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Politics : High Tolerance Plasticity

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To: kodiak_bull who started this subject	5/6/2001 8:29:33 PM
From: xxreno	of 23153

Coal shipments are near a maximum while shortages loom. This manufacturer has his ammonia plants running at 56% with a world wide supply/demand imbalance due to NG pricing, while importing ammonia to meet his commitments, and does not commit on restarting them. Everyone has read the wildly differing expert opinions on the effect of GTG demand on NG storage. These things don't seem like a NG glut to me. Rather they seem to be part of the transition period while we get used to NG prices much higher than historical averages. Short term, who knows? Long term I am going to stand here in the headlights a little while longer. biz.yahoo.com biz.yahoo.com I believe that shorts and longs will both make money. But you may need to be short the more expensive E&P's and skip the cheap ones. The E&P's are flush with cash so the drillers and suppliers should get some of that regardless what happens. Everyone who posts to this board can teach me something, so all I want to do is stir up some conversation so that I can learn something. Good luck. XX

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