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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Ronald J. Clark who wrote (80377)11/30/2000 10:50:41 AM
From: Sharp_End_Of_Drill  Read Replies (2) of 95453
 
Ronald, the natural gas story.

Based on your table of gas inventories, I'm going to estimate that we have AGA numbers for the next five weeks of -75, -75, -100, -175, -150.

These are guesswork, but no too different from past years figures. If those are reasonably close they mean we will enter 2001 with 1,925 BCF, compared to 2,437 for last year's mild winter and 2,645 for 1998.

It looks to me like we are in a serious bind regardless of how cold this winter is. I'm holding out for a last hurrah in E&P's.

Sharp
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