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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (76591)	10/18/2000 12:00:16 AM
From: Think4Yourself	Read Replies (1) \| Respond to of 95453

Jim, I understand what you are saying about the flush production, and it makes a lot of sense. I am wondering if this time IS a little different due to Canada. They have been picking up the slack in US production for years AND have also been opening new markets as new pipelines are built between the US and Canada (Maritimes Northeast, Alliance). I am reading that they are pretty much out of surplus production capacity at the moment and, due to a warm muddy summer, have not been able to ramp up drilling efforts like the US has. Are you taking this into account in making your forecast? Also of interest is that NG supply is barely keeping up with demand despite the significant rise in LNG imports. On a slightly different topic I am seeing some interesting energy claims being made on the thread lately that the facts either don't support or directly contradict. Choosing to stay out of the fray as the posters do, or at least should, already know the real facts. Keeping all my producers and looking to add on weakness, of which there has been very little.