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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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4th October 2013

3rd Oct

2nd Oct

1st Oct

30th Sept

4th October News and Views

Here's Why Nuclear Energy Is Going Nowhere 1

Here's Why Nuclear Energy Is Going Nowhere 2

Texas oil and gas activity sets index record

Gazprom faces $15billion in competition charges

Nautilus Jumps on Arbitration Win

Las Bambas bidding heats up

Noble boosts Aphrodite numbers 1

Noble boosts Aphrodite numbers 2

Silly Diesel Prices

Calfrac wins YPF contract, warns on Q3

Anadarko provides Wattenberg update

Base Resources ready for titanium mining in Kenya after delays

Singapore's Blumont Group plans $117 mln takeover of coal miner

Trouble brewing at Gujarat NRE coal mine at Illawarra in NSW

Exxon Mobil Secures USD 1.5 Billion Financing for PNG LNG Project

Russia' Uralkali says Q3 potash output up 4 pct 1

Russia' Uralkali says Q3 potash output up 4 pct 2

The X factor - how well timed is Davis' return to mining?

Ruling brings uncertainty for onshore wind industry

Moody’s cuts Petrobras’ debt ratings - FT

India parastatals sinking under subsidy load

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3rd October News and Views

Monsanto loss deeper than expected, shares fall

Diamond miner Alrosa share sale details

Shell starts Parque flows off Brazil

Oil prices still endanger recovery: IEA

Lukoil 'set for Orinoco exit'

Dong gets Goldman injection

Brent/WTI spread narrows on Keystone news

Rio Replacing Train Drivers Paid Like U.S. Surgeons

Egypt to use coal as alternative energy

BHP pulls out of farm-in with junior St Georges

$100bn in private equity stalking mining assets

Fifth of Bakken oil bound for Philly refinery, more could come

Sierra Club aims to halt Cameco mines expansions, relicensing

Enterprise Products to build LPG export terminal on U.S. Gulf Coast

Libyan oil back in days - politics permitting, says minister

Japanese start-up aims to bring fuel cells to the masses in 2014

Glencore Xstrata to close nickel mine in the Dominican Republic

Nigeria LNG Says Shell Has Restored Gas Supply to Export Plant

BP's well control exec says he was unprepared for U.S. Gulf blowout

Vale Holders Get $500 Million Windfall From China-led Iron Rally

Iron Ore Exports From Port Hedland Climb as China Purchases More

Monsanto Buying Climate Corp. to Add Big Data for Farmers

Valero Investing to Handle More Eagle Ford Oil & Other Light Crude

BHP: Slower growth challenges understanding of core commodities

Rio Tinto hands mothballed Australian coal mine to Linc Energy

Molycorp Mountain Pass REE operation finally nears production

2nd October News and Views

EnCana makes sweeping management changes

Woodside under pump in Leviathan

Brazilian oil firm defaults on debt

OPEC relaxed about cost-sensitive shale oil

Jellyfish force shutdown of giant nuclear reactor

Norilsk Nickel cuts 2013-14 dividend target

POSCO war Zone - UN panel asks for immediate halt

Lundin Makes New Oil Discovery in Barents Sea

China gearing up for earlier Simandou start-up

4tcf in Tanzania: and who cares?

Exploding fuel tankers driving U.S. army to solar power

SHELL: Solar No. 1 Source Of Energy By The End Of The Century

Shell chief warns of oil crunch without more investment

Caterpillar backs US loan for Rinehart's Roy Hill project

Bumi averts financial squeeze as $425 mln in loans extended

Australia sees large increase in thermal coal and iron ore exports

Zanaga Iron sees new Glencore agreement as significant opportunity

Energy Transfer, BG to Develop Trunkline LNG Export Project

Mongolia cites Oyu Tolgoi progress, but Rio fees must be 'reset'

1st October News and Views

Interesting IEA charts 1

Interesting IEA charts 2

Interesting IEA charts 3

Interesting IEA charts 4

Antero Resources prices $1.4 billion IPO 1

Antero Resources prices $1.4 billion IPO 2

Chile's copper output rises up 7.6% in August 1

Chile's copper output rises up 7.6% in August 2

Halliburton introduced its CYPHERSM

IKEA sells cut-price solar panels

Talks stall for Rio Tinto stake in coal mine

OPEC production gains amid Saudi surge

Shell’s Eagle Ford Acreage not in the oil fairway

Norsk Hydro and Agder Energi to develope Otra assets

BP faces £12billion fine for second phase of Macondo trial

Shell warns Gazprom of price risks as LNG expansion delayed

Russia introduces tax breaks to encourage new oil exploration

Newmont joins race for Glencore's Las Bambas mine -FT

Daimler group to spend $500 mln on filling stations for fuel-cell cars

Freeport Says Tenke Mine in Congo Hit by Power Outages

Why One Big Natural Gas User is Hoping for Higher Prices

Chevron and Tohoku Electric Sign 20-Year Wheatstone LNG

US gold coin Sept sales down 81% and safe-haven bids weak

Egypt to repay 25-30 pct of arrears to oil firms soon

Griffin Coal Australia may achieve break-even in FY14

30th September News and Views

Shell Plans To Suspend French Guiana Drilling

CITIC says close to Australia iron ore production start

China to offer tax breaks to solar power manufacturers

KIOCL to restart iron ore pellet exports

Chinese Coal-to-liquid project to start

The space between Eagle Ford wells is shrinking

Oil producers slow spending in North America

Arcelor sells mines and steel plant to Algeria

China to ease gold trade restrictions

Shell plans to sell stake in Eagle Ford Shale

North Dakota oil production to double by 2017

India's silver imports glittering like gold, shoot up by 311% in Q1 FY14

Grangemouth strike vote raises fears of N.Sea oil disruption

China's Xinfa to lift Xinjiang aluminium capacity by 69% in 2013

Ebb and flow in New Orleans copper stocks distort market - traders

OZ Minerals: The Glencore giant isn't coming for us

Gold Fields restructuring aimed at 15% cash-flow margin at $1 300/oz

Petrominerales Announces Acquisition by Pacific Rubiales

Distrust high as India asks temples for gold details

Zijin seeds first Chinese offshore mining fund

Diamond miner Alrosa renewing state sales shortly

 

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