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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 February 2012

9th Feb

8th Feb

7th Feb

6th Feb

10th February News and Views

Southern Copper Posts Record 2011 Sales, Income 1

Southern Copper Posts Record 2011 Sales, Income 2

Global LNG Supply and Demand

Petrobras to lease 26 drill rigs for $76.3 bln

Petrobras Q4 net plunges

South Africa to Lure Miners With Railways Boost

Inmet Mining posts lower Q4 profit 1

Inmet Mining posts lower Q4 profit 2

The Grade Cliff? 1

The Grade Cliff? 2

Third Egyptian exploration discovery in beach's abu sennan concession

Tata Steel posts 1st quarterly loss in more than two years

US approves first new nuclear plant in a generation

Noble to increase oil production 40% in 2012

Total Q4 net rises 7 pct, hikes exploration budget

Vale to rent potassium assets from Petrobras

Gazprom cuts 2012 gas exports plans to Europe

Baosteel lifts March steel prices from Feb

World copper mine capacity 26 million tonne by 2015 - ICSG

Boliden Q4 below forecast, Aitik upgrade to weigh

Iron ore stocks at Chinese ports approaching capacity

Cameco 4Q Net Earnings Up 29%; Revenue Flat Or Fall 5% In 2012

9th February News and Views

Rio takes Aluminium hit, hikes dividend

LUKOIL says Statoil plans to leave Iraq's field

BG Group sees strong growth as profits soar 1

BG Group sees strong growth as profits soar 2

Australia oil & gas workers top global pay scale

Teck: 2011 results and 2012 outlook

Agrium 4Q net income jumps 43 pct on higher sales 1

Agrium 4Q net income jumps 43 pct on higher sales 2

Niko Resources posts loss on lower gas production

ArcelorMittal sells off surplus carbon allowances to boost earnings

Union says BHP Australian coal workers to strike

Repsol's YPF touts massive Argentine oil find

China pledges to support affordable housing

Syncrude unit taken down for planned maintenance

Norilsk to open 40 000 t/y nickel project in Australia

North Dakota crude output rises to average 534,879 b/d

Korean S-Oil signs 20-yr crude supply deal with Saudi

Iraq: Exxon Mobil to participate in fourth oil licensing round

Russian oligarchs should pay privatisation fee-Putin

Australian Gladstone port's Jan alumina throughput down 32% on year

Lake Shore Gold, Franco-Nevada link up for $50 million royalty/ equity agreement

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8th February News and Views

BHP Billiton profit slips

Fortescue Eyes Prospects Outside Iron Ore

Statoil raises 2012 capex in shale oil bet

Total sells Colombian TEPMA unit to Sinochem

Santos records total reserves drop

Libya sees pre-war output by July

China Hikes Fuel Prices

Lonmin sees Platinum supply risk hightened

Plains to boost Cushing oil deliveries with new pipeline

Rio Tinto says $3.4 bln earmarked for iron ore boost

BHP Closing In On A$3.5 Billion Gabon Iron Ore Deal

Vestas sees 2012 EBIT margin of 0-4 pct after 2011 loss

Glencore commodity trading earnings slump in 2011

Kodiak Oil & Gas Corp. provides interim corporate update

Coking Coal Comes Face to Face with Oversupply

ABM Resources: trenching of 726m at 24g/t gold at Old Pirate

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7th February News and Views

Xstrata and Glencore agree $90 bln merger

Anadarko report spill related results

Russia's Sechin proposes state oil service firm

Comstock to exit Haynesville, eyes oil-rich shales

BP Profit Jumps; Company Boosts Dividend

US Farmers Plan Biggest Crops Since 1984

Yara 4Q Net Profit Boosted By Higher Prices

Dart tallies international reserves

Shale gas discovery in China

ArcelorMittal sees H1 pick up, concern on Europe

Xstrata reports increase in earnings and dividend boost

Newfield Non-Strategic Asset Sales $735 Mln To Date 1

Newfield Non-Strategic Asset Sales $735 Mln To Date 2

Japan says no reactor restarts yet, report suggests April

Norilsk Nickel Sees 2012 Platinum Deficit Of 355,000 Oz

Athabasca Oil Sands: light oil operations update

Each time Brent has hit $120, we have had a nasty

Strike halts Centerra Gold's Kumtor Kyrgyz mine

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6th February News and Views

Harmony reports stong Qtr, weak outlook

Delek, Noble Energy discover gas at Tanin well

Exxon encounters gas in Black Sea well

Premier to abandon East Fyne well

Decline in gas rigs outpaces increase in oil

Newgold post Blackwater

CONSOL Energy Adds 517 Bcf from Drilling in 2011

Range increases unproved resource potential

Concho announces 2011 Full Year Production and reserves

Glencore offers 8 pct premium to Xstrata to seal merger

India upstream oil cos to bear 38 pct of subsidy share

China to Double Blocks Offered in Next Shale-Gas Auction

Mixed results for Senex with Spitfire-1

Bumi proposes Board Reshuffle: Rothschild to go

Tigray Drills 40.5 Metres of 3.24% Copper in Ethiopia

Rockwood to build new Chile pant, double output by 2013 1

Rockwood to build new Chile pant, double output by 2013 2

Rosneft 2011 EBITDA USD 22 billion, Q4 production exceeds 2.6 mln boe

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