[lbo-talk] oil supply

Doug Henwood dhenwood at panix.com
Tue Mar 20 09:31:53 PDT 2007


[This is from Ed Hyman's daily commentary. Hyman is Wall Street's favorite economist, and ISI is his shop.]

Mike Rothman of ISI-New York: "Despite still evident concerns in the market about 'peak oil' and supply availability, 2007 looks to see the largest non-OPEC supply gain in nearly 30 years. It's also interesting to note that global oil demand growth appears to be on a much weaker trend than generally believed."



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