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

To: Ed Ajootian who wrote (173681)	10/28/2012 1:08:55 AM
From: JimisJim	Read Replies (1) \| Respond to of 206201

Ed, agreed... I guess I was just assuming that everyone had baked the ng to coal for power gen into their cakes in terms of the ng storage status... I mean, I live just 25 miles or so from San Onofre nuclear gen. plant that's been shut down since Jan. and may never come back online and it supplied a significant amount of electricity to SoCal that is requiring two old ng-fired plants to start up again instead of being dismantled, plus a couple of peaker plants going full bore much of the time to replace the lost power from San Onofre. The main thing about winter weather is that it chews up current production (assuming there's any prolonged cold) as well as eating into storage... and let's face it, 75% of ng is always about the weather. Also agree about the shut in stuff finally getting to market. We've seen huge cutbacks in drilling new production (at least in ng-direct rig counts) except to keep leases. So aside from the weather, the only real wild card is the producers themselves -- at what point will they be tempted to tap the unofficial "storage" of conventional ng -- I mean in some ways, that really is ng in just a different form of "storage".