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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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10th August 2012

9th Aug

8th Aug

7th Aug

6th Aug

10th August News and Views

Carbon Emissions Data is Fun 1

Carbon Emissions Data is Fun 2

Osisko delivers record Q2 production, costs rise

Cnooc to Submit Nexen Deal for US Review

EOG and the Eagle Ford

Drilling days sharply down on shales

Surge in orders for blow-out preventers

Russia's Highland Gold confirms output target

China Food Solution Needs Better Farmer Rights 1

China Food Solution Needs Better Farmer Rights 2

Arrow to Expand Bowen Basin Operations 1

Arrow to Expand Bowen Basin Operations 2

Legacy increases production nearly 50%

Northern Oil and Gas reports solid quarter

El Nino phenomenon almost certain-US government forecaster 1

El Nino phenomenon almost certain-US government forecaster 2

El Nino phenomenon almost certain-US government forecaster 3

ThyssenKrupp confirms full year outlook as Q3 beats

Cheniere gives Bechtel notice to begin construction

Thompson Creeks' moly output, revenues nosedive in 2Q

Sugar sweeter for Brazilian mills than ethanol

Xstrata Cuts Contractor Numbers at Aus Coal Operations

China Increases Fuel Prices for First Time in Five Months

National Oilwell to Acquire Robbins & Myers for $2.5B

Apache Strikes Hydrocarbons at GoM Parmer Well

European LNG Supplies to Drop 70%, Barclays Says

Big bets placed that Rosia Montana is happening

2012's record US temperatures really are an anomaly

IEA cuts 2013 oil demand growth forecast

CP Rail intends to ship 160,000 bbl of Bakken oil per day

Xstrata astep closer to McArthur river mine expansion

China July commodities imports stay high despite weak economy

Silver Wheaton ups 2012 guidance to 28m silver equivalent ozs

Malaysia delays may cause ‘balance sheet difficulties’ for Lynas

Continental Coal announces maiden inferred coal resource in Botswana

9th August News and Views

Norwest to start second frac stage at Arrowsmith

Energy XXI output drives strong quarter 1

Energy XXI output drives strong quarter 2

Energy XXI output drives strong quarter 3

Yamana q2

Franco-Nevada profit up as US revenue rises

Continental Resources guides higher

The Mississippian Lime: Next Big Resource Play

Pacific Rubiales dodges pipeline disruption in Q2

Nevsun profit rises; raises output forecast

Subsea7 in profits surge

Amec revenues rise on natural resources business

Glencore strikes Bellzone iron ore deal

Petrobras Brazil price rise not "on horizon"-Finance Minister

Tiny Australia town wants A$100 mln for hosting Xstrata mine

Colombian coal railway talks stuck; Cerrejon attacked

Giant Louisiana sinkhole disrupts natgas flows

Kinross profit falls on lower output, higher costs

China firm seeks major stake in U.S. battery company A123

Global Food Reserves Falling as Drought Wilts Crops

AngloGold Plans Spending Boost to Complete New Mines

Silver Wheaton CEO Says Time is Ripe for Silver Deals

Guinea probes killing at Vale-BSG iron ore mine protest

C&J grows profits in changing pressure pumping landscape

Stillwater Mining’s Q2 profit, revenue sags on lower prices

Too soon to judge merits of $7 bln Massey deal - Alpha CEO

Taseko: Q2 gross profit of $16 million, production growing

Canadian Natural increases production reduces capex

Anadarko said to be taking offers on CBM assets in Wyoming

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8th August News and Views

Jeremy Grantham on Food Shortage

Extreme Global Weather

Shell on the lookout for acquisitions

US lawmakers call for faster LNG approval

Iron-Ore Exports from Australia's Port Hedland slow

Palabora shares drop on plunging net profits

China hikes 2015 solar power target by 40 pc

Enbridge Bakken Pipline Expansion Project

China's Zijin buys Australia's Norton gold fields

