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Strategies & Market Trends : Natural Resource Stocks

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To: isopatch who wrote (2534)	10/27/2003 5:01:38 PM
From: austrieconomist	Read Replies (2) of 108577

NG. Maybe you have seen and commented already on this report from an analyst named Driscoll from Lehman Brothers. oilviews.com Those wishing to view should click on the October 13 report. The analysis rang true to me. The thesis is that the bulls on NG have employed static analysis in assuming the same level of NG demand from last year's users whereas the high NG price the last 6-7 months has dampened demand appreciably. This from an analyst that had previously been bullish on the sector.

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