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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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25th July 2014

24th July

23rd July

22nd July

21st July

25th July News and Views

Potash Corp boosts outlook as profit tops expectations

China's coal industry says times are hard, outlook worse

Noble Energy announces second quarter 2014 results

Cairn India falls post Q1 results, loan to Vedanta

Vale hits iron ore record, base metals output lags

Weekly US refinery inputs set new record In July

Rival Libyan militias clash in Tripoli, Benghazi

German Utilities Bail Out Electric Grid at Wind’s Mercy

Yingli joins Chile solar surge

Codelco delays copper output hike due to financial squeeze

POSCO profit falls at quickest rate in 3 quarters on strong won

Colombia's Ecopetrol will not adopt STAR technology to boost oil output

Patterson-UTI Energy beats estimates for Three and Six Months 1

Patterson-UTI Energy beats estimates for Three and Six Months 2

Technip cuts margin goal citing Russia sanctions risk

Encana oil production rise offsets profit fall on weak natgas

U.S. Land Rig Activity Rebounds Sharply, Says Nabors CEO

Teck Resources says more coal production cuts needed

Chinese steel market plummets despite encouraging factory activity

Iraq parliament elects senior Kurdish politician Fouad Masoum as president

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24th July News and Views

Self-cooling solar cells have greater power output, last longer

Copper miner Kazakhmys to split in two to boost performance

Europe To Build Only 192 GW of Wind Power Capacity by 2020

Rio Tinto planning Australia’s largest iron ore mine

Newcrest says expects impairment of up to A$2.5 bln

NMDC plans to boost iron ore output by two thirds

Beijing closes coal plant

Drillsearch posts record FY production

Rio sees signs of renewed appetite for growth to balance returns

Petroleum Geo-Services holed on the bottom line, cuts guidance

ReneSola Sells 40 Energy Storage Systems to Think Green Energy

U.S. Onshore Helps Lift BHP to Record Petroleum Production

Japan equity participation, equity lifting key for LNG procurement 1

Japan equity participation, equity lifting key for LNG procurement 2

 

