yodamonkey1

yodamonkey1 t1_iycp8mq wrote

We are severely constrained in terms of getting molecules to be sent our way. Our power grid is heavily reliant on natural gas. We have to compete with Europe who is paying a premium for LNG shipments. The risk is Europe and NE get cold and LNG prices double to hit their European price cap. Double those ICE prices I sent and you can see we are in quite a pickle. There are no bluffs you can call unless you can convince people to not run their boilers/heaters/lights during the winter.

As for residential vs power plant price differences, the base price is generally what you see on ice +/- whatever adders the local distribution companies might charge.

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