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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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21st November 2014

20th Nov

19th Nov

18th Nov

17th Nov

21st November News and Views

Russia has little to offer in oil price war

JinkoSolar revenue misses estimates as module prices fall

Coal plant shutdowns good news for German gas

Technip puts up $1.8B offer for French seismic company

Shale Revolution in one picture

Meat Producer JBS to Pay $1.3 Billion for Primo

AAP questions MoU between Adani group and SBI

China plans to build 8 giant natural gas bases by 2020

Rio Tinto, Xiangtan sign 5-year deal

CAODC predict 10% less drilling in 2015

Kogas to cut spot LNG cargo purchases

Picks and Pans 1

Picks and Pans 2

Iran says will double oil exports in two months if sanctions end

Britain examines progress of Hinkley Point C nuclear project

Shell completes sale of Nigeria oil field stake for $600 million

Breakthrough Technology in Utah to Make Oil Sands Clean

Brent touches $80 on possible OPEC output cuts, strong US data

Irving downplays air quality problems at Canada oil-rail terminal

Qatar-Backed QKR Said Close to $1 Billion Bid for Nevsun

Long steel product prices plummet in China on approaching winter

China solar power generation at 18 TWh in first nine mths

Tata Power Solar Emerges as Leader in the Indian Solar Rooftop Market

Asia-Pacific’s richest woman buys iron as BHP says era ends

Soaring Malaysian bauxite exports a "game changer" for China

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20th November News and Views

Why Rusal likely doubles from here 1

Why Rusal likely doubles from here 2

Why Rusal likely doubles from here 3

Why Rusal likely doubles from here 4

Why Rusal likely doubles from here 5

Qatar lures Pakistan with a lower LNG price

China unveils SME stimulus

Nigeria facing serious issues amid oil price collapse 1

Nigeria facing serious issues amid oil price collapse 2

BHP sees dividend secure despite iron ore price slide

Shanxi to eliminate coal & coke road haulage malady

Petrobras 'could write down $15bn'

Sandfire halts underground mining at DeGrussa

China manufacturing at six-month low: HSBC

Another oil major to cut North Sea jobs

Inside Islamic State’s oil empire: how captured oilfields fuel Isis

More nuclear plants and renewable energy under new development plan

China makes first announcement on strategic oil reserves

Cliffs looks to exit Eastern Canadian iron ore operations

Areva shares plunge after it drops financial targets

With iceman on the way, US plants and suppliers get ready 1

With iceman on the way, US plants and suppliers get ready 2

With iceman on the way, US plants and suppliers get ready 3

Goldman Sachs' metal storage unit paid customers to boost queues

China's aluminium producers drop by more than half in decade to 64 1

China's aluminium producers drop by more than half in decade to 64 2

Two Texas pipeline projects to increase NGL takeaway from Permian 1

Two Texas pipeline projects to increase NGL takeaway from Permian 2

Ineos to invest $1 billion in UK shale exploration

Sponge iron price correct further in India on falling international steel scrap levels

19th November News and Views

Gold bounces back above $1 200 – will it jump higher? 1

Gold bounces back above $1 200 – will it jump higher? 2

Gold bounces back above $1 200 – will it jump higher? 3

EU says Russian oil export duties break WTO rules

JA Solar posts quarterly profit on strong demand

Shell wins India tax case

Iron ore price crashes 4%

Keystone XL pipeline bill dies in U.S. Senate

Chinese consumer sentiment hits 2014 high

Wolves at door of SeaBird

Lavo Jeto: Could Petrobras be bust? 1

Lavo Jeto: Could Petrobras be bust? 2

Lavo Jeto: Could Petrobras be bust? 3

TransCanada's Tamazunchale Pipeline Extension now operational 1

TransCanada's Tamazunchale Pipeline Extension now operational 2

China steel company takes controlling stake in Swiss trader Duferco

Adani lines up $1bn for Australia’s Carmichael coal complex

North American potash shares jump after Uralkali mine evacuation

REFILE-Saudi oil policy uncertainty unleashes the conspiracy theorists

Solar power will give you non-stop water during bike rides

Port Hedland Strike Risk Remains as Engineers Reject Deal

China Hebei Oct steel output drops 5 pct on month

China Oct coal output at 291 mln T, down 8.5pct on yr

Dismal China data drops copper price back below $3

Hebei to move excess industrial capacity overseas

Few in US oil, gas realm very concerned about possible oil price collapse

China’s Loss-making Iron Mines Remain in Production on Loans Pressures

18th November News and Views

Halliburton to buy Baker Hughes for about $35 bln

ECB Says May Buy Gold, Stocks Next

New Icy Blast to Bring Freezing Temperatures, Snow

Tin failing to live up to its bull hype

More plea bargains in Petrobras probe 1

More plea bargains in Petrobras probe 2

Solar energy co. SunEdison buying wind power co.

Huge solar plant lags in early production

China oil stock plan boosts transparency

China Coal Energy Oct coal output at 20-mth low

China coal consumption may peak around 2020: expert

Indonesia's subsidized fuel price hike

India to take imminent steps to curb surging gold imports

Environmental nod for Mount Bruce’s 70Mt/y iron-ore mine

India plans to increase solar power five-fold without subsidies

BHP upbeat on copper as air-conditioning demand set to soar 1

BHP upbeat on copper as air-conditioning demand set to soar 2

BHP upbeat on copper as air-conditioning demand set to soar 3

BHP upbeat on copper as air-conditioning demand set to soar 4

BHP upbeat on copper as air-conditioning demand set to soar 5

BHP upbeat on copper as air-conditioning demand set to soar 6

Rusal creates new role for founder Deripaska, promotes deputy CEO 1

Rusal creates new role for founder Deripaska, promotes deputy CEO 2

Rusal creates new role for founder Deripaska, promotes deputy CEO 3

Rusal creates new role for founder Deripaska, promotes deputy CEO 4

Chevron confirms first oil production from Tubular Bells in the GoM

China's October refined copper output jumps 14% on year to 732,746 mt

Glencore, French open $7bn nickel mine in New Caledonia 1

Glencore, French open $7bn nickel mine in New Caledonia 2

17th November News and Views

The Great LNG indexation debate rumbles on

Niko Resources says evaluating plans for Indian assets

Iraqi forces drive IS from oil town

BHP abandons Venus nickel project in Australia

BP Played Dirty Again And Gets Its Clock Cleaned 1

BP Played Dirty Again And Gets Its Clock Cleaned 2

Putin Readies Aid as Rosneft’s $21 Billion Looms

Can China cut 2014 coal imports by 50 mln T as expected?

China wide coal stock staying above 300 mln T for 34 mths

Freeport LNG granted Non-FTA export permission by DOE

US House passes Keystone bill

Putin says Russia preparing for “catastrophic” oil slump 1

Putin says Russia preparing for “catastrophic” oil slump 2

Toshiba portable solar-powered hydrogen system for fuel cells

Offshore wind industry races to cut costs as subsidies drop

Australia-China to Sign Free Trade Deal Spurring Economic Shift

China Oct power consumption at 450.8 TWh; a 5-mth low

China key steel mills daily output drops to 22-mth low in early Nov

Major private steel company in China files for bankruptcy protection

Lundin's Eagle mine in Michigan producing, shipping nickel and copper

North American aluminium mill order index up 10% in October on year

US imports of Nigerian crude oil slide to zero for fourth consecutive week: EIA

China economy may face further downward pressure in 2015: Premier Li 1

China economy may face further downward pressure in 2015: Premier Li 2

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