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  • Bloodbath for Natural Gas and Solar [View article]
    Even if Katrina and Rita happened this year, NG end of season storage would be 4.2 tcf, unfortunately there's only 3.9 tcf of available storage, so a lot of gas will have to get shut-in in the late summer/early fall. Look for NG prices to test $2.50 in August.
    May 22 09:59 am |Rating: +3 -1 |Link to Comment
  • Bloodbath for Natural Gas and Solar [View article]
    Katrina and Rita can't save the NG market from the storage train wreck that is coming.


    On May 22 09:41 AM Fred W wrote:

    > one weather event and the NG price spike will come...a couple of
    > "events" and we will be back to 2005 #s
    May 22 09:55 am |Rating: +1 0 |Link to Comment
  • Bloodbath for Natural Gas and Solar [View article]
    Wait till September; NG will be a train wreck until then.


    On May 21 11:04 PM Zeon wrote:

    > Time to start buying.
    May 22 09:54 am |Rating: 0 -1 |Link to Comment
  • The Honeymoon Is Over: Gauging the Market with an Obama Presidency [View article]
    The economy is going to supercede everything else for at least for the next two years, so don't bother buying solar stocks just yet. I'm with longoil on American complacency; wholesale gasoline (before fed and state taxes) is approaching $1.30/gallon, I doubt anyone will want to finance alternative energy projects at these low prices.

    Don't get me wrong, I think the US should have a national energy policy that concentrates on investing in alternative energy, but we don't have the money to fund it right now.
    Nov 07 10:10 am |Rating: +1 0 |Link to Comment
  • The Sun Is Not Also Rising Over Solar Stocks [View article]
    Wait till either the credit markets get healthier or crude makes a bottom (both will probably happen about the same time). If crude drops to $50 or below, solar stocks will drift down due to lack of credit/urgency by utilities to invest.

    As for Dubai's investment in solar, my prediction is that it will get axed as Dubai starts to get hammered by the credit crunch and lower crude prices. The biggest creditors of Dubai are Kuwait, the Saudis and the UAE. It was one thing when crude was over $100 and the oil producing states were looking for a home for their cash; it's another thing when they're trying to stabilize their national budgets that have grown rapidly in the last two years.
    Oct 26 13:34 pm |Rating: 0 0 |Link to Comment
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