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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 June 2011

2nd June

1st June

31st May

3rd June News and Views

Petronas buys into Canadian shale gas, eyes LNG

Riversdale in offtake deal for Benga coal

Resourcehouse slashes HK IPO price as markets falter

Rio Tinto to study pricing iron ore in yuan

Everything you've heard about fossil fuels may be wrong

Potential port bill hit for Pilbara miners

Australia at risk of losing iron ore price advantage

China raises power prices for most gas-fired generators

Asian steel prices weakening - Steel Market Intelligence

Sandfire feasibility study at Degrussa yields "outstanding returns"

Rio Tinto seals land use deal with Aborigines

Regency in $450m Eagle Ford expansion

LNG cargo diverted from Canada to UK

Japan firm develops 'sun-chasing' solar panels

Tepco expects to buy record 24 mil mt LNG for fiscal 2011-12

Russian blast halts oil pipe flows

Dennis Gartman halves Gold Investments, Says ‘Nervous’ 1

Dennis Gartman halves Gold Investments, Says ‘Nervous’ 2

Harmony's 'Massive' Gold-Copper Mine could trigger takeover

TAG Reports strong flow test at Sidewinder-3 on-track for production

2nd June News and Views

OPEC's most important meeting?

Marathon buys Eagle ford core for $21000 an acre

Russia's LNG capacity to rise over next decade

Record Alberta land sales

Xstrata reveals a devilish truth

Cimarex Energy - Permian Basin Overview

Russia tax plan sparks Gazprom warning on output

Ord signs key bauxite agreement

Big jump in Canada oil wells expected

WesternZagros has oil discovery at Sarqala, Kurdistan

US mulls crude reserves sale from damaged storage

China may adjust VAT and port charges to boost coal imports

Wesfarmers to boost Curragh sales by a third to 6.8-7.2 mln T in 2012 1

Wesfarmers to boost Curragh sales by a third to 6.8-7.2 mln T in 2012 1

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1st June News and Views

New shocks in Japan as nuclear power units stay shut

Japan's J-Power lowers 2011 Japan coal demand forecast

Waste gas now drives US gas production higher

Imported iron ore stocks at ports rise on weak demand

China's coal demand and production in overdrive 1

China's coal demand and production in overdrive 2

China's coal demand and production in overdrive 3

China's coal demand and production in overdrive 4

Realm Energy teamed with Halliburton for European shale

Apache Canada exits shale gas JV with Corridor

Hess reports good drilling results in Australia

Inmet Intersects 3.9% Copper Equivalent Over 124 Metres

Rosetta Resources flat out in Eagle Ford Shale Program 1

Rosetta Resources flat out in Eagle Ford Shale Program 2

Beach Energy released its monthly drilling report

U.K. shale gas drilling halted after quakes

Eden Energy Reports Significant Resources of Shale Gas and CBM on UK Licences

Queensland announces 6 billion dollar Abbot Point coal expansion

Iran's oil production to rise or fall by 1 mln b/d in 5 years subject to investment

Samson Oil & Gas Pays off Debt Facility, Advises on Operations

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31st May News and Views

Chevron Wins Bulgarian Shale Rights

Imperial Oils Kearl Oil Sands costs balloon on revamp

Indian Oil Corp Q4 down 30% on subsidies

Brazil's Vale gears up for rare earths

Shell surfaces with west coast LNG interest

China cracking down on old e bikes and lead plants

Wheat eases on Russia ending export ban, Europe rains

Iraq warns last chance for Shell deal

Wage strikes hits CSN's Brazilian iron ore mine and others

Indians make Yamal bid

WorleyParsons joins Kanfa in PNG FLNG project 1

WorleyParsons joins Kanfa in PNG FLNG project 2

Gazprom Neft, Schlumberger Sign Cooperation Agreement

China coal prices rise for a seventh week

All may not be lost for French shale

Cheniere would undercut Gazprom by 25%

Perilya boosts lithium resource at Canada project

Oil India head says scouting for shale gas assets in Argentina

China's Alberta oilsands investment requires West Coast export ability

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