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

To: russwinter who wrote (18734)	2/22/2003 4:08:55 PM
From: quehubo	Read Replies (1) \| Respond to of 206116

Assessing the elasticity of demand in NG is harder than getting Greenie to provide a sound argument for his bearish proclamations. I wonder how many industrial users who were whacked hard during the last spike were smart enough to lock in prices for this Winter and therefore have not reduced demand or switched to fuel? Take a look at fertilizer stocks GRO TRA IGL AGU Dont think they have not been squeezed out already. I expect demand to be startling here in March if the weather holds colder than normal because nukes and coal plants are coming off line for maintenance now in preparation for Summer peaking. I work under the assumption that future demand destruction will be hard to anticipate and the weak links are already destroyed. Dont forget about all the new NG fired plants coming on to meet incremental electric demand. The weekly analysis on storage fills is about as good as it gets for assesing supply and demand.