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

To: quehubo who wrote (91304)	9/30/2007 9:59:24 AM
From: Keith J	Respond to of 206161

que, I am also somewhat baffled where all the NG is being used, as Robry's supply data is still quite strong. Robry's demand data indicates significantly higher generation use for NG, which I can see to some extent. His data also indicates higher industrial use, which I'm less certain about. I wouldn't have thought NG would be that competitive for generation substitution at this point, but who knows. KJ

To: quehubo who wrote (91304)	9/30/2007 1:48:51 PM
From: energyplay	Read Replies (1) \| Respond to of 206161

Wow - that's a change - >>> "The last EIA flash shows that even with more ng fired generation we used less ng." <<< Is this because base load ng generator efficiency is up, or because last year had more extreme temperatures which resulted in all generators, even the very inefficient, to be used ? If the base load or first dispatched ng efficiency is up, that is a major change from past years - and it will reduce ng use through the winter, next summer, and forever.