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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Crimson Ghost who wrote (90304)1/9/2008 5:30:59 PM
From: Archie Meeties  Read Replies (3) of 110194
 
Those that could have already switched since mid or early 2007 when the disparity really opened up. So don't look for more demand from switching near term except a small amount of switching from home owners (and many of them remember when ng was higher than ho).

Weather has a big influence on NG short term, medium term its industrial demand and ng exploration/production, long term it's LNG and use of NG over coal. BTW, industrial demand for NG has been setting records over the past few months. This is not demand generated from switching, its demand from industrial customers for heating, manufacturing, chemicals, etc. That doesn't exactly square with an economy collapsing.
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