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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

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8th November 2013

7th Nov

6th Nov

5th Nov

4th Nov

8th November News and Views

Fill Up Your Tanks! 1

Fill Up Your Tanks! 2

Pacific Rubiales boosts profits on higher output

LME to cut metal queues to 50 days, review owners pact

Golden week distorts China's commodity imports?

ENI demands $10 bln from Statoil in arbitration

Chinese said to eye Ivanhoe Mines stake

Vale prepares to start Glencore nickel synergy talks

Qatar cuts gas prices to keep competition at bay

Aurora books rise in profits

BP to commercialize 'breakthrough' acetic acid technology

Codelco asks China to take cut in H1 2014 copper shipments

Apache earnings rise on higher North American liquids production

Munk’s legacy hangs on solving Barrick Gold’s problems - FT

Britain starts paying cash to help industry with EU CO2 costs?

Refined oil exports making a dent in neighbouring markets

Parliamentary panel asks oil ministry to declare RIL a defaulter

EOG Resources’ Western Eagle Ford Acreage Looks Better & Better

China plans 3rd shale gas auction, strong interest from SOEs

Saudi Arabia throttles back from record high oil output

Talisman: $1.5 Billion cash sale for slice of Montney Position; no sales offshore N. Sea.

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7th November News and Views

Continental shows 'full manufacturing mode' 1

Continental shows 'full manufacturing mode' 2

Continental shows 'full manufacturing mode' 3

What your supposed to do as a miner..

NGL growth quietly disrupts refining business

Synthetic Diamonds: Summary of what we do know..

Agrium Profit Skids, Beats on Earnings

Halcon Resouces’ Record Eagle Ford IP

Argentina's YPF, Boosts Oil Production

EOG profit up as crude prices, output increase

Tesoro’s profit falls in third quarter, output boosted

Randgold profit up 80% despite 3% drop in gold price

Montney: one of the Largest Gas Resources in the World

Bitcoin Is Back From The Dead And Surging To All-Time Highs

Turkey, Iraqi Kurdistan clinch major energy pipeline deals

Novatek Q3 Profit Up 17% on Prolific Yurkharovskoye Field

Oil industry may invoke trade law to challenge export restrictions

Vale Q3 profit doubles on higher iron ore sales, prices

Wave of sugar mill closings seen due to global price pressures

Powers seek "first-step" nuclear deal with Iran in Geneva talks

China's first coal-to-gas plant soon to pump gas to Beijing

ArcelorMittal Reports 19% Profit Gain, Keeps 2013 Target

Emirates Aluminium to hit 1.3m tonnes a year by mid-2014

Antero Resources Reports Third Quarter 2013, monster Utica well

Queensland mulls cutting taxes for Galilee Basin coal miners


6th November News and Views

Encana to cut 20% of its staff 1

Encana to cut 20% of its staff 2

OIl and Gas Consensus

Italy 'to allow shale exploration': minister

Toyota unveils new hydrogen fuel-cell car 1

Toyota unveils new hydrogen fuel-cell car 2

Sinopec parent plans $17.7 bln stake buyback

Gulfport good numbers: short pain!

Iamgold costs surge

Oil sands crude is tanking again 1

Oil sands crude is tanking again 2

8 Year Old Chinese Girl Diagnosed With Lung Cancer

Pacific Rubiales and Gazprom Five Year LNG Sales Contract

Eni signs U.S. onshore shale oil deal with Quicksilver

Iran FM says outline of nuclear deal possible this week

Mosaic profit plunges 70% on weaker prices, sales

China cuts gas supply to industry as shortages hit

China orders local leaders to reduce excess capacity in steel, cement etc

RasGas Said to Shut Train 7 at Qatar LNG Export Plant for Works

Newly developed aluminium alloy stores hydrogen for fuel cells

Saskatchewan diamond find catapults explorer 54% higher

Cost cuts help Vestas beat forecasts, raise year view

5th November News and Views

Rystad Tight Oil forecasts 1

Rystad Tight Oil forecasts 2

Biofuel makers mount last-ditch lobby push on EPA

Linn ups Berry price to £3billion

ConocoPhillips' Eagle Ford Shale Production Soars

Vale poised to deliver more profits on reduced costs

China to further open its mining industry

Anadarko’s earnings jump 50 percent

Iron ore price starts November with a bang

Global Auto PMI swings higher 1

Global Auto PMI swings higher 2

Zambian president threatens Vedanta unit over job cuts

Betting on end to glut, miners hunt for new zinc deposits

Intrepid Potash shares jump as Koch discloses larger stake

US ethanol plants reopen as record corn harvest boosts margins

Marathon Q3 Profit Up 26% on Doubled Eagle Ford Production

Carrizo Oil & Gas, Announces Record Oil Production in Q3

China's 10 nonferrous metals output up 9.8% in Jan-Sep

China steel PMI falls as manufacturing PMIs gain

Pioneer jumps after reporting record Permian exploration results 1

Pioneer jumps after reporting record Permian exploration results 2

U.S. Freeport, Cameron LNG Export Rulings Seen in Coming Months

Iron ore exports from Port Hedland to China hit record 25.2 mil mt in Oct

4th November News and Views

Iran: Isreal frets quietly

St Louis Fed Velocity Makes new Lows

Anti-shale gas protesters sued for damages

Weir says third-quarter profit lower than expected

Centrica set to drop 2 bln stg offshore wind farm plans

Venezuela’s government seizes U.S.-owned oil rigs

Oil rigs rise to two-month high on Permian drilling

Sinopec unveils its shale gas results. Not bad!

More Tin for early Moroccan open cut

Canada Rail-Car Shortage Slowing Record Grain Exports

USD 350 million funding pledge for Gujarat NRE Coking Coal

Whitehaven Coal says no plan to tap equity markets for funds 1

Whitehaven Coal says no plan to tap equity markets for funds 2

Range Resources sees up to 40 wells per pad in the future

Shale gas could be a “game changer”, says EU climate chief

VLCC freight rates for West-East routes rise on strong cargo demand

Loss-making Outokumpu reluctantly selling Terni as steel slumps

Anadarko eyes $1 bln sale of China oil and gas project stakes 1

Anadarko eyes $1 bln sale of China oil and gas project stakes 2

Minister Marmion Welcomes Canning Basin Deal (Australia)

New Image mineral sands construction could start mid 2014

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