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

To: edward miller who wrote (107001)8/13/2008 7:46:53 AM
From: quehubo  Read Replies (1) | Respond to of 206184
 
Few places have the infrastructure to deliver HO to homes like in the Northeast. Also expanding ng distribution in the NE has been an obstacle.

I am not so sure it has been very long that HO is more than the delivered cost of NG. I think now people believe HO will never be cheaper than NG.

On the margins this will be a bullish factor each Winter, but I dont think one year of changes is going to make a serious impact on total demand.

There is a large component of power generation, commercial and industrial heating and process load that burns HO in the Winter because they can get enough ng.



To: edward miller who wrote (107001)8/13/2008 10:04:48 AM
From: kollmhn  Respond to of 206184
 
Ed-

I have no doubt that some of that reluctance to change to NJ has been the large out of pocket costs to do so.
I put in a premium system for $6500 but even a lower efficiency, lower output one would have cost a few thousand. Lot's of people can't, or won't, shell that out.


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