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To: BigBull who wrote (63498)3/30/2000 7:02:00 PM
From: BigBull  Read Replies (2) | Respond to of 95453
 
DOE charts - big problems brewing in the distillates. BIG!

eia.doe.gov
eia.doe.gov
eia.doe.gov

No noticeable builds yet from extremely low levels. This winter will be a big problem if most refining capacity is diverted to gasoline manufacture and does not allow for even a modest distillate build. God help us if it's cold. The normal seasonal builds have been pretty severely disrupted by this crude spike, any one want to guess how long it will take to return to normal. I'll be conservative and say 2 years.

It appears to me this OSX/XOI cycle will go to at least to 2002. This gives at least one full year from today to be in these stocks.