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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Ed Ajootian who wrote (80666)12/3/2000 5:59:56 PM
From: Second_Titan  Read Replies (1) of 95453
 
AGA data and Disaster on the Horizon

Ed the point you made has been predicted by many. Two variables critical to these predictions have been weather and new incremental NG production. Both of these factors are supporting, so far, a disaster come February.

Recall some of the points I believe from Simmons? At low storage levels the ability to deliver is hampered.

I wonder how companies like CPN are managing fuel costs during commissioning. The risk for fuel cost during commissioning and start up can be placed on the OEM to some extent(GE, SWPC, MHI) or can be accepted by the owner. Also some times if a project may get zero revenue during testing and commissioning.

It will be interesting to see how gas prices effect start up of new plants for projects that did not fully protect their fuel costs. Trying to commercialize a new plant during periods of maximum NG prices and maybe way off peak electric prices could be a disaster for some.
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