Mark Latham Commodity Equity Intelligence Service

LinkedIn Twitter

info@commodityintelligence.com

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

search tips advanced search
search engine by freefind

11th February 2011

7th Feb

8th Feb

9th Feb

10th Feb

11th February News and Views

Where's the love for phosphate? 1

Where's the love for phosphate? 2

Tin: record high

Copper Price vs Inventory

Copper miner Kazakhmys eyes $6 bln investment

Shanghai rebar, iron ore prices at record

Whiting: The Oil machine goes into action 1

Whiting: The Oil machine goes into action 2

A cattle play. Genus 1

A cattle play. Genus 2

Total shakes off the blues

Tullow vs Chesapeake: Same mcap, very different companies

Puma Exploration: 10.1% Cu and 54 g/t Ag over 7.5 meters

BHP reports Q4 results for copper segment

Bakken trains head for Lousiana

10th February News and Views

Copper equity vs physical 1

Copper equity vs physical 2

Rio Tinto Earnings, Divi and Share Buyback

Ivanhoe makes major DRC, S.Africa copper discoveries

Xstrata ups copper resource at PNG project

Romarco announce positive feasibility study

Big WA gas find for Chevron's Gorgon project

Problems slow Statoil's 2010-11 production 1

Problems slow Statoil's 2010-11 production 2

Concho's reserve replacement numbers a bit meaningless

Chevron acquires Duvernay acreage

Shale gas increasingly being explored globally

back to top

9th February News and Views

Trelawney reports more big holes

Pioneer hits all the right spots 1

Pioneer hits all the right spots 2

Pioneer hits all the right spots 3

Statoil says oil output could fall in 2011

Teck profit jumps

Eagle Ford economics too good to last

200 E&P companies pursuing wet gas

Range hikes Marcellus resource, pursues Utica

CNPC to import 600,000 tonnes of diesel

Indonesia approves coal export permits after massive backlog 1

Indonesia approves coal export permits after massive backlog 2

Uranium mill runs into local opposition 1

Uranium mill runs into local opposition 2

Yoho finances

Pacific Rubiales: Star stock and STAR

EOG: Careful..

Silvercorp 4th quarter

CSN increases stake in Rio Tinto target Riversdale Mining

Rio Tinto's Marandoo iron ore mine to get 16 more years

China: Drought imperils world's biggest wheat crop 1

The five year rule: old presentation from May 2010 gives some insight

Agrium Profit Surges as Fertilizer Sales Advance

Newfield PUD damage, oh and some interesting shale oil plays emerging 1

Newfield PUD damage, oh and some interesting shale oil plays emerging 2

Newfield PUD damage, oh and some interesting shale oil plays emerging 3

back to top

8th February News and Views

Novagold: Time to exit

Norway Electricity balance at 'Alert' 1

Norway Electricity balance at 'Alert' 2

Northern Oil becomes an 'up' card

Xstrata 2010 results

BG sees small revenue and profit rise

T & T plans review of LNG sales to US

Apache and EOG buyout partner at Kitimat

Arcelor Mittal sees steel recovery in 2011

Husky upgrader running at reduced rates after fire

Belarus eyes $5.76 bln natural resources tenders

Cuba says nickel industry recovering from bad year

TransCanada ramps up oil supply in new Cushing line

Premier: net oil pay in Catcher North lower than it expected

Petrobras Ends Eni Talks for $5.6 Billion Galp Stake

Enerplus selling Montney package

China hikes interest rates again to damp inflation

Rio Tinto sees demand for Iron ore, aluminium and copper doubling

Venoco lower output in q4, stock offering, trying to crack monterrey shale- again

back to top

7th February News and Views

Big Miners report: shareholder friendliness at issue

Niobrara: T'is the year 1

Niobrara: T'is the year 2

Niobrara: T'is the year 3

Yoho:- Devernay wet gas play 1

Yoho:- Devernay wet gas play 2

Yoho:- Devernay wet gas play 3

Blackpool UK: Shale Gas

Farmland Prices Have Risen; Total returns close to 9%

France's ecology minister turns onshore France into moose pasture

The Axe Murderer is back 1

The Axe Murderer is back 2

Arian: nice chart

Barron's: Canada oil sands stocks appealing

Iraq to honour Kurdish PSCs

Copper Cost curve at 2016

US re-exported 12 LNG cargoes in 2010

FAO raises estimate of 2010 global rice production

Indonesia's Timah says refined tin production dips, profit up

Sterling Energy: Kurdistan well, plus intriguing Madagascar play

Bill Barrett: 263% reserve replacement at 1.84; Pioneer 363% at $7.30 Oil

back to top

Company Incorporated in England and Wales, Partnership number OC334951 Registered address: Highfield, Ockham Lane, Cobham KT11 1LW

Commodity Intelligence LLP is Authorised and Regulated by the Financial Services Authority

The material is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. Opinions expressed are our current opinions as of the date appearing on this material only.

Officers and employees, including persons involved in the preparation or issuance of this material may from time to time have 'long' or 'short' positions in the securities of companies mentioned herein. No part of this material may be redistributed without the prior written consent of Commodity Intelligence LLP.

© Commodity Intelligence 2009 - 2015

Designed by Sarum Web Design