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40 comments on Listening to the cacophony and trying to make some sense

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Bubba on December 8, 2005 - 11:19pm Permalink | Subthread | Parent | Comments top
Dave,

I can't seem to find any CERA price predictions in the public domain.  This is probably because they have paying customers who pay for that forecast (as bad as it probably is).  However, this is one of their most recent articles on supply.

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peakearl on December 9, 2005 - 2:03am Permalink | Subthread | Parent | Comments top
This was from their website, but unfortunately the link was taken off  about 2-3 months ago. They remove links as they get older. The link was to the summary of a report they published in Feb 2004, similar to the summary their recent report suggesting plenty of supply (you could then buy the full report for around $2500). I paid close attention at the time, and am confident that these were their numbers, but can't link to the original any more - perhaps conveniently for CERA. I guess I should download and keep those things, but at the time I wasn't involved in anything more than keeping myself up to date.

Keep looking in Feb, they may have a new outlook summary out.

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40 comments on Listening to the cacophony and trying to make some sense

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