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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (33913)6/5/2005 12:26:19 PM
From: regli   of 110194
 
I like that assessment from the energy bulletin.

My reasons for outer contracts to catch up and potentially move into contango was that with the existing copper shortage, players that have projects planned down the line and want to prevent huge cost overruns, might want to secure supply. It would also make sense for the Chinese to purchase outer contracts instead of driving up spot for their bigger projects.
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