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July 15, 2008
Watch as electricity is the next commodity to spike
Got a whole raft of cool slides today from Morgan Stanley.
Check this out out. Oil and Natural gas on a tear. Coal has spiked significantly recently. but Electric prices have been relatively flat. Some of that is regulated prices, but most is delay in the supply chain. Go long on electricity. Get effecient air conditioners. Prices are going up.
Posted by Martin at July 15, 2008 9:43 PM
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Not only do we have price increases for fossil fueled power plants but the very process of building new power plants has never been more complicated and contentious.
Uncertainty over carbon taxation/trading, renewable portfolio standards (which no one is on track to meet) and traditional bugaboos about plant and electric transmission siting continue to make the future affordability (or even availability) of electricity very worrisome.
Posted by: Bill Lemon 
at July 21, 2008 1:57 PM
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