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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: kollmhn who wrote (6730)2/15/2002 12:29:25 PM
From: pbd007  Read Replies (1) | Respond to of 206325
 
What was interesting to me in that article was the comment about oil

He said, "There is likely to be so little left in the cupboard outside the USA by the start of the second quarter that the
pressure of the physical markets should be making itself felt."

We don't get good /timely info on oil stocks outside of the USA. The apparent strength in oil prices seems
to confirm that world stockpiles ex-USA are low. If one were contemplating military action against Iraq it seems to make sense that the first order of business would be to buildup oil stocks.

I can't disagree with your comments on NG. I'm out of all OSX names except HC. I'll be paying close attention to the storage data during the shoulder season.