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

To: jim_p who wrote (18794)	2/23/2003 2:04:16 PM
From: quehubo	Read Replies (1) \| Respond to of 206110

Perhaps, but we are rapidly approaching a record low in NG storage with cold weather upon us and probably record low production. I updated Oilviews with my storage calculations showing 531 as the ending using Lehmans calculation which has proven fairly accurate. Besides Lehman's formula resulted in fairly similar draws to last year once adjusted for 3 bcf per day production difference. Off to see...Daredevil.

To: jim_p who wrote (18794)	2/23/2003 3:32:17 PM
From: energyplay	Read Replies (1) \| Respond to of 206110

Does E&P decouple from OSX here ? If oil people are scared to drill, they won't bid up prices for oil services. Not drilling does not fix the supply problem. The only thing that gets fixed is the E&P balance sheets. So does E&P debt get paid down first, Iraq uncertainty get resolved, and THEN OSX moves up again - meanwhile, E&Ps should be making lots of money.... That temperature anomaly map looks really cold, especially where there are big populations. Canada looks to be really hard hit the next two weeks.