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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 (184019)	5/28/2014 8:07:48 AM
From: Dennis Roth	2 Recommendations Recommended By Celtictrader LoneClone Read Replies (1) \| Respond to of 206150

Exploration and Production Sector Weekly E&P Shares Rise Alongside Broader Markets As S&P Tops 1900 26 May 2014 ¦ 21 pages ir.citi.com Commodity Price Deck for Utility Equities 5-21-2014 Forward Prices for Utility Equity Modeling & Analysis 23 May 2014 ¦ 7 pages ir.citi.com

To: Dennis Roth who wrote (184019)	5/30/2014 3:55:29 AM
From: Dennis Roth	2 Recommendations Recommended By DELT1970 saintsinnerido Read Replies (1) \| Respond to of 206150

Energy Weekly: 3Q Crude Balances Looks Tight But Manageable 28 May 2014 ¦ 13 pages ir.citi.com Peaking Runs Can Tighten Crude Markets Yet High Stocks, Weak Margins And Iraqi Growth Reduce The Pull On Saudi Crude ‘3Q crude balances look tight but manageable’, observes Global Commodities analyst Seth Kleinman, ‘but with Asian demand stagnating and Saudi exports shifting from the US to Asia, something has to give... Chinese and Indian demand, which together with Middle East demand explain most of the increase in global needs over the past half-decade, is now going nowhere, especially for middle distillates... high crude runs (expected to climb ~2.4m b/d between May and August) should lead to higher product exports and lower product margins – and not just in the Pacific Basin but across the globe... eventually low to negative margins would lead to reduced runs and lower crude demand, probably before the end of Q2... Saudi prices should lead to a big drop in exports to the west, perhaps by as much as 300 to 400k b/d and a surge to exports to the east into a market that is getting oversaturated with supply’.