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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Aggie who wrote (76569)10/17/2000 8:17:27 PM
From: jim_p  Read Replies (1) of 95453
 
Aggie,

You are the only one that I expected to agree on this issue. As a PE, you fully understand the power and the lag time of flush production for NG.

I do believe we will have a separate longer term up cycle in oil. The timing between the end of the NG cycle and the beginning of the true oil crisis will be very tricky.

Jim
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