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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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23rd January 2015

22nd Jan

21st Jan

20th Jan

19th Jan

23rd January News and Views

Plat/Gold says 'Recession

Gazprom to build LNG plant on the Baltic Sea

China Injects $8 Billion Into Banking System

Cairn Energy set to reap £250m savings in deal

Battery demand bursting at the seams in China 1

Battery demand bursting at the seams in China 2

Battery demand bursting at the seams in China 3

Gold in Rubles hits all time high

Agrium to pay more in dividend

Gunvor: no rebound to $100 oil, contango to deepen

Emerging ETF has no resource stocks in top ten

Santos posts record sales revenue in 2014

Freeport McMoRan to spend $17bn in Indonesia

China's output of copper, aluminium hits record in Dec

Saudi’s Aramco Plans Natural Gas Production Near Jordan

Arrium cuts iron ore output to weather price slump 1

Arrium cuts iron ore output to weather price slump 2

China Nickel Ore Imports Fall to Four-Year Low on Indonesia Ban 1

China Nickel Ore Imports Fall to Four-Year Low on Indonesia Ban 2

China’s Tumbling Scrap Copper Imports Seen Supporting Prices

China's 2014 silicon metal consumption jumps 15% on year

China's annual steel consumption drops for first time in three decades

Indian government plans sops for renewable energy sector

Steel ministry seeks pre budget hike in import duty on steel to 10%

Russia's Jan gas flow to west Europe half last year

China's 2014 iron ore imports from Australia rise 31.6%

Summary of Weekly Petroleum Data for the Week Ending January 16, 2015

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22nd January News and Views

10 year Oil suggestive of some support below

Consumer is filling his tank

Oil producers' under-appreciated role in U.S. economy

China central banker content with slower growth in 2015

Lower oil prices pushing drilling to Bakken core

Kinder Morgan entering Bakken with $3 billion deal

Pacific Seeks Creditor Protection in Price Rout

Mayhem in long steel and structural market in India

Sinopec's oil and gas output up 8.53% in 2014

Eldorado Gold down 18% on awful outlook

Norilsk Nickel starts Arctic plant after first upgrade 1

Norilsk Nickel starts Arctic plant after first upgrade 2

Oman oil minister criticises OPEC policy on prices, market share

Total cuts North Sea, U.S. shale spending after oil price plunge

EIA updates Eagle Ford maps to provide greater geologic detail

North Sea faces investment crisis even if oil rebounds, says Total boss

Rumor Mill: Indian Oil Co Wants to Buy Chesapeake Energy

Canadian oil sector to cut investment by 33 per cent in 2015

OPEC Will Blink First in Battle With Shale Drillers, Poll Shows

China's crude oil stockbuild in December jumps to 915,000 b/d

Iron ore prices plummet to weakest level since 2009

China’s top coal miners finalize 2015 contract prices

Romarco Minerals Inc. Announces C$300 Million Bought Deal

Nearly 3 million gallons of brine spill in North Dakota oil boom’s largest leak

21st January News and Views

President Xi in charge 1

President Xi in charge 2

Schlumberger buys USD 1.7bn stake in EDC

Strong North America demand drives Halliburton profit

Glencore likely to slash spending on coal, oil — HSBC 1

Glencore likely to slash spending on coal, oil — HSBC 2

BHP Billiton slashes shale drilling amid oil crash

China set to miss rooftop target; may hit overall mark

Japanese aluminium buyers to pay record high Q1 premiums

Genel hit by $480 million charge; cuts capex plans

Matador Resources Company Announces Delaware Basin Acquisition

Oil woes force Malaysia to widen fiscal deficit, cut growth forecast

Talisman Sinopec: 300 redundancies from its North Sea operations

Amid U.S. oil price crash, cost cutting ripples through industry

UK Shale gas company analyse results of well at Ellesmere Port

China General Nuclear says to launch 5 new reactors in 2015

Gold Prices Top $1,300 an Ounce for First Time in Five Months

Osborne confirms North Sea tax cuts to be delivered ‘within weeks’

Russia may see oil output fall by 1 mln bpd at most- deputy PM

Syncrude Sweet Premium price jumps $2.35/b on anticipated pipeline start

20th January News and Views

Goldcorp to buy Probe Mines for about $440 million

Fuel cell developer brings hydrogen systems to India

China faces downward pressure in 2015: Premier

ArcelorMittal selling sole Russian asset

Oil markets dip on weak China GDP data

Rio Tinto Iron Ore Output Misses Estimates as Price Falls

Iran Sees ‘No Threat’ from Oil at $25 If Prices Keep Falling

Saudi Arabia Delays $109 Billion Solar Plant by 8 Years

N. China major ports Dec coal shipments fall 21% YoY

Shell said to sell Brazil offshore fields to HRT amid oil rout

China 2014 coal industry FAI drops 9.5 pct 1

China 2014 coal industry FAI drops 9.5 pct 2

Cheniere, EIG finalise $1.5bn investment for Corpus Christi

ExxonMobil Begins Production at the Sakhalin-1 Arkutun-Dagi Field

Copper industry poses challenge for Zambia's new leader

Germany more than doubled its wind power capacity in 2014

Oil pours into Yellowstone river after Montana pipeline breach

Douglas-Westwood predicts increase in offshore drilling for 2015

China's 2014 steel output grows at slowest rate since 1981

Tin Miner in Australia Boosts Supply as Indonesia Cuts Sales

Hindustan Zinc Limited announces for Q3 ended December 31st 2014

Iron ore inventories at Chinese ports decline to 96.6 million tonnes

Indonesia warns Freeport may lose export permit if smelter delayed 1

Indonesia warns Freeport may lose export permit if smelter delayed 2

19th January News and Views

Russian crude exports to jump with export duty decrease

YPF says oil, gas output rose in 2014 for second year

Saudis Kept Oil Exports at 7-Month High as OPEC Met

Reliance profit misses forecasts as oil prices fall

UAE beats world’s cheapest price for solar energy

Low oil price offer a lifeline for small iron ore miners

Steepest oil-rig drop shows shale losing fight to OPEC

Big coal miners propose to shut mines during public holidays

China's renewable energy use ranks top in the world

BHP tipped to cut U.S. shale spend to shore up dividend promise

Iraq produces record 4 million barrels per day of crude in December

China's graft-busters target state-owned firms ahead of reform

China Steel price cuts show uncertainty in global demand

Shanxi railway transports coking coal to Rizhao for first delivery

China Coal Energy Co's output drops 19.3% in Dec to 7.81 mln tons

Operators could see up to 40% in cost reductions, Wood Mackenzie says

Ivernia to idle WA mine as lead price falls ‘below sustainable levels’

China grid investment to boost copper consumption -state research firm

Russian metallurgical coal producers to ramp up exports thanks to weak ruble

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