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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 July 2014

10th July

9th July

8th July

7th July

11th July News and Views

India budget: Arun Jaitley unveils reform plans

GeoPark Announces New Tigana Norte 1 Oil Discovery

Bankruptcy is option for Russia's Mechel, minister says

Halliburton's new China JV targets Xinjiang tight oil, gas

Fortescue just misses iron ore target, completes expansion

Australia's Roc Oil shares jump 8 pct on new takeover bidder

Chesapeake faces trial on bid-rigging in Michigan lease sale

South China market reacts quickly to Shenhua price move

Capstone Mining posts strong H1 output

Measuring cow and pig belches goes to new heights

OPEC sees lowest demand for its crude since 2009 amid US boom

Phillips 66 increases capital budget, approves more buybacks

Carbon import tariffs could torpedo global climate deal- EU official

China's Baosteel keeps main product prices unchanged for Aug

Global oil exploration nears $1 trillion - where are the finds? 1

Global oil exploration nears $1 trillion - where are the finds? 2

Parex Increases 2P Reserves by 80% to 58 MMboe, RLI to 6.7 Years

Russia's Rusal starts Dian-Dian bauxite project in Guinea

World has ample oil now but risks "extraordinarily high"-IEA

U.S. automakers could boost aluminium price -Japan industry body

China's Central Bank Has Stimulated The Economy Write Into Deflation

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10th July News and Views

EIA on the Permian 1

EIA on the Permian 2

Asia LNG Prices at Three-Year Low

No more stimulus planned: Beijing

China auto sales up 8.4% in H1

Fronius USA Unveils Next Phase Of Solar

Beware of copper’s supply surprise

Novatek reports gas production increase in Q2

Glencore takeover report lifts Syrah Resources 1

Glencore takeover report lifts Syrah Resources 2

China copper imports fall 7.9 pct on-month in June

China June iron ore imports fall 3.6 pct on month

UK North Sea oil and gas companies' profitability near 5-year low 1

UK North Sea oil and gas companies' profitability near 5-year low 2

Newspaper says UAE holding suspected Qatari "agents" for questioning

India needs to restructure Coal India to raise output -govt report

Caserones copper mine to reach full output in September

Hidden Chinese tin stocks, weak demand head off expected deficit

Aluminium Premiums Seen Lower in Reprieve for Beer Makers

China coal rail capacity may exceed demand in the future

Codelco delays some copper cathode shipments due to roaster problems

Diamond screening machine dispatched globally – De Beers

Standard Bank has $170m exposure to Qingdao metal fraud

Premier Gold announces substantial increase in resources

China's State Grid to hasten construction of UHV power transmission lines

Colombian Mines Drills High Grade Mineralization from Sabana Blanca Adit

9th July News and Views

Posco a buy??

Maersk sells Brazil field stake

Chinese data shows zero sign of iron ore closures

California Oil Field Yields Another Prized Commodity

Corn: China's top consming province sees prices twice US

Brazil Santos basin leaks 'sharply higher'

China's energy demand slowing: BP

NUM warns Eskom of ticking timebomb

Chile's ENAMI seeks to boost copper sales amid cash flow squeeze

New Potash CEO plans to stick with price-over-volume strategy

Ukraine gas debt exceeds $5bn, no June payments made - Gazprom

Mosaic & Enphase to Offer First Residential Solar Loan with Service

Supporter Of ISIS Explains How Bitcoin Could Be Used To Fund Jihad

Marcellus production weighs heavy on June natgas prices in Northeast

Chevron leaves Lithuania as shale gas prospects remain uncertain

Libya's El Sharara oilfield restart another breakthrough for Tripoli

Alcoa pledges finished products push as results beat Wall Street

Ohio Production Gains Show Utica Growth, Promise in West Virginia

Surge of industrial projects could lift U.S. gas demand by 19 percent

ESG: increasing demand for advanced multi-array microseismic for fracking

8th July News and Views

Steel Special

And Chinese rebar prices say demand is ugly

BHP claims it has been an Iron Ore bear

Palladium price soars to 13-year high

Siemens CEO eyes fracking deals

China's Growth in 'reasonable range': Beijing

Goodrich TMS Well Makes Weak Showing

Golden Pass files formal FERC application

Shale gas producer plans $400M IPO

Rosneft files suit against Sakhalin Energy

Can China shake its investment addiction?

Warren Resources acquisition of the Marcellus assets of Citrus Energy

Rice Energy to acquire 22,000 net acres in Western Greene County

Freeport McMoRan agrees MoU with Indonesia - officials

Chinese demand for Indonesian coal increases despite pollution fears

Indian coal-based utilities face shortfall of 84.71 million mt 2014-15

Deutsche Bank lends $1billion in Japans solar gold rush

Independence smashes through production expectations 1

Independence smashes through production expectations 2

Chevron seeks Gorgon fourth train approval

Maersk to take $1.7 bln writedown on Brazil oil assets

ExxonMobil 'plans Argentina farm-in'

Petrobras facing $15B loss in case of SBM Offshore contracts termination

Teekay LNG Partners acquires ownership interests in four LNG newbuildings

Linc Energy to commence underground coal gasification operation in Poland

7th July News and Views

Germany to ban fracking for seven years

Egypt premier defends steep rise in energy prices

Output cuts expected to shrink China aluminium surplus

BHP has six bidders looking at Nickel West unit - report

Super typhoon takes aim at Japan 1

Super typhoon takes aim at Japan 2

US rail traffic hits traffic highs thanks to commodities 1

US rail traffic hits traffic highs thanks to commodities 2

Cars Beating Homes Shifts Steel Use in China

Rosneft eying new projects

Anglo to sell Lafarge Tarmac JV for $1.5bn

BHP chasing Rio Tinto on costs

Solar Thin-Film Panels Surge to 11-Month High on Trade Dispute 1

Solar Thin-Film Panels Surge to 11-Month High on Trade Dispute 2

India's Modi to target record asset sales in first budget -source

Corn Avalanche Coming as Rain Trumps U.S. Planting Slide

Russia Cuts Gazprom Dividend Forecast as Pipeline Spending Rises

ISSDA demands hike in import duty to check Chinese stainless steel

Apache Said to Seek Buyer for Wheatstone LNG Stake

Indonesia, China reach deal on price hike of gas from Tangguh

Fangcheng port H1 coal imports up nearly 21 pct YoY

Australia Pacific LNG passes three key construction milestones: Origin

Andrew Forrest-backed Poseidon buys Norilsk nickel project

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