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

To: Bearcatbob who wrote (184242)	6/3/2014 7:29:42 AM
From: quehubo	1 Recommendation Recommended By old tx oiler Read Replies (3) \| Respond to of 206159

Gas supply was tested last Winter and it makes me wonder how we will fare in the NE quadrant of USA in a few years if we get another similar Winter. Deliverability of fuel to generation and heating load will be a real issue along with adequate storage. Perhaps a few black outs in the Winter waiting for wind power to kick in will wake up the distracted sheeple from their sportscasts.

To: Bearcatbob who wrote (184242)	6/3/2014 11:49:41 AM
From: Biomaven	1 Recommendation Recommended By isopatch Read Replies (1) \| Respond to of 206159

Older coal plants are only cheaper if you ignore externalities. (And I'm ignoring any impact from greenhouse gases here). For greenhouse emissions, you have to look globally. Reducing US coal use leads to lower coal prices, which means more export of coal. That's what's happened recently in Europe - cheap US coal has displaced natural gas and lead to an increase in CO2 emissions. Whatever the politics of the situation, any move to restrict coal is bullish for natural gas. That's where I'm invested (both E&P and midstream). Peter