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Re: Natgas Weekly/Lee/Hal
In Response To: Re: Natgas Weekly/Lee ()

Hi Hal,

I'm following Ng with interest, mainly because I never seem to be able to get "my arms around" its behavior !!!

Agree with your switch over comments, oil to gas, but that is still a longer term effect. Never know when the players will start pricing that sort of thing in ....

For the shorter term, I still see "peak power generation [hot weather] being the main driver. If the economy would ever start doing better, factory utilization should bring a big chunk of demand into the equation.

I think CNG fueled fleets of city vehicles where re-fueling can be readily accomplished offers a lot of potential but I don't see much happening as yet. NYC is contracting for a bunch of new taxis but I bet they burn gas !!

We'll see how it plays out ......

A lot of gas fired power plants are going to have to come on line pretty quickly if the politicians continue to trash nuclear power (ala the Germany plan) !!!

Messages In This Thread

Re: Natgas Weekly/Lee/Hal