I take that to mean that you are agreeing with my comment higher demand at least
through the end of July ??
Yes, you are commenting on what you see from available current weather data.
My comment is based on my experience that it usually stays HOT through mid
August at least.
With no meaningful change in production, Gulf storms/hurricanes etc. I expect supply
will not keep up with demand until sometime in September, if then. I do allow that production
seems to be up this year overall.
Do you have a view on price behavior or would you prefer to not get into it ???
Clearly a severe storm cropping up in the Gulf will have it's effects.