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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 October 2014

30th Oct

29th Oct

28th Oct

27th Oct

31st October News and Views

US Oil Production up 14% year on year 1

US Oil Production up 14% year on year 2

Argentina approves hydrocarbon law to woo investors

Goldcorp results lag expectations, stock drops

Mosaic's profit jumps on higher phosphate volumes, prices 1

Mosaic's profit jumps on higher phosphate volumes, prices 2

BHP and Rio will relent on expansions - Cliffs Natural

China’s coal-fired power capacity to reach 1 TW in 2020

Coal miner Alpha Natural posts smaller loss

National Oilwell profit rises as rig systems unit shines

£81bn of UK renewable energy projects ‘in the pipeline’

Ukraine, Russia, EU agree to natural gas supply deal

Marathon Petroleum’s profits triple

Plat/Gold flirts with global recession

ConocoPhillips Eagle Ford and Bakken production increased by 33%

Canacol Energy: strategic financing with Apollo Investment Corporation

A Mad Referendum In Switzerland Could Warp The Gold Market

OPEC Oil Output Rises in October as Prices Tumble: Survey

Sinopec eyes shale boost, debt reduction with $17.5 bln stake-sale cash

Buenaventura reports 20 pct jump in third-quarter net profit

Newmont earnings beat forecasts, gold miner cuts cost outlook 1

Newmont earnings beat forecasts, gold miner cuts cost outlook 2

Flat and long steel prices plummet further across regions in India

China far behind 2014 rail investment plan; 3Qs done 57 pct

Canada's First Quantum's earnings hurt by lower copper output

Chalco Posts Smallest Quarterly Loss This Year on Aluminium Price

Eni sticks to production guidance as results top forecasts

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30th October News and Views

Phillips 66 profits double on crude price plummet

Chevron to invest $6billion in Stampede project

Novatek sees Q3 net income plunge on weaker rouble

SunPower quarterly profit falls 70 pct

Hess 3rd-qtr net tops Street as Bakken production surges 1

Hess 3rd-qtr net tops Street as Bakken production surges 2

Chile passes historic law to aid copper giant Codelco

Nippon Steel H1 profit inches up on low iron ore costs

Barrick Gold earnings beat market; cuts cost forecast

Eni Finds 1B Barrels of Oil in Congo's Pre-Salt Play

Guangdong Sep coal imports down 2.05pct on mth

TransCanada to seek approval for Energy East pipeline

Vale posts net loss on iron ore price, currency hit

Sherritt's Third Quarter Achieves Record Quarterly Production

Russia's Rosneft posts Q3 net income, defies forecast for loss

BG Group to delay LNG terminal on Canada’s Pacific coast

Chinese oil trader buys record number of Mideast crude cargoes

Soybeans Set for Biggest Monthly Advance Since 2008 on Rail Jams

BHP job cuts give coal unit a boost in Central Queensland

Indonesia to change fuel subsidies by year-end at latest - minister 1

Indonesia to change fuel subsidies by year-end at latest - minister 2

Shunfeng-Suntech plans 10GW of grid-connected capacity

Steel-making coal market could be balanced by mid-2015 -Teck 1

Steel-making coal market could be balanced by mid-2015 -Teck 2

Steel-making coal market could be balanced by mid-2015 -Teck 3

Saudi Aramco cuts Nov propane contract price to $610/mt, butane to $600/mt

29th October News and Views

Republicans likely win Senate

Noble Energy Q3 Profit More Than Doubles

US regulator drops BP, Statoil oil price-fixing probe

Large African Solar plant to power Europe

Statoil: 2014 Third quarter results hit by impairments

China steel exports reinforced by rebate

American Energy adds Permian acreage for $726 million

Adani hires consultant for $7 bln Australia coal project

Chinese consumer sentiment worst in 3 years

BC Iron cuts full year sales target

