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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 (14551)	5/26/2004 6:54:33 PM
From: yard_man	Respond to of 110194

I think it is mostly weather-related and increased spark due to consistently high nat gas prices -- this has been a pretty stiff May (weather wise) -- we've had worse, but not coincident with these persistently high(er) gas prices. I don't think it has anything to do with generation capacity -- only what's online. Supposedly folks should plan maintenance based on a "normal" year -- but I suspect what "we" do here is done by a lot of folks with their coal plants -- you have a plan and then you have people in charge with one finger in the air -- if gen prices stay stiff into late Feb / early March and there is a chance to push things into the end of may, even the first week in June -- they get pushed. I think it is a stupid way to gamble. I've argued against it (the finger in the air -- betting on hunches about what gas prices will do, etc.) -- but I don't get anywhere.