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: quehubo who wrote (26105)10/3/2003 7:01:46 PM
From: energyplay  Read Replies (2) of 206305
 
My current theory (still not complete) is that many industrial users had hedged natural gas from about a year or so ago.... those hedges are running, exposing the users to prices well over $4.00. These users are shutting down, or getting intermediate product from overseas sources to replace taht made from domestic natural gas.

So we may be seeing delayed demand destruction.

You can also out source your plastic parts from China.

A moderate winter may not create much of a gas shortfall.

This worries me.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News