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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 May 2012

10th May

9th May

8th May

7th May

11th May News and Views

Osisko Reports First Quarter 2012 Results

CSN profit tumbles as cost, expenses jump

Chesapeake Energy Falls on Undisclosed Liability

Saudi Arabia Plans $109 Billion Boost for Solar Power

Palmer loses $40bn coal deal

Aus mining tax mess

Global LNG-Asian spot price hits 4-year high

IEA forecasts oil demand growth

Indian Court Orders Probe Into JSW Steel's Role In Illegal Mining

Molycorp achieves startup of Mt. Pass concentrate circuit

Rinehart's Roy Hill To Sell Ore On China Exchange

Euro debt crisis claims Natixis commodity brokerage

Vale declares force majeure at New Caledonia nickel project

Westport Innovations reports stong revenue growth

Western Areas ups nickel production guidance

Germany's upper house suspends solar subsidy cuts

Yanzhou Coal proposes spinoff, listing of Australia unit

Global refining capacity surplus set to reach 6 million b/d by 2016: IEA

China's Shanxi eyes re-selling import coal to S Korea, Japan on weak demand

10th May News and Views

ENRC Q1 copper production up by 36.8 pct y-o-y

AngloGold Ashanti Q1 Earnings Double to $429m

Put call gives oversold signal

Pacific Rubiales posts 1st-qtr Cash Flow up 80%

Gartman's gold wedge

You know I hate Petrobras, but this chart

Mechel 2011 net profit up 10.8 pct

Repsol income increases faster without YPF

Senex upgrades Surat CBM reserves

Indian Government projection of coal requirement

ArcelorMittal makes a strong start to 2012 thanks to NA

India's Aditya Birla bids for Australian iron ore firm

Cuadrilla Says U.K. Production Could Start in 2014

Enbridge clings to Gateway plan, interested in Capline

Agrium profit tops forecasts, driven by retail

Brazil’s $2 Billion Cane Revival Plan Fails

Chinalco Mining to seek nod for up to $1 bln IPO

Dart estimates 76 Tcf of shale gas in place in UK and Europe

Mitsui pulls out of Honeymoon uranium mine project

Iron Ore-Spot drops on weak steel, China imports at 6-mth low

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9th May News and Views

Lynas Malaysian plant remaind idle

Kinross Q1 profit falls 57 pct on tax charges

Glencore under fire over DRC mining deals 1

Glencore under fire over DRC mining deals 2

Trican Q1 Canada strong US/Aus weak

Harmony Gold 3Q Output Down

Aus budget: Sigh of relief as fuel rebate stays

Beach hits Cooper basin gas

Canyon reports good demand in Q1 1

Canyon reports good demand in Q1 2

Calfrac still sees strong growth

Eni plans massive cap-ex, gas deal renegotiations

EOG reports higher crude output and prices 1

EOG reports higher crude output and prices 2

Soy-Crop Bust Spurs China to Drain U.S. Bins

ConocoPhillips looking to exit Nigeria

Petra Diamonds production surges, prices rise

Lundin Petro profit up, confirms 2012 output goal

EIA trims gas output growth but ups demand

Britain seeks delay to EU's Iran ship insurance ban

K+S profit beats forecast, sees pickup since March

Weir says mining and power offset shale gas weakness

Kentor Gold returns high grade copper from Jervois project

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8th May News and Views

Uranium One increases production and cuts costs 1

Uranium One increases production and cuts costs 2

Uranium One increases production and cuts costs 3

FERC decision will not impact Seaway startup

Shale source rocks 8-to-1 resource potential

Statoil profits up in first quarter

IMF backs away from fiscal austerity

Temasek, RRJ invest in Cheniere

Franco-Nevada Reports First Quarter 2012

Patriot Coal posts larger-than-expected loss

High power costs threaten Germany's metals industry

GMX reports successful middle Bakken well with lower costs

Marubeni Said to Be Close to Buying Grain Trader Gavilon

Inmet outlines $6.2 bln development plan for Cobre Panama

Chesapeake Should Consider Selling, Shareholder Says

UK Environment Agency boss backs fracking

Oil gives way with a vengeance. Inference; slowing

Promising start for China iron ore trading platform

Indian government rolls back gold tax

Lumina lifts Taca Taca copper resource by 62%

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7th May News and Views

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