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

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To: ChanceIs who wrote (106608)	8/5/2008 6:33:55 PM
From: gregor_us	Read Replies (2) of 206358

Hi Chancels. The tight supply of NG/LNG in the GCC countries was a story that caught my eye when I noticed that the UAE decided to cancel a large smelting plant to be built by RioTinto. Reason: they needed the NG for other stuff. Then when Rubin of CIBC covered the story, I then started researching. First, read Rubin: (go towards the end to read eye opening stuff on power generation growth) research.cibcwm.com Then, see my articles from my delicious page on the GCC: delicious.com I would put the odds at 60% that the government would get all starry eyed over NG and start mandating its use. Yes, that's exactly what is going to happen. It will be the perfect confluence of politics and price pressure. Although I have exposure to NG via NXY, ECA, CHK and XTO--as we get down the road here a little further, maybe in September, or maybe after the election, I might just pull out the list of the XNG components, and buy 'em all. G

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