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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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11th January 2013

10th Jan

9th Jan

8th Jan

7th Jan

11th January News and Views

Molycorp lowers 2013 outlook 1

Molycorp lowers 2013 outlook 2

Apache to replace diesel with gas on frac jobs

B2Gold receives upbeat results for Otijikoto project


Allana Potash Reports Significant Progress

Chevron warns of strong fourth quarter

Uptick in dry gas drilling

High costs threaten Norway's oil recovery

Shale-Gas Complements Renewables to Cut Coal, IRENA Says

Pain ahead as Anglo American prepares to unveil SA platinum plan

Inmet's top shareholder to tender shares to First Quantum bid

Kodiak Oil & Gas Provides Interim Operations Update

Vedanta's Zambia unit suspends Chingola mine output

Miners at Cerrejon in Colombia set deadline for strike

Tight lead supplies to cause scramble as customers restock

Argentina losing LNG supplies to Brazil, Japan, South Korea

Copper users ask SEC to reverse copper ETF ruling

Alderon Iron to spend USD 1.27 billion to start Kami mine

Tullow planning to drill 40 wells in 2013, aims for 1 bln bbls

Mosaic earnings down on lower prices, market improvement expected

Kinder Morgan to increase size of Trans Mountain expansion

Incoming Senate energy chair stands firm in opposition to LNG exports

Total chief signals shift from US dry shale gas...Danish shale!

10th January News and Views

Local economics of the Bakken Oil Boom

Cargill profit quadruples, led by grain sector

Tanzania, Ruvuma gas acreage a hot property 1

Tanzania, Ruvuma gas acreage a hot property 2

Rio cancels iron ore tender over lowball bids

Canada Lithium secures Japanese distribution deal

Cold wave may push January coal imports up by half

Australian cyclone shuts Rio Tinto ports

Brazil orders ThyssenKrupp CSA plant to halt operations

Saudi Arabia Oil Output Drops 5% to 9.025M B/D in Dec

Cold day in the wind power

Capstone Q4 and Full Year Production Results Meet Guidance

China Iron Ore Imports Increase 8.4% to Record on Steel Output

Noble to Lift Aspire Stake to Increase Mongolia Coal Shipments

Hess Sets 2013 Capital, Exploratory Budget at $6.8 Billion

Shanghai to Double Bonded Warehouse Storage for Metals

Wood Mackenzie: Mixed UK Upstream Sector Review

Chinese snatch another junor gold: St. Barbara's gold

Rio Tinto seeks support for $4bn Oyu Tolgoi mine debt 1

Rio Tinto seeks support for $4bn Oyu Tolgoi mine debt 2

Hudbay Minerals slides after copper production cut, costs rise

Potash West scoping study backs Dandaragan potash hopes

Frieda River PNG's largest undeveloped copper-gold project

ArcelorMittal may purchase ThyssenKrupp Alabama assets

BHP's Dendrobium mine supervisors to start industrial action

Yamana reports record gold production, adopts all-in cost measure

ArcelorMittal plans $3.5bn share, convertible issue to cut debt

Karnalyte Res. and Gujarat State Fertilizers in strategic investment

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9th January News and Views

Alcoa sees brighter 2013, but remains cautious

Eagle Ford largest )&G developement in the world

EIA expects oil production to grow 23% by 2014

Nautilus Minerals receives unsolicited bid

Resource nationalism to increase in 2013

Anglo American ready for $3bn Peru copper mine

South Gobi project on track, despite minor delays

New IGE Resources board looks to diversify

Chinese panick buying boosting iron ore prices

US coal output to hit 20-year low in 2013, EIA says

Parex Res. announces December 2012 production of 13,550 bopd

Japanese pension funds to turn to gold?

European coal prices need $80 rise for gas to become competitive

Phillips 66 makes $1 bln commitment to ship Bakken crude

China Cold Snap Causing Dizzying Inflation in Vegetables

Mongolia Minerals Law Threatens Mining Projects

Norway to build massive gas pipeline to lower Arctic

Deloitte studies the global impact of US LNG exports 1

Deloitte studies the global impact of US LNG exports 2

Colombia to prohibit mining in gold-rich northern area

Silver Standard’s 2012 silver production exceeds guidance

China unveils big renewable energy ambitions for 2013

Tiger Res. Positive DFS for Stage 2 of Kipoi Copper Project

TransCanada to Build $6 Billion NatGas Pipe to Prince Rupert BC

Coal of Africa Chinese equity investment gains approval

ArcelorMittal Restarts Dunkerque Blast Furnace On Slight Demand Rise

8th January News and Views

Bumi agrees to February vote on Rothschild plan

China National Gold ends talks with Barrick

China's National Gold Digger Sees Sales Rise

Piedmont to buy Marcellus gas from Cabot

Jupiter ups Mt Ida resource, project remains on hold

CIL looks at restructuring operations

Pakistan's top court rules Reko Diq mine deal invalid

African Eagle finds new ore source for Dutwa project

The Montana Bakken Oil Play

Argentina cuts oil export tax

PetroQuest eyes Mississippian Lime shoot

Fortescue Denies Platts Reports of Abnormal Delays to Shipments

Western Copper and Gold eyes C$2.5b copper-gold mine

Chile approves Barrick's moth balled Cerro Casale project

Comstock continues focus on Eagle Ford and Permian

BG Starts Production from Sapinhoa Field Offshore Brazil

Coal of Africa appoints Vitol Group to market its coal

World’s largest CFB biomass power plant in operation

Goldcorp adopts ‘all-in’ cost, predicts 10% rise in gold output

Turkish long producers up the ante on steel scrap shortage

Genel begins direct exports of kurd oil through Turkey

Despite European slowdown car sales bullish for Palladium

An EPA Fracking Study Without Spilling Trade Secrets?

Alcoa Profit Seen Recovering After Output Cuts as Aluminum Gains

7th January News and Views

TNK-BP picks Halliburton for Siberian oil field

Turkish gold exports rise 800 pct on demand from Iran

Gas at $8 May Lure Reliance to Start New India Fields

Exxon Mobil to Develop Hebron Field Offshore Canada

Harmony says Kusasalethu to stay closed

Silvercorp hit by pair of class action lawsuits

Global gold output rise in 2013 and 2014

Metminco set for Los Calatos mining study

British group pans wind farm compensation

Duma 'backs tax break' for Arctic gas fields

Minmetals looking for $1bn nickel buy: Andrew Michelmore

Dominion Can Export LNG From Cove Point, Judge Rules

Whitehaven share price drops following hoax media release

OGX brings third well on stream from Tubarao Azul

Zambia asks mining firms to reduce electricity use

Lundin unveils huge increase in spending in 2013

Gran Tierra: oil flow tests in Colombia and Argentina

China blazes trail for 'clean' nuclear power from thorium

Iran plans to double natural gas production: president

Rio considers suspending Gove alumina refinery

China's coldest winter in three decades, Ice hits Bohai Bay production

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