Aquarius Platinum posts $154m loss

Western Areas watches costs in weak nickel market

CIL board approves penalty structure

Rio Tinto sticks to spending plans despite profit drop

U.S. Regulator Halts Nuclear-Plant Licensing

Senators press EPA to cut ethanol mandate

Aus Mine skills shortage showing signs of easing

Rio Tinto to Close Blair Athol Coal Mine in Australia

China overtakes S.Africa as top ferrochrome producer

Kloeckner lowers profit outlook on weak steel demand

Electricity Use Seen Overstating China Economic Slowdown

Sugar Reserve in India at Four-Year High Set to Help Exports

CNOOC in talks to buy Tullow's assets in Bangladesh

Endeavour to acquire Avion Gold, becomes a 300,000 oz/yr producer

Metallurgical coal supply side issues abating - HSBC

Quantum Reports Substantial Growth in CNG Fuel Systems 1

Quantum Reports Substantial Growth in CNG Fuel Systems 2

China's Shandong lifts stake in Queensland coking coal explorer Rocklands

7th August News and Views

Special steels help Voestalpine beat expectations

Senex and Arrow energy hit CBM and shale

Black Hills to shutter some coal-fired plants 1

Black Hills to shutter some coal-fired plants 2

Armour Energy hits shale gas

Concho grows profits but misses Street 1

Concho grows profits but misses Street 2

Brazil to harvest entire cane crop this season

Goa licence cancellations could hit Indian iron exports

Oasis Petroleum Inc. reports stron Q2 production

E.ON's H1 oper profit up 56 pct on gas settlement

Helms: Bakken will take 16-18 years to develope

AngloGold Ashanti wants to buy more small miners

Colombia attacks cut Gran Tierra profits in half

Incitec Pivot says Moranbah ammonium-nitrate output to jump

CF Industries profit light as demand slips after planting season

Xstrata H1 earnings drop, defers $1 bln of spending

China's Hanlong may cut Sundance bid by 30 pct

Chesapeake profits hit by gas prices, asset sales please 1

Chesapeake profits hit by gas prices, asset sales please 2

New pipeline to transport Eagle Ford crude to Gulf Coast

Vale ordered to suspend work on key railway project

Merafe makes more money selling back electricity

Timah stops tin spot market sales on weak market

China's copper smelters mull export increases after tax cut

Fourteen Indonesian Tin Smelters Halt Output as Prices Fall

Rice Hoard Offers World Respite as Food Costs Surge

Augusta Resources granted permit for Tucson copper mine

OGX delivers second shipment of Waimea oil to Shell

Lukoil and ExxonMobil submit bids to develop deepwater natgas field

KGD6 currently only producing 29 mscmd creating a shortage - minister

6th August News and Views

Beach spuds Queensland shale well

Anglo American gold production

Petrobras signs 12-rig deal

Banks sue steel traders after loan defaults

Rosneft and ITERA Group close gas deal

Noble Energy farms-in to Falklands leases

Indonesia issues more mineral ore export permits

Gold benefits from low real rates

Beach hits more pay at Bauer oilfield

Tinkler has no plans to cut $5.5bn Whitehaven offer

Discover Metals updates on Boseto copper/silver mine

Tesco Corporation Reports Q2 2012 Results

AngloGold earnings down, output target unchanged

Fortescue Secures US$1.5 Billion in Loans for Expansion

Australia's Silver Lake to buy Integra Mining for $450 mln

Petrobras posts first loss in 13 years; results shock

Falkland Oil and Gas announces commencement of Loligo 1

Falkland Oil and Gas announces commencement of Loligo 2

China's 2012 Steel Output May Fall; 1st Time in 31 Years

Government indefinitely suspends Philex's Padcal mine

South Boulders’ drilling could boost potash resources 1

South Boulders’ drilling could boost potash resources 2

Platinum’s problem high costs, no marketing – Van Rooyen

Guatemala withdraws proposed constitutional mining law reform

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