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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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9th November 2012

8th Nov

7th Nov

6th Nov

5th Nov

9th November News and Views

Argentine judge embargoes 19B in Chevron assets

Brazil oil, natgas output falls to near 3-year low

Enbridge plans massive Bakken pipeline expansion

HK Taipan Digs Into U.S. Natural Gas

Hochschild bids C103m for challenging Andina

London Mining eyes further Marampa expansion

Longest Sugar Glut in Decade Extends on Indian Crop

Molycorp stock surges after better than expected loss

ONGC sees profits plunge on subsidies

Opec admits impact of shale oil on supply

Wood Mac Western Canadian LNG 1

Wood Mac Western Canadian LNG 2

Concho reports Q3 financial and operating results

Douglas-Westwood USD 28 Bln to Be Spent on FLNG by 2019

Guildford Coal moves ahead with Galilee coal project

Halcon CEO Discusses Q3 2012 Results and 2013 targets

Jupiter Mines shelves its USD 1.6 billion Mt Ida iron ore project

Lynas raising A200 mln on the back of temporary licence

Mitsubishis 6.7 billion Oakajee project scuppered by costs and Chinese

NSW Govt dismisses CSG inquiry recommendations

S.Korea finds cracks in control rod tunnels at nuclear plant

SandRidge investor seeks possible sale, ouster of CEO

U.S. national weather forecaster drops El Niño watch

Xstrata turns screws on Lonmin in takeover effort

Mandalay Resources Record Q3 Results and Initial Dividend, and sharebuyback

8th November News and Views

Whitehaven says secures A$1.2 bln credit line

Xstrata investors urged to reject Glencore bid

BG's Egypt troubles could hit Chile LNG supply

Output up 72.4% at Chile’s Escondida copper mine

ENRC focuses spending on five key projects

BHP's iron ore assets in Guinea draws bidders

Statoil eyes 'bid for Whiting'

Pacific Rubiales resumes production growth

Continental adds to Bakken acreage

Concho sells Legacy Permian assets for $520m

S.Korea's E1 to import U.S. shale gas LPG to diversify supplies

Continental profits down after items, huge output hike

EC approves Outokumpu acquisition of ThyssenKrupp Inoxum

Vale cuts Moatize coal mine output, export target for 2012

ArcelorMittal has moisture issues with Liberian iron ore

Energy growth and climate change on Obama's agenda

Ethanol Going Ugly Turns Bush Plan Into Obama Test

Kinross focus will be on quality, and not just quantity

Warning of Australian east coast gas price bubble

BHP’s Petrohawk sinks to $134m nine-month loss

Silver Standard Q3 Results, Exploration Results at Pirquitas

Repsol: Solid Qtr despite YPF expropriation, no mention of LNG sale

Mitsubishi flags coal mine cutbacks in Australia on weak prospects

U.S. Oil Production Increases to Highest Since December 1994

Agrium craters on earnings miss, outlook lower than anticipated

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7th November News and Views

6th November News and Views

Transocean sees high bookings, costs for 2013

Indonesia to review unprocessed ore export rules

US Onshore oil output from the shales 1

US Onshore oil output from the shales 2

BG Group completes sale of Comgás

Asian LNG buyers to be spoilt for choice

India’s Petronet planning to buy Canadian LNG

Chinese firm says Husab to be operating by end-2015

Gazprom settles gas price conflict with PGNiG

Caza update on prolific Caza Ridge Bone Spring well

DNO International Taps huge oil colomn Kurdistan

CF Industries 3rd-Quarter Profit Jumps 22%

Newcastle Port coal shipments steady but prices tumble

Inergy to Buy Bakken Hub Owner Rangeland for $425 Million

South Korea extends nuclear probe, risks power shortfall

Canada keen to sell India uranium, Harper ‘Intervening’

Typhoon fails to stop Third Record Chinese Corn Harvest 1

Typhoon fails to stop Third Record Chinese Corn Harvest 2

EOG reports strong production growth and price realisations

Gas pipeline for Rio Tinto’s Gove gains federal support

Silver Wheaton reports record-setting output, sales slow

Japanese companies may build gas pipeline from Russia

Walter Energy: Q3 $1.1 bln loss following impairment charge

Molycorp sues Project Phoenix engineers for $45m-plus in damages

Central Petroleum, Total Sign Farm-Out Agreement, Australia

Petrofac to Develop Bowleven's Etinde Permit for a share in production

Trend continuing to make natural gas pipelines into crude oil carriers

5th November News and Views

Orocobre: Olaroz funded and ready to go

Northern Iron suitors walk away

Galaxy raises A$81m for Sal de Vida

Chinese power supply deal for Oyu Tolgoi

Carbine lines up Carbon tungsted mine partner

Wastewater leak shuts Talvivaara mine

Most US coal is uneconomic - Alpha

China to give subsidies to shale gas developers

Questerre cheers second Montney flows

Baker Hughes and CGGVeritas team up

Roc in second Beibu strike

Alcoa increases Warro tight gas stake

GDF Suez-Santos FLNG plan approved

AngloGold could spin-off assets into separate regional entities

Harper says Canadacould block foreign investments

Rothschild in talks to counter Bakrie break-up plan

Algeria to offer incentives to foreign energy investors

Codelco Seen Cutting Copper Premiums to Chinese Buyers

ADM’s GrainCorp Takeover Seen Needing 18% Boost

Southwestern report on Marcellus production

Chemical company hedges with Marcellus purchase

Vale partner says Guinea seeks to seize iron-ore rights

Glencore, others eye Anglo's Amapa iron-ore operation

Peruvian gold producer bulks up Colombia-focused juniors

US drilling rig count fell by 26 to 1800 last week

Lake Charles clean energy announces contracts for project

Mining industry to boost shareholder returns at consumers' expense

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