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To: Tomas who wrote (24742)7/25/2003 12:45:44 PM
From: Tomas  Respond to of 206093
 
James Wicklund's Oil Services Gas Storage Flash - Banc of America Securities, July 24
bofasecurities.com



To: Tomas who wrote (24742)7/25/2003 2:44:31 PM
From: Raymond Duray  Read Replies (1) | Respond to of 206093
 
Tomas,

Thanks for posting the ASPO newsletter. I find it useful to compare this information with what the DOE and certain industry pundits like Daniel Yergin of CERA are producing these days. There is a real tug-of-war going on between those who see the cup half full, and those who see it half empty. :) My own view is that M. King Hubbert came up with a very excellent analysis tool. While Yergin et al keep coming up with interesting, though dodgy, dossiers.....