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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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12th October 2012

11th Oct

10th Oct

9th Oct

8th Oct

12th October News and Views

Petrobras finds oil pay with Farfan probe

Cargill results bounce back strong in first quarter

Fortescue increases refi loan, cuts pricing

BP to export US crude to Canada, Shell seeks permit

Noble Energy rolls the dice on Nevada oil

S. African problems hit AECI earnings

Kanmantoo boosts Hillgrove revenue

Areva delays $1 bln Namibia uranium mine

Blackthorn on trail of tier one mine

Norilsk Nickel says H1 net profit down 19 pct

Capstone Mining says Q3 production on track

U.S. GAS: Futures Set New 2012 High on Small Inventory Rise

Brazil's Vale starts copper production at Zambia mine

Argentex Intersects bonanza grades but its Argentina

Raspadskaya Q3 coking coal sales volumes down 8 pct q/q

Govt turns down Reliance demand for compensation

Atna Drills 305 Feet Grading 0.074 oz/ton Gold in Montana

Polysilicon to Bottom as China Halts Factory Expansion

World's biggest open cut copper mine goes underground

15% of Queensland's mining jobs to disappear in two years

Carrizzo drills vertical exploration well in New York

Vestas says 2013 U.S. orders fall on tax uncertainty

Fortuna Silver Mines on target to beat full-year guidance

European LNG demand needed to prevent global price fall: Bentek

Wood Mackenzie Presents Forecasts for Potential Gas Exports from Central Asia

Corn Surges to Three-Week High as USDA Sees lower Supply

11th October News and Views

Bakrie family propose divorce from Bumi Plc

Shell eyes new LNG plan for Browse

Rio Tinto seeks bids for French aluminium plant

Petrobras, Galp expand Brazil offshore gas find

Russia's Nord Gold Q3 revenue up 27 pct yr/yr

Baosteel surprisingly keeps prices steady in Nov

Barzan first train by 2014, says RasGas official

ERA reports higher output from Ranger mine

FAO revision on the hungry

N. Dakota oil output passes 700,000 bpd

Tata Steel Europe to get Mozambique ore supplies by end-Oct

Striking S.Africa gold miners reject pay rise offer

Australia's Discovery Metals rejects $844 mln Chinese takeover bid

Enbridge says needs better promo for Northern Gateway pipeline

Novelis to More Than Triple Aluminum Recycling on Car Demand

Saudi Maaden Q3 net income soars on higher prices

Chariot Oil & Gas acquires offshore Morocco projects

Exxon Mobil sees Scarborough LNG decision in 2013

Gasfrac Energy forecasts revenue below Street view

Iluka shares fall on 58% revenue decline

Kenmare delivers higher third-quarter output

Europe's Golden Age of Coal and Dark Ages of Gas

Environment secretary Paterson goes for anaerobic digestion

Range Announces Third Quarter Production Results 1

Range Announces Third Quarter Production Results 2

Majestic Silver reports record production at its four Mexico mines 1

Majestic Silver reports record production at its four Mexico mines 2

Statoil to shed gas producers following North American price crash

India to restructure coal mining in face of mounting supply deficits

China daily crude steel output falls to 1.843 mln T in late Sept

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10th October News and Views

Costs balloon on Norway projects

Marcellus Shale output expected to increase

Malaysia licence for Lynas plant on hold -lawyer

Iron ore market may be closer to sweet spot

U.S. regulators struggle to police shale energy boom

Russia expects tax reforms to boost oil output

Clean energy investment weakens

Canadian junior miners see production surge

Five bidders for ThyssenKrupp steel mills

Kurdistan 'waiting on second Iraq payment'

RUSAL wins Siberian court ruling against Norilsk

Italy state holding company completes sale of Eni stake

Rainy River: 6.2 Mln oz of Gold in Measured and Indicated Resources

Gold investment should double on persisting economic woes - Coutts

Galway discovers 3 new high grade gold zones at Vetas

Alcoa Cuts Global Demand Forecast, Blames China

India's IFFCO partners to build Canada nitrogen plant

Gold miners propose wage changes after talks with unions

Turquoise Hill says power lines ready for Oyu Tolgoi project

Reliance may shut India's KG D6 gas fields in 2015/16

Chevron warns on Q3 profit; Richmond out through Q4

Marathon Petroleum joins plan to transport Utica oil

Senex announces further success at the Snatcher oil field

Continental targets big savings in Bakken by end-2013 1

Continental targets big savings in Bakken by end-2013 2

Wood Mac. Says Signposts Suggest Interconnected Global Gas Market

AuRico Gold agrees $750 mln Mexico asset sale to Minera Frisco

WA approves Toro mine, first uranium approval since policy change

Osisko coy about 1 million hectares staked in 'emerging gold belt' in Mexico

9th October News and Views

Vedanta Q2 iron ore stops, oil and copper increases

Post holiday boost for steel and iron ore

BHP to cut iron ore jobs as mining slowdown bites

S. Africa state workers join strike bandwagon

Japan's MOF becomes twitter sensation

Milk-Cow culling accelerates as feed prices Jump

GE, Chesapeake Unveil CNG in a Box System

Tata Steel shifts focus to India

POSCO to lower output on weak prices

Outokumpu presses on with Thyssenkrupp buy

Grupo Mexico to pay $2bn judgment to Southern Copper in cash

Indonesia consortium in talks to buy a Bumi Resources coal unit

Rio Tinto sees copper growth, "more cautious" on outlook

Arrium sells NZ unit, shores up defence against takeover

China Molybdenum triples in Shanghai debut, shares halted

Marathon to buy BP Texas City refinery for up to $2.5 bln

Continental Resources sees 2013 output rising 30-35 pct

Copper Consumption in China to Drop...Simon Hunt

China's reliance on ore imports may surge...Wood Mac

BG eyes Australia LNG project stake sale to Tokyo Gas

Saudi says mission accomplished in reducing oil prices

Oil Search gains after signing PNG deal with Total

Kumba Sishen iron ore unit declares force majeure in S.Africa

8th October News and Views

Costs blow out at Aquila's iron ore project

China risks $14 bln on coal-to-gas pilot

Uncertainty sours uranium market

Vestas says gets 114 MW turbine order in Peru

LNG-Asia demand slump prompts distressed sales

XOM - Qater win LNG export approval

BHP Leinster nickel mine closed after tremor

US rig count dropped by 11 to 1837 last week

Strong seismic demand boosts TGS-Nopec

Talvivaara's uranium permit delayed

Cookson issues profit warning on tough steel markets

U.S. Supreme Court to review Monsanto seed patents

High Grade Nickel Mineralisation at Trojan Nickel Mine

Peru's gas pipeline at risk after rebels destroy helicopters

Shell declares force majeure on Nigeria LNG supply

Rosneft kicks off Russian oil's London charm offensive

Savers Push $374 Billion U.S. Utility Industry to Shift

Minemakers takes a new look at Wonarah resources

Iamgold increases Ontario project resource by 274%

China sees stronger interest in auction for shale gas licenses

Norway doubles carbon tax on big oil, more cash to forests

Colombia Combats Martians Robbing Crude for Cocaine Labs

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