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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 December 2010

9th Dec

8th Dec

7th Dec

6th Dec

10th December News and Views

TEPCO coal contract set at $115

Xstrata Coal Chart

No progress for Entree in China and Mongolia

China crude imports bounce back

Iron Ore-Spot prices edge up, trading more active

SouthGobi signs two additional coal supply agreements

Lundin increases guidance

European LNG imports hit record in November

Chinese Copper imports rebound

Halt to Grant 1603 could cripple renewable energy industry

Chinese steel prices rise to 7-month high on supply, restocking

Xstrata aims to raise Copper output 50%

Coal and Copper compared

Chevron To Boost Spending On Exploration And Production

Freeport Declares $1-a-Share Dividend, Stock Split

Natural Gas Trading at a Record Yesterday, in backwardation

More on the Alberta Bakken light oil play

Anglo gets licence to build iron ore mine in Brazil

Eni enters European shale play!

Tougher rules proposed for natural gas drilling near Delaware River

Sinopec Buys Occidental's Argentina Assets for $2.45 Billion 1

Sinopec Buys Occidental's Argentina Assets for $2.45 Billion 2

9th December News and Views

Copper ETF: May boost the price but stick to shares?

Canadian oil producers plagued by Enbridge woes

WoodMac: Third-quarter oil demand sets all-time record

China puts more grain reserve on market

Sandfire secures mining lease for DeGrussa

EOG weighs its options

Kodiak placing in demand

Weather update: Five coal mines in Queensland closed

Golden Predator: 56.5 m of 3.2 g/t Gold at Brewery Creek,Yukon 1

Golden Predator: 56.5 m of 3.2 g/t Gold at Brewery Creek,Yukon 2

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8th December News and Views

All you need to know about REE's but didn't dare ask

John Deere breaks out. Cat breaks out. FCX breaks out 1

John Deere breaks out. Cat breaks out. FCX breaks out 2

John Deere breaks out. Cat breaks out. FCX breaks out 3

Cliffs signs exploration deal with Estrella 1

Cliffs signs exploration deal with Estrella 2

CNOOC eyes CBM company

Duluth metals update 1

Duluth metals update 2

Marathon joins rush to cancel drill rig contracts

China to lead oil demand in 2011

Halliburton reaches agreement with US government

PetroChina starts stockpiling

Is Iron Ore the Next Copper?

Aus coal supply:Rio Resume some Queensland Coal Operations After Rains+Hays point expansion for BHP consortium

ArcelorMittal to proceed with spin-off of stainless steel business

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7th December News and Views

Gold and Silver 1

Gold and Silver 2

Gold and Silver 3

Sumitomo in Rare Earth Talks with Molycorp, Others

KOG funds extensive Bakken acquisition 1

KOG funds extensive Bakken acquisition 2

European freeze and Oz rain drive coal price 1

European freeze and Oz rain drive coal price 2

Western Rockies deep thrust bakken 1

Western Rockies deep thrust bakken 2

Notes on the REE panic

Cocoa surges as Ivory Coast crisis deepens

Xstrata funds Donkin coal

Unacceptable danger for Indonesian nickel laterite ship crews

Bankers Pete updates on flooding in Albania 1

Bankers Pete updates on flooding in Albania 2

New Brunswick shale results perplexing

Some good points on silver

Enerplus outlines proppant economics 1

Enerplus outlines proppant economics 2

Yara says prospects improved

Xstrata Approves Ravensworth North Project

UK Interconnector reversal

South Gopi gets a key contract

Xstrata to spend $23bn on new mines by 2016

China to terminate purchase subsidy on small cars

Prokhorov Seeks to Create `Top 3' Gold Producer in 2011 Merger 1

Prokhorov Seeks to Create `Top 3' Gold Producer in 2011 Merger 2

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6th December News and Views

449m at 1.29g for Seafield

Canyon: Fraccing on steroids! 1

Canyon: Fraccing on steroids! 2

Canyon: Fraccing on steroids! 3

Carbo Ceramics: high end proppant technology 1

Carbo Ceramics: high end proppant technology 2

Vietnam targets commodities prices

Oilex: 1tcf of gas+ 50m bbls condensate for $75m, India

Sterlite Industries buys zinc mine in Namibia

PNG looks to reopen Bougainville

China's coal prices fall for 1st time in 3 months

YPF set to announce 'major' new find

Shale-Oil Revolution In Bakken: Companies To Watch

Desire Petroleum says no Falklands oil discovery

Calfrac: update 1

Calfrac: update 2

Lundin: update

Newcrest Mining suspends Bonikro mine in the Ivory Coast

Bow Energy: Asian LNG buyers want a significant stake 1

Bow Energy: Asian LNG buyers want a significant stake 2

Bow Energy: Asian LNG buyers want a significant stake 3

Bow Energy: Asian LNG buyers want a significant stake 3

JP Morgan corner copper market

Sino gas strikes gas 1

Sino gas strikes gas 2

Marcellus to cut Canada gas exports by a third?

Western Montana: Bakken play hotting up again 1

Western Montana: Bakken play hotting up again 2

Rio's bids for Riversdale? "$20 minimum" says shareholder...

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