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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

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13th July 2012

12th July

11th July

10th July

9th July

13th July News and Views

Corn and Oil 1

Corn and Oil 2

China GDP inline at 7.6

Coking coal prices have fallen by nearly

Shell and PTT set for Cove auction showdown

Brazil Flat Steelmakers Set for Weak Q2

Libya's Jibril in election landslide over Islamists

Indian central bank seeks alternative to gold imports

IEA provides tight oil breakeven prices

US energy independance

Russia's Acron Q2 output hit by Phosagro spat

Australia's Origin, AWE face cost blowouts

Australian coking coal exports are back to normal

Tinkler struggles in bid for Australia's Whitehaven

China June daily steel output second highest on record

Japans utilities burn record gas in June as all reactors shut

Cheniere Partners wins $3.4 bln in finance commitments

BHP, Rio iron ore output seen on track; risks for coal, shale

Salazar’s could end disputes over biggest US potash reserves

Talison lifts price by another 10%, lithium demand firms

Largest coal importer in Guangdong stops buying

Sesa Goa planning to close its plants in Amona, Goa

Shut-in woes continue for Statoil at Snoehvit LNG

Sevan FPSO Concept Selected for Western Isles Project in UK

Abandoned mineshafts could give Glaswegians geothermal heat

12th July News and Views

BHP mulling sale of Brazil aluminium stakes

Cline Mining halts ops at Colorado coal mine

Rio Tinto to drop 1 bln euro Portugal project 1

Rio Tinto to drop 1 bln euro Portugal project 2

Imperial plans new oil sands project near Kearl

Algeria talking to Shell, ExxonMobil on shale

Eric Sprott bulls Gold sees record by year end

Iluka revenue up despite volume decline

US ethanol output drops to two-year low

Cabinet approves Nigeria oil bill

China's coal mining provinces cut output?

Premier takes Rockhopper Falklands stake

Chevron sees 2nd-qtr profit increase on refining strength

Anti-foreigner voices in new Mongolia government

Unit Petroleum Buys Oil & Natural Gas Assets From Noble

Beijing Enterprises Grp lifts stake in China Gas to 20.3 pct

Baosteel cuts main steel product prices for August

Spain energy tax to raise 6.8 billion euros annually

Total lifts stake in Ichthys gas project to 30 pct

Range Announces Second Quarter Production Results

Australia’s Aquila completes Isaac Plains coal sale

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11th July News and Views

China's Gold imports

Shanghai steel at contract low, ore shaky

Goldcorp lowers full-year production outlook

Gina Rinehart's $10 bln mine faces finance delays

North Dakota oil output hits new record in May

Forrest Leads BlackRock Buying Iron Ore

Atlas will pay no mining tax

Cliffs sells Australian coal project

Production rises for Novatek

Northern Oil and Gas provide Q2 drilling update

EIA slashes oil demand growth forecasts

Third US Aircraft Carrier Returning Unexpectedly To Mideast

Monsanto and DuPont take seed battle to trial

Shell to Acquire small scale LNG supplier Gasnor

Apache will drill Kenya’s first deepwater oil well next month

Saudi oil output bounces back to 10.1 mln bpd in June

Centrotherm shares plunge on insolvency proceedings

ONGC consortium to buy stake in $5 bn Conoco Oil Sands

Wen Says Investment Key to Stabilizing China Growth

Xstrata sets September 7th for Glencore vote

America's New Nuclear Plants Are Costing Billions More

Apache Finds Huge Shale Gas Reserves in Liard Basin

Far East Energy: Shanxi block's 'textbook potential'

Noble Energy: Galapagos exceeds expectations, Deep Blue abandoned

10th July News and Views

Alcoa sees strong aluminum demand

Patriot files for Chapter 11 Bankruptcy

Quebec rail plan stirs hope in Canada's iron belt

Taseko hedges 2013 copper production at $3.00 lb

Cool Tool For Energy Investors 1

Cool Tool For Energy Investors 2

China June crude imports lowest this year

BP suspends costly Alaska oil project

Beach flows shale gas

China in 3rd fuel price cut since May

Sanctions force Iran to cut oilfield flow

Anglo American says water issue solved in Peru

China copper imports fall 17.5 percent on month in June

Norway intervenes to avert oil industry closure

Middle East Aluminium production to hit 5 mlnt by 2015

Marcellus Study Shows Fluids Seeping Into Drinking Water

GAIL to Finalize USD 12 Billion Gas Deal

The Philippines hike mining royalties and expand bans

Transnet hauls 8.8 pct more coal for export

Outokumpu says Q2 hit by Europe, nickel prices

German steelmakers say 2012 output may miss forecast

BHP Billiton makes a giant footprint in south Australia

Japan agency says high chance El Nino to emerge this summer

9th July News and Views

Norway says no plan to intervene in oil strike now

Australia's Queensland to join mining tax challenge

Congo rebels seize strategic eastern towns

Prices force down number of Marcellus drilling rigs

Mount Peake proves economics for TNG

Western Australia miners in search for water

China CPI Points to Easing

Centamin: Media Speculation in Egypt

Sino Gas in $100M deal to develop Chinese CSG

Colombian coal workers vote to strike at Glencore mine

Gryphon doubles gold resource at Banfora, Burkina Faso

Iluka slashes zircon forecast again on weak demand

Lonmin boosts productivity after ditching mechanisation

Freeport prefers to sell its shares to the government

ExxonMobil begins production from Angola oil block

Aquila Drills 65 Meters of 2.80 g/t Gold in Wisconsin

Nigeria court strips Russia's RUSAL of aluminium firm

Port Hedland June iron-ore shipments to China down

Egypt Approves MIGA Request to Insure Apache Corp. Investments

Junior scorns Papua New Guinea following regulatory denial

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