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

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To: Big Dog who started this subject	7/25/2003 7:00:51 AM
From: quehubo	Read Replies (1) of 206176

Robry's analysis of supply demand gives me plenty of comfort here. If OSX plays go much lower from here it would be for a very short time is my bet. NG prices are already low enough where some demand from residual could lock in prices for the next 3 months. With demand returning from #2 oil and now residual likely to start the supply demand balance should shift further each week. I have not heard any dire reports from companies like DOW saying the lost big $$ because they shut down production. Has anyone seen any reports other than a the fertilizer mfrs? The weather could drive short term sentiment quicky if we get some Summer heat or hurricane before the weekly numbers play out.

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