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To: Tomas who wrote (24358)7/7/2003 9:28:31 PM
From: quehubo  Respond to of 206085
 
Mr Wicklund says at least another 6 quarters for cycle to peak.

The question on sentiment today near term seems to be, do you believe that NG demand switching to #2 oil was about 1.5 - 2.0 bcfpd lost NG demand in June?,

Do you think some shutdown demand will return at $5.25 vs June's $5.94?

Do you think we will close the 590 bcf Y o Y gap with demand restored from higher prices?

Will sentiment change if injections improve by 15 bcfpw excluding weather considerations?

Looking for <OSX85 please.



To: Tomas who wrote (24358)7/8/2003 12:03:21 PM
From: Tomas  Read Replies (2) | Respond to of 206085
 
Natural Gas Industry Update, July 7 - Raymond James
beacon1.rjf.com