I am most likely totally wrong on my final conclusion here. But nevertheless here’s what I see is happening now in the EC sector.
Many of the electric cooperatives (ECs) clearly get the following:
ECs are in the wires business!
This is fundamental to what they do. They see that this is what they are best at - [...]
Monthly Archives: September 2007
ECs and Fundamentals
Sep 12th – 10am
Welcome To Burger King
Sep 8th – 7pm
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WESM Update for 8-19-07
Sep 5th – 12pm
Our Philippine Wholesale Spot Market Price Update for the week ending 8-19-07. Here’s the PEMC report pdf and here are our spreadsheets with the weekly and daily data.
Nick’s Comment: Wow. Prices have plummeted to levels that are below the inaugural week’s average.