Justin Smirk
Justin Smirk
although dealing further hurricane risks season shock supply
We're dealing with the short-term supply shock now, although there are still further risks as the hurricane season continues.
assuming average bit good growth hold negative rebuilding
The post-drought rebuilding will hold back a bit of the growth and see agriculture still being a negative for 2005-06, but set us up for a very good 2006-07 - assuming average seasonal conditions,
cream crude driven market robust supplies
We're being bounced around as robust crude supplies take the cream off a market driven up by geo-political concerns.