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Origin Energy Stategic Positioning, page-125

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    Art always posts interesting stuff .......

    when you chk the fwd curve (CME) - its only the 2 or 3 front months that have rallied (hard).......which implies mk doesnt yet "believe"......

    keep a watchful eye on the US$ (DXY) ........this is rather important driver for all commodities ......

    rgds
    V_H
 
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