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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 March 2013

7th Mar

6th Mar

5th Mar

4th Mar

8th March News and Views

7th March News and Views

BHP Billiton prepares to join Aus. shale push 1

BHP Billiton prepares to join Aus. shale push 2

Rosneft Seals Supply-Financing Deal With Glencore, Vitol

EOG Resources Looks for New Projects to Add to Eagle Ford

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6th March News and Views

Severstal slumps to net loss on weak demand

Halifax-1 flows on the rise

Friedland's bullishness lightens PDAC mood

China: On coal control

AKITA Drilling Ltd. Announces Record Funds Flow 1

AKITA Drilling Ltd. Announces Record Funds Flow 2

First Quantum profit surges on higher copper, gold sales

China talks delays Glencore Xstrata deal

Sirius resumes surge on new drill results

Renison turnaround helps lift Metals X to profit

Is the shale revolution going to sweep the globe?

Merafe production down 8%, profit falls by more than half 1

Merafe production down 8%, profit falls by more than half 2

Fortuna Silver Silver in Inferred Resources Increases 38%, Gold 26%

Conoco CEO sees N. American energy exports within a decade

India Seen Boosting Wheat Exports From Stockpiles Before Harvest 1

India Seen Boosting Wheat Exports From Stockpiles Before Harvest 2

Petrobras: diesel price increased by 5 pct, only 11pct below world price

Skyrocketing RIN prices signal ethanol blend wall imminent

Nyrstar's $700m zinc offtake attracts more than 10 bidders

Lundin Petroleum: Johan Sverdrup Well 16/3-5 Is successful

Japan proposes third round of Talks With South Korea on Joint LNG Purchases

Antaike lifts China's 2013 aluminum output forecast by 1 mil mt to 25 mil mt

5th March News and Views

Colossus says little

Unconventionals Won't Solve Energy Crunch

La Ronge finds some gold 1

La Ronge finds some gold 2

Chinese push for $3bn-plus coalmine in Queensland

The biggest Iron ore bear of all? price heading for $50

EnergyQuest Quarterly February 2013

Glencore, Xstrata profits down as impairments bite

Condor Gold reports positive La India PEA

RWE to sell exploration & production unit

Illegal strike erupts at Lonmin's operations

Anadarko and Dhoot launch $4.5 bln Mozambique gas sale

Apache continues to make oil discoveries in Egypt

China's Sinopec says still seeking assets in N.America

Ophir Energy to tap shareholders for 553 mln stg

Rice Glut Expands With Farms Poised for Record Crop 1

Rice Glut Expands With Farms Poised for Record Crop 2

Scorpio and Tsakos Energy's product tankers benefit from US exports 1

Scorpio and Tsakos Energy's product tankers benefit from US exports 2

Thermal coal prices API2 fall as Colombian strike nears end

Hecla to buy Aurizon to gain access to Québec gold mine

Contact and Pieridae Partner on Gas Production for LNG Export, E. Canada

4th March News and Views

Eni Halts Libya Gas Exports to Italy After Clashes

Codelco to invest more than $5 billion this year

Rio Tinto may cut jobs at Rossing uranium mine

Rusal: To Cut Aluminum Production by 7%

Restart of Japan's reactors unlikely this year

Oman sees BP tight gas deal in weeks

Cnooc said to cede control of Nexen’s Gulf assets

Ophir Seen Luring Shell With Africa Gas Assets

Donggi LNG plant to start operation on schedule

Japex nets Petronas shale acreage

Major Drilling results plunge in Q3

ConocoPhillips Optimistic on Baltic Basin

US 'eats our lunch' in unconventional, warns Woodside boss

New Study Shows 59% of “Tuna” Sold in the U.S. Isn’t Tuna

China announces property curbs ahead of parliamentary meetings

Shell Nigeria 'may shut down oil pipeline' due to thefts

Metminco scoping study underlines potential of copper project

Vale, Argentina to sign deal on $6bn potash project?

Vale's Carajas iron-ore railway blocked by derailment

Colombia ends Drummond suspension, night railway ban

Avanco feasibility study backs small low cost copper mine

UK natgas hits five-year high as unplanned outages squeeze supply

Hess announces final transformation into E&P company

Little price impact from Brent pipeline shut-in: traders

Keystone pipeline passes environmental review – ‘little impact on climate’

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