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To: Think4Yourself who wrote (65419)4/27/2000 8:43:00 PM
From: Wowzer  Respond to of 95453
 
I see it, at least that is what the API indicates. In your opinion who would benefit the most if a shortage or price spike occurs? I am thinking the refiners such as UCL OXY and MRO to name a few. Am I on the right track? Like to hear from others as well.

Thanks,



To: Think4Yourself who wrote (65419)4/27/2000 8:47:00 PM
From: Frank  Read Replies (1) | Respond to of 95453
 
JQP-good point on refineries. We are happily assuming things are going to be hunky dory in the delivery system. Glitches are not planned.A couple of problems would set the energy system in a spin.An extended heatwave--refinery fire-nuclear outages--bad hurricane season--cold winter-trouble in mideast-they will all happen sooner or later and the just in time approach will create serious spikes and shortages- Frank


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