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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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8th October 2010

7th Oct

6th Oct

5th Oct

4th Oct

8th October News and Views

A Niggle on Gold: The US Midterms 1

A Niggle on Gold: The US Midterms 2

Sino Gas inks marketing deal for gas

Statoil warns of production dissapointment

Concho closes Marbob deal 1

Concho closes Marbob deal 2

Concho closes Marbob deal 3

'Waste Gas': The Axe Murderers latest assault 1

'Waste Gas': The Axe Murderers latest assault 2

'Waste Gas': The Axe Murderers latest assault 3

EPA proposes NOx controls for New Mexico coal plant

U.K. Gas double U.S. price prior to Qatari Exports

Anooraq shows a leg..

Bankers sees lower flows

7th October News and Views

Hunting for Tin mines..1

Hunting for Tin mines..2

Petrobras reports another Tupi hit

First LNG cargo steaming to Golden Pass

Tin mines worldwide

Silver Standard: Pirquitos..Silver, Tin and Lead

Shell asks for Beaufort OK, one hole two rigs

Statoil to raise up to $853 Million in Fuel Unit IPO

Pioneer Natural Resources: ex gas bull turns too unconventional oil, and in scale! 1

Pioneer Natural Resources: ex gas bull turns too unconventional oil, and in scale! 2

Pioneer Natural Resources: ex gas bull turns too unconventional oil, and in scale! 3

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6th October News and Views

NWR bids for Bogdanka

The Niobrara Oil shale

Tailings dam collapses at Alumina plant 1

Tailings dam collapses at Alumina plant 2

Time to stake some Chinese gas suppliers 1

Time to stake some Chinese gas suppliers 2

Ventana: more good drills, but complexity

The Tin Recovery

Russia offers China gas at $6 an mcf?

Copper Inventory in Shanghai falling like a stone 1

Copper Inventory in Shanghai falling like a stone 2

Copper Inventory in Shanghai falling like a stone 3

Copper Inventory in Shanghai falling like a stone 4

Natural gas price seen as too low to sustain production

Clean Energy to build natural gas fueling stations

Sino Gas inks marketing MOU for China CBM pilot project

Colossus drills new holes

Merkel backs French on tighter commodity trading regulations

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5th October News and Views

Ecopetrol: Minimajor in Colombia trades Expensive

Rex Minerals

Chesapeake sells stake in Barnett Shale holdings

Bakken leads to Tyler Formation

Mirabela Capital Raising

Statoil shuts in gas production again

Henrt hub heads south

Brigham reports three big Bakken completions

Questerre sideswipped by downgrades and political concerns. Implied Value of Gazprom and Statoil

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4th October News and Views

Mongolion Mining Comparatives 1

Mongolion Mining Comparatives 2

Mongolion Mining Comparatives 3

Report Due on BHP Bid for Potash

Tin, Way Beyond Tin Plate 1

Tin, Way Beyond Tin Plate 2

Tin, Way Beyond Tin Plate 3

German solar energy firms in dire straits

Fortescue on track for 55Mtpa 1

Fortescue on track for 55Mtpa 2

Fortescue on track for 55Mtpa 3

LVenoco webcast

Copper market shortage so far in 2010 may be 300000 tonnes

Update from the only pure play lead company we know..

Suntech solar 43% germany 1

Suntech solar 43% germany 2

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