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Commodities Analysis.

Publication: Finance Wire

Publication Date: 30-AUG-05
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COPYRIGHT 2005 Voxant Inc.

Original Source: CNBC/DOW JONES BUSINESS VIDEO ANALYST INTERVIEW

MARK HAINES, CNBC ANCHOR: All right. We just heard from Melissa Francis at the NYMEX, oil up more than a buck, above 68 a barrel again as the damage from Katrina is assessed. For more on what is ahead from commodity prices we are joined from Chicago by Steve Allen of Preservation Capital Management.

Steve, good morning, thanks for being with us.

STEVE ALLEN, PORTFOLIO MANAGER, PRESERVATION CAPITAL MANAGEMENT: Good morning, Mark.

HAINES: The biggest mover, ironically, out of this whole thing is natural gas, right?

ALLEN: Absolutely, absolutely.

HAINES: Is that fear over supply or is that the shut down of the pipeline or what?

ALLEN: We think the fundamentals for natural gas...

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