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Re: jmjjw post# 101830

Thursday, 05/24/2018 1:12:20 PM

Thursday, May 24, 2018 1:12:20 PM

Post# of 122543
LOIs don’t need to be reported as they are not a full agreement. But they are enough to show potential supply.

Besides, they are in the Permian. Anyone who thinks supply will be an issue isn’t paying attention.


Perhaps we need a scenario or countdown for the lack of a full supply agreement?

I think that would help longs too

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