Tandem Energy Holdings (fka TDYH)

[Jagman]

"As the shut-ins persist, increasing winter supply concerns, the potential for $80/bbl crude and $15/mmbtu natural gas are realistic," he said. "Hurricane Katrina's long-term impact on supply will make the market more vulnerable to price spikes this winter if colder than average temperatures are experienced."

One stock benefiting from the storm was Capstone Turbine (CPST: news, chart, profile) , which makes generators for on-site power production. Its shares surged 15.3%, or 64 cents to $4.83.

Oil-service stocks were also rallying on the news. Not only will their services be needed to help restore production, the existing scarcity of rigs and equipment, not to mention what could be destroyed in the storm, will lead to higher average daily rates.

Schlumberger (SLB: news, chart, profile) rose 1.7%, or $1.37, to $83.45. Grey Wolf (GW: news, chart, profile) gained 6.3%, or 45 cents, to $7.65, and Halliburton (HAL: news, chart, profile) added 2.9%, or $1.68, to $58.94.

Valero Energy (VLO: news, chart, profile) was up 3.2%, or $2.89, to $92.25. Its St. Charles, La. refinery has been shut down.

And Exxon Mobil Corp. (XOM: news, chart, profile) advanced 1.6%, or 92 cents, to $59.33, while U.S.-traded shares of Total (TOT: news, chart, profile) added $1.01 to $126.85.

Whole story:

http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&gui...