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: energyplay who wrote (20107)3/12/2003 6:27:34 AM
From: quehubo   of 206099
 
If we get another 100~bcf draw for next week that will be quite astounding.

I can tell you first hand I have seen fuel switching in generation, and combined with the conditions in NY area I am sure there was a large component of NG curtailed ( forced switching). But when I look at the NG draws and the #2 oil draws it does not appear to be showing up.

With the draws Robry is showing for this week, I suspect that the pipelines on the eastern half of the nation are getting packed as much as possible. Operators are going to be sure to restore deliverability, especially since we have another 2-4 weeks where serious demand could pop up.

Also spot prices are still $6+ across the board, which is higher than the futures strip. So this does not give an incentive to store now.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News