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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 (121368)6/4/2009 6:31:30 AM
From: Condor1 Recommendation  Respond to of 206104
 
Citigroup Global Markets
North America
Exploration Production (Citi)
Industry Focus
3 June 2009
Natural Gas Roadmap

Focus on the Strip Not the Spot

...........snippet

-Investment Edge — Investors should focus on the long term natural gas strip prices and not on the spot as a guide to how stocks will perform this summer. We think investors should be building positions on pullbacks of the natural gas focused E&P names.

-Implications — We think natural gas focused E&P stocks will do well as spot prices rise in the next year to near or above current futures prices. Our natural gas levered buys are NFX, FST, KWK, XTO, SWN and APC.

citigroupgeo.com



To: Dennis Roth who wrote (121368)6/4/2009 7:46:01 AM
From: quehubo  Respond to of 206104
 
Canadian storage is up about 90 bcf from last year I recall.

US Electric demand is off several % from last year, this will impact ng demand in a big manner this Summer,

Production is decreasing per EIA 914, really how much production was curtailed? Looking at the monthly production totals for the last year I cant discern any sign that production has dropped.

The unknown factors here are huge.


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