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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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13th January 2012

12th Jan

11th Jan

10th Jan

9th Jan

13th January News and Views

Whiff of panic on US E&P

Vestas to lay off more than 2,300

Coal India says wage increase within expectation

China's oil-linked gas price to benefit producers, importers: Bernstein

Cuadrilla looking for oil in West Sussex

Total, Inpex to invest $34 bln in LNG in Australia

Norway offshore set to shift up a gear in 2012

JPMorgan - Sasol - JPM Global LNG Report - Well Worth A Read 1

JPMorgan - Sasol - JPM Global LNG Report - Well Worth A Read 2

JPMorgan - Sasol - JPM Global LNG Report - Well Worth A Read 3

12th January News and Views

Natural gas falls to lowest price in a decade 1

Natural gas falls to lowest price in a decade 2

Cnooc spins bits on domestic shale

Iluka continues to grow after good 2011

Copper inventory 1

Copper inventory 2

Chevron’s Fourth-Quarter Downstream Profit Squeezed

Vale halts Brazil iron ore shipments due to rains

Super Fracking Goes Deeper

German rare earths mine to be developed

Pickle Gold hits 444g/t in old mine

Cedigaz, world gas outlook to 2020

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11th January News and Views

The Tuscaloosa Marine Shale

Vale stockpliles iron ore in China

China cutting term alumina imports in 2012

China's CBM plan boosts Sino Gas

Central's Northern Territory well flows

EIA: Natgas production still on the rise

Cyclone shuts Australian iron ore ports & oil fields

Marathon in Eagle Ford drilling sprint

Nigeria strike threatens oil halt

North Dakota oil production Surpasses OPEC's Ecuador

US NOAA report confirms Macondo flow estimates

CIL to miss revised output target, wage talks critical 1

CIL to miss revised output target, wage talks critical 2

Fitch Says ECB Must Prevent 'Cataclysmic' Euro Collapse

Richards Bay Coal Terminal shipments expand by 31pct to record

Maersk, Chevron, Shell Danish North Sea Oil Production Drops 25%

UK Fracking 'will not cause dangerous quakes'

Verde Potash: Inferred Resource up 100% to 2.68 Bln T at 8.8% K2O

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10th January News and Views

Bankers Petroleum fourth quarter operational update 1

Bankers Petroleum fourth quarter operational update 2

Libya's Waha, Gialo Oil Fields Now Producing

Copper in demand in China

Progress expects Montney output bump

Zambia Copper production may surge in 2012

Genel plans Tawke production hike to 100,000 bpd

Cairn details long-awaited $3.5 bln cash return

African Iron in trading halt as Exxaro speculation mounts

Cautious restocking of IronOre b Chinese mills

Alcoa expect primary aluminium deficit in 2012!

Freeport union halts return to work after ambush killings

Ichthys seals LNG deals as final investment looms

Golden Predator: 35.1 m of 1.63 g/t Gold and 136.72 g/t Silver

Pacific Rubiales expect production growth of 15-35% in 2012

UK O&G investment at ‘record levels’

Talisman eyes $2bn asset sales

Flooding may hit Australia Pilbara region - Aus Weather Bureau

Senex continues Cooper Basin western flank drilling program

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9th January News and Views

China's Central Bank Promising Pro-growth Policies

Statoil makes big oil find in Arctic

West sets roadmap in case of Iran crisis

Nigerians strike, protest over fuel subsidy cut

Teck Resources to Acquire SilverBirch Energy

Beach Energy producing gas from Middleton

Brazil Iron Ore exports increase in Dec 2011

US Chemicals costs comparable to middle east

Only 5 operating Nukes left in Japan

Potash to Extend Production Cuts With Allan Mine Shutdown

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