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

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To: Big Dog who started this subject	6/18/2003 12:59:25 PM
From: Frank	Read Replies (2) of 206084

Demand resurrection--what do we know about it?--not much I think.It is kind of a black box. We are getting a good handle on demand destruction at 6ish but at what point and on what timetable does deferred demand resume? Obviously a stepwise answer but at 5.25 do we see the chemicals, fertilizers , plastics come back? Not in June probably but if we enter July at 5 bucks or so I think it is a safe bet industrial consumption will reemerge. Coupled with some hot temperatures July could be our boon just as June was our bane--Frank

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