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Enron Mail |
they are crazy but mite have to scale in which i have a little and have some
sort of length on,sprd length in the front to hedge weather risk-if ny stays 5 bucks or so above hub seems hard to think jan /feb gonna fall much. also know aron and some of them "pre rolled" jan/feb goldman rolls not sure if they bot em back, start pxing tomorrow.doubt they have much any impact on the sprd. am a bit worried as are most what we must be doing to industrial demand,switching at huge px sprds. tend to think ealry mid jan y on y stx gap will fall do to aforementioned and rationing this mkt gonna fall-who knows from what levels?? thots when you have a chance. distillate mkt save for addional demand it shud be getting from natgas switching wud have been in trouble i think so it will stay discount to gas John.Arnold@enron.com on 12/07/2000 06:38:53 AM To: Steve LaFontaine/GlobalCo@GlobalCo cc: Fax to: Subject: re:summer inverses seems crazy. if you're willing to ride it for a few cents against you it's a great trade. who knows where they're going in th eshort term though slafontaine@globalp.com on 12/01/2000 09:57:30 AM To: John.Arnold@enron.com cc: Subject: re:summer inverses johnnny-you think these inverses ready to get sold yet? to me its all a timing issue but aug/oct at 4-5 cts seems rich rich for injection season. only issue is when to go?
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