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

To: CommanderCricket who wrote (190704)5/19/2015 7:52:52 AM
From: Bearcatbob  Read Replies (1) | Respond to of 206326
 
Commander, I would love to know how much of the output from the US plants is already under contract. I do not think these plants would have been built without long term contracts in place. The other thing that would be nice to know is what the sale price formulas are. I cannot help but think we are going to see another over response and as a result flood the market.

The opposition to these plants seems to have gone silent. For instance, at one point there was huge controversy about the pipelines to supply Cove Point for export. I have not seen any news on that lately.

Also, if there is to be a serious shoulder season it is now. That said, I see $3 numbers for NG. We will see temps in the low 40s tonight - so - some burn still to occur.

Bob



To: CommanderCricket who wrote (190704)5/19/2015 8:18:36 AM
From: quehubo2 Recommendations

Recommended By
Bearcatbob
CommanderCricket

  Respond to of 206326
 
The impact LNG exports will have on electric markets 2-3 years from now will be very interesting.

Imagine a period where coal generation is reduced from today's levels, electric demand higher, a cold winter or two, LNG being exported and tightening NA NG supplies.

2-3 years from now the bite from lack of investment in oil production should be strong as well.


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