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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: Big Dog who started this subject5/22/2003 8:46:46 PM
From: quehubo  Read Replies (1) of 206212
 
Oilviews.com updated with a Lehman monthly for OSX that is full of bullish leading indicator data.

Also I updated the contest portfolio and see that we have all made some great choices. I wish I would have picked a few of Whitepines selections.

The gas injection data shows the present trajectory to be 2,700 - 2,800. My sense is that this trajectory will be challenged as production declines and demand hits. Until the gap between the present trajectory and a safe fill is in jeopardy of being closed we will be climbing.

Lots of BULLISH upside drivers for NG investors between now and November:

The bullish hurricane forecast,

Weak nuke capacity,

Potential hot Summer weather,

Ozone season increased NG generation,

Worry about the Winter weather,

Concern about when a production response will occur and at least hold off production decline.

Low oil stock levels being exacerbated by fuel switching.
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