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

To: excardog who wrote (25427)9/4/2003 6:53:29 PM
From: quehubo  Read Replies (1) | Respond to of 206084
 
Excar - There have been several big tie ins in the GOM that have made a big difference between Q4 and Q2. The Canyon Express pipeline that I linked here earlier and PXD's Falcon something that came on in ?June.

I added PTEN in margin today.

The supply demand balance has shifted and I suspect the data will continue unnerve the bears. When the next move up comes I suspect it will be relentless like last May.



To: excardog who wrote (25427)9/6/2003 12:27:17 PM
From: Archie Meeties  Respond to of 206084
 
Greenspan pretty much nailed the apex of the natural gas crisis fervor. NG prices have been falling since he spoke.

It would take a very unusual course of events (record winter cold, huge uptick in industrial consummption, etc) to keep even a semblance of a crisis alive.

I'm sure you know, however, that the OSX doesn't have to move in concert with ng/oil prices.


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