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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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24th October 2014

23rd Oct

22nd Oct

21st Oct

20th Oct

24th October News and Views

US tribes testify against Canada pipeline

BG seeks revival of Egypt LNG business with BP deal

Vale iron ore production hits record, nickel also up 1

Vale iron ore production hits record, nickel also up 2

Anglo American lifts FY targets for key commodities

Nucor posts higher quarterly profit

Massive coal field discovered in China's Xinjiang

China Scales Down Offshore Wind Estimates

Profits at major Chinese coal producers plummet 1

Profits at major Chinese coal producers plummet 2

Angola LNG restart pushed back to late 2015

Century zinc mine to close as scheduled

US natural gas storage volume rises 94 Bcf to 3.393 Tcf: EIA

Continental Resources completes four new Springer oil wells

China's refined copper and concentrate imports surge in September 1

China's refined copper and concentrate imports surge in September 2

Saudi Arabia Surprises Market With Supply Cut Announcement

Potash profit slips on lower earnings from overseas investments 1

Potash profit slips on lower earnings from overseas investments 2

Potash profit slips on lower earnings from overseas investments 3

Diamond Offshore, Patterson profits fall as they retire rigs 1

Diamond Offshore, Patterson profits fall as they retire rigs 2

Diamond Offshore, Patterson profits fall as they retire rigs 3

Chevron announces oil discovery in Deepwater U.S. Gulf of Mexico

Caterpillar's Q3 financial results beat analysts' expectations

China plans hefty fines on carbon emitters under a draft bill

Oregon LNG Wins Local Appeal, Notes Canadian Developments

Husky Energy ups price tag of Sunrise oil sands project to C$3.2 billion

Delphi Energy completes its sixth Montney horizontal well of 2014 1

Delphi Energy completes its sixth Montney horizontal well of 2014 2

BHP sets sights on another $3.5bn in yearly productivity gains

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23rd October News and Views

China wind sector to post record growth

Japan continues to import record LNG volumes

Iran hits out over low oil prices

Dow Chemical beats for fourth time on shale

Royale Energy confirms new high rate well

Yara profit misses expectations

Boart Longyear in $352 mln bailout deal

JSW Steel financial result for Q2 2014

Shandong to cut coal output by 10pct in Sep-Dec

Pertamina to import LNG

Maules Creek to rail coal ahead of schedule

EU nations threaten to block green energy rules at summit talks

Libya OPEC Governor Calls for Output Cut Amid Oil Plunge

Occidental’s California Unit Sees Profit Dive on Costs

Iron ore price rally on restocking by Chinese mills

China thermal coal market to improve in next few months

HBP awards contracts for $12billion LNG expansion

Wilbur Ross sees profits for Texas shale as Venezuela struggles 1

Wilbur Ross sees profits for Texas shale as Venezuela struggles 2

HSBC Flash China manufacturing PMI lifts in October

With five projects in its fold, Northern Star output surges

POSCO posts highest profit in five quarters on low iron ore costs

African Minerals chairman looks to buy London Mining's Marampa mine

22nd October News and Views

Vestas switches China strategy in pursuit of growth

El Nino threat fading

Oman Oil in Talks with Oxy to Buy Stake in Local Assets

SW Steel to boost iron ore imports by up to 80%

Nabors' revenue rises on U.S. shale spending

US utilities coal stocks lowest since 2005

Tin’s New Frontier Myanmar Threatens Indonesia 1

Tin’s New Frontier Myanmar Threatens Indonesia 2

Skyonic opens $125M San Antonio carbon capture plant

At 3M, solar power becomes an employee benefit

InterOil strikes in PNG

India may allow foreign coal miners

Cutting Unconventional Well Costs a Balancing Act, Says Accenture 1

Cutting Unconventional Well Costs a Balancing Act, Says Accenture 2

Chinese and Indian gold buyers back in market in a big way

Northern Petroleum’s outstanding oil flows send shares soaring

Gazprom Increases 2014 Investments to 1 Trillion Roubles

Halliburton, Baker Hughes buy more sand, railcars as demand piles up

BHP First-Quarter Iron Ore Output Rises 17% coking coal 25%

Super Fracks Make a Super Difference in Bakken/Three Forks

Chevron to Petronas Canada LNG Proposals Get B.C. Tax Cut

TransCanada’s Keystone Stand-in Faces $1 Billion Gas Feud

Hebei coke, steel plants to shut for cleaner air during APEC meetings

Fortress Minerals to acquire Fruta del Norte project for US$240 million

China Iron Ore Imports Expected to Fall in October on Weak Demand

21st October News and Views

Saudi August oil exports fall to lowest in three years

Strike at Glencore coal operation in SA

Peabody keeps costs under control in Australia

UK Wind power supply rises to a record 24%

Halliburton profits leap 70 percent 1

Halliburton profits leap 70 percent 2

Modi government unlocks coal jam

Alfa to raise $1bn for energy spend

China to repeal Oz coal tariff after FTA

Chinese Q3 GDP growth beats expectations

China Sep power output drops 8.4pct on mth: NBS 1

China Sep power output drops 8.4pct on mth: NBS 2

China Sep power output drops 8.4pct on mth: NBS 3

ZaZa Energy announces production from three East Texas vertical wells

Norilsk to sell African nickel stakes to Botswana's BCL for $337 mln

How Fracking Is Blowing Up Balance Sheets of Oil and Gas Companies 1

How Fracking Is Blowing Up Balance Sheets of Oil and Gas Companies 2

U.S. to study petroleum reserve in light of climbing output

Triple Whammy Looms for China’s Oil Refiners as Crude Plunges

China Sep crude steel output at 67.5 mln T, the lowest in 7 mths

Iron ore futures gain as Chinese port stocks fall to lowest since April

Iron ore flood leaves little wriggle room for minnow Atlas

Israel panel proposes tax hike on mining companies

Refined zinc demand to outstrip supply in 2014, 403,000 mt deficit seen

Russia's natural resources minister wants shale oil regulation eased

20th October News and Views

The massive bet on oil 1

The massive bet on oil 2

China's central bank to inject fresh stimulus

Tokyo Steel cuts product prices for November delivery

India ends diesel controls, raises gas prices

Ukraine says it's agreed interim gas price with Russia

Anticorruption agency gains power in China

Oil rigs slump by most in two months after prices slide

Huaneng Power Jan-Sep output down 4.66pct on yr

Global LNG-Argentina drives distressed sales

Kenmare mulls Iluka bid

Eni teams up with Kogas to develop Mozambique LNG project

Cliffs the newest victim of iron ore price slump: to take $6bn charge

Modi's BJP makes big gains in Indian state polls - partial results

PetroChina on Course to Beat 2015 Sichuan Shale Output Target

Saudi, Kuwait Seen Curbing Oil Output at ’Opportune Time’

West Australian offers to pay Yancoal more for coal - Mr Barnett

Iron ore risks extending collapse on supplies, Moody's says

China Shenhua Sep coal output at 24.9 mln T, the lowest in 5 mths

China metals demand seen up in 2015, copper at least 6 pct

Shale oil production from Bakken, Eagle Ford up 2.1% in September

Titanium-based batteries charge in two mins, last 20 years

Rosneft Says Projects Economically Viable Even If Oil Price Slips Further

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