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: Ed Ajootian who wrote (27420)11/25/2003 6:13:29 AM
From: quehubo  Read Replies (2) of 206179
 
I have been one to rely mostly on comparison of 2002 to 2003, instead of the 5 year averages. So the recently released months data of July and August complete a very good explanation. I spent most of my thoughts on fuel switching, and less on relative total generation levels.

So Andy above all the other street has come up with a very large factor whose data is very hard to argue with.

The end conclusion is that the Summer is a much bigger factor with injections that I expected.

Also that the story this Winter is even more likely to be bullish that I expected. We just need to avoid one of those 1 year in 100 warm Winters for the 3rd time in 10 years.
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