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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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8th April 2011

7th Apr

6th Apr

5th Apr

4th Apr

8th April News and Views

Lumina Copper releases holes 1

Lumina Copper releases holes 2

Antofagasta Copper Output Could Double By 2020 1

Antofagasta Copper Output Could Double By 2020 2

Texas Senate approves program for natural gas vehicles

Bio Gas research gets a grant!

Lamprell offers to buy nearby rig yard 1

Lamprell offers to buy nearby rig yard 2

Shale gas and oil...The rest of the world 1

Shale gas and oil...The rest of the world 2

Bankers Petroleum Reports Record First Quarter Production 1

Bankers Petroleum Reports Record First Quarter Production 2

GE moves into the solar panel business

Teck union workers at Elkview ratify new contract

Rio gains majority stake in Riversdale

Nautilus eyes 2013 start for first offshore copper mine

La Nina to continue weakening in the coming months

Shipments from Port Hedland back to normal

Newmont links divi to gold price

Steel price witness a rebound due to declining inventory

Japan says economy in "severe" condition

Orocobre produces battery grade lithium at Salazar de Olaroz

Western Copper ready for next steps at Yukon copper/gold/moly project 1

Western Copper ready for next steps at Yukon copper/gold/moly project 2

7th April News and Views

Aspire confirms Coking coal in Mongolia

Mitsui exercises Bowen options

Dart counts NSW CBM resource

Court order blocking sale may be 'positive' for Ecopetrol

Wheat Crop Conditions in China Seen Improving

Extract expects to roll out Husab

Gasoline demand in the US starts to slide

Mincor finds high Nickel grades at Kambalda

Algerian shale may be larger than US

Suncor vs Vale 1

Suncor vs Vale 2

Natural gas vehicle bill reintroduced in House with changes

Baosteel cuts main product prices for May

Centamin sees 2011 output at lower end of guidance

Rio: Global copper supply deficit could be 500,000 tonnes in 2011

Japan LNG demand up 10pc amid loss of nuclear plants, says Santos CEO

Monsanto Q2: Expects Improved Seed Margins In 2011 Despite Price Cut 1

Monsanto Q2: Expects Improved Seed Margins In 2011 Despite Price Cut 2

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6th April News and Views

EIA publishes global shale gas estimate 1

EIA publishes global shale gas estimate 2

Where is the copper bear?

Indian Coal imports to inexorably rise?

Vale: Iron Ore Market To Remain Tight In 2011 1

Vale: Iron Ore Market To Remain Tight In 2011 2

Vale: Iron Ore Market To Remain Tight In 2011 3

Vale: Iron Ore Market To Remain Tight In 2011 4

Vale: Iron Ore Market To Remain Tight In 2011 5

Vale: Iron Ore Market To Remain Tight In 2011 6

Haynesville goes green...LNG trucks...waste water pipelines

Beach wraps up Holdfast shale gas drilling

Marubeni buys stake in oil shale project for $270m

Goldcorp double size of Cerro Negro project

Rio Tinto secures 49,49% of Riversdale, extends offer

India set to harvest record grains, may allow exports

Xstrata raises coal output targets 1

Xstrata raises coal output targets 2

FEEC Reports NPV of Shouyang Block Contingent Resources

Pacific Rubiales: Normal course issuer bid

Höegh LNG orders and options six FLNG and regasification ships

Rising Power Costs Driving Aluminum Higher – But For How Long?

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5th April News and Views

Brent enters the red zone? 1

Brent enters the red zone? 2

Africa Oil buys Lion Energy for stock

Toyota will shut down all of its North American factories

China copper stockpiling makes Codelco nervous 1

China copper stockpiling makes Codelco nervous 2

New Gold buys Richfield

First Bio gas plant in Massachusetts

Coal: Peabody update 1

Coal: Peabody update 2

France mulls further gas tariff changes

Vedanta believe govt to approve Cairn deal in a few days

Brigham Reports On Bakken Completions In North Dakota

Electrosteel Castings enters into JV with Dart Energy

Bharti bulls commodities. Ethiopian Potash

Extract Resource's uranium project in Nambia viable at $1.4bn cost

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4th April News and Views

Qatargas running at full capacity

Zola-1 gas discovery for Santos 1

Zola-1 gas discovery for Santos 2

Zola-1 gas discovery for Santos 3

Teck, unions to end Elkview strike

PTT Thailand breaks out

US rig count up by 38 units to 1776 last week

Japan’s Tepco speeds up thermal power expansion

BG gas hat-trick in Tanzania

Beach returns strong Cooper results 1

Beach returns strong Cooper results 2

Ophir Energy lining up $2 bln London float -paper 1

Ophir Energy lining up $2 bln London float -paper 2

Molycorp buys controlling stake in Estonia's AS Silmet

NGEx Drills 701 Metres of 0.67% Copper and 0.30 g/t Gold at Los Helados, Chile

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