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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Ed Ajootian who wrote (100477)5/7/2008 11:41:04 AM
From: tradingfaster123  Read Replies (1) of 206307
 
ed, for that 2bcfpd+ loosening yoy im talking about, im not using any assumptions for canadian imports. just looking at how storage is building based on the weather in comparison to last year. but i would assume for other purposes that canadian imports are flat yoy. i saw various data that said imports were up a bit in the last few weeks, robry apparently says they are down now. its just too preliminary. and again, robry's data is suspect. for example, he had U.S. production up 9bcfpd yoy in January; eia was closer to 4bcfpd.

when comparing against last year's three 100bcf+ builds remember to factor in the independence outage as long as its offline (6bcf per week or so). the number of 100+ builds will be a good comparison point.
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