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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 (182589)	2/12/2014 9:17:30 AM
From: Dennis Roth	3 Recommendations Recommended By Ed Ajootian evestor LoneClone Read Replies (1) \| Respond to of 206138

US Gas: Will tight fundamentals loosen? Waiting for Godot - The hope for supply response later on keeps the forward curve backwardated, but will this Gas come? 4 February 2014 ¦ 9 pages ir.citi.com

To: Dennis Roth who wrote (182589)	2/19/2014 6:13:38 AM
From: Dennis Roth	2 Recommendations Recommended By evestor LoneClone Read Replies (1) \| Respond to of 206138

Energy Weekly: Brent Is Also A Broken Benchmark 17 February 2014 ¦ 15 pages ir.citi.com Agencies Re-iterate Bearish Balances, But 3 Factors May Keep Brent Structure Resilient Regardless ‘For seven years now it has been a common observation that WTI is a broken benchmark’, regales Seth Kleinman, ‘for while it may reflect the supply and demand for light, sweet crude in Cushing Oklahoma it has a minimal connection to the broader, global market, leaving Brent as the go reference for global oil prices... in their current forecasts for 2014, the various agencies re-iterated their bearish balances, calling for a y/y drop on the call on OPEC to level below current estimated production... while our balances are similarly bearish, we note three key factors that are combining to keep Brent’s structure and flat price resilient despite seemingly bearish fundamentals: 1) Brent is a structurally short benchmark that is getting structurally shorter each year due to declining North Sea production; 2) the fall in supplies to Europe from Russia, due to increasing flows heading from East coupled with the increase in Russia’s own refinery throughput; and 3) the bid from South Korea and now also from China’.