Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Snowshoe who wrote (54747)	10/23/2004 10:12:12 PM
From: energyplay	Respond to of 74559

Hi Snowshoe - Scanned through the Steel for the NG Pipeline note. Found a delicious paragraph about most of the North American Suppliers of pipe to have higher costs because they are "mini-mills" which use natural gas. You want gas, you got to pay. You want to build a pipeline for cheap gas, first you got buy more expensive gas to make the pipe... Oregon Steel is interesting. There plant in Napa, California is not that gigantic - maybe 50- 80 acres in size. They import steel plate, turn it into pipe. They make money with low imported steel prices, and get hurt by high imported steel prices. No idea how well they will do with a lower US Dollar.