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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (6638)1/31/2004 8:44:19 PM
From: yard_man  Read Replies (2) of 110194
 
I think when you look at utilization -- you're analogy is just plain bogus. There IS capacity out there that can be restarted if the price of the end product is high enough to offset the input costs.

Fertilizer is a prime example. There are plants out there that shut down when the price of NG went high enough ... I don't know how dynamic the situation is, but I am told that if either 1) the price of fertilizer rises enough or 2) NG price falls it'll be brought back online.

This is certainly true of other chemicals as well.

I have been told that the railroad problem is one of forecasting labor needs -- they over-streamlined -- now they have to hire folks back -- they will probably get some new folks trained in enough time for the coming slowdown ...
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