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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 (27922)	3/6/2005 9:24:39 AM
From: quehubo	Read Replies (1) \| Respond to of 110194

Russ, what do you think is propping up NG prices in the USA? It is in large part the price of coal and the unknowns of increased electric demand from the economy this Summer and the possibility of a hot Summer. I believe coal stock piles are quite tight in the USA, much tighter than many would expect. So how do you see this Asian rapacious demand for commodities evolving? Under present circumstances I think that energy markets are set for years of good times. But a terrorist strike or another Asian meltdown could cause some serious pain.

To: russwinter who wrote (27922)	3/6/2005 3:56:20 PM
From: regli	Respond to of 110194

In one way or another the Chinese have to raise prices. Given the commodities pressures (with the iron ore price hike the trigger) they might actually decide to revalue much earlier than most people think. Otherwise, individual companies will have to raise prices in the face of some long term contractual agreements. It will get very interesting in the next few months.