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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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9th December 2011

8th Dec

7th Dec

6th Dec

5th Dec

9th December News and Views

Fracking Chemicals Detected in Wyoming Aquifer

China Nov crude steel output falls to 14-mth low

Sinopec tipped for BG Santos stake

More China Shale gas finds?

George Soros Went Shopping During MF Global's Fire Sale

TAG's Cheal-C1, Cheal-C2 and Cheal-A8 flow testing results

CME Lowers Margin Requirements for Crude, Heat Oil Futures

African Barrick Gold to miss 2011 output target

Deep gas project 'to need a bigger rig'

Rain Again? Australian Mining Firms Get Anxious

Plains to convert line to carry crude to Cushing

China industrial output up 12.4 per cent slowest in two years

India's Shah Commission begins probe into illegal mining in Odisha

8th December News and Views

Bullish steel headlines today

Severstal Q3 net profit below forecast

Iran still owes Eni nearly $2 billion in oil

Chevron sets $32.7 bln 2012 budget, up by a sixth

Bakken drilling costs 'likely to drop'

Veresen to buy Encana Mountney midstream assets

TAG Announces Normal Course Issuer Bid

Algeria to tweak energy tax rules

PotashCorp and Mosaic Reach Agreement on Esterhazy

Monsanto Ups Q1 Guidance On Strength In Latin America

Iluka sees big increase in rutile, synthetic rutile prices

Fall in International rig count

Baosteel to reduce assets

Marathon sets %4.8 bln budget targets US liquids-rich plays

Vedanta Aluminum to raise capacity to 2.5 million tonnes

India's NMDC sees end to Indian iron ore export to China

Schlumberger: Plenty Of Scope For Shale Gas Cost Savings

The Vaca Muerta: Americas Petrogas spuds well in Neuquen basin in Argentina 1

The Vaca Muerta: Americas Petrogas spuds well in Neuquen basin in Argentina 2

The Vaca Muerta: Americas Petrogas spuds well in Neuquen basin in Argentina 3

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7th December News and Views

Xstrata's Investor Day 1

Xstrata's Investor Day 2

Chicken prices set to rebound

St. James oil hub as a "second Cushing"

Repsol chief sees “colossal” Argentina potential 1

Repsol chief sees “colossal” Argentina potential 2

Japan government offers gold for buying bonds

Uralkali raises 9 mths revenue 28 pct

China's coal use to increase 1 gigaton by 2015

Saudi’s crude price hike

Lack of demand from China's power plants dampens coal market

Enbridge Further Expansion of North Dakota Crude System

Grupo Mexico ups outlook for Buenavista mine output

Peru detains leaders of protests over Newmont mine

Rye Patch seizes opportunity on Coeur d'Alene's claim snafu

No drilling slowdown as Major struggles to keep pace

DOE to halt issuing LNG export licenses

Iranian copper industries in major expansion

Baird-1 wet gas exploration well spudded

IER release a groundbreaking North American Energy Inventory report

Range Resources Reaches Marcellus Year End Production Target

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6th December News and Views

Huge Vale ore carrier disabled at Brazil port 1

Huge Vale ore carrier disabled at Brazil port 2

Haynesville production logs: 3 year profile

Inpex sells all Ichthys offtake

Alberta gives go ahead to Devons Jackfish 3 1

Alberta gives go ahead to Devons Jackfish 3 2

KNOC to invest $3-4 bln to buy oil assets next year

Shell 'hits shale gas' in China

China's steel industry's profit down 82.6% in Oct

Chesapeake Sells $750 Million in Shares of Utica Subsidiary

China Steel, Vale agree 23 pct iron ore price cut

Energy E&P spending to reach record high

Deloitte Oil & Gas reality check report

TAG's Cheal-B5 Discovery Flows 1700 Barrels Per Day

Anglo to spend $1.7bn on new 5Mt/y Australian coal mine

Proposed Ghana tax increase may halt Damang expansion

Oilex Ltd Provides Operational Update for Cambay-76H

Xstrata Copper: significant increase to Resources in South America

BP: Halliburton Destroyed Test Results Related to Gulf Oil Spill

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5th December News and Views

Whitehaven Coal, Aston discuss $5 bln merger 1

Whitehaven Coal, Aston discuss $5 bln merger 2

Peru declares emergency to stop protest over mine

Woodside's $30bn Browse LNG plant in doubt

China faces coal shortages in 2012

Australia's ruling Labour clears uranium sales to India

Indian Oil Ministry wants fresh Reliance reserve estimate

Exoma confirms Katherine find 1

Exoma confirms Katherine find 2

Gold Fields to spend up to $1.8 bln on Finland PGM project

Chinese iron ore miners suspend production

New Bit Drills Entire Eagle Ford Well at Record Pace

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