Mark Latham Commodity Equity Intelligence Service

LinkedIn Twitter

info@commodityintelligence.com

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

search tips advanced search
search engine by freefind

17th October 2014

16th Oct

15th Oct

14th Oct

13th Oct

17th October News and Views

CF Industries ends merger talks with Yara International

Public investors offered $200m solar bonds

New LNG players to double world market?

China key steel mills daily output edges up in early-Oct

U.S. Oil Output Surges to Highest Since 1985 on Shale 1

U.S. Oil Output Surges to Highest Since 1985 on Shale 2

Baker Hughes' profit misses on weak drilling overseas 1

Baker Hughes' profit misses on weak drilling overseas 2

Oil Update

Copper price below $3 as mines add a million tonnes

Chile’s copper exports down 21% in August

Riddle of inventory levels keeps platinum investors shy

U.S. farmers seen cutting fertilizer use as crop prices slide

Oil price below US$75 may cause spending to slow: Baker Hughes

Vattenfall demands $6bn in compensation from Germany

Chesapeake sells Marcellus, Utica assets for $5.375 billion

Flaring rule changes limit North Dakota oil production growth

Polar vortex will likely make a return this winter, says Accuweather 1

Polar vortex will likely make a return this winter, says Accuweather 2

Vattenfall to Compete with Dong Energy’s Offshore Wind Prices

Schlumberger profit beats on resilient North American drilling

China LPG: Prices plunge in line with slump in international market 1

China LPG: Prices plunge in line with slump in international market 2

Major iron-ore expansions in current market ‘foolish’ – Fortescue CEO

Vale Indonesia: Higher Royalties, Divestment and new smelter

Antero NatGas Output Continues Rising, Liquids Production Climbing Sharply 1

Antero NatGas Output Continues Rising, Liquids Production Climbing Sharply 2

New Biofuel Refinery in the Works, Areva To Build 150-MW Biomass Plant

back to top

16th October News and Views

Mick Davis venture raises a further $1 bln for deals

China to phase out solar and wind subsidies by 2020

Norsk Hydro clients want "green" aluminium -CEO

Armour claims shale gas discovery Australias best

DNO's Iraqi Tawke oilfield output increase delayed 1

DNO's Iraqi Tawke oilfield output increase delayed 2

Chinese snap up 50 dairy farms

BlackRock blames Ebola for London Mining mess

Marubeni expects iron ore prices to climb in 2015

UK blocks €5bn Russian North Sea deal - FT

Shanxi coal sustainable development fund to stop operation

Shell holds second open season for capacity on Westward Ho crude line

Gazprom Neft increases Orenburg acreage with Yugra-Intek acquisition

Cheniere Hurt by Crude Slump on Link to Oil Drilling: CEO

EU pushes back deadlines 2 years in green energy funding scheme

Environment Gets Boost As More US Companies Turn To Solar

MMG to spend $3 bln to complete Peru mine start delayed

China’s power consumption grows at 2.7% in September

Fortescue First-Quarter Shipments Rise 66% on Mine Expansions

Parex Q3 Production of 25,175 bopd, sees growth at current Brent price

RWE may exclude UK assets to seal $6.5billion sale to Fridman

Petrobras kick-back scandal takes centre stage in Brazil election debate 1

Petrobras kick-back scandal takes centre stage in Brazil election debate 2

Alcoa to sell stake in bauxite mining and aluminium refining JV to Noble

New Reports Sees Global Fuel Cell Sector Reaching $16.5 Billion by 2023

Gulfport Energy Corporation Reports Third Quarter 2014 Production, Hedging

15th October News and Views

How much damage has been done to the shale?

