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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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27th March 2015

26th Mar

25th Mar

24th Mar

23rd Mar

27th March News and Views

PetroChina Q4 profit slumps 67 pct, below forecast

Rio CEO to visit troubled Mongolia copper mine

LNG export project kicks off in Maryland

China's coal use falling faster than expected

China to cut on-grid thermal power tariffs -state media

Japan crude steel output seen falling in Apr-Jun y/y

Whitehaven completes refinancing 1

Whitehaven completes refinancing 2

Precious

Chevron to Sell 50% of Caltex as Part of $15 Billion Asset Sales

Electricity-slashing platinum game changer expected by December

China's iron ore stocks dwindle as price fall scares off buyers 1

China's iron ore stocks dwindle as price fall scares off buyers 2

Saipem close to Nigeria jv deal after China success - source

Saudi drawing down FX reserves to cover deficit, data suggests

Oil exploration costs to fall by a third by 2016: Wood Mackenzie 1

Oil exploration costs to fall by a third by 2016: Wood Mackenzie 2

China's Baosteel posts 2nd straight drop in full-year net profit

Maurel et Prom slashes exploration budget as oil prices stay weak

About 75 pct of China iron ore mining capacity loss-making -industry

Coal Miners say Mr Obama change to royalties aims to shut them down

Peabody and Posco settle Q2 PCI coal at $92.50/mt FOB, down $6.50/mt from Q1 1

Peabody and Posco settle Q2 PCI coal at $92.50/mt FOB, down $6.50/mt from Q1 2

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26th March News and Views

25th March News and Views

China province says graft probes leaves 300 jobs empty

Sino Iron continues to weigh on Citic

Mining for copper just got a lot cheaper

Sorry, but there was never an oil storage crisis

These oil charts from Texas are brutal 1

These oil charts from Texas are brutal 2

China's crude oil storage almost full -Sinopec exec

China consumer confidence recovers

Iran Has a Little Surprise for Oil Market

China Shenhua Energy to get bigger in power generation

Chinese Feb thermal coal imports fall to 46-mth low

Quantum Energy to form $1 bln oil and gas entity managed by Linn

Freeport-McMoran Lowers Quarterly Dividend 84% to $0.05; 1% Yield

Oil ETF investors, not just OPEC, hold sway over crude market 1

Oil ETF investors, not just OPEC, hold sway over crude market 2

Woodside, Chevron to shed 2000 jobs as oil price fall hits industry

Britain's Isle of Grain to test LNG export capability on Thursday

Range Resource Secret to Drilling More Productive Wells for Less $

Fortescue calls for iron ore output cap, angers competition body

Chinese rebar futures hit 3 week high as steel mills cut output

Police clash with opponents of $1.4 bln copper mine in Peru

China Coal Energy Feb coal output down 37.1 pct on yr

Egypt raises prices for domestic gas supplies in bid to stimulate development

24th March News and Views

Alrosa says 2014 net loss at 16.8 bln roubles

Bloomberg Chart

See-Through Solar Is Tomorrow’s Threat to Oil

African Petroleum - Gambia and Senegal audit report

Agriculture, Glencore’s next move?

Tullow secures an additional US$450 million of capital

No returns on LNG for years, global energy expert warns

Zijin Mining buys 10% of Canada's Ivanhoe Mines

Whiting Petroleum to offer 35 mln shares to reduce debt

China nuclear giant CGN Power 2014 profit up 35.6pct

China steel firms turn overseas as domestic woes mount 1

China steel firms turn overseas as domestic woes mount 2

Afren shares slide as warns SFO over expense payment concerns

Saudis claw back global market share with oil output push

Hanergy Opens 60 Stores in China to Broaden Solar Sales Channel 1

Hanergy Opens 60 Stores in China to Broaden Solar Sales Channel 2

S.Arabia: Arabs will take action over Yemen if peace efforts fail

Chile environmental court rules Barrick project did not harm glaciers

Chinese Factory Gauge Slumps as Slowdown Has Li on Standby

Australian thermal coal miners to take 15pct cut on Japan contracts

Oil giant Schlumberger says an oil price spike is right around the corner 1

Oil giant Schlumberger says an oil price spike is right around the corner 2

Oil giant Schlumberger says an oil price spike is right around the corner 3

India's Feb crude imports fall 16.4% on year to 3.58 mil b/d: shipping data

Andrews & Springer Is Investigating Halcón For Potential Securities Fraud

23rd March News and Views

Ex Head of Greenpeace a climate sceptic

Gulfsands Petroleum seeks funding from top shareholders

European power grids keep lights on through solar eclipse 1

European power grids keep lights on through solar eclipse 2

Saudi looking beyond oil price slump as rig count spikes 1

Saudi looking beyond oil price slump as rig count spikes 2

U.S. Oil Rig Count Keeps Falling 1

U.S. Oil Rig Count Keeps Falling 2

China to release water pollution plan in April

The Fraklog debate

Obama unveils long-awaited fracking rules

MENA oil exports to decline finances steady

Zijin in talks to buy gold, copper mines abroad

India's Jindal Steel hit hard by rejection of coal block bids

China Shenhua Energy 2014 profit falls 19 pct on coal price slide

Halliburton and Baker Hughes Said to Plan Asset Sales in April

China Wants Peak Coal, Peak Steel and… Peak Fertilizer 1

China Wants Peak Coal, Peak Steel and… Peak Fertilizer 2

Stricken China steel mills look to state to ease exit strategy

European Coal Falls to Lowest Since 2007 as Demand Outlook Dims

Monsanto weed killer can 'probably' cause cancer -WHO 1

Monsanto weed killer can 'probably' cause cancer -WHO 2

Fortescue Looks to Reduce Costs and sell minority interests

Sinopec Profit Falls to Lowest Since Lehman Collapse in 2008 1

Sinopec Profit Falls to Lowest Since Lehman Collapse in 2008 2

Coal to remain at head of energy table - Shenhua

Vedanta prunes FY16 capex plan by half to plans $1 billion 1

Vedanta prunes FY16 capex plan by half to plans $1 billion 2

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