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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 October 2013

10th Oct

9th Oct

8th Oct

7th Oct

11th October News and Views

EDF and UK “agree” nuclear strike price 1

EDF and UK “agree” nuclear strike price 2

Innovation to sustain North American gas boom 1

Innovation to sustain North American gas boom 2

Chinese coal output down by 2.3pct in August

Newmont cuts copper output forecast for 2013

Japan utilities Sept coal use rises 24 pct y/y 1

Japan utilities Sept coal use rises 24 pct y/y 2

Canacol on Colombian shales

ERA's quarterly production falls sharply

Apr-Sep thermal coal imports via 12 major Indian ports up 44% on year

Talvivaara seeks more funds to keep mine running

South Africa proposes rules for fracking shale gas

EPA proposes big reduction in 2014 ethanol blend volume

Hebei Steel Successfully Develop Stainless Steel Clad Plate

Copper output to spike, but surplus to remain 'very modest'

European utilities CEOs urge end to end renewables subsidies

NOVATEK reports growth in Q3 gas and liquids production

Clatsop commissioners reject LNG project

Potash Corp Adjusts Third-Quarter Guidance

JX Nippon Mining to begin Caserones copper mining operation in Jan 2014

EIA: Marcellus growth to drive Appalachian natural gas prices below Henry Hub

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10th October News and Views

Shale drillers offered water cheaper than U.K. residents

German coal extends dominance in power mix as gas wanes

Vale likely to build $4bn potash mine in Brazil by 2017 - govt

China's CIC agrees $1.3 bn Bumi debt-for-equity swap

Libyan PM Ali Zeidan seized by armed men

Chevron warns on 3rd quarter due to refining earnings drop

Kinross Chief Says Gold’s Decline May Spur Consolidation

China to cut thermal power prices as coal costs drop

Washington pulls permits for two oil train terminals

Annova LNG Files Export Application

Allana Potash granted a mining licence

Nickel prices headed for an upturn post-2014 - Alto Capital

Polymetal to buy Kazakh goldmine for $500 mln

Chile's Glacier Bill

New Nabors rig moves 'in minutes'

Gazprom Neft unit performs multiple frac operations in Orenburg field

'Over-delivering' Centamin well on track to exceed 2013 gold target

Putin suggests underwater gas pipeline to export natural gas to S. Korea

Ex - Chesapeake CEO McClendon raises $1.7 bln to drill in Utica Shale

Patriot Coal settles claims with Peabody, eyes Chapter 11 exit 1

Patriot Coal settles claims with Peabody, eyes Chapter 11 exit 2

Cattle Futures Fall as South Korea Halts Some U.S. Beef Imports

Fast-track rail projects to move 300 million tonnes of coal in India

China steel market may run out of steam without fresh stimulus

Swift Energy's Eagle Ford Well Costs Are Down & IP Rates Are Up

Desperate indigenous group brings BHP's Cerro Matoso to a halt

Nova-Bollinger ramp up seen coinciding with higher nickel prices

Antero valued at $11 bln after pricing IPO above range

Oil discovery at Dunlop-1 flows 1,200 barrels per day

ATAC Drills 68.58 m of 4.23 g/t Gold at Conrad -Yukon, and the stock went down

9th October News and Views

Statoil continues to lead exploration pack

Alcoa Earnings Beat Expectations

BG nears partner deal on Brazil Barreirinhas basin

China's steel industry's revenue up 1.38% in Jan-Aug

Indonesian coal output expected to increase in 2014 1

Indonesian coal output expected to increase in 2014 2

Hot Chili's Habanero discovery delivers

Chile reviews how it funds cash-strapped miner Codelco

China's Iron Ore futures contract to increase pricing power

Vedanta says output rises at Indian zinc, oil and gas units

Vestas sells factories for 1 euro to cut costs

Apache set for 'Kenya exit'

Valeura increases unconventional production in Turkey

Europe's Energy 'Emergency' Can Be Resolved With Fracking Or Russia

CNOOC looks to foreign firms for new oil and gas tender round

Not quite so Diversifieds pin hopes to iron ore and China

EIA cuts 2014 global oil demand outlook, raises non-OPEC supply

China arrests chairman of world's largest tin producer over brib

LME changes hurt aluminium premiums -Alcoa executives

Newcrest to Replace CEO, Chairman After Asset Writedowns

Analyst predicts growing N. American production unless oil falls to $60

Coking coal market showing tell-tale signs of improvement

TAG Oil's Cardiff-3 well drilling update and fracking consent granted

China's gold imports from Hong Kong remain above 100 tonnes in August

8th October News and Views

LionGold in talks to buy Lima-based Minera IRL

Shell produces first oil from Majnoon Iraqi field

Gazprom in 'investment hike'

Blasts rock Colombian pipeline

Solvay to buy Chemlogics for $1.3 billion for oil segment

Codelco hikes some Europe copper premiums to $112

US carbon dioxide emissions fall 11pct since 2007

Toro adds Uranium resource confidence at Wiluna

Avanco secures final funding for Antas North

Thompson Creek ramps up Mount Milligan

Alexander Molyneux will become chairman of the Blumont

Marathon Oil gets approval to move ahead on Kurdish project

North Africa is world's next big shale prospect, Repsol says

ONGC to start shale gas commercial production next year?

Three Eagle Ford counties are Texas' biggest oil producers

Ethane's Tumble Seen Boosting Profits at Dow to Westlake

Sakhalin Energy Said to Seek Higher LNG Price in Korea Contract

Battery-Stored Solar Power Sparks Backlash From Utilities

India's Power Ministry seeks to revise tapering coal supply linkages

Icahn Buys 5.97% of Talisman, May Seek Talks With Company 1

Icahn Buys 5.97% of Talisman, May Seek Talks With Company 2

Taseko announces 30% increase in quarterly copper production

Kinder Morgan opens its BOSTCO oil terminal on Houston Ship Channel

7th October News and Views

 

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