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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (14492)	5/25/2004 9:36:34 PM
From: quehubo	Respond to of 110194

Russ - Strap on your seat belts, the energy show is just getting started.

To: russwinter who wrote (14492)	5/25/2004 9:44:01 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

i was discussing the NG situation with a friend in light of the gas-fired plant adds in North America in the past five years and mentioned that this addition exceeded the Three Gorges Dam capacity by at least an order of magnitude. but this seemed so out of whack i had to check—indeed, it seems Three Gorges will have 18,200 megawatts (three times the electricity consumption of New Zealand, and equal to 18 nuclear plants)… BUT, gas-fired power capacity added since 1999 in the US amounts to more than 220,000 megawatts. one wonders how policymakers could have been so stupid. Three Gorges: en.wikipedia.org Gas-fired plants: slate.msn.com

To: russwinter who wrote (14492)	5/25/2004 11:07:03 PM
From: gregor_us	Read Replies (1) \| Respond to of 110194

Russ: Coal Party No. II is Just Starting, the First Coal Party having been snuffed out quickly under the Interest Rate Smackdown. And I am shedding tears because a friend and I gamed this sector, beginning in FEB/MAR, when the a trade in Coal Party No. I was still possible. More tears to shed as I now watch Coal Party No. II get underway (The Blackstone Group aquisition was major yesterday) because I incorrectly failed to take my own advice: That Coal stocks would only "work" once the oil stocks began to "work." I got so wrapped up and over-focused on the oil stocks, I forgot I actually had an opinion on coal! Now I must watch Arch and Peabody charge hard from their panic lows, as the Summer Heat comes on, and it looks like we'll need a million men shovelling the Black Stuff into the furnace to keep the lights on. So for the third time in 5 months I am standing down from the Coal Sector. I refuse to chase them. In truth: I missed them.