SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Big Dog's Boom Boom Room

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: CommanderCricket who wrote (190704)5/19/2015 7:52:52 AM
From: Bearcatbob  Read Replies (1) of 206262
 
Commander, I would love to know how much of the output from the US plants is already under contract. I do not think these plants would have been built without long term contracts in place. The other thing that would be nice to know is what the sale price formulas are. I cannot help but think we are going to see another over response and as a result flood the market.

The opposition to these plants seems to have gone silent. For instance, at one point there was huge controversy about the pipelines to supply Cove Point for export. I have not seen any news on that lately.

Also, if there is to be a serious shoulder season it is now. That said, I see $3 numbers for NG. We will see temps in the low 40s tonight - so - some burn still to occur.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext