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Technology Stocks : Ballard Power -world leader zero-emission PEM fuel cells
BLDP 2.710+1.1%Nov 21 9:30 AM EST

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To: wpckr who wrote (3559)12/29/1998 11:26:00 PM
From: gsun  Read Replies (1) of 5827
 
wpckr

My perspective is that there does not seem to be any constraints regarding finding new natural gas supply. The pipeline delivery is a current constraint which is likely to take a few years to fully resolve. However the ability of the natural gas pipeline companies to construct and deliver has been very good. The spread between the return on natural gas pipelines/discovery vs oil pipelines/discovery suggests that bottlenecks should be only short term events (less than 18 months??).

gsun
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