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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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11th April 2014

10th Apr

9th Apr

8th Apr

7th Apr

11th April News and Views

China's coal imports set to hold steady in 2014

Goldcorp raises buyout offer for Osisko to C$3.6 bln

Putin wants talks with Europe on Ukraine gas debt

Hamm: We have changed the world

Chevron, YPF expand Vaca Muerta plans

Libya lifts Hariga force majeure

Air Quality in Beijing - US Embassy

The Natural Gas Bull Case

Baosteel cuts May main product prices

Cheap bond funding dries up for Russian miners

LNG terminal proposed for Abbot Point

How much does it cost to develop gas?

Researcher: 2014 slated to be most active year for global shale drilling

Gazprom Neft says Asian oil buyers ready to pay in euros

Chinese Pork Company To Have The World's Biggest IPO In A Year

Uralkali 2013 profit down, predicts rising potash demand

ConocoPhillips Raises Estimates for Eagle Ford Assets 1

ConocoPhillips Raises Estimates for Eagle Ford Assets 2

ConocoPhillips Raises Estimates for Eagle Ford Assets 3

Australia's Padbury Mining secures $6.5 bln port funding

Japan approves energy plan reinstating nuclear power

Australia's North Braces for Storm Stronger Than 2011's Yasi

China Plans Ban on Imports of Coal With High Ash, High Sulphur

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10th April News and Views

9th April News and Views

Norway to boost oil project oversight after cost overruns

Growth Not Good Enough: Chinese City Changes the Rules

Unconventional drilling comes to Australia's Cooper Basin

Winsway Coking Coal says will make bond coupon payment

Anglo American cost cuts: The 'boring' stuff pays off

Polish government approves renewable energy bill

Rusal wins breather to July amid talks on $5.15 bln debt

Copper surplus likely to push price down to $2.75 a pound

Utica 'potentially the best shale play in the U.S.,' 1

Utica 'potentially the best shale play in the U.S.,' 2

Seplat launches $500m IPO

Orocobre eyes Aug start at Olaroz

Crude oil potential from Colorado's DJ Basin gets bigger (a lot bigger)

Bankers Petroleum provides operational update for the first quarter 2014

Codelco unveils new copper deposits holding 1,800 million tonnes 1

Codelco unveils new copper deposits holding 1,800 million tonnes 2

Low copper price, improving Europe economy lift Aurubis sales

Alcoa Sees Almost Decade-Long Aluminium Surplus Ending

Brazil Vice President Sees No Fuel Price Boost Before Vote 1

Brazil Vice President Sees No Fuel Price Boost Before Vote 2

Iron ore price tracks higher as Chinese finance deals unravel

China nickel pig iron plants likely to cut output as ore prices soar

Russia's Gazprom, China close to gas agreement, hope to sign in May

Failure to lift US oil export ban may cause big drilling drop: Pioneer CEO

Peril looms over Indian steel industry amidst low demand and import threat

8th April News and Views

How big is the Permian? 1

How big is the Permian? 2

How big is the Permian? 3

How big is the Permian? 4

How big is the Permian? 5

Golden cross on gold

Good year for Good Energy as profits rise 42%

New EU rules 'restrict state aid for renewable energy'

Small-scale renewables disappoint

Platinum, palladium prices tank

Wanted: more wind farms to balance grid at night

EIA: US crude oil production 1960 - 2040 three cases

Zinc could hit $4,500/mt by end of the decade: CRU

BHP seeks approval for largest underground coal mine

Gazprom says Ukraine did not pay for gas on time

Alfa Laval Buys Norwegian Pump Maker Mohn for $2.2 Billion

Russia's Norilsk profit down 64% sees nickel price recovery in 2014

Scale Model WWII Craft Takes Flight With Fuel From the Sea

Cnooc Said to Consider Sale of $3.1 Billion Stake in Bridas

Odisha unable to finalize Khandadhar iron ore mining area for POSCO

LME to launch aluminium premium contract

Rio Tinto to give away stake in Alaska mine developer

Shell starts crude oil exports from Iraq's Majnoon field

James River Coal files for bankruptcy protection

BHP Billiton tells contractors they face further price squeeze

AEP revising upward its projected coal generation to 51%

CONSOL: overall gas production up 23%, as Marcellus doubles

Queensland Minister unveils streamlined petroleum conditions

GVK coal project gets Queensland court's conditional clearance

7th April News and Views

UK publishes EU's first solar strategy

FERC reveals extent of U.S. winter power crisis

China to close nearly two thousand small coal mines

The American Farmland Price Boom Is Over

Russia sacrifices Gazprom profit for politics in Ukraine 1

Russia sacrifices Gazprom profit for politics in Ukraine 2

Sunergy forecasts higher shipments

Canpotex sells potash to India at 7-year low price

Iran oil exports above sanctions limit for 5th month

US rig count up 9 to 1818

Ichthys set to deliver billions in revenue

Solar cheaper than LNG in Asia: study

Canada can move faster than U.S. on oil rail cars, minister says

Norway wealth fund to ramp up renewable energy investments

Libyan rebels agree to reopen two oil terminals after deal

ONGC Videsh in talks to import LNG at $15 from Mozambique

China set to boost tin exports as traders eye arbitrage window

How much energy does US produce-import-export-consume?

Copper titans gather as decade-high glut overshadows quakes

Indonesia's Antam-Freeport copper smelter set to miss deadline

Potash CEO Doyle departing; to be replaced by former Inmet boss

Brazil LNG imports hit new record high amid drought

Steel firm SSI UK expects first ever profits in 2014, adds jobs

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