China thermal coal prices may drop 50 yuan/t in 2015 1

China thermal coal prices may drop 50 yuan/t in 2015 2

China thermal coal prices may drop 50 yuan/t in 2015 3

Low oil prices threaten Norway's Arctic, UK's mature fields

Indonesia says Chevron gas project set back by up to 2 years

Libya getting "very close" to point of no return -UN envoy

BP cuts 2014 capex, lower Q4 oil and gas output, refining margins

Personal wind turbine: start up gives you power on a cloudy day

Anadarko Joins KKR in 500-Well Plan for East Texas Oil

Anadarko reports profit up on asset sales, raises output target

Indian government to invite bids for coal block auctions by Dec'15

Iron ore futures extend losses ahead of Chinese mill shutdowns

State Grid accelerates work on two UHV power transmission lines

China to face 10mt to 15mt bauxite gap from 2016 - Alumina

Southern Copper net profit falls 5.8% in third quarter

Consol to create MLP for thermal coal assets

28th October News and Views

Oil Bear

Carrizo in $250m Eagle Ford splash 1

Carrizo in $250m Eagle Ford splash 2

Carrizo in $250m Eagle Ford splash 3

BHP to sell US Fayetteville assets 1

BHP to sell US Fayetteville assets 2

Western solar panel makers see surge in U.S. demand

Carrizo Third Quarter 2014 Update

 

China approves eight railway, airport projects

Warburgs raises £2.5billion E&P fund

Power storage group plans $1bn US plant

BG’s LNG deliveries climb

Sandvik profit off; company warns on nickel price

China's nickel ore, concentrate imports to taper or stay flat

India’s Mines Ministry steps way from iron-ore tariff war

John Tudor Jones: 10 year bear in Resources 1

John Tudor Jones: 10 year bear in Resources 2

John Tudor Jones: 10 year bear in Resources 3

John Tudor Jones: 10 year bear in Resources 4

John Tudor Jones: 10 year bear in Resources 5

John Tudor Jones: 10 year bear in Resources 6

John Tudor Jones: 10 year bear in Resources 7

Continental Resources Enters Into Joint Venture With SK E&S

Single Firm Holds More Than 50% of Copper in LME Warehouses 1

Single Firm Holds More Than 50% of Copper in LME Warehouses 2

Single Firm Holds More Than 50% of Copper in LME Warehouses 3

Anglo American ships first iron ore from Brazilian Minas-Rio projec

Sasol approves plan for $8.1 billion ethane cracker near Lake Charles 1

Sasol approves plan for $8.1 billion ethane cracker near Lake Charles 2

Oil discoveries and gas sales deliver strong quarter for Beach

Chinese steel consumption expected to peak in around 2015 instead of 2018

Japan nuclear plant gets approval to restart, over 3 years after Fukushima

27th October News and Views

Rosneft Will Continue Drilling in Arctic

Bluescope warns on China steel demand

Oil's slide a blow, not a boon to Asian refiners

China wind power capacity to hit 100 GW by end-2014

China's Shenhua Energy Q3 profits fall 18.5pct on yr

LyondellBasell profits climb 48 percent

Freeport Indonesia union to go on one-month strike

Nigeria at risk over falling oil price

Chanos on China, Petrobras

Pemex posts eighth straight quarterly loss as output falls

BASF cuts forecasts on anaemic Europe and global uncertainty 1

BASF cuts forecasts on anaemic Europe and global uncertainty 2

BASF cuts forecasts on anaemic Europe and global uncertainty 3

Cabot Oil Earnings Rise 44% on Higher Production Volume

Brazil's Rousseff re-elected by grateful working-class, country divided

Southwestern Energy Misses on Earnings & Revenues in Q3

Indonesia president appoints technocrats to top economic posts

Hydro Tasmania ditches $2b King Island wind farm project

Brazil’s Vale close to becoming world’s largest nickel producer

Asia spot LNG: Dec JKM down 82.5 cents over week on weak demand, crude

China's LPG prices drift lower amid ample supply, bearish market outlook

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