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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 May 2011

12th May

11th May

10th May

9th May

13th May News and Views

Olympic Dam update from BHP 1

Olympic Dam update from BHP 2

Lead Mining Museum holds Ecology sessions

Exxon says a barrel of oil should be in $60-$70 range

Indian Govt. approves Rs.20K Cr. more oil subsidy

China raises bank reserve requirements again

Between Scylla and Charybdis we sail

Pacific Rubiales Provides Exploration and Operational Update

Australian Uranium Output To Double In 4 Years

Africa Oil and Range to spud Puntland well

Apache drills shale gas in Argentina

Silver Standard reports

Zambia miners to pay 30 pct more for electricity

Total makes Bolivian gas and condensate find

Jingtang port Apr coal imports down 50 pct

Mississippi flood hits oil and gas production, also rice and cotton

12th May News and Views

Iraq boosts oil output, offers new blocks

French Lower House Bans Shale Gas Fracking

Petrobakken 1

Petrobakken 2

Investors Shifting to Cash From Commodities

USDA May report bad for producers

Commodity Equity q2 2011

Oil price, views in East and West differ

Dana Gas near triples profit

BP looks to buy more assets in Brazil

Gazprom enjoying Fukushima

Glencore CEO says recent commodity slump due to "froth"

China aluminium output seen at record high

Bill Barrett Corporation Announces Uinta Basin Oil Acquisition

Royal Nickel Announces Results of Optimization Study at Dumont Project

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11th May News and Views

Gibraltar Reserves Increase 80% to 802 Million Tons

China's diesel imports tail off

Vestas defends Wind intermittency

AngloGold Posts Drop In Output

ThyssenKrupp workers block stainless plan

+lynas

ArcelorMittal profits jump 67% to $1.07bn

Canyon reports record Q1

Domestic roof top wind turbines

North China ports see coal stocks up 15 pct last wk

Guangdong Nuclear drop Kalahari bid

BlueGold Hedge Fund Suffers Big Loss On Crude

Northern Oil & Gas: Putting a Pretty Face on an Ugly Deal

Northern Oil and Gas, Inc., 2011 First Quarter Results

Dune Sagebrush Lizard con'td 1

Dune Sagebrush Lizard con'td 2

Dune Sagebrush Lizard con'td 3

Bowleven drill successful Sapele step-out

Growers Make Remarkable Planting Progress in Key Corn States

Continental Update On Bakken Activity In First Quarter Of 2011

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10th May News and Views

New Zealand: Sidewinder well finds oil, gas 1

New Zealand: Sidewinder well finds oil, gas 2

Southern Union and BG file for US LNG export permit

BG Q1 profit down as output disappoints

Louisiana refiners at flood risk 1

Louisiana refiners at flood risk 2

Coeur d'Alene says all the right things

China’s April Iron Ore Imports Drop 11% on Rising Prices

Tin and VMS 1

Tin and VMS 2

Tin and VMS 3

OPEC Oil Output Fell 330,000 Barrels Per Day in April

Explorer OGX seeks London listing 1

Explorer OGX seeks London listing 2

Clean Energy Fuels revenues up 67%

Angola LNG producing soon, heading for the US?

Hecla Mining contemplates restarting three former mines

Chinese steel prices plummet under imminent interest rate hike

China's Steel Mills Forced to Cut Production on Power Rationing

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9th May News and Views

Vale Says Investment Budget To Fall On Project Delays

US rig count up by 18 for 2nd straight week

BP Assigns Rosneft Arctic Deal to TNK-BP

Cameco Reports First Quarter Financial Results

Report doubles BC shale-gas estimate

Gazprom exports LNG to the UK

Burrup Fertilisers put up for sale

Buoyant labour in Oz coalfields

Iraq, production target 12 mlb bbl or 7 mln bbl? 1

Iraq, production target 12 mlb bbl or 7 mln bbl? 2

Noble nears deal with Gloucester on coal assets

Atlas Iron on track for 12 Mtpa

Lonmin H1 profit doubles, confirms 2011 guidance

Japanese Utilities join Mitsubishi in Canadian shale venture

Nevada Copper announces drilling result from East Deposit

China Coal Prices Rise for Sixth Week; Inventories Rebound

Silver Wheaton: "Tahoe Resources mine will be best in the world"

Molycorp reopens its east Mojave rare earth mine operations 1

Molycorp reopens its east Mojave rare earth mine operations 2

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