Obviously I made an error...the preponderance of models suggest a Mexican landfall and so the (earlier) Canadian was a lone holdout. And its not now; its also now joined the mexico bandwagon. So i suspect the risk to NG and Oil has gone down significantly and I now don't expect a pop tomorrow am. Having said that, the atmospheric steering for Nate remains weak and confidence in its eventual landfall location remains fairly low. Stargazer, don't put words in my mouth. I respect Lee as a careful, methodical analyst. He has a lot of enviable qualities.