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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

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17th April 2014

16th Apr

15th Apr

14th Apr

17th April News and Views

BHP Billiton puts brakes on potash project

Yamana and Agnico Eagle jointly bid Osisko Mining

Padbury delays detailing $6 bln port funding

China Shenhua Mar coal sales down YoY

China power output up in Mar, NBS

Eni invites bids: Mamba field to go floating

Texas Oil production surging 1mbpd per year now

Mt Gibson on track to make full-year targets

In green car race, Toyota adds muscle with fuel-cell launch

Sandfire sets record production in March Q1

Schlumberger Announces First-Quarter 2014 Results 1

Schlumberger Announces First-Quarter 2014 Results 2

China Natural Gas Output Rises in March to Highest in Two Years 1

China Natural Gas Output Rises in March to Highest in Two Years 2

Midnight Welding Class Picks Up Slack That Imperils Shale Boom 1

Midnight Welding Class Picks Up Slack That Imperils Shale Boom 2

CITIC Pacific in $36.5 bln deal to buy parent's main business

LME says court refuses permission to appeal warehouse ruling

Sales at world's largest rare earth firm halves, profits evaporate

Iron Ore Slump Forecast as StanChart Recommends Bets on Losses

San Leon Energy’s Polish shale prospects are most advanced in Europe

Total has struck oil at an ultra-deepwater frontier play off Ivory Coast

Parex operational update and Q2 production forecast 19,000-19,500 bopd

US crude stocks surged 10 million barrels last week on import boost: EIA

Indonesia Relaxes Its Stance In Tax Dispute With Freeport And Newmont

16th April News and Views

Galp beats expectations with big oil output increase

Walking, 'talking' drilling rigs aim to modernize fracking

Sinopec buys Lukoil Kazakh fields for $1.2bn

Gazprom assures Europe on gas supplies reliability

A Loophole Is Revitalizing Old Oil Fields Here

China Q1 GDP beats expectations

BHP operations update: at full throttle

Turquoise Hill buys time for Oyu Tolgoi expansion

Brazil’s Vale gets $2.8bn for iron ore expansions

Almost 70pct of Coal India stock unusable

Osaka Gas Plans Another U.S. Shale Stake After Pearsall disaster

Gold Tumbles Most In 4 Months On China Demand Slowdown Fears

Potash Corp. speculated to be targeted again by BHP Billiton

SolarWorld Signs Supply Agreement with PetersenDean, restructures

BHP and Australian rivals raise iron ore targets as competition grows

China's March daily steel output at record, but set to slow

El Nino Signs Detected, Presaging Global Weather Change

Court upholds market-moving Obama administration emissions rule

Iluka increases production as it sees signs of demand recovery

Severstal Q1 Steel Output Up 3%, Sales Down 3%

15th April News and Views

Goldboro LNG has substantial shipping advantages

Oilex shares leap after positive findings at Cambay

Santos reignites gas debate

Statoil says business as usual in Russia

China's Tianjin bans new steel, cement plants

Houston oil field biotechnology firm to go public

Don't fret China GDP, an 'upturn' is underway

Encana to spinoff Alberta royalty lands

Bad weather cuts Rio Tinto's iron ore shipments 1

Bad weather cuts Rio Tinto's iron ore shipments 2

Amplats 'not in good financial position'

Tourmaline Wells

Codelco could tap sovereign wealth fund for needed mine expansions

Glencore launches £800m takeover bid for Caracal Energy

GDF Suez and Total to work with Pemex on natural gas projects

China may have 1,000 tonnes of gold tied in financing

China iron ore mountain a risk as financing crackdown bites 1

China iron ore mountain a risk as financing crackdown bites 2

Goodrich Petroleum's scripts second success in Louisiana field

China rebar, iron ore extend losses on weak demand outlook

China Inc joins the big league in oil and gas services

Guizhou to build nation’s largest CTL project

Energy storage project deemed success: more batteries on Texas grid

Canada's oil output seen growing to 3.9 million b/d next year: CAPP official

Canada’s First Nations may build alternative to Northern Gateway pipeline

14th April News and Views

Iran's oil exports surge above West's sanctions cap -IEA

Natural Gas Loses Decades-Old Tie to Oil in Landmark Deal

Anglo American seeks compensation from Venezuela

Iron ore price rally eases

The big palladium rally is finally under way

NuStar opens new Corpus Christi dock for Eagle Ford crude

2014 Has Been The Perfect Mirror Image of 2013

UN says shale gas can combat climate change

Police 'raid Petrobras headquarters'

Tiger exchanges shares for services

Eskom headed for distress, bailout 1

Eskom headed for distress, bailout 2

Essar Energy independent committee snubs Ruia buyout offer again

Glencore Xstrata sells copper mine to Chinese consortium for $5.85 bln

Preventing summer blackouts in Egypt is "impossible" -minister

Fukushima Japan Chooses Coal Over Renewable Energy

Renewables, Nuclear Must Triple to Save Climate, UN Says

Enbridge Fails to Win Local Support for Northern Gateway

Gundlach on Chinese economic growth: 'How about a minus 7?' 1

Gundlach on Chinese economic growth: 'How about a minus 7?' 2

China Cuts in Coal Use May Mean World Emissions Peak Before 2020

Pacific Rubiales building Colombia LNG pipeline, will supply Gazprom

San Leon Energy announces Alpay Energi Turkiish deal over

Total goes ahead with $16 bln Angolan Kaombo oil project

China's coke market needs more production cuts to curb oversupply: CCIA

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