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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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31st July 2014

30th July

29th July

28th July

31st July News and Views

Adaptive Material Could Halve the Cost of Solar Power

Cenovus oil sands production increases 33%

Kashagan restart 'may slip to H2 2016'

Pemex plans JV to import US NatGas

Phillps 66 earnings down 9.9 percent 1

Phillps 66 earnings down 9.9 percent 2

Phillps 66 earnings down 9.9 percent 3

China announces limited 'hukou' reform

BG LNG profit climbs

Full nuclear court ruling

SMA Solar to Cut 600 More Jobs as It Lowers Full-Year Forecast

Gulfport provides midstream update and reports Q2 quarter production

Sherritt's second quarter 2014 results build positive momentum

Tata to invest $35 bln over 3 years, focus on new businesses

Rosneft Moves to Thwart EU Sanctions With Norwegian Rigs

Aluminium Set for Longest Gain in a Decade as Demand Rises

Guangzhou port thermal coal prices down 10-25 yuan/t

India 2014/15 LPG imports to jump over 8 mil mt on subsidized LPG

Poland's KGHM says launches production at key Chilean mine

Eni discovers gas and condensate offshore Gabon

Freeport LNG export project receives U.S. government approval for construction

30th July News and Views

CONSOL Energy reports second quarter results 1

CONSOL Energy reports second quarter results 2

CONSOL Energy reports second quarter results 3

CONSOL Energy reports second quarter results 4

AK Steel Reports higher revenues and a reduced loss 1

AK Steel Reports higher revenues and a reduced loss 2

U.S. Steel Forecasting Improvement

Anadarko profits fall 76% on costs

Range announces Q2 2014 results 1

Range announces Q2 2014 results 2

Range announces Q2 2014 results 3

Central to make Santos announcement

SM buys Baytex Bakken acreage 1

SM buys Baytex Bakken acreage 2

Despite higher output, Grupo Mexico mining profits plunge

Quicksilver Resources Inc, enters LNG export fray in Canada

China's war on pollution to push palladium higher still

National Oilwell profit beats estimates as rig margins rise

Chesapeake Update and Powder River Basin transaction 1

Chesapeake Update and Powder River Basin transaction 2

German onshore wind power surges ahead of policy adjustments

Saipem cuts 2014 profit forecast after project delays

Russia Sanctions Spread Pain From Putin to Halliburton

Coal burning cuts Beijingers' life span by 5 years, expert says

Arch says rail 'meltdown' cut coal shipments by 4-5 mil t in first half

Newmont to spend $900 million to develop Suriname gold mine

Severstal posts deeper Q2 loss, to pay $1 bln special dividend

Buyer of Kurdish crude oil is Talmay Trading of the British Virgin Islands

29th July News and Views

Merafe sees FerroChrome powering earnings

Wisconsin utility companies take aim against solar power

Roaster problem delays Codelco’s Ministro Hales

Rocket ignites blaze near Tripoli airport, Libya in chaos

Lead hits 17-month high

Beach Energy flags lower production

Rex Energy Provides Operations Update 1

Rex Energy Provides Operations Update 2

Drax H1 earnings fall 15 pct on carbon tax

Japan Re-joining Nuclear Club

China's Steelmakers grow, overcapacity worsens

Nitrogen fertilizer market nearing saturation after shale gas boom 1

Nitrogen fertilizer market nearing saturation after shale gas boom 2

Nitrogen fertilizer market nearing saturation after shale gas boom 3

Nitrogen fertilizer market nearing saturation after shale gas boom 4

Scotiabank, Deutsche, HSBC accused of rigging silver price

Australian environmental watchdog approves Cameco uranium mine

U.S. judge signs order to seize cargo of Kurdish oil from tanker off Texas

El Nino Odds Reduced by Australia as Tropical Pacific Cools

Uralkali may up potash price for China by 10 pct in 2015

Local Chinese customs refusing high-sulphur imported coal

Shenhua to cut output by 50 mln T this yr, senior official

Permian Basin crude differentials jump on start of September trading

Wind+energy+companies+seek+balance+between+production,+protection

28th July News and Views

Indian premiums drop on excess supply, weak demand

Kurdish oil nears US port despite concern in Washington

Major gold refinery has $113m less gold than in books

US tariffs to hurt solar-energy industry

Rio Tinto to sell Mozambique coal assets to ICVL

Thyssen hires Deutsche Bank to manage VDM unit sale

Shale drives LyondellBasell to exceeds profit estimates

Liquefied Natural Gas buys Canadian project

China’s Hong Kong gold imports continue to dive

Freeport, Indonesia sign deal, paving way for copper exports to resume

BHP plans 3-year Olympic Dam process trial from late 2016

Hague court to order Russia to pay $50 bln in Yukos case -paper

Tesla's gigafactory and recent M&A boosting lithium sector to new highs

Senex reports record quarterly oil production and revenue 1

Senex reports record quarterly oil production and revenue 2

CNCA head calls for production cuts to boost China's ailing coal sector

India hopes to clinch deal with US on LNG during Modi visit

Drillsearch and Beach to expand Cooper Basin partnership with ATP 924P

Eagle Ford Helped Cabot Beat Expectations, Drive Up 2Q Liquids Production

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