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Enron Mail |
so argument more switching than outright lost demand? where are petro
prices on a comparable equivalence? slafontaine@globalp.com on 03/15/2001 08:17:02 AM To: John.Arnold@enron.com cc: Subject: Re: utilites? enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to recover esp with failing econ growth. the one thing concerns me about bear side is implied demand for us petro products is huge. doesnt seem to suggest an econmic impact on that side. having said that absulte px for petro much much lower relative to natgas
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