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Strategies & Market Trends : Strictly: Drilling II
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To: isopatch who wrote (27571)2/5/2003 5:33:03 PM
From: alburk  Read Replies (1) of 36161
 
Isopatch

What does the disconnect between NG stocks and persistently higher NG prices tell you? It seems that the supply side issues would support firmer stock prices. Is it in fact the demand side that is the culprit. Do you foresee a substantial decline in demand due to the relatively poor economic outlook? Or is it uncertainty about war? Or perhaps the inability to disconnect from oil's shadow?

Thanks,

Andy
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