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To: upanddown who wrote (82720)12/26/2000 3:36:57 PM
From: jim_p  Respond to of 95453
 
John,

I'm still concerned about it, but as the winter progresses I'm feeling better and better that the NG cycle is probably safe until the spring of 2002.

If AG does his job soon, and we don't have to hard of a landing, the NG cycle may just last until the real "oil crisis" begins.

If that were to happen, both NG prices and later oil prices will help support the other.

In short the OS stocks should soon be in the perfect storm.

Still a lot of risks, but it may just end up being one of the longest overall cycles in history. I think the best play will be the OSX stocks as they have some catching up to do with the XNG.

Jim



To: upanddown who wrote (82720)12/26/2000 3:42:21 PM
From: sportsman  Read Replies (2) | Respond to of 95453
 
John,
I am very surprised that the draws have not been larger the last few weeks with the extremely cold weather. Had we not gone into this winter with low storage and add the fact in that November/December have been two of the coldest ever, I believe we would have plenty of NG. Their has to be a lot of production hitting the market right now and this would coincide with what I am seeing in the field.
Sportsman


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