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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 March 2015

12th Mar

11th Mar

10th Mar

9th Mar

13th March News and Views

Oil producer Soco profits halve, shares tumble

Storage boom to revolutionize UK solar market

Fenner sees 2015 EPS moderately below expectations 1

Fenner sees 2015 EPS moderately below expectations 2

The U.S. Has Too Much Oil and Nowhere to Put It 1

The U.S. Has Too Much Oil and Nowhere to Put It 2

Space-based solar power in the offing 1

Space-based solar power in the offing 2

China sees surge in court cases against polluters

Auction of 32 mines has surpassed CAG estimate - Indian Govt

Beijing has finally turned around rare earth prices

Former Anglo head to bring 25 years in mining to Talvivaara site

Plat Gold says recession. Is it wrong?

Potash group K+S bumps up dividend on prospects for profit boost

Japan aluminium stocks climb for 11th month, hit record

Recent history of oil suggests production will stay high

Saudi Aramco nears $10 bln loan deal at tight pricing - sources

Blueknight raises storage rates at Cushing hub amid cheap crude - CEO

Japanese shore up cash-strapped rare earths miner Lynas

Union says tentative deal reached to end U.S. refinery strike

Zinc Near Bear Market as China Churns Out Record Output

JA Solar Jumps Most Since November on Higher Shipments, Outlook 1

JA Solar Jumps Most Since November on Higher Shipments, Outlook 2

Unprecedented stall of global carbon emissions in 2014: economy grew

Zimbabwe says to merge all diamond mines under one company

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12th March News and Views

Front end vs Back End

Russneft's owner says Glencore to take 49 pct stake

Palestinian utility set to drop Leviathan gas deal

U.S. crude stores up by 4.5 million barrels

Contracts curb Chinese NOCs’ need for spot LNG

Libya exports three oil tankers from western Mellitah port

Indonesia’s January coal output down by 8pct YoY 1

Indonesia’s January coal output down by 8pct YoY 2

China's steel output to shrink, industry group says

Total 'to sell Laggan-Tormore'

Roy Hill to ship iron ore in 6 months

Australia could face anti-competition probe over iron ore-Cliffs CEO

Indonesia attracts $1.4 bln in investment for 11 nickel smelters

Flood of aluminium seen heading for market as financiers eye exit

ConocoPhillips calls off $2.1 bln Norwegian North Sea project

Fortescue debt refinancing stalls, may switch to high yield bonds 1

Fortescue debt refinancing stalls, may switch to high yield bonds 2

Fortescue debt refinancing stalls, may switch to high yield bonds 3

India plans anti-dumping duty on some steel from China, others

Petrobras to receive recovered corruption-probe cash, court says

Indian coal imports to touch 265 million tonnes in FY'17 - Mr Goyal

Japanese coal buyers expect $70/t FOB Australia in annual contract talks

Australian LNG projects can weather oil price of $45/barrel: EnergyQuest 1

Australian LNG projects can weather oil price of $45/barrel: EnergyQuest 2

11th March News and Views

Britain's IGas strikes shale gas deal with Ineos

Bought Deals Surge as Canadian Energy Firms Seek Cash

Africa's oil "sweet spots" still viable after price rout

Metals, minerals outlook according to Rio Tinto

Negotiations drawn out over Mongolia's largest coal mine 1

Negotiations drawn out over Mongolia's largest coal mine 2

Negotiations drawn out over Mongolia's largest coal mine 3

Kurdish pipe exports 'halted'

Chevron expects growth despite oil price drop 1

Chevron expects growth despite oil price drop 2

Chevron expects growth despite oil price drop 3

Carbo to mothball Georgia proppant plant

Former Petrobras Executive Says He Took Bribes

China's Jan-Feb crude steel output falls 1.5 pct

Chinese coal imports down by 9.1pct in Feb’15

Rio Tinto sees iron ore mines closing at slower pace in 2015

Galp cuts investment plans by 20 pct, lowers oil output forecast

Cairn Energy Sees 50% Lower Rig Cost Sustaining Senegal Drilling

Exxon, Shell's spending patterns may help them through oil price drop

Saudi leads Middle East and Africa $717bn power plant boom 1

Saudi leads Middle East and Africa $717bn power plant boom 2

Cairn Energy To Dispute USD1.6 Billion Indian Tax Order

China Jan-Feb power output hit by weak industrial growth

Court summons India's ex-PM Singh in coal corruption case 1

Court summons India's ex-PM Singh in coal corruption case 2

Chinese Factory Data Shows Weakest Start in Six Years

India steel imports from China nearly trebled during Apr-Jan

China announces USD 260 billion worth infra projects 1

China announces USD 260 billion worth infra projects 2

Large Chinese miners offer more price discounts amid slack demand

10th March News and Views

Finally US Oil production grinds to a halt

Alcoa to acquire titanium supplier RTI for $1.5 bln

BP tastes gas at Egypt offshore well

Egypt Sets Price for Shale Gas at $5.45 per MMBTU

First gas introduced to Santos GLNG LNG plant 1

First gas introduced to Santos GLNG LNG plant 2

Dune Energy Files for Chapter 11 Bankruptcy Protection

Japan Feb LNG spot price falls a quarter to $7.60/mmBtu

Nickel prices poised for a rebound in China

India govt to fast-track INR 90,000 crore power projects

China's nuclear plant plans gain new momentum 1

China's nuclear plant plans gain new momentum 2

BHP targets iron-ore cash costs under $20/t

In pain: Gold struggles with US economic resurgence

Obama declares Venezuela a threat to U.S. national security

China's Hebei province says paying "huge price" in war on pollution

US aware of possible plot to attack Chevron in Saudi Arabia

Rio Tinto to axe hundreds of jobs as part of drastic restructuring

Oil glut seen easing in second half of year by head of OPEC 1

Oil glut seen easing in second half of year by head of OPEC 2

Oil glut seen easing in second half of year by head of OPEC 3

Oil glut seen easing in second half of year by head of OPEC 4

Thin film solar power expected to be new driver for China's economy

Top China refiners to raise domestic alumina offers to Yuan 2,700/mt 1

Top China refiners to raise domestic alumina offers to Yuan 2,700/mt 2

Top China refiners to raise domestic alumina offers to Yuan 2,700/mt 3

Russian Nord Stream gas to Germany doubles to 100 mil cu m/day

9th March News and Views

Gazprom Neft asks govt for financial help

Fracklog

BP and partners to invest $12 bln in Egypt Gas deal 1

BP and partners to invest $12 bln in Egypt Gas deal 2

Oil has three problems

Brazil political leaders to be probed in Petrobras graft scandal

Some Traders cash out on tanker-stored oil as prices rise

Chinese officials set ambitious and unlikely 100 GW goal

China Feb coal imports hit nearly 4-yr low

China coking coal prices down in Mar on weak demand

Sinopec completes stake sale to diversify ownership

Former China leader not implicated in aide's investigation, official says 1

Former China leader not implicated in aide's investigation, official says 2

Alcoa says review could affect 14 pct of smelting capacity 1

Alcoa says review could affect 14 pct of smelting capacity 2

U.S. oil rig count hits lowest since April 2011: Baker Hughes 1

U.S. oil rig count hits lowest since April 2011: Baker Hughes 2

China Steel Exports Fall to Lowest in Six Months on Tax Change

Santos strikes deal to sell gas to Alcoa in Australia for five years

Eskom to buy $3.7B rand annually worth of exportable coal

Gemfields' core profit more than triples as auction sales rise

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