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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: tradingfaster123 who wrote (100464)5/7/2008 7:39:20 AM
From: Ed Ajootian  Read Replies (2) of 206310
 
tradingfaster, looks like the long-awaited decline in Canadian imports is upon us. These have been declining at ever increasing rates since the beginning of the year. So far for this month, per Robry's data, the imports are on a pace that would make this the worst month in the last 3+ years. Canadian gas well completions are predicted to be something like 15% lower this year than last year. Not sure what assumptions you have made regarding Canadian imports but it now seems clear that there will be a significant Y-O-Y decline in same, probably much more significant than the experts have prognosticated.

Per Robry's data, US production appears to be leveling off.

Maybe now that NY gas is around $12 we might see some LNG showing up at the Everett terminal, but I don't think that would move the needle that much.

I would be surprised if we see more 100 BCF injections than we saw last year, three.
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