Mark Latham Commodity Equity Intelligence Service

LinkedIn Twitter

info@commodityintelligence.com

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

search tips advanced search
search engine by freefind

12th July 2013

11th July

10th July

9th July

8th July

12th July News and Views

The Crude Oil Rally Is A Mirage

Gold Vs Oil 1

Gold Vs Oil 2

Gold Vs Oil 3

Tamar strikes deal for five new anaerobic plants 1

Tamar strikes deal for five new anaerobic plants 2

Tamar strikes deal for five new anaerobic plants 3

First phosphate production a milestone for MBAC

Kirkuk-Ceyhan pipe 'back online'

Two new giant UK wind farms given go-ahead

Sinopec's Singapore plant key to growth

Valero warns on second-quarter profit

Klondex reports 132.8 g/t Au over 144.2 m

Delphi Wakes Up

US Natural Gas Exports

Gold Fields Remains on Track to Achieve 2013 Annual Guidance

Copper Mountain provides second quarter operational update

High grades help insulate some Oz investors from gold sell-off

Valero to enter petrochemicals business with $700 million upgrade

Spain energy overhaul set to be approved on Friday

Geothermal plants trigger small quakes near San Andreas fault

At last: Tan to buy out Bakries from Bumi Plc in $223 mln deal

Failed Pemex oil field auction ups pressure on Mexico to reform

Chevron expects weak second quarter as production drops

LNG Export Applications Crucial for U.S. Economic Growth

RTZ $2bn Kestrel South extension project produces first coal

Romania eyes 78% of revenues from delayed gold mine project

Global nuclear power output drops 7% in 2012

Codelco may sell assets to fund spending

Chinese Finance Minister Makes Sobering Comments on slower growth

back to top

11th July News and Views

Pacific Rubiales: insider sellers dominate

Vedanta Resources in exit mode

OPEC to lose market share to shale oil in 2014

Gigaba to have Eskom's Medupi shortfalls probed

WTI closes in on Brent 1

WTI closes in on Brent 2

Nabors 2Q earnings miss

Commodity Traders Face Cocoa Squeeze

U.S., China agree to cut emissions

Chinese predict massive nickel haul from mine

Petrobras adopts Hedge Accounting

BG sells out of Bream 1

BG sells out of Bream 2

Colombian Shale Well. News Imminent?

Bellhaven Drills Longest Intercept Ever at La Mina Project, Colombia

Newmont to sell Canadian oil sands stake for $578m

India's Finance ministry wants cap on natural gas price

South African union demands leap to "living wage"

Brazilian Indians block iron ore miner Vale's Carajas railway

Strikes at PWCS coal terminals at Newcastle Port

Rolls-Royce Revives Age of Sail to Beat Fuel-Cost Surge 1

Rolls-Royce Revives Age of Sail to Beat Fuel-Cost Surge 2

USD 500 million deals for Bakrie exit nearing completion

Chinese coal imports in H1 - 158 million tonnes

Eneco and AGA Sign Deal for Small Scale LNG Reloads at Gate

LME edges closer to coveted Chinese warehouse access

Range Resources Second Quarter Production Increases 27%

IGas Gets Ready for UK Shale Gas Drilling in 4Q 2013

10th July News and Views

FX Energy fracking failure at Polish well 1

FX Energy fracking failure at Polish well 2

Libya unrest interrupts OMV production

Ukraine nine-stage frac job sets European record

GAIL wants Australian LNG deal to be renegotiated

Barrick loan covenant cushion thins as gold drops

Batista's EBX conglomerate CFO quits

China Trade Data a big miss

US Cattle Herd at 60-Year Low

Ophir: Starfish-1 Well Disappoints (Ghana)

