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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 July 2014

3rd July

2nd July

1st July

30th June

4th July News and Views

Tin Shipments From Indonesia Seen at Eight-Year Low

Chinese steel makers continue aggressive export drive

For two weeks Statoil reports leading Bakken IP 1

For two weeks Statoil reports leading Bakken IP 2

Construction of Seaway Crude Oil Pipeline Loop completed

Choking Smog Puts Natural Gas vehicles in the Fast Lane

New Pipeline Would Feed Gas-Hungry Mexico With Eagle Ford Output

Freeport-McMoran mulls selling one of largest copper mines in Chile

Mega Solar PV Plants (Reportedly) in the Works from East to West

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3rd July News and Views

India Acts to Control Soaring Onion Prices

Qld greenlights new $1.76bn coal mine

New highs in solar market consolidation

China to spend over $50 bln on 14 railway projects

Steel industry troubles persist despite upturn

Antofagasta update

Oxy 'Middle East asset sale off'

Gazprom Gas Price in China Deal Said to Be Near Germany’s Level

Petrochemicals latest China commodity to be hit by potential fraud

Australia losing 75,000 mining jobs in next two years

Odisha submits new iron ore sales policy to High Court

Berau Coal target coal production up to 26MMT this year

China’s three UHV DC lines running high capacity for the first time

Queensland LNG projects heading towards industrial brawl

Colombia's oil industry, government facing declining output, investment

Whitehaven Coal begins hiring process of operations at Maules creek mine

Platts China Steel Sentiment Index Suggests New Steel Orders Drop in July

2nd July News and Views

US hedge funds pump up LNG

Tunisia raises petrol prices by 6.3 pct to trim budget gap

Chile to capitalise Codelco with $200m injection

Ma'aden signs $5bn financing for phosphate scheme

Baosteel's Zhanjiang plant on schedule

China’s 4th largest hydropower station in full operation

Libyan rebels to reopen two ports, Iraq still in chaos

The truth about China's lies and statistics

Petrobras reduces pre-salt well drilling time by 55%

China's Baosteel cuts July ferrochrome price

Shale production in America suddenly got a lot riskier this week

EU states avoid green energy overhaul after court backs Swedish scheme

Australian weather office reports El Nino signals, maintains alert 1

Australian weather office reports El Nino signals, maintains alert 2

Iraq’s Kurds Vow to Keep Kirkuk Amid Referendum Plans

Newmont Seeks Arbitration in Indonesia Copper Dispute

South Africa’s ANC to decide on minerals export taxes

China's coastal coal freights down for tenth consecutive week

Tullow Oil books $415m exploration write-off after poor drilling

Chinese steel market remains indolent with increasing production and inventory

North Dakota and Texas now provide nearly half of U.S. crude oil production

1st July News and Views

Estimates of shale gas and oil in Scotland published

Indonesia tries to kickstart its faltering oil industry

Halliburton Secures More Sand for Onshore Operations

California Continues to Gear Up for More Oil-by-Rail

PetroNeft Gets Russian Approval For Farm-Out To Oil India

Explorers See Promise in Egypt Energy When Subsidies Eased

WAF crude values falling as overhang builds amid low refining margins

First Extended Well Test gets underway at Iara with excellent results

30th June News and Views

China supreme court appoints top environmental judge

South African engineering strike to go ahead on July 1

Beach find not commercial

Glencore said to be eyeing Simandou North

Hedge funds add record 61% to bullish gold bets

Vestas wins 450MW of US orders

Daily Iron Ore Mine Closures in China Make Citigroup Bullish

China key steel mills daily output hit new high in mid-Jun

Leviathan partners sign preliminary deal to export gas to Egypt

China coal industry profit slumps nearly 44 pct in Jan-May

'Brave and beautiful idea' to send Siberian gas to India via China

Shanghai firms meet carbon targets after last-day permit auction

North American lead battery shipments through April rise 7.6% year on year

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