimates

Xstrata copper volumes down, sees stronger H2 1

Xstrata copper volumes down, sees stronger H2 2

Eni posts steady result

Buru praises Ungani wells

A Fat Lady sings? 1

A Fat Lady sings? 2

Illinois coal plant owner weighs Chapter 11 1

Illinois coal plant owner weighs Chapter 11 2

Union to begin talks with BHP in Pilbara

Rinehart lines up China sales for Roy Hill

Freeport in Talks With Shell to Export LNG From U.S.

Total confirms it will hunt for oil in Iraq's Kurdish north

API: US crude stocks plunge nearly 12 million barrels...?

Buenaventura Profit Misses Estimates on Metals Slide

Valero Energy’s Q2 Earnings Beat; Plans to Spin off Retail

Antofagasta Reaffirms Output Target at Esperanza

Marathon Pete can increase light crude processing

Eni Encounters 200m of Gas Pay Offshore Mozambique

PetroChina Australia Buys Qld CSG Assets from Molopo 1

PetroChina Australia Buys Qld CSG Assets from Molopo 2

Inter Pipeline announces $2.1 billion oil sands program

Chile's Codelco to build molybdenum processing plant

US judge strikes down EPA water rules for mines

China approves Hanlong's $1.3bn bid for Australia's Sundance

31st July News and Views

Sandridge: IRR vs PV10

BP hit by impairment losses

Norwest's Arrowsmith-2 tight gas well flaring 1

Norwest's Arrowsmith-2 tight gas well flaring 2

Cheniere gives Sabine Pass green light 1

Cheniere gives Sabine Pass green light 2

Cheniere gives Sabine Pass green light 3

“Davy Jones’ Locker”, remains shut

Usiminas Reports 2nd-Quarter Net Loss

Indonesia's 2012 thermal coal output forecast cut

Fresnillo profit dips but beats estimates

Freeport LNG Inks Liquefaction Tolling Deals

Iron Ore breaks towards 12 month lows

Gold investors fed up with ‘jam tomorrow’

Inmet Mining Q2 profit rises 74 pct on higher copper sales

China considers tax rebate to aid steelmakers

Polymetal Q2: strong growth in production

China May Have Largest Shale Gas Reserves

Anadarko reports better results before charges

Vedanta first-quarter EBITDA rose on power sales

GoldQuest: 258 Metres of 4.5 g/t Au and 1.3% Cu

Rio to Cut Australia Jobs, Shuts Sydney Office

China Increases Railway Spending Plan for Second Time

Corn, Soybean Conditions Decline as U.S. Drought Expands

Painted Pony Provides Montney and Bakken Update 1

Painted Pony Provides Montney and Bakken Update 2

India fuel retailers seek $5.77 bln cash subsidy for Q2

Dour sentiment report for Australian resource sector

Molycorp production to challenge Chinese rare earth dominance

30th July News and Views

Russia's Norilsk Q2 nickel output down 8 pct q/q

Nippon Steel H1 profit outlook misses estimates

Beach revenues climb on output boost 1

Beach revenues climb on output boost 2

Exoma spuds Katherine West-1

China pulls out of South Pars project

LNG Canada Files for Export Licence

Flinders to develop Pilbara project

Northern Iron gets second bid

Costs rising at Gorgon LNG project

Eramet's profits hit by economy

Petronas Raises Offer for Progress by 8%

Iranian crude exports expected to fall in July and then recover

The Australian: BHP Billiton likely to delay Olympic Dam

Collahuasi says 2012 copper output won't match last year's

Southern Copper says Q2 profit falls 14.4 pct

Peabody earnings fall; company sees weak third quarter

Massive India blackout leaves 300 million without power

China refined H2 copper consumption seen picking up

Emerging nickel miner ENK approached by prospective buyer

Rail deliveries of oil and petroleum products up 51% in June

US weekly oil and gas rig count dropped by 11 to 1924 last week

Infographic: global gold mines and deposits rankings 2012 1

Infographic: global gold mines and deposits rankings 2012 2

Coalspur scoping study confirms potential for underground mine

Tinkler's Blackwood problems raise doubts about bid for Whitehaven

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