SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (81867)12/15/2000 4:47:18 PM
From: AltLar  Respond to of 95453
 
Perfect Storm?

Historically low NG storage levels.
Historically low crude inventories.
OPEC failing to meet qoutas for the first time in a decade.
Coldest winter in 20 years.
2-3 year cap-ex lag.
Large number of NG fired generators coming online.

At the end of the heating season there will be zero inventory of fertilizer generating yet another large NG demand in order to replenish inventories.

I would be sailing that fishing boat into this one.

Larry