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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Murrey Walker who wrote (44397)11/22/2001 8:06:48 PM
From: Jim Willie CB  Respond to of 65232
 
on Russia card again...
onliest inhibiting factor in playing this card is the very pisspoor pipelines from Russia and former southern Soviet republics
getting vastly more Russian and quasi-Rusky oil to market will be tough
they are working on it and have been
but the region has not been friendly
Chechnya is nearby, bad men are nearby

honestly, I think the Russian oil card is more bluff than substance
but a tremendous card it is
esp a few years out
the "message" is not lost on Arab oil center of power

thanks for the replies, you and Timstr
/ jim