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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.

For further information please contact info@commodityintelligence.com

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12th August 2011

11th Aug

10th Aug

9th Aug

8th Aug

12th August News and Views

Coeur D'alene

Adaro makes 3 acquisitions

Keystone XL Pipeline: Bureaucratic Hacky-Sack

Traders move LNG out of Europe to Asia

Somerton joins Beach in Otway shale project

Royal Gold Reports Record Results for Fourth Quarter

11th August News and Views

Equity as Commodity

Drillers to Embrace Best Methods, U.S. Study Finds

Lloyds to fund Oz shale "next shale gas opportunity"

Eon predicts successful end to Gazprom arbitration

Cheap Shale Gas Means Record U.S. Chemical Industry Growth

Kinross Q2 profit more than doubles 1

Kinross Q2 profit more than doubles 2

Cooper Energy on the block 1

Cooper Energy on the block 2

China Iron Ore Imports Rise on expected seasonal demand

Who has bought their own stock in last week?

Xstrata studies new openpit at Mount Isa to extend life beyond 2060

Plains highlights Granite Wash development in Q2

Alumina profit surges 54% as prices, demand strengthen

Golden Predator Continues Easterly Extension of Bohemian-Schooner Zone

K+S 2Q Operating Profit Up 38%, Sees Significantly Higher 2011 Earnings

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10th August News and Views

US oil stocks plummet

Aurubis earnings beat forecasts, sees firm demand

OPEC Boosts Oil Output To 30 Million bbl Per Day In July

China imports less crude

Canyon Services Q2 2011 hurt by wet weather

Namibian taxes may kill off mines

IPO Preview: SandRidge Permian Trust

Beach books 2 Tcf shale resources

EV Energy Partners Q2 and Utica Shale Update

Oilex Completes Fraccing Of Cambay-76H Well

India eyeing $6-7 bln stake in Belarus potash miner

Watching the Tin 'tell'

Extract boosts reserves at Husab uranium project 37%

Galaxy reports 25% Lithium production rise at Mount Cattlin

IEA on Bloomberg TV: Recession risk could reduce demand below supply

Franco-Nevada Announces Record Q2 Results, New Royalties and NYSE Listing

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9th August News and Views

Huge Hammer on the Nikkei

The Smart Guys On TV Don't Get The Equity Market

A Closer Look at Brigham Exploration's 2Q

China July inflation hits 6.5%, tops estimates

RIL-BP $7.2 billion energy deal gets govt approval

ReneSola pulls FY outlook as wafer prices crash

James River Coal Q2 profit falls

Pacific Rubiales Q2 soars on higher Colombian output

Trican Q2 profit spikes to $30.1M; revenue soars

BHP to pay Leighton $727 mln for Pilbara contracting firm

Gloucester Coal upgrades profit forecast 1

Gloucester Coal upgrades profit forecast 2

Rosetta Increases EUR Of Eagle Ford Shale Wells

Lundin Mining shares jump on BHP takeover hopes

Marc Faber: Markets Oversold, Set for Short-Term Rebound

Lumina intersects 578 meters grading 0.85% copper equivalent at Taca Taca copper-gold-molybdenum project, Argentina

8th August News and Views

Market Panic 1

Market Panic 2

Market Panic 3

COS CN: The simplest Oil equity

Sandridge: down 42% in a week

Why Goldman Still Likes Commodities

Silver Wheaton revenues more than double

Rio, Mitsubishi bid $1.6 bln to mop up Coal & Allied

Exoma hits gas in Queensland

Copper Kills Bacteria that Cause Hospital Infections

US rig count up by 12

Canadian Pipeline to West Coast will be tough to stop

Vedanta Enters Scramble for African Iron Ore

Asia Rig Use in July Declines by 10 Percent, Baker Hughes Says

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