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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (6591)	8/9/2001 11:14:31 AM
From: Think4Yourself	Respond to of 23153

FWIW I see it more as a demand issue than a supply issue. Manufacturing in North America is depressed and still going down. See no near term catalysts to turn it around. If the above two conditions are true then power prices and NG prices will continue to fall, especially going into the fall. I have a short/long net 0 position. Long FGHLQ, TGC, and KEG, but short a number of domestic NG producers. The only reason I am long TGC is that they have a captive market and their production costs are low. Long KEG for their NA dominance and long FGH as a long term recovery play. All 3 long positions are intended as multiyear holds.