IEA: Nearly 3% Of Output Vulnerable If Oil Falls To $80

OPEC price hawk Iran says can live with lower oil

Beijing to adopt strict air quality plan for APEC

Lynas rare earths revenue jumps as output grows

Brazil to hike fuel prices despite drop in oil abroad

Tinto Iron Ore Output Climbs 13% Into Price Slump

Senex to double in the Cooper

China's shale gas production surging

Billions Set to Be Invested in German Offshore Wind Projects

As solder orders dry up, tin price tumble likely to deepen

Whitehaven aims to speed up opening of new Australia coal mine

Russia proposes building natural gas pipeline to Japan -Nikkei

Cliffs Says It’s Talking to Steelmakers About Bloom Lake

Permian Crudes Weaken After Crude Spill Shuts Sunoco Pipeline

BG Group appoints Statoil chief Helge Lund as CEO

China nuclear power capacity to hit 200 GW in 2030

Iron ore price bounce to see support from restocking

9 out of 10 Australian households are considering switching to solar power

Rosneft Subsidiary Conducts Record Fracturing Op at Urengolskoe Field

Indian Oil to invest in shale-gas and liquefied natural gas projects in Canada

14th October News and Views

Queensland coal exports hit record as glut mounts 1

Queensland coal exports hit record as glut mounts 2

Zambia tripling royalties for copper miners

Targa makes $5.8billion buyout

Santos GLNG gets first gas in the pipe

Shell cuts contractor rates

Product prices falling faster than crude 1

Product prices falling faster than crude 2

Drillers Poised to Curb Exploratory Spending

China Sep coke exports surge 122.6pct on yr

French firms ink deal for floating wind turbine

N.D. officials tout $4 billion plastic factory

Oil Fallout: Employment

Why BHP wants to change LNG pricing

Lundin Petroleum makes big oil find, shares surge

Tin slump seen cutting Indonesian exports by 30%

China iron ore, steel rise on hopes market has hit bottom

Russia Seeks China Support for Rosneft, Blacklisted State Banks

China commodities imports rebound on low prices, stimulus hopes 1

China commodities imports rebound on low prices, stimulus hopes 2

Wind power is cheapest energy, unpublished EU analysis finds 1

Wind power is cheapest energy, unpublished EU analysis finds 2

Wind power is cheapest energy, unpublished EU analysis finds 3

Fake Invoice Doubts Revived as China Trade Skyrockets

Giant Battery Unit Aims at Wind Storage Holy Grail

Arch Coal Rises After Earnings Beat Estimates of Analysts

China to introduce price-based coal resource tax from December 1

Mount Gibson results solid despite sharp price drop

Codelco offers unchanged copper premiums at $112/t for Europe

PetroNeft says Arbuzovskoye well drilling near completion

IEA revises world oil demand growth sharply lower

Bears on Oil?

P

China Copper Ore Imports Jump to Record as Smelters Boost Demand 1

China Copper Ore Imports Jump to Record as Smelters Boost Demand 2

China Copper Ore Imports Jump to Record as Smelters Boost Demand 3

13th October News and Views

Huge Methane Emissions ‘Hot Spot’ Found in U.S.

Scotland gives go-ahead for four offshore wind farms

New Pipelines To Cost Kashagan Oil Project Up To $3.6B

Niger cabinet approves new Areva uranium deal

Shanxi coal output far above published capacity

China lifts resource tax for crude oil, NG

China's steel exports hit record

Indian steel producers irked by NMDC holding prices

GDF Suez linked to possible takeover bid for Talisman

Eagle Ford shale break-even in 2013 <$65

OPEC boosts oil supply most in three years amid bear market move

Price Fall Hastens Decline Of 'Big Oil' As Western Majors Retreat

Severe coal shortage at Indian power plants hits industries

Saudi and Kuwait signal battle for market share, China buys more

Statoil sells Shah Deniz stake for $2.25 billion to Petronas

Houston oil firm in North Sea files for bankruptcy protection

Nickel Ore Inventories Up 160,000 tonnes at China’s Major Five Ports 1

Nickel Ore Inventories Up 160,000 tonnes at China’s Major Five Ports 2

Japan July-September oil demand for power falls below pre-quake level

TransCanada receives regulatory approval for Grand Rapids Pipeline Project 1

TransCanada receives regulatory approval for Grand Rapids Pipeline Project 2

Statoil Completes Testing Operations at OzDelta-1 Well in Australia's NT

back to top

Company Incorporated in England and Wales, Partnership number OC334951 Registered address: Highfield, Ockham Lane, Cobham KT11 1LW

Commodity Intelligence LLP is Authorised and Regulated by the Financial Services Authority

The material is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such. Opinions expressed are our current opinions as of the date appearing on this material only.

Officers and employees, including persons involved in the preparation or issuance of this material may from time to time have 'long' or 'short' positions in the securities of companies mentioned herein. No part of this material may be redistributed without the prior written consent of Commodity Intelligence LLP.

Commodity Intelligence 2009 - 2014

Designed by Sarum Web Design