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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 February 2015

26th feb

25th Feb

24th Feb

23rd Feb

27th February News and Views

CGG says not hostile to merger, shares rise

Norway's Frontline benefits from oil supply glut

Brazil's Vale misses forecast with 2014 profit of $657 mln

Affordable ‘future’ car that Elon Musk hates

Petrobras scandal about to hit political class

Exxon Says Spending To Fall 11% This Year To $34B

Reopening of Spanish copper mine sparks heated debate

Glencore to cut its Australia coal exports to ease glut

China 2014 coal output down 2.5pct: NBS

More bullish talk on Copper

Repsol net profit jumps 27 pct as refining boost offsets cheap oil 1

Repsol net profit jumps 27 pct as refining boost offsets cheap oil 2

Premier Oil scraps dividend after 2014 loss but eyes North Sea deals 1

Premier Oil scraps dividend after 2014 loss but eyes North Sea deals 2

LNG Ltds Canadian branch seeks green light for huge gas exports

Vale sees weak metallurgical coal oversupply persisting in 2015

YPF Quarterly Profit Misses Estimates on Pollution Reserve

Apple may buy a third of world’s gold to meet demand for iWatch

Gulfport Energy Reports Fourth Quarter and Year-End 2014 Results

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26th February News and Views

Ali al-Naimi says oil demand is growing, markets calm

Chesapeake profit falls short, company to slash spending

Rusal to cut debt by $1 billion 1

Rusal to cut debt by $1 billion 2

San Leon Announces its 1st Polish Commercial Gas Find

What US oil and gas looks like with 25% cost reduction

EIA: U.S. crude inventories grow again

Moody's spots China's slowing steel demand

Tissue paper-for-Venezuelan oil swap offered by Trinidad

Range Resources Slashes Capital Budget 1

Range Resources Slashes Capital Budget 2

Range Resources Slashes Capital Budget 3

Mitsui cuts zinc fees for first time in 6 years 1

Mitsui cuts zinc fees for first time in 6 years 2

Sheikh Yamani Quotes

Weir Group warns of significant revenue fall as oil industry slows

Encana operating profit falls on low gas volumes, oil prices 1

Encana operating profit falls on low gas volumes, oil prices 2

Encana operating profit falls on low gas volumes, oil prices 3

Petrofac confident of weathering oil sector woes despite charges

Rio's Turquoise Hill gets rid of remaining stake in SouthGobi

Noble Energy, Plains All American Unveil Equity Offerings

Chinese iron ore and steel futures remain negative on reopening

US Utility-scale solar has all-time best year in 2014 1

US Utility-scale solar has all-time best year in 2014 2

Global ferrochrome market to be in 150,000-mt deficit in 2015: Yildirim 1

Global ferrochrome market to be in 150,000-mt deficit in 2015: Yildirim 2

BHP highlights shale productivity gains

PIRA: weak LNG demand could force halts in production 1

PIRA: weak LNG demand could force halts in production 2

HollyFrontier expects Cushing crude storage to be full in eight to 10 weeks: CEO 1

HollyFrontier expects Cushing crude storage to be full in eight to 10 weeks: CEO 2

