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Gold/Mining/Energy : Canadian Oil & Gas Companies -- Ignore unavailable to you. Want to Upgrade?

To: Scott Mc who wrote (8801)	4/3/2002 5:50:46 PM
From: stan_hughes	Read Replies (2) \| Respond to of 24921

Scott - That may not be necessarily all bullish in the short run. If storage holders are preferentially winding down storage to avoid penalties for holding over the summer, that occurence might be at the expense of normal production for the industry. Unfortunately we won't get much of a handle on that issue until August. Bona fide wellhead production data on a macro basis is not an easy thing to scope out, and probably impossible to discern on a timely enough basis to trade on. I don't know how prevalent production displacement by storage might be right now, but you need to keep the possibility in the back of your mind.