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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 October 2009

8th Oct

7th Oct

6th Oct

5th Oct

9th October News and Views

National Grid issues major policy document on Bio Gas 1

National Grid issues major policy document on Bio Gas 2

Northam unveils development plan

Europe's first shale gas well fracs water

Auction developing for BHP coking coal assets in Indonesia

Global Bio fuel demand to douple by 2015

Brigham Bakken Economics

Rice production hard hit in Philippines and India 1

Rice production hard hit in Philippines and India 2

Refining, Biofuels and Agriculture: Jatropha and D1 Oils 1

Refining, Biofuels and Agriculture: Jatropha and D1 Oils 2

Hudbay enjoys new deposit

Kurdish Oil and DNO: great blog from FT

8th October News and Views

South Korea goes green 1

South Korea goes green 2

IEA submission to Copenhagen 1

IEA submission to Copenhagen 2

Questor like Petropavloksk (peter hambro mining)

FCX dusts off El Abra expansion

FLNG primer

Bio Gas : Investment significance

The Marcellus: The Debate Continues

Vestas loosing market share

Algae heavyweights in San Diego this week

Exxon and Jubilee

Alcoa sees volume pick up q-o-q 1

Alcoa sees volume pick up q-o-q 2

Geo-thermal expanding rapidly in US 1

Geo-thermal expanding rapidly in US 2

TEPCO Oil usage down 80% y-o-y

Batista buys more Ventana

Saudi gets beggar bowl out for Copenhagen

Conoco Phillips

Olympic Dam mechanical failure:- Copper up!

MSHA gets mean- 10 mines warned on safety

Pertrobras: 28 offshore platforms orders - 'minimum domestic content'

Highland Pacific..small cap partner in Key Xstrata copper project

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7th October News and Views

IEA report

£33m bio gas plant ramps up

More Biogas- Argentina

More Biogas- Brazil

Oil Sands Royalty based on what price?

Tata Steel talks to McKinsey

Mosaic down 92%

Lead vs Gas

CEO's on the tape about Nat Gas 1

CEO's on the tape about Nat Gas 2

CEO's on the tape about Nat Gas 3

CEO's on the tape about Nat Gas 4

'Most abundant rare earth deposit outside china'

Recovery Factors in the Bakken

Exxon buys Kosmos out

Petrobras: wells too cost $100m

Anglogold 'thinks outside the box'

South Africa killing golden goose

Oyu Tolgoi Investment Agreement Signed

Quoted Bio-Fuel player getting trashed..

Russian Coking coal players tart raising prices

BHP: World short of copper

Key opportunity' to buy natural gas

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6th October News and Views

Eagle Ford Economics attractive at $3.88

Minas Rio- Xstrata, Baosteel, and Anglo's need for cash

Big Zinc battery stores wind power

Nice hole for Romarco

Worlds largest REE deposit - Greenland Metals

Rusal float to repay banks

Kalahari funds junior in south west africa

Dow introduces Solar roof shingles

Citi puts sell on OGX

BioGas company in SC

Senate version of Climate bill pro Gas

Ventana drills enormous hole- reiterate buy

Coal of India attracts bidders on abandoned mines

Lead Market tight

Ivanhoe and Entree signing tomorrow!

Coal stocks rise on NG rally

Votorantim buy Tek zinc refinery

Burning coal underground?

Oil and Gas Journal quietly frets on Brazil's oil law

Mercator-Stingray merger

Why Coal has not completely collapsed: Shanxi Province China

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5th October News and Views

Greenland challenge to Chinese over rare earth metals

BP allows CNOOC higher share of low return project

Marcellus Environmental Report sets the battle lines

Ferrochrome improves slowly

Sea snake for E.On

Mexican tax on mining

Rio stocks

OGX finds oil

Vermont thinks bio-gas

Coal Exec slams climate change

ARAMCO wants your IPO

Newsweek: Brasilia in hard turn to left on oil law

Watching the Straits of Hormuz...

Watching the Straits of Hormuz...2

65bn barrels Shale Oil under Paris

Emerging Market consensus

Conoco Phillips exits Venezuela

Baosteel wants to buy Anglo iron ore mine

Shanks builds bio gas facility

GTL: Existing projects struggle to capacity

Envitec BioGas touts its technology

Petrobakken: PBN trades tomorrow

Huge Bio fuel plant turns UK into wheat importer

Ethanol plant expansion by Suncor

Tullow CNOOC deal?

grr link

Equinox lowers 2009 forecast-again

Carbon Reduction Commitment will increase demand for CHP

Major Saudi contract goes to local, Petrofac, Technip amongst loosers

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