Tom Bentz
Tom Bentz
course hit ivan last list production saw similar
There is a long list of production and refineries out because of the hurricane. The course is similar to what we saw with Ivan last year, which hit production for a long time.
signs
There are some signs that things are getting better.
convinced determine few issues picture sort weeks
There are just so many things going on, that I think it's going to take a few weeks to sort out all the issues and determine what the long-term fundamental picture is, ... At this point, I'm not convinced the long-term uptrend is finished.
cold rally ran reduce sustained weather
The rally just ran out of steam. We are going to have to see some sustained cold weather to reduce these inventories.