Seeking Alpha

vayu

vayu
Send Message
View as an RSS Feed
View vayu's Comments BY TICKER:
Latest  |  Highest rated
  • Natural Gas In 2012: Electric Generation Switch Implications [View article]
    A popular argument against continued YoY growth in power demand is that capacity would be constrained during Jul-Aug. Therefore, give the tough comps during the period last year, YoY growth is unlikely.

    However, as per EIA, NG capacity is 407 GW which translates into monthly generation of 293,060 GWH at 100% utilization. In comparison, NG power generation in July and Aug 2011 was 114,624 and 121,151 GWH respectively, or less than one-third utilization. Is it the point that a large part of the NG capacity is high-cost and therefore is economic only during peak demand.
    Apr 29 11:57 AM | 1 Like Like |Link to Comment
  • EIA Weekly Natural Gas Updates Indicate No Coal To Gas Switch [View instapost]
    Mark
    Your claim that there was no YoY growth in April 2012 is based on the weekly growth numbers. However, the same reports also show that YoY growth from power has been 25-42% every single week this year which means April would see a 30%+ YoY growth. Obviously, one of the two datasets is wrong. Any compelling reason for you to choose one over the other?
    Apr 29 05:35 AM | Likes Like |Link to Comment
COMMENTS STATS
2 Comments
1 Like