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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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13th February 2015

12th feb

11th Feb

10th Feb

9th Feb

13th February News and Views

U.S. challenges Chinese export subsidies

E.ON lays U.S. LNG foundation

France’s Total Plans to Cut Jobs, Sell Assets After Big Loss 1

France’s Total Plans to Cut Jobs, Sell Assets After Big Loss 2

Apache posts quarterly loss, plans to slash rig count

China's state-owned COFCO gets nod for reform plans

Rio Tinto update on production of iron ore

Hebei 2014 steel sector profit up 28.6pct on year 1

Hebei 2014 steel sector profit up 28.6pct on year 2

Hebei 2014 steel sector profit up 28.6pct on year 3

Hebei 2014 steel sector profit up 28.6pct on year 4

Teck profit misses estimates as coal, copper prices stay weak 1

Teck profit misses estimates as coal, copper prices stay weak 2

Teck profit misses estimates as coal, copper prices stay weak 3

Teck profit misses estimates as coal, copper prices stay weak 4

Mariana Resources uncovers 'bonanza' gold and copper grades

Reliance Power to set up 6,000 MW solar park in Rajasthan

Drop in Q3 profits, crash in spot LNG prices makes life hard for GAIL

Australia's Newcrest weighs future of big Australian gold mine

ArcelorMittal profit falls as iron-ore slump cancels steel gain

Anglo takes $3.9 bln writedown, but holds dividend steady

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12th February News and Views

Indonesian alumina refinery starts up 1

Indonesian alumina refinery starts up 2

US oil stocks see another substantial rise

Bankers Petroleum operations hit by flooding

Ballard sells some fuel cell patents to Volkswagen

Rio Tinto defies commodity rout with big payout

China's aluminium tug-of-war to repeat in 2015

Yamana Gold to build gold-silver mine in Argentina

Mosaic profit nearly triples on strong fertilizer demand 1

Mosaic profit nearly triples on strong fertilizer demand 2

Mosaic profit nearly triples on strong fertilizer demand 3

Australian iron ore price slide threatens mine closures

Wind turbine maker Vestas to pay first dividend for 12 years

Light-sweet crude oil imports to Gulf Coast virtually eliminated

East China may see heavy inflows of cheap LNG imports

Italy Constitutional Court Strikes Down "Robin Hood" Energy Tax

Glencore 2014 coal production jumps 6% on year to 146 million mt 1

Glencore 2014 coal production jumps 6% on year to 146 million mt 2

Glencore 2014 coal production jumps 6% on year to 146 million mt 3

Glencore 2014 coal production jumps 6% on year to 146 million mt 4

China's top graft-buster targets 26 big state firms for inspection this year

Iron ore price pick up in China on scare of post Lunar Holiday hike

Shanxi Coking Coal increases price discounts in Feb 1

Shanxi Coking Coal increases price discounts in Feb 2

11th February News and Views

More oil price pressure may be ahead - IEA

Rio Tinto to defy mining pain with big payout

China Injects Funds Into Financial System

Greece aims to halt gold mine

India's 2015/16 budget to assume growth of 8-plus pct

Questerre Energy reports positive well results

Canacol Energy reports Clarinet-1 well testing at 7947 boepd

Vitol says fresh price drop possible on U.S. supply 1

Vitol says fresh price drop possible on U.S. supply 2

Apple in big solar power deal

Pioneer Natural Resources Cuts Spending

OPEC Producers Cut Oil Prices to Asia in Battle for Market Share

S. Africa's Kumba cuts costs to counter lower iron ore prices 1

S. Africa's Kumba cuts costs to counter lower iron ore prices 2

S. Africa's Kumba cuts costs to counter lower iron ore prices 3

China Shenhua Energy coal sales down 12.4 pct in 2014

U.S. burns record natgas to generate power in January 1

U.S. burns record natgas to generate power in January 2

U.S. burns record natgas to generate power in January 3

U.S. burns record natgas to generate power in January 4

U.S. burns record natgas to generate power in January 5

Petrobras CEO says has 'full autonomy', questions graft loss 1

Petrobras CEO says has 'full autonomy', questions graft loss 2

10th February News and Views

Randgold hikes dividend as costs fall, output rises 1

Randgold hikes dividend as costs fall, output rises 2

Baltic Dry Index has Crashed To Its Lowest Level Ever

Tahoe Resources to buy Rio Alto Mining for $1.12 bln

Bid drop in in Canadian rig count at peak seasonality

Japan LNG spot price falls to $10.20/mmBtu in Jan

IEA forecasts continued U.S. output growth 1

IEA forecasts continued U.S. output growth 2

More Chinese provinces lower GDP targets for 2015

Inner Mongolia Jan coal output down 41pct on yr

Inefficiencies Abound In U.S. Shale

Oil price war inflicts collateral damage in Latin America

FERC postpones Jordan Cove LNG environmental review

C&J Energy drops price for Nabors fracturing unit by $250 million

Mining sector concerned at draft changes to Congo regulations

Drillers Take Second Crack at Fracking Old Wells to Cut Cost

CIL likely to scrap Mozambique production project on poor deposits

Indian State Govt to build 11,500MW renewable energy plants 1

Indian State Govt to build 11,500MW renewable energy plants 2

Endless misery continues in secondary steel market in India 1

Endless misery continues in secondary steel market in India 2

Vedanta CEO says to make tough calls on Zambia copper unit

OPEC says oil price drop hits other producers much quicker than thought

9th February News and Views

Oil port battle highlights threat of Libya break-up

Petrobras 'makes banker new president'

US Oil rig count continues to plummet

Counterfeit Japanese steel rampant in China

China Jan coke exports hit record high

Former Hanlong chief Liu Han executed

Last weeks rig data suggests some high grading

Portugal Galp's profit jumps on oil refining margins

Canacol secures 15-year gas sales contract in Colombia

Cheap imports drag Tata Steel earnings down 69 percent

China trade data shows impact of commodity price slump

Chinese steel exports in January cross 10 million tonne again

Iron ore permabear Xie now expects price in $30s 1

Iron ore permabear Xie now expects price in $30s 2

Australia a 'stand out' competitor in oversupplied coal market 1

Australia a 'stand out' competitor in oversupplied coal market 2

China corruption watchdog accuses state energy firms of serious violations

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