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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 March 2011

10th Mar

9th Mar

8th Mar

7th Mar

11th March News and Views

Huge quake in Japan

China: Anything but coal please..

China Inflation Rises More Than Expected In Feb

Energy Conversion says Europe projects on hold

Golden Pass LNG gets FERC approval to begin ops

Did China's economy hit a brick wall?

Gazprom to tap western continental shelf 1

Gazprom to tap western continental shelf 2

China's Jan/Feb coal output exceeds 500Mt

Inner Mongolia Ceke builds new coal highway

Steel prices drop on MENA unrest

Lithium: Orocobre, Western Lithium 1

Lithium: Orocobre, Western Lithium 2

Lithium: Orocobre, Western Lithium 3

Lithium: Orocobre, Western Lithium 4

Xstrata Zinc to extend life of McArthur River zinc mine

Estonian company plans Utah oil shale development

Tepco nuclear generaters halted by earthquake

USDA upade eases supply fears in some commodities

Korea’s Kogas aims to buy 25% of its gas from WA

Domestic steel prices capsizes in the stock deluge in China

Iran's Nat Gas exports to Europe increase 27.6%

10th March News and Views

Copper breaks support

Raspadskaya for sale?

Its the Bakken's day in the sun

Unconventional gas lifts US petrochemicals

Algeria looks to tap vast shale gas reserves

EIA expects US oil production to drop in 2011/12

Brazil wants Vale to pay $2.4 bln royalties

CERA surprise with European shale gas and CBM numbers

Galp eyes $4.2bn stake sale

Adaror sees costs rising 1

Adaror sees costs rising 2

Adaror sees costs rising 3

EU 27 gas consumption rises 7.2% in 2010

Maersk hits Culzean jackpot off UK

Knight Vinke backs mines only Xstrata-Glencore tie

Nippon, Anglo to up Q2 coking coal price 50 pct

Spot iron ore prices recede at a brisk pace

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9th March News and Views

Green Dragon lifts China CBM game

“Death of the Oil Major”

Western China the 'Middle East' for coal?

Athabasca Acquires 1.0 Mln Acres of Liquids rich Gas Play

Magma and Plutonic merge

White House asked about Bakken

Indian wheat output to surge on rain, snowfall

Poland maybe 10x European conventional reserves

Crew struggles to transition to Oil

Pemex tests Eagle Ford shale gas well

K+S Lifts Potash Price for Fifth Time

CERAWeek: shale oil round table at the energy confab

Jordan dishes out new oil-shale deal

Lukoil 'targets US shale tie-up'

Grupo Mexico Cananea mine back to full production in April

CBM gas from Raniganj sold at USD 7 per unit

Bankers replaces 670% 2P reserves at $5.80 a barrel

Zimbabwe sovereign wealth fund to own 51 percent of mining companies

Pennsylvania Testing of Stream Radioactivity shows No Increase

OPEC jawbones, SPR opening, Oil comes off highs. Emerging Oil demand rising 2mbpd PA

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8th March News and Views

Kalahari bid from Chinese

Antofagasta pays $1 special dividend 1

Antofagasta pays $1 special dividend 2

Antofagasta pays $1 special dividend 3

Peru approves enviro. impact study for Xstrata project

Woodside said Pluto is now 'live'

Boart sees strong growth on surge in exploration

Colombian rebels kidnap Talisman workers

Coking coal at $330: implications. Gujarat NRE on less than 1x ev/ebidta for 2015 1

Coking coal at $330: implications. Gujarat NRE on less than 1x ev/ebidta for 2015 2

Coking coal at $330: implications. Gujarat NRE on less than 1x ev/ebidta for 2015 3

Coking coal at $330: implications. Gujarat NRE on less than 1x ev/ebidta for 2015 4

Coking coal at $330: implications. Gujarat NRE on less than 1x ev/ebidta for 2015 5

China steel output up 5.5 pct in late Feb, demand remains weak

Trelawney Announces Initial Mineral Resource Estimate of 4.2 Million Ounces for the Cote Lake Gold Deposit 1

Trelawney Announces Initial Mineral Resource Estimate of 4.2 Million Ounces for the Cote Lake Gold Deposit 2

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7th March News and Views

Bakken heads for a 1m bpd 1

Bakken heads for a 1m bpd 2

Bakken heads for a 1m bpd 3

Bakken heads for a 1m bpd 4

China sees little drought impact grain production 1

China sees little drought impact grain production 2

China sees little drought impact grain production 3

Exxon production boost of 10% in West Qurna likely

Royal Nickel's 'monster' deposit

Mongolia Shortlists 6 Bidders For Tavan Tolgoi

Rumaila faces output challenges

ECB vs Oil

Huge new copper gold intersection at Wafi-Golpu in PNG 1

Huge new copper gold intersection at Wafi-Golpu in PNG 2

Athabasca Oil makes new high

China's steel slide continues

China consolidating REE mines? and Commerce Resources TREO NI401 1

China consolidating REE mines? and Commerce Resources TREO NI401 2

China consolidating REE mines? and Commerce Resources TREO NI401 3

China consolidating REE mines? and Commerce Resources TREO NI401 4

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