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

To: schrodingers_cat who wrote (37222)	12/8/2004 6:03:42 AM
From: quehubo	Respond to of 206191

It very well may be the fertilizer producers who are making such a difference. I dont think we will have much of a problem balancing S/D in Q1 if we get $5 ng through Q1. I do not think our energy favs will move up large % #s while ng is moving down to find a better balance. NOw if we have a week or two at $5 and storage data shows a trend towards 1,000 bcf... Nobody wants to be holding the bag if drilling is feared to be slowing down even if it slows from a fevered pitch to just being very strong. Robry data is not showing any sign of hope and I doubt we get one good draw reported this year. Weather forecasts seem to have moderated. Without a major interruption a warm Winter in the USA will challenge OPEC and they need to prove their willingness to actually cut again.