Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (3939)	7/15/2000 9:29:25 AM
From: Terry Whitman	Read Replies (1) \| Respond to of 436258

G'Morning HB- or I suppose G'afternoon in Austria. The morning paper brings a chart of the PPI on the front of the Biz section. It clearly shows a blue sky breakout for PPI. The retail sales did too. The bond SHOULD be tanking. Why is it not? Is this a peak in inflation? Could be, but recent peaks have lasted 2-3 months before being taken out. XAU looking good, huh? <s>

To: pater tenebrarum who wrote (3939)	7/15/2000 7:32:59 PM
From: yard_man	Read Replies (1) \| Respond to of 436258

electricity prices aren't that simple and not always tied to costs (e.g. on summer days when generation is tight the prices are often as much as 100X costs) ... natural gas generation is not the marginal cost of the next MWh all the time ... the cost of electricity over an annual period is highly dependent on what a utility's fortunes are over a relatively short period of time -- ~20 days or so (when prices are pretty much unrelated to costs of gen) Most energy is still generated from baseload coal units -- NG price increases will have an impact but not as much as you might think just looking at the increase in the price of natural gas (doing an impact study where I work right now -- it's not going to make a huge difference for us -- others will be a little worse off) Some of the IOU have pass-though clauses -- they may inflate their claims -- but it is not their major fuel source in most instances the big impact will be in the heating season -- folks, business's that heat with natural gas so maybe 1st or second quarter of next year you will start seeing some impacts ...