Novatek 2Q Gas Production Increased by 8.2 Pct

Aspire says Chinese interested in Ovoot coking coal

Tourmaline: Expensive, but WOW! 1

Tourmaline: Expensive, but WOW! 2

Energy XXI Bermuda: Insider vs Shorts 1

Energy XXI Bermuda: Insider vs Shorts 2

CarLab Mixes Natural Gas and Gasoline for More Efficient Vehicle

BP: Largest UK bio-refinery is officially opened in Hull

Petronas in talks to sell stake in Canada shale to Indian Oil

EIB throws loan lifeline to Lithuania's LNG terminal project

Chow Tai Fook shares jump on 'gold rush' revenue boost

Commodity warehouse ownership rules need rethink

China Copper Imports Rise to Nine-Month High on Arbitrage

Tight gas: China's unsung unconventional energy revolution

Rex Energy Announces Impressive Warrior South Utica Well Results

Saskatoon potash producer signs agreement with China

Taseko’s higher Q2 production is below analyst expectations

China's crude, iron ore imports falter as demand cools

Chinese average daily crude steel output hits new record in late June 1

Chinese average daily crude steel output hits new record in late June 2

Nickel price plunge putting pressure on Ravensthorpe mine

9th July News and Views

Zijin drops most in 3 years on profit outlook

Rothschild asks watchdog to look into Bumi-source

Goldman Slashes Its Forecasts For Natural Gas Prices

Total and CEO acquitted in Iraq oil-for-food scandal

Audi opens green ‘e-gas’ fuel plant

BHP competing “vigorously” for Texas oil

Study reveals dark side of coal in China 1

Study reveals dark side of coal in China 2

Chile cuts copper output and price forecasts for 2013

Tanzania wants energy firms to speed up gas production

Shell pick refining chief as next CEO

OGX ‘to meet minimum exploration requirements

Russia's Norilsk sees room for palladium output growth

China's central govt agencies to cut spending by 5%

DeeThree Belly River and Lethbridge and Bakken production rates

Dejour’s ‘Green Completion’ Program with Halliburton

Nigerian court again orders end to blockade of LNG ships

Alcoa sees aluminum demand growth; markets tightening

Freeport Resumes Grasberg Shipments One Month After Suspension

China's Yanzhou takeover of Yancoal may breach Australian agreement

China gives green light to first non-official iron ore platform

NRG renewable-energy unit seeking up to $411M through IPO

Valemax leave builders and operators in dire financial straits

Chinese steel market surges in July irrespective of scepticism

Finally Oyu Tolgoi begins shipping copper concentrate to customers

Get moving on Pebble Project permitting, mining plan! - Murkowski

8th July News and Views

The immediate problem for US Henry Hub

CNOOC fighting over Tangguh LNG prices

Russian PM sacks ally of oil boss Sechin

Canada oil train blast kills at least five

Oyu Tolgoi to start exporting copper on July 9?

Atlas commits to fifth Pilbara iron-ore mine

China buys Oz iron ore at Brazils expense 1

China buys Oz iron ore at Brazils expense 2

Southern Copper might close Peru refinery

Blasts hit Columbian pipeline

60% of South Africa's gold mines under water

Brazil’s MMX suspends Corumba iron ore production

Libra bidders could face multi-billion upfront payout

Cuadrilla to seek permission for more UK shale drilling 1

Cuadrilla to seek permission for more UK shale drilling 2

Ex-Thai PM in talks to buy Bakrie's stake in Bumi Plc

NUM signs wage agreement with De Beers, averts strike!

Rice Stocks Reach 12-Year High as Food Costs Drop

Vedanta sells stake in Hudbay Minerals for USD 152 million

Chile E-CL pushing back 750 MW project on lack of miner demand

Amplats hit by wildcat strike at its Thembelani

Australian gas industry warns of sky rocketing prices

Canadian pension funds now in the hunt for Iron Ore Company of Canada

back to top

Company Incorporated in England and Wales, Partnership number OC334951 Registered address: Highfield, Ockham Lane, Cobham KT11 1LW

Commodity Intelligence LLP is Authorised and Regulated by the Financial Services Authority

The material is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. Opinions expressed are our current opinions as of the date appearing on this material only.

Officers and employees, including persons involved in the preparation or issuance of this material may from time to time have 'long' or 'short' positions in the securities of companies mentioned herein. No part of this material may be redistributed without the prior written consent of Commodity Intelligence LLP.

 

© Commodity Intelligence 2009 - 2015

Designed by Sarum Web Design