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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.

For further information please contact info@commodityintelligence.com

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10th June 2011

9th June

7th June

6th June

10th June News and Views

Sino Gas Insider buying

US Natural Gas moves higher

GAIL to spend US$2bn on acquisitions

China coal imports in May up 20.7 pct from April

Total's view of future oil production 1

Total's view of future oil production 2

USDA Cuts Corn Production Forecast On Planting Delays

China imported iron ore stocks rise

Baoshan Steel cuts July steel products price

China asks oil firms to build more storage

Adaro and Bayan expect 2011/12 coal production to surge

Japan power crunch widens as Kansai warns of shortage

9th June News and Views

Antofagasta lowers guidance- again

Whiting Petroleum lowers production forecast

Newstrike: 112m at 2.5g/t

Apache to drill two oil shale wells in Egypt

BP sees Iraq output at half target in 2020

Newcastle coal exports leap 31 pct

Will the 3 Legs float float all Polish boats?

Fortuna Silver

Pioneer - Eagle Ford Shale Production Growth Estimates

First LNG on its way to GATE

OPEC deadlocked; production quotas remain unchanged

Mitsui buys Polish shale stakes

U.S., IEA eye strategic oil stocks if Saudi falls short

China's pig-iron use estimate higher again

Zambia Jan-April 2011 copper output down yr/yr

Rising Rare-Earth Prices Hitting Downstream Industries

Fundamentals justify $12,000/ton copper at yearend

Eagle Ford crude...destined for export?

China drought affects rice crops in 3.8 million hectare

ExxonMobil Announces Three Discoveries in Deepwater Gulf of Mexico

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7th June News and Views

Cash call on Indophil forces rights issue

Humala’s Cabinet must calm Peru’s Markets

China's Meijin eyeing $3.2 bln Australia project

BP to Restart Talks on TNK-BP Stake Sale

Taseko Submits Revised Project Description for New Prosperity

OGX Announces Business Plan for the Campos and Parnaíba

High Oil Prices and New U.S. Oil Fields drive oil service

Aramco to complete Karan nat gas next year

Brazil Vale Talking With Baosteel On new plant, Nucor Interested

NTAG's Cheal-C1 Well Extends field and Encounters Wildcat Target

6th June News and Views

LNG hopes boost NaM Nat Gas

Total CEO says oil market is well supplied

Summer slowdown hits cathode early

Food waste to heat energy in the kitchen

German find for Central European Petroleum

Better 2nd half seen for Gulf services firms

Qatar LNG export capacity to hit 77m T by year end

Fortescue Expansion May Cost $10 Billion

Drought-hit China provinces to get rain relief this week

Repsol says will drill off Cuba following U.S. rules

Palmer pulls Resourcehouse HK from stock exchange

Iluka Resources extracts big price hikes

Yukon: "Buy in May and make some HAY!" 1

Yukon: "Buy in May and make some HAY!" 2

ND Williams County road closures not good for truckers

China plastic demand slump may crimp Asian naphtha

NMDC, Minemakers deal to develop phosphate deposits in Australia 1

NMDC, Minemakers deal to develop phosphate deposits in Australia 2

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