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

To: CommanderCricket who wrote (40612)	3/23/2005 11:27:46 AM
From: XoFruitCake	Read Replies (3) \| Respond to of 206214

Agreed that CL by itself does not seem to slow down the demand much. But I think yesterday China increased their gasoline price and we will see our gasoline/diesel increase in the next few month because of the cl increase and new sulfur spec. And Europe probably will see increase in their gasoline/diesel price since they change their sulfur spec as well. We have not see the high gasoline/diesel price get into our shipping cost yet (I think Yahoo is still offer free shipping. So the manufacturer are eating the additional cost for now) for general goods and into our inflation number yet. So I don't think we see the full effect of the $50 oil for at least a few more months. The only oil play I have is VLO and I figured that it has at least 2 more quarters of higher than analyst earning estimate (1Q and 2Q). Don't know how long this oil boom would last, but it is sure fun for now..