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18 comments on UK NAT GAS WINTER 2009, FEBRUARY UPDATE

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Euan Mearns on February 20, 2009 - 3:40pm Permalink | Subthread | Comments top

Rune - as an off the wall comment, stock levels will normally be funded by debt. So I wonder to what extent stock level policy might drift - not with the cost of debt but with the availability of debt (new capitalism at its best making a commodity in short supply very cheap).

I have a subliminal feeling that stock levels in the retail sector are also being cut, and I suspect this contributes to the very sharp drop in output.

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Rune Likvern on February 20, 2009 - 4:26pm Permalink | Subthread | Parent | Comments top

Euan,

You make an interesting observation. It is the Sellers that normally buy/lease storage services.

We may get an indication to this during this summer (during the refilling season).

What you say, suggests that JIT (Just In Time) is moving towards JIT (Just Isn't There). ;-)

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18 comments on UK NAT GAS WINTER 2009, FEBRUARY UPDATE

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