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

To: russwinter who wrote (32582)	5/31/2004 10:11:10 AM
From: quehubo	Respond to of 206203

Castle has provided good analysis in the past. You may recall that not long ago RJ was predicting we could have a draw in the Summer. But one thing we learned is where the CDD's accumulate and where the electricity is generated is important. The data that Robry has running for three weeks now is very bullish IMO. If we see something less than 80 injected this week look out. I think commodities are already pricing in weak injections this June compared to last year as well as some strong electric generation demand. Equities are not priced for $5+ ng this Summer. I think equities will launch with the injection well below the same week last year. Wait until Thursday.

To: russwinter who wrote (32582)	6/1/2004 12:45:12 AM
From: energyplay	Read Replies (2) \| Respond to of 206203

Elec. generation vs. NG build - Some of the newer gas fired plants that have been put on line since summer 03 are more efficent than older plants, so acutal numbers could be slightly less than the -6 Bcf for 1000 GWH. Instead of -90, could be -87.... Drought in the Western US curtailing hydropower will shift baseline down that ( ~~78,000 GWh number), however, and this can be a big shift - maybe 10+ Bcf week . Could see withdrawals if it is hot all over one week. If we get a Hurricane in GOM....