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To: Tomas who wrote (10796)6/19/2002 9:39:04 AM
From: jim_p  Respond to of 206198
 
PGO 90,000 share block trade in Oslo at USD $3.33.

I'd be a strong buyer today if we see PGO below 3.00.

Setting my trolling line a little lower today.

Happy fishing!!!

Jim



To: Tomas who wrote (10796)6/19/2002 10:05:26 AM
From: Tomas  Read Replies (2) | Respond to of 206198
 
Flawed DOE Weekly Gas Storage Data is Creating Gas Market Uncertainty
Raymond James Energy Group, June 17

"the DOE actually fabricated a new set of historical weekly injection data in an attempt to mold their monthly data into weekly data similar to the AGA numbers."

"if analysts were to use the fabricated historical DOE weekly data rather than the actual reported weekly AGA data, then year-over-year supply/demand would appear nearly 1 bcf/day looser than what we believe to be reality."

"So far, the real impact of the flawed historical baseline data, combined with the flawed weekly data has been that the gas markets have been given the impression that there is more gas available than actually exists."

170.12.99.3



To: Tomas who wrote (10796)6/26/2002 9:28:57 AM
From: Tomas  Read Replies (1) | Respond to of 206198
 
DoE's out
(million barrels)

DoE API API expectations (Bloomberg survey)
Crude -3.4 -6.3 -1.5
Gasoline +1.2 +1.5 -0.3
Distillates -0.9 -1.2 +0.6

Utilization % -0.7 -0.5 +0.3
RFG Gasoline -0.4 -0.8

Imports: DoE API
Crude -0.2 +1.1
Products +0.6 +0.6