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

To: Dennis Roth who wrote (25834)	9/21/2003 11:14:00 AM
From: WWS	Read Replies (1) \| Respond to of 206223

Dennis, thanks for your interesting observations about LNG and its potential for price stabilization in domestic Ngas markets. In order for the mechanism that you envision to work, wouldn't we have to assume that an awfully large proportion of all possible LNG cargoes would be for sale on the spot market, and not otherwise restricted as part of long-term supply agreements? What would your prediction be as to the percentage of LNG production that will likely be tied up under such long-term supply agreements?

To: Dennis Roth who wrote (25834)	9/21/2003 12:00:45 PM
From: quehubo	Respond to of 206223

Dennis: If the record LNG imports hold through September it will average 0.7~bcfpd more than last year. Data through May on EIA for Mexico shows signs that prices have leveled off data to even or slightly more than last year. EIA data on Canada is astonishing that unless I have an error we are averaging 1.3 bcfpd less imports than in 2002 through May. So net LNG Canada Mexico we are in the whole 0.6 bcfpd and storage is still filling rapidly.

To: Dennis Roth who wrote (25834)	9/30/2003 2:21:12 PM
From: Dennis Roth	Respond to of 206223

BP sees LNG prices falling 25-30 pct by end decade biz.yahoo.com