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To: Ronald J. Clark who wrote (82193)	12/20/2000 2:12:22 PM
From: Tommaso	Read Replies (2) \| Respond to of 95453

At present rates of production and consumption, there will be no gas in storage at the beginning of next December. Maybe before then, if some of what appears as inventory can't actually be extracted. Anyone see anything anywhere that estimates the maximum increase in production by a year from now? Somebody must be worrying about this.

To: Ronald J. Clark who wrote (82193)	12/20/2000 2:27:43 PM
From: energyplay	Read Replies (2) \| Respond to of 95453

Even with shut downs of industry, still -158 Bcf I don't think there's much more industry to shut down to reduce consumption of NG. It's also getting much colder. We may need to see shutdown of shopping, schools and offices to conserve enough NG to make it to March. Any idea where the price would need to go to make that happen ? FOr California it's way over $10.00 mmbtu. Tommaso - I don't think NG supply can grow more than about 4% next year. I'm basing that on assuming all the gas drillers match the performance of EOG, a well run company which grew supply about 4 % last year. Depletion still a factor, rig count will take six months to grow significantly as the easy to fix rigs are all on line now. Also shortages of people, equipment etc, all over the patch. The economy will have to adapt to the energy supply, not the other way around, for the next year.

To: Ronald J. Clark who wrote (82193)	12/27/2000 2:03:46 PM
From: Ronald J. Clark	Read Replies (2) \| Respond to of 95453

AGA Table - Fall/Winter 2000 Weekly change in Gas Storage / Total Working Gas in Storage (Expressed in Billion Cubic Feet)= B See also Note at bottom of this table. 2000 1999 1998 1/07 -115B / 2322B 1/08 -233B / 2412B 1/09 -43B / 1989B 1/14 -110B / 2212B 1/15 -203B / 2209B 1/16 -159B / 1860B 1/21 -195B / 2017B 1/22 -92B / 2117B 1/23 -159B / 1701B 1/28 -242B / 1775B 1/29 -78B / 2039B 1/30 -102B / 1599B 2/4 -213B / 1562B 2/5 -93B / 1946B 2/6 -81B / 1518B 2/11 -158B / 1404B 2/12 -59B / 1885B 2/13 -93B / 1425B 2/18 -136B / 1268B 2/19 -97B / 1788B 2/20 -77B / 1348B 2/25 - 74B / 1194B 2/26 -128B / 1660B 2/27 -47B / 1301B 3/3 -37B / 1157B 3/5 -69B / 1591B 3/6 -54B / 1247B 3/10 -31B / 1126B 3/12 -132B / 1459B 3/13 -143B / 1104B 3/17 -62B / 1064B 3/19 -87B / 1372B 3/20 -78B / 1026B 3/24 -43B / 1021B 3/26 -37B / 1335B 3/27 -20B / 1006B 3/31 - 5B / 1031B 4/02 + 2B / 1337B 4/03 +53B / 1059B 4/07 + 2B / 1033B 4/09 +30B / 1367B 4/10 +22B / 1081B 4/14 -25B / 1008B 4/16 + 2B / 1369B 4/17 +54B / 1135B 4/21 +19B / 1027B 4/23 + 5B / 1374B 4/24 +64B / 1199B 4/28 +32B / 1059B 4/30 +34B / 1408B 5/01 +78B / 1277B 5/5 +58B / 1117B 5/07 +72B / 1480B 5/08 +100B / 1377B 5/12 +46B / 1163B 5/14 +79B / 1559B 5/15 +92B / 1469B 5/19 +55B / 1218B 5/21 +73B / 1632B 5/22 +92B / 1561B 5/26 +56B / 1274B 5/28 +71B / 1703B 5/29 +106B / 1667B 6/02 +78B / 1352B 6/04 +91B / 1794B 6/05 +85B / 1753B 6/09 +78B / 1430B 6/11 +63B / 1857B 6/12 +104B / 1857B 6/16 +64B / 1494B 6/18 +85B / 1942B 6/19 +82B / 1939B 6/23 +73B / 1567B 6/25 +91B / 2033B 6/26 +72B / 2011B 6/30 +69B / 1636B 7/02 +69B / 2102B 7/03 +74B / 2085B 7/07 +97B / 1733B 7/09 +59B / 2161B 7/10 +93B / 2178B 7/14 +70B / 1803B 7/16 +78B / 2239B 7/17 +79B / 2257B 7/21 +54B / 1857B 7/23 +41B / 2280B 7/24 +66B / 2323B 7/28 +63B / 1920B 7/30 +26B / 2306B 7/31 +70B / 2393B 8/04 +65B / 1985B 8/06 +45B / 2351B 8/07 +75B / 2468B 8/11 +52B / 2037B 8/13 +51B / 2402B 8/14 +76B / 2544B 8/18 +55B / 2092B 8/20 +50B / 2452B 8/21 +71B / 2615B 8/25 +52B / 2144B 8/27 +69B / 2521B 8/28 +57B / 2672B 9/01 +42B / 2186B 9/03 +66B / 2587B 9/04 +35B / 2707B 9/08 +72B / 2258B 9/10 +81B / 2688B 9/11 +70B / 2777B 9/15 +67B / 2325B 9/17 +78B / 2746B 9/18 +52B / 2829B 9/22 +77B / 2402B 9/24 +79B / 2825B 9/25 +41B / 2870B 9/29 +78B / 2480B 10/01 +62B / 2887B 10/02 +41B / 2911B 10/06 +62B / 2542B 10/08 +49B / 2936B 10/09 +41B / 2952B 10/13 +29B / 2571B 10/15 +42B / 2978B 10/16 +58B / 3010B 10/20 +71B / 2642B 10/22 +13B / 2991B 10/23 +36B / 3046B 10/27 +70B / 2712B 10/29 + 4B / 2995B 10/30 +48B / 3093B 11/03 +36B / 2748B 11/05 +12B / 3007B 11/06 -24B / 3070B 11/10 - 6B / 2742B 11/12 +9B / 3016B 11/13 -45B / 3082B 11/17 -94B / 2648B 11/19 -20B / 2996B 11/20 -13B / 3069B 11/24-146B / 2502B 11/26 +5B / 3001B 11/27 +8B / 3077B 12/01 -73B / 2429B 12/03 -69B / 2932B 12/04 +27B / 3104B 12/08-158B / 2271B 12/10 -73B / 2859B 12/11 -49B / 3055B 12/15-158B / 2113B 12/17 -116B / 2743B 12/18 -85B / 2970B 12/22-175B / 1938B 12/24 -173B / 2570B 12/25 -167B / 2803B 12/29 ? 12/31 -133B / 2437B 01/01 -158B / 2645B Note: 1. EIA revised 3/3/2000 draw from original -29B to -37B. 2. In reporting on the week ending 3/31/2000, EIA upwardly revised storage capacity by 46B (wihout this revision the draw for the week ending 3/31 would have been 51B).