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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (9575)	7/14/1999 10:56:00 AM
From: Kevin Shea	Read Replies (1) of 57584

Lots of power plants are changing hands .. some being decommissioned, some being replaced... many replacement units ( at least I think) are planned to be gas turbines (this is what I need to know)... they are clean, easy to site, are flexible (yet the power costs more)... the recent energy crunch during the heat wave highlighted the need for more power.. . it is hard and time consuming to site central plants... and new power generators are saying that they will be able to respond in "a few years".. no scrubbers, no massive construction, etc.... These power generators are also talking about "Personal power plants" yet this has been wagged about for years....entrepreneurship might drive it> If gas turbines are the "wave of the future", then it will likely affect natural gas as well as coal supply and demand, not to discount GE selling lots of units.. I need to know what the new plants are planned to be.... Might have limited effect on engineering firms too. I also like the look of the CPN chart.... maybe investors are beginning to see value in these "new" generators

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