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AGA

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canary in the coal mine? Oil vs Gas. Nuclear Capacity. LNG Imports- winter competition ... Gas Utilities Vs. UTY Index. Gas Utilities With E&P Exposure ... – PowerPoint PPT presentation

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Title: AGA


1
AGA John P. Moore, CFA Harpswell Capital
Management March 2008
2
Utility Bond Yields
3
Gasoline inventories canary in the coal mine?
4
Oil vs Gas
5
Nuclear Capacity
6
LNG Imports- winter competition
7
One week move
8
Gas setting MWh Price
9
Natural Gas Storage
10
Coal
11
Gas Utilities Vs. UTY Index
12
Gas Utilities With EP Exposure
13
Gas Utilities With Midstream Exposure
14
Gas Utilities With Pipeline Storage
15
Utilities With LNG Exposure
16
Utilities With Pending Rate Cases
17
Utilities With PJM Exposure
18
Utilities With Nuclear Exposure
19
Utilities With Trading Exposure
20
Utilities With Non-Utility Exposure
21
Performance By Market Cap
22
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