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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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Commodity Intelligence Rainhill Trails

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17th December News and Views

Russia will not cut oil output, minister says

ExxonMobil lands Flemish Pass acreage

Ecopetrol announces 2015 investment plan

China slashes coal export tariff as mining in crisis

Petrobras to Cut Exploration Spending in Cash Crunch 1

Petrobras to Cut Exploration Spending in Cash Crunch 2

Traders Betting Russia’s Next Move Will Be to Sell Gold

Asian January spot LNG prices plummet

US imposes hefty tariffs on Chinese solar

Chinese rare earth giant born

SIRIUS RESOURCES: $440M funding signed for Nova

India to weigh gold policy impact after 38 pct spurt in Nov imports

Encana focuses 2015 capital on four strategic growth assets

Chesapeake Announces Closing of $4.0 Billion Credit Facility

Foreign Exchange Trading Platform End To Shorting The Ruble

China Oct coal output down 4.9pct on yr. Shenhua down 30.2% 1

China Oct coal output down 4.9pct on yr. Shenhua down 30.2% 2

China Oct coal output down 4.9pct on yr. Shenhua down 30.2% 3

China Oct coal output down 4.9pct on yr. Shenhua down 30.2% 4

India's Tata Steel restarts key iron mines amid shortage

Kansai reactors clear initial safety rules; to hike power rates

Colombian congress raises government 'take' on oil, gas to 75%: trade group

Chinese domestic billet and rebar prices continue sliding - Down by 20-25% YoY 1

Chinese domestic billet and rebar prices continue sliding - Down by 20-25% YoY 2

16th December News and Views

The Great Boom, and Aftermath 1

The Great Boom, and Aftermath 2

The Great Boom, and Aftermath 3

The Great Boom, and Aftermath 4

Arctic Sea Ice "More resilient " than thought 1

Arctic Sea Ice "More resilient " than thought 2

Norwegian Oil Firm Noreco to Restructure

Nigeria Oil Strike

Range Resources sets 2015 Budget

China Nov iron ore output down 7.5 pct on year

China refined copper output at record in Nov

Pain looms for some US energy firms as banks reassess credit

Renewable Energy - the Untold Story of an African Revolution

SunCoke Energy to halve coal production, cut 175 jobs

Glencore's Pacorini entrenches LME warehousing position

Energy High-Yield Credit Spreads Blow Above 1000bps

PDC Energy Pushes Pause Button on OH Utica Drilling for 2015

Brazil prosecutors indict second former Petrobras executive

Newcrest, Harmony to build one of the world's lowest-cost mines

SunEdison to build 350MW of solar PV in Chile – at 9c/kWh

Tanker markets see storage boon from oil price collapse

Increased steel imports from China worries Iranian producers

15th December News and Views

Drax shares fall on UK change to biomass subsidies

IEA sees oil supply pressure building

Repsol 'hatching' Talisman bid

BP starts operations from Canadian oil sands project

Rig count falls as oil prices continue slide 1

Rig count falls as oil prices continue slide 2

Rig count falls as oil prices continue slide 3

Rig count falls as oil prices continue slide 4

China raises fuel consumption tax, cut retail prices

Enterprise abandons Bakken pipeline

Technip backs out of CGG takeover talks

IGas sees signs of shale gas at UK site

Japan Aluminium stocks hit record high on increased imports

Record oil tankers seen sailing to China amid stockpiling signs

First Quantum shuts Australia nickel plant after acid spill

U.S. Congress approves land swap for Rio-BHP copper mine in Arizona

U.A.E. Sees OPEC Output Unchanged Even If Oil Drops to $40

Libya Imposes Force Majeure on 2 Oil Ports After Clashes

Australia Sees Iron-Ore at $60 as Commodities Hit Budget

ArcelorMittal and TATA Steel to start hedging iron ore

India's Nov crude oil imports jump 17.3% on year to 4.2 mil b/d

Indonesian November tin exports plunge 93% from October to 465 mt

South Africa may sell iron ore, BHP stakes worth $3bn

Will China’s Removal of Export Duty on Aluminum Rod Boost Exports?

Kazakhstan seeks presence in potash market with $3.8 bln China investment

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