25th February News and Views

Polyus Gold cuts reserves estimate of flagship project

Indian oil products demand gains strength led by LPG, gasoline 1

Indian oil products demand gains strength led by LPG, gasoline 2

Indian oil products demand gains strength led by LPG, gasoline 3

Solar eclipse to stress-test Europe's power infrastructure

Agrium (AGU) Tops Q4 EPS by 17c; Issues FY15 Outlook 1

Agrium (AGU) Tops Q4 EPS by 17c; Issues FY15 Outlook 2

Agrium (AGU) Tops Q4 EPS by 17c; Issues FY15 Outlook 3

SunPower quarterly profit beats estimates

Carrizo Revenue Misses, Maintains Lower Outlook

Gazprom Neft eyes Bazhenov wells 1

Gazprom Neft eyes Bazhenov wells 2

Gulf Keystone Petroleum eyes potential sale

Continental Resources profit drops 14 percent 1

Continental Resources profit drops 14 percent 2

Continental Resources profit drops 14 percent 3

Shell Replaced Only 26% Of Its Produced Reserves In 2014 1

Shell Replaced Only 26% Of Its Produced Reserves In 2014 2

Shell Replaced Only 26% Of Its Produced Reserves In 2014 3

Shell Replaced Only 26% Of Its Produced Reserves In 2014 4

Anadarko strikes out at Rovuma onshore well in Mozambique 1

Anadarko strikes out at Rovuma onshore well in Mozambique 2

Anadarko strikes out at Rovuma onshore well in Mozambique 3

Iran to spend up to $4.8 bln from sovereign fund on oil development

Diamond Offshore under pressure after disclosing contract termination 1

Diamond Offshore under pressure after disclosing contract termination 2

BHP chief warns of continuing downward pressure on iron ore prices

Rio Tinto CEO sees no chance of a Glencore merger

Rusal Q4 soars on weaker rouble, sees aluminium supply gap 1

Rusal Q4 soars on weaker rouble, sees aluminium supply gap 2

Rusal Q4 soars on weaker rouble, sees aluminium supply gap 3

Rusal Q4 soars on weaker rouble, sees aluminium supply gap 4

24th February News and Views

Gas discovery confirmed in Moroccan shale

Archer to reduce its workforce by 1,000 employees

AngloGold vows to only sell mines for ‘full value’ – CEO

Antofagasta guides costs lower

NAt $85, Caterpillar Shareholders Are In Deep Denial

First Solar, SunPower in talks for solar power plants JV

Senex slashes planned capital expenditure as profit dives

Shell shelves Pierre River oil sands project

Russia warns of gas risks after Ukraine fails to pre-pay gas

Vedanta says Zambia VAT breakthrough to boost copper output

Members of the SPE

The WIlcox Play 1

The WIlcox Play 2

Metal producers Globe Specialty, Grupo FerroAtlántica to merge

Record Low Baltic Dry : Third Dry-Bulk Shipper Files For Bankruptcy

ExxonMobil replaces 104 percent of proved o&g reserves

Libya's Sarir oil field restarts production, Zueitina loadings resume

Australia's Atlas Iron races to cut costs amid $847 mln half-year loss

Nigeria will call emergency OPEC meeting if oil rout continues

Oil Search profit surges on PNG LNG start-up, boosts dividend

Blackstone to pour $9 billion into struggling energy industry

Chinese renewable energy car production soars 500% in January 1

Chinese renewable energy car production soars 500% in January 2

US Justice Department is investigating rigging of precious metals

Nickel Asia: Founder and CEO buys1m+ shares in open market 1

Nickel Asia: Founder and CEO buys1m+ shares in open market 2

BHP Billiton profit slides on commodities slump, pledges more spending cuts

Tepco's oil use in 2014-15 seen lowest in more than decade, LPG use down 53% 1

Tepco's oil use in 2014-15 seen lowest in more than decade, LPG use down 53% 2

23rd February News and Views

Thai PTT Global sets capex of $4.5 bln from 2015 to 2019

Cabot Q4 Tops, Scales Back '15 Capital Spending More

US shale oil's crash diet likely to bring forward output dip

Beach Energy plunges to $79.1m loss on write-downs

Chinese boost stainless production in 2014 by 14% YoY

Aramco extends bidding for unconventional gas

Global Jan pig iron output down 3.4% to 97.8 mil mt

AngloGold production up 8%, all-in costs down 13% 1

AngloGold production up 8%, all-in costs down 13% 2

Russian fertiliser firms ready to cut domestic prices further - regulator 1

Russian fertiliser firms ready to cut domestic prices further - regulator 2

First Quantum focuses on cost cuts, cash as metal prices weigh

Modi Takes on India Billionaires With Stolen Secrets Probe

Chile’s Codelco likely to buy Anglo’s unwanted copper assets

Chevron ditches last European fracking project in Romania

Algeria takes OPEC, non-OPEC cooperation message to Russia

Over 2 000 workers strike at Barrick Gold Zambia copper mine

Freeport-McMoRan targets immediate commercial at Highlander discovery

US Atlantic Coast high sulphur heating oil stocks fall to new record low: EIA

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