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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: excardog who wrote (17830)	2/4/2003 8:40:15 PM
From: quehubo	Respond to of 206191

Excar - That is very bullish news about Hydro. Have you anything on your radar worth mentioning? It sure would be nice to get a grip on the possible impacts of demand destruction. My sense is that the majority of it has already occurred. But I dont have that good of a feel for it. But I know we will be able to see it happen. The supply is dropping profoundly and we wont see a stabilization with 1,000 rigs a poppin. People forget that many of the new NG fired plants came online to meet incremental demand, and that they are price setters not price takers. Anyway remember the NG story is about supply, weather and electric demand. Too bad the weather is just normal.