Brazil Fines Ex-Petrobras Executives $792 Million on Refinery

Codelco Union Threatens Protests to Demand Copper Mine Funds

Sanchez Energy announces Q2 2014 production of 20,427 Boed MBOE 1

Sanchez Energy announces Q2 2014 production of 20,427 Boed MBOE 2

New US rail regs could cause tank car shortage, imperil production

Indonesia to give Freeport export permit, face-off continues with Newmont

China July HSBC flash PMI at 18-month high as stimulus spurs economy

Ruling in Yukos shareholders' $100-bln suit against Russia expected Monday

23rd July News and Views

Melford LNG project still taking shape

Here's Yet Another Problem in Platinum Supply

Peabody quarterly revenue rises 2 pct

BHP beats full-yr iron ore output guidance by 4 pct

Repsol considering a bid for Talisman Energy

Europe risks losing 30 million jobs due to US shale

Jana Partners Wants Changes at Apache 1

Jana Partners Wants Changes at Apache 2

Itochu, Sumitomo seek to sell Glencore stake

China invests nearly 200 bln yuan in railways in H1

China warns against rush to build coal-to-gas plants

Grupo Mexico to acquire 100% of Silver Bell copper mine

Ethane Prices collapse- again, and more export terminals announced

Giant wind farm will cost millions and ruin Brighton view

Norsk Hydro sees best global aluminium outlook in years 1

Norsk Hydro sees best global aluminium outlook in years 2

DuPont forecast misses expectations as farm sales lag

Wacker Chemie raises 2014 profit forecast on strong polysilicon demand

Timing "tough" for $4.5 bln Thai-Mozambique coal rail-port project

Indonesia's new president says he will sit down with miners

Indian mills perilously close to import deluge in steel rebar

“Game changer” tax break to boost North Sea exploration

Sirius announces A$189m raising for Nova project, exploration

Putin Signs Order Challenging Gazprom Pipeline Monopoly, Report Says 1

Putin Signs Order Challenging Gazprom Pipeline Monopoly, Report Says 2

22nd July News and Views

Canacol tests 832 BOPD from Morsa 1 Colombia 1

Canacol tests 832 BOPD from Morsa 1 Colombia 2

Haliburton sees broad improvement in Q2

Chinese probe into PetroChina’s Canadian operations

Industry Comes Down on LNG Export Rules Proposal

Amplats to sell strike-hit South African mines

SAIL chairman sets eyes on 50 million tonne mark

Hebei's June steel output dips 5.5 pct on month 1

Hebei's June steel output dips 5.5 pct on month 2

UK tops dirty coal plant ranking 1

UK tops dirty coal plant ranking 2

Metal ETFs lure investors at fastest pace since ’09

Western Areas leads Australia nickel miners up

U.S. reliance on foreign oil to reach lowest point in over 40 years 1

U.S. reliance on foreign oil to reach lowest point in over 40 years 2

Diamondback Energy to Acquire Additional Acreage in Midland Basin 1

Diamondback Energy to Acquire Additional Acreage in Midland Basin 2

Diamondback Energy to Acquire Additional Acreage in Midland Basin 3

Diamondback Energy to Acquire Additional Acreage in Midland Basin 4

Diamondback Energy to Acquire Additional Acreage in Midland Basin 5

Zinc Touches 35-Month High on Outlook as Aluminium in Bull Market

China Boosts June Net Diesel Exports to Highest in Four Years

China central bank gives CDB 1 trillion yuan to develope homes

China hydro-rich provinces Jun output surges on rich rainfall

U.S. Oil Futures Reach Two-Week High on Refinery Demand 1

U.S. Oil Futures Reach Two-Week High on Refinery Demand 2

U.S. Oil Futures Reach Two-Week High on Refinery Demand 3

U.S. Oil Futures Reach Two-Week High on Refinery Demand 4

Sinopec First-Half Production Increases 8% on Overseas Output

 

China to shut outdated copper, steel, ferroalloy capacity by end Sep: MIIT

Huge 20m filing for Exxon. LNG exports from Alaska already happen from Phillips Conoco plant

21st July News and Views

The Malaysian Jet Incident

Severstal Said to Near Sale of U.S. Plants for $2 Billion

Chinese Home Prices Decline In Record Number Of Cities 1

Chinese Home Prices Decline In Record Number Of Cities 2

Reliance Industries sees profits jump on oil and gas 1

Reliance Industries sees profits jump on oil and gas 2

Ineos gets £230m Treasury loan to import US shale gas

Total seeks gas for its Gladstone LNG project

Coal-based factories hit with heavy fines 1

Coal-based factories hit with heavy fines 2

Gas suppliers failing to play by Abbott’s script

AngloGold Ashanti signs gas supply for Tropicana

Central Petroleum/Total Drilling Commenced at Whiteley-1

Indonesia ends 6-month stoppage of metal concentrate exports 1

Indonesia ends 6-month stoppage of metal concentrate exports 2

Japan PM says will offer about $20,000 subsidy for fuel-cell cars 1

Japan PM says will offer about $20,000 subsidy for fuel-cell cars 2

Oil trains, born of U.S. energy boom, face test in new safety rules 1

Oil trains, born of U.S. energy boom, face test in new safety rules 2

Oil trains, born of U.S. energy boom, face test in new safety rules 3

China's energy guzzlers Jun power use growth accelerates on yr

Zhangtang Railway expects to kick off operation by end-Nov 2015

China's mini-stimulus efforts unlikely to lift steel prices, CISA

China's 2014 gold output to rise 7.4% on year to 460 mt: Antaike

Citi has $280m in loans in China ports at centre of metals probe

HV transmission lines in full run to take hydropower to coastal provinces

Oilex shares soar as Cambay 77H flows light oil and condensate to surface

Events moving rapidly now. Eu has phase 3 sanctions ready to go. MH17: 'Pariah Putin' faces new sanctions within days - Telegraph

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