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I found the clip. Nov 14 11:30 a.m. http://watch.bnn.ca/commodities/november-2012/commodities-november-14-2012/#clip806512. I apologize as it seems I misheard. Near the 4:53 mark Michael Rose comments that long term fundamentals point to price increase, an unusually warm winter would be the only thing to alter that. Normal = favourable = up??? I'm with Bull, not trusting U, but not willing to jump at D on a Friday afternoon!