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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Ed Ajootian who wrote (18040)2/9/2003 10:58:10 AM
From: quehubo  Read Replies (1) of 206121
 
Patience Ed, my sense is that the herd will arrive and prices will move quickly. I suspect many money managers got burned last time when the bubble burst and they will be more cautious this time around.

I see NA entering Winter 2003/2004 with record low storage and production levels. The Winter 2004/2005 will be the first one where a decent supply response can arrive and also bring storage up a bit.

Of course there are several factors that could change the 2004/2005 Winter. Chief among them is if someoe finds and delivers another 2-3 Ladyferns.

Patience, the fight to finish this Winter above 700 bcf will be lost IMO and thoughts will quickly shift to next Winter.

The math to calculate where we start next Winter will not be to hard to calculate once this Winter ends.
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