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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 May 2013

9th May

8th May

7th May

10th May March News and Views

Plains Exploration: Agreed Terms Are “Best and Final”

India plans for Coal India stake sale

Increased output boosts profit at Spain's Repsol

Warren Buffett Is Making A $1.9 Billion Bet On Wind

India to offer new offshore oil blocks by year-end

Mackenzie takes BHP reins

Coal India meets a target!

Wolf secures A$192m in funding for tungsten project

Tesla’s First Quarter Results Amaze the Market

Bankers shows a leg..

Amplats scales back job cuts to 6,000 from 14,000

Apache reports Q1 and intends to sell assets and buy back shares

Egypt’s Wheat Farmers Hobbled by Fuel Shortages as Silos Run Low

U.S.-Mexico collaboration seen necessary on Eagle Ford drilling

Carlyle bids for Rio Tinto stake in Australian copper mine

Molycorp loss widens on higher costs, softer rare earths prices

Golden Pass ready to Make US LNG Terminal Investment

India Says Canada Investment Rules May Cut LNG Spending

Canadian LNG Bolsters Repsol Profit in One-Off Winter Boost

Gold Fields Profit Drops as Further Review of Operations Planned

Centamin says Egyptian authority's report on mine not positive

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9th May News and Views

Bakken output may be boosted by closer oil wells

Franco-Nevada Reports First Quarter 2013 Results

Vestas cost cuts help reduce losses

India's SC calls CBI a caged parrot under many masters

Door swings open for $26 billion Mosaic potash takeover

Kinder Morgan abandons coal terminal proposal in Oregon

Capstone’s Q1 profit falls as lower copper prices hurt earnings

Delek US Holdings Reports Record First Quarter Net Income

Pacific Rubiales profits dip despite revenue rise

Eni places 11.69% Snam stake

Peyto: excellent execution

Big Data And Microseismic Imaging The Smart Revolution

China's Baosteel slashes June prices, first cut in 9 mths

Enbridge concedes pipeline expansion plans may face opposition

Rio Tinto expects Mongolia nod for copper exports soon

Iron Ore Seen by CLSA Holding Above $100 as Supplies Absorbed

CF Industries Beats Analysts’ Estimates as Corn Prices Increase

Santos may hike investor payouts as PNG LNG production nears

Barrick consents in principle to renegotiated Pueblo Viejo agreement

Lower Europe demand and iron ore price weigh on ArcelorMittal

AMCU has for more Lonmin miners than NUM

China Exports Diesel: just like 2008

Apache: higher production, lower costs in Tonkawa and Granite Wash, but Egypt risk overwhelms..

Premier Colin Barnett'sambitions switch to the onshore Canning Basin 1

Premier Colin Barnett'sambitions switch to the onshore Canning Basin 2

8th May News and Views

Nigeria Blocked NLNG From Exporting Nigeria's Gas

EU proposes registration of all seeds

Carrizo Oil & Gas announces record oil production

Updated Sirius potash resource 2.66 billion tonnes

Antero mulls $10 bln IPO later this year

BHP sees iron ore Supply Growth Toping Demand

China's natural gas, oil reserves hit record high in 2012

Huge disappointment over Brazil's largest gold project

BG Group takes ‘first step’ for Prince Rupert LNG plant 1

BG Group takes ‘first step’ for Prince Rupert LNG plant 2

Kinross increased production in Q1

BP to sell stake in Polvo field, Brazil for $135m

'Growing opposition' to Plains E&P takeover

China's April copper imports fall 7.4 pct to 22-mth low

Petronas to acquire stake in OGX offshore blocks for $850 mln

Saudis say fuel subsidies distort economy, must be cut

China gold imports to keep growing after hitting record high

China avg daily crude steel output at record high late April

Exxon, Statoil to Splash $4 Bln on Julia Development in GoM

Newcastle PWCS workers to embark on protected industrial action

Iamgold 1Q profit nose-dives 91%, gold output down 9%

Noble finds $610M worth of title defects in Consol's acreage

Marathon Oil sees production up and profit down

SandRidge board cuts spending, reports quarter loss

7th May News and Views

CNR Limited announces 2013 first quarter results 1

CNR Limited announces 2013 first quarter results 2

Norway to raise oil company taxes

Statoil CFO: Tax Changes to Scare Off Investments

Fortescue opens Firetail mine 1

Fortescue opens Firetail mine 2

Sirius release more high grade nickel results

500% IRR's for 5x ev/ebitda

EOG posts jump in profits

Qatar to help Egypt meet its LNG supplies

Mick Davis looking for funding?

Whitehaven hits coal production record

China coal miners cut output as prices at 3-1/2 yr lows 1

China coal miners cut output as prices at 3-1/2 yr lows 2

Top China copper firm shuts refined metal unit on scrap shortage

More high grade copper for Peel at Mallee Bull NSW

Rio Tinto to press on with iron ore expansion plans

High wall collapses shuts Anglo's Dawson coal mine

Kvaerner warns of "fierce" competition after profit miss

First Quantum adjusted earnings up on higher shipments

First Solar swings to profit as sales improve

PQ government unveils long-awaited mining royalty plan

Oz Minerals in South Australian copper find

Spain's Gas Natural to receive Cheniere LNG ahead of time

Vale set for iron ore's largest expansion

Athabasca shares plunge as president leaves company: 23c per boee in the ground

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