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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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8th June 2012

7th June

6th June

8th June News and Views

Silver miner Coeur d'Alene to buy back shares

Italy's Snam Secures Credit Lines with 11 Banks

Glencore CEO defends bumper executive pay deals

Koch seeks buyers for Canadian oil sands assets

US Oil & Gas hopes for Nevada jackpot

Gazprom offers field swap with China

Kloppers clobbers capex

Lamprell cuts 2012 forecasts again

Australia's Fortescue comfortable with debt, China focus

Iran Casts Nuclear Inspectors as Spies in Envoy’s Defiant Speech

Southern Copper seeks to overturn $2 bln judgment

Baker Hughes: Global Rig Count Rose in May

CEO says Vestas learning to live with low growth

China's steel industry readies for project surge

Canada's Western Potash woos China, India investors

Total chief blasts Gazprom over Shtokman

Enterprise Eagle Ford oil system receives first deliveries

Eastern Australia’s gas market: Managing supply & demand

US$90 million silver bullion Ponzi scheme uncovered in South Carolina

Anglo American cleared to build A$1.7 bln Australia coal mine

7th June News and Views

Maudore drill results

Anglo American: 'SA at a crossroads'

GAIL: shale investments to hedge US LNG imports

US copper premiums firm as mills switch from scrap

Reliance aims to double profit in 4-5 years

SK to buy $310 mln stake in Australia gas field

Wti closing on brent? 1

Wti closing on brent? 2

Nabors shareholders shoot down pay plan

Laredo ups capex, production guidance

Shell 'to sink $20 bn' into Abadi field

Illegal strike at Kinross causes production standstill

European Power Prices Fell 12%, Gas Prices Slipped 2.7% in May

Australia's Port Hedland iron ore shipments climb 17 pct in May

India's Adani seeks partners for $2 bln Australia rail line 1

India's Adani seeks partners for $2 bln Australia rail line 2

Halliburton Warns Guar Hitting Profit Margins

Chesapeake Developed Shopping Centers as Gas Prices Fell

Australia's Coal Mining Boom Ends as Prices Tumble

Additional Flax zones boost Acer reserves

Harry Winston profit soars on rough diamond sales

Canada farm groups want curbs on Agrium's clout

Now Indonesia says no plan to tax coal exports

Patriot Coal sues customer over broken coal deal 1

Patriot Coal sues customer over broken coal deal 2

Japan LNG imports may rise 10 pct in 2012/13

Argentina Provinces Court Private Firms for Oil, Gas Development

Anadarko Announces Light Oil Discovery Offshore Cote d'Ivoire

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6th June News and Views

Indonesia eyes coal export curbs, tax

Pacific Rubiales swoops for PetroMagdalena

Road closures cut Senex production

Santos finds oil at Cuisinier 4

ONGC has KG gas, Cambay oil discoveries

Russia has a Bakken and a Permian too

Bankers Petroleum provide drilling report

Insider buys in last week

Caterpillar, Westport to develop natgas-powered engines

Exxon Mobil warns red tape risks snuffing out gas boom

Chesapeake Is Said to Discuss $4 Billion Pipeline Sale

ExxonMobil To Invest In Australia CSGas Venture

RasGas Says U.S. to Limit Gas Exports to Keep Prices Low

Golden era over for coal mines and traders, analysts say

Premier Oil announces Carnaby oil discovery

At least 30 coal carriers with unsold cargo floating off China's coast

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