how bout today at 400


From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: fundamentals thought dimensions

when can i come by and have a detailed discussion with you re fundamentals--i
am very interested in your opinions and i dont get here them in the TR meeting

Jen Fraser
Enron Global Markets Fundamentals
713-853-4759

-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 20, 2001 8:36 PM
To: Fraser, Jennifer
Subject: Re: FW: LNG Weekly Update

Looks good. certainly an area we need more focus on. Obviously the most
important aspect of lng is how much gas is coming in, what is that relative
to last year, and what new capacity is coming longer term.
As an aside, nat gas trades as a funciton of the storage spread to last year
and five year averages. It would be very useful if all fundamental analysis
were geared the same way. The fact that lng shipments are x this week is
meaningless. the fact that they are y delta of last year is extremely
useful. if you noticed in the fundies meeting, i was trying to move
discussion that way. what's switching vis a vis last year. whats
production relative to last year. it simplifies the fundamental analysis.


From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: LNG Weekly Update



An initial effort--please comment



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