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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 September 2011

8th Sept

7th Sept

6th Sept

5th Sept

9th September News and Views

China inflation cools, tightening seen on hold

Major Drilling to buy rival Bradley Group

Encana eyes cuts amid gas glut

Alberta land sales ytd top 2010 total

Stable coal supply remains top priority in China

Good news comes with a health warning

EOG sees Wolfcamp as next big U.S. oilfield 1

EOG sees Wolfcamp as next big U.S. oilfield 2

Tar sands oil will reach US sans pipeline

Gold equities break out

Pacer adds LNG trucks

New Libyan government may make NOC purely commercial outfit

8th September News and Views

Phosphates: Phosagro and Ma'aden

Hess Buys Stake in Consol Utica Project

China Shenhua coal-to-liquids project profitable

Ancient Meteors Showered Earth With Gold

Dart spuds Dajing wells

BP in big Mad Dog reserves boost

Lumina intersects 646 meters grading 0.93% copper equivalent

Citic weighs options for Macarthur after Anglo counterbid collapses

Simon Hunt: Who is actually buying copper?

Barrick outlines new Nevada gold discoveries 1

Barrick outlines new Nevada gold discoveries 2

Coal companies jump on takeover talk

Current shale field development sub-optima

Poland eyes new taxes, stakes in shale

Canadian Court Approves OPTI Canada's Debt Restructuring Plan

Encana, Exco, and Range: the three big pure play NaM gas stocks 1

Encana, Exco, and Range: the three big pure play NaM gas stocks 2

Encana, Exco, and Range: the three big pure play NaM gas stocks 3

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7th September News and Views

Motley says: Prepare to Load Up on BHP

Cattle rallies

Best Fracking practice...a paper

Now China provinces to face winter power shortages

Australian coal miners face more flood forecasts

Oilex: Slow progresses with Cambay-76H Testing

China’s coking coal imports set to slide in 2011

Encana sells Midstream asssets for US$590 mln

Brazil to double mine royalties in legal overhaul

Beach strikes Cooper basin oil

Chevron cheers Moccasin strike

Chesapeake sees Utica deal in October

Steady decline takes Uranium below $50

SA awaits shale gas assessment outcome

Gold vs Stocks

Midas Gold Reports Additional Drill Results

SM Energy: degeared, cheap, and in the 3 best shales in Nam

BG Group still in talks with India's ONGC for gas block stake

Halliburton: 'Phenomenal' Opportunities For Global Pressure Pumping Growth

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6th September News and Views

EU May Curb Speculation on Raw Materials

New South Wales To Hike Mining Royalties

'Golden era' predicted for UK oilfield firms

CNPC wins Afghan blocks bid

FLNG comes of age

Libya: Alot, but later

Sunoco to exit refining business, plans strategic review

YTC Resources

Real economic indicator: DS Smith packaging

Investors "impatient" with BP hurdles

Port Hedland shipments up 15.3 pct in August vs July

Phosagro plans $2.5 billion chemical plant

China Jinchuan to invest in two Philippine laterite mines 1

China Jinchuan to invest in two Philippine laterite mines 2

Range Executes First Ethane Contract for Marcellus Shale

Merc Step-Out Drilling Intersects High-Grade Gold Mineralization

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5th September News and Views

TAG oil farms out to Apache 1

TAG oil farms out to Apache 2

India's ONGC to launch $2.5 bln offer Sept 20

CBM industry kicks off PR campaign

Sino Gas extends Linxing PSC

Libya oilfields restart next week

Europe solar power to be competitive by 2020 1

Europe solar power to be competitive by 2020 2

Freeport Indonesia union threatens strike Sept 15

Macarthur says new takeover bid possible

Katla Earthquake Swarm

CNOOC plunges on Penglai prediction

Silvercorp shares slump on fraud-allegation denial

Rio Tinto, Anglo American To Sell South African Copper Firm

Peruvian copper miners to hold 2 day strike

US drilling rig count takes slight hit

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