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Enron Mail |
Tamara Jae Black@ECT
04/02/2001 09:31 AM To: Rudy Acevedo/HOU/ECT@ECT, Diana Allen/Enron@EnronXGate, Russell=20 Ballato/NA/Enron@Enron, Ted Ballinger/Enron@EnronXGate, Don=20 Baughman/HOU/ECT@ECT, Edward D Baughman/Enron@EnronXGate, Corry=20 Bentley/HOU/ECT@ECT, Robert Benson/Corp/Enron@ENRON, Tamara Jae=20 Black/HOU/ECT@ECT, Lisa Burnett/Corp/Enron@Enron, Paul J=20 Broderick/HOU/ECT@ECT, Richard Broussard/Corp/Enron@Enron, Larry F=20 Campbell/NA/Enron@Enron, Mike Carson/Corp/Enron@Enron, Jason=20 Choate/Corp/Enron@ENRON, Kevin Cline/Corp/Enron@Enron, Terri=20 Clynes/HOU/ECT@ECT, Keith Comeaux/Corp/Enron@Enron, Karla=20 Compean/Enron@EnronXGate, Kayne Coulter/HOU/ECT@ECT, Oscar=20 Dalton/Enron@EnronXGate, Mark Dana Davis/HOU/ECT@ECT, Clint=20 Dean/Corp/Enron@Enron, Todd DeCook/Corp/Enron@Enron, George=20 Diaz/Corp/Enron@ENRON, Chris Dorland/HOU/ECT@ECT, Tom Dutta/HOU/ECT@ECT, Jo= e=20 Errigo/Corp/Enron@Enron, Miguel L Garcia/NA/Enron@ENRON, Gerald=20 Gilbert/HOU/ECT@ECT, Doug Gilbert-Smith/Corp/Enron@ENRON, Gautam=20 Gupta/HOU/ECT@ECT, Patrick Hanse/HOU/ECT@ECT, Juan=20 Hernandez/Corp/Enron@ENRON, Rogers Herndon/HOU/ECT@ect, Jim=20 Homco/HOU/ECT@ECT, Richard Hrabal/HOU/ECT@ect, Rika Imai/NA/Enron@Enron,=20 Larry Jester/Corp/Enron@ENRON, Gary Justice/Enron@EnronXGate, Mike E=20 Kelly/Enron@EnronXGate, Grace Kim/NA/Enron@Enron, Jeff King/Corp/Enron@Enro= n,=20 John Kinser/HOU/ECT@ECT, Madhup Kumar/Enron@EnronXGate, Dean=20 Laurent/HOU/ECT@ECT, Justin Laverell/Corp/Enron@ENRON, Chris=20 Lenartowicz/Corp/Enron@ENRON, Matt Lorenz/HOU/ECT@ECT, Gretchen=20 Lotz/HOU/ECT@ECT, Peter Makkai/NA/Enron@Enron, Tom May/Corp/Enron@Enron,=20 Keller Mayeaux/Corp/Enron@Enron, Doug Miller/Corp/Enron@Enron, Jeffrey=20 Miller/NA/Enron@Enron, Narsimha Misra/NA/Enron@Enron, Christi L=20 Nicolay/HOU/ECT@ECT, Steve Olinde/Corp/Enron@Enron, Andy Pace/NA/Enron@Enro= n,=20 Juan Padron/NA/Enron@Enron, Laura Podurgiel/HOU/ECT@ECT, Kevin M=20 Presto/HOU/ECT@ECT, Joe Quenet/NA/Enron@Enron, Bill Rust/HOU/ECT@ECT, David= =20 Ryan/Corp/Enron@ENRON, Eric Saibi/Corp/Enron@ENRON, Anna=20 Santucci/NA/Enron@Enron, Erik Serio/Corp/Enron@Enron, Doug=20 Sewell/Enron@EnronXGate, Robert Stalford/NA/Enron@Enron, Chad=20 Starnes/Corp/Enron@Enron, Joe Stepenovitch/Corp/Enron@Enron, Mark=20 Symms/Enron@EnronXGate, Ramanarao Tamma/Enron@EnronXGate, Garrett=20 Tripp/TOR/ECT@ECT, Greg Trefz/Corp/Enron@ENRON, Larry=20 Valderrama/Enron@EnronXGate, Maria Valdes/Corp/Enron@Enron, Joseph=20 Wagner/NA/Enron@Enron, Christopher Watts/NA/Enron@Enron, Lloyd=20 Will/HOU/ECT@ECT, Smith L Day/HOU/ECT@ECT, John M Forney/NA/Enron@Enron, An= dy=20 Rodriquez/Enron@EnronXGate, Claudia Guerra/NA/Enron@ENRON, Benjamin=20 Rogers/HOU/ECT@ECT, Lisa Shoemake/HOU/ECT@ECT, Clayton=20 Vernon/Corp/Enron@ENRON, Fletcher J Sturm/HOU/ECT@ECT, Alex=20 Wong/Corp/Enron@Enron, Steve H Wang/NA/Enron@Enron, Ozzie=20 Pagan/Enron@EnronXGate, Bruce Sukaly/Enron@EnronXGate cc: =20 Subject: Electricity & Fuels Briefing =20 Please attend the Electricity & Fuels Briefing by Allen M. Stewart, Pira= =20 Energy Group Where: 30C1 When: Monday, April 30, 2001 from 3:30 pm to 5:30 pm.=20 If there are any topics that you would like to see expanded upon or added,= =20 please contact Rika Imai - 37236. AGENDA Agenda: This Agenda sets out a broad set of topics which will be covered i= n=20 handout charts and tables accompanying this briefing. Active participation = is=20 encouraged to help efficiently utilize the time of discussion in line with= =20 areas of greatest interest. In addition any questions forwarded in advance= =20 will be addressed. Briefing Objective: Review and analyze key drivers of electricity & fuel= =20 prices at various regional markets throughout North America, with a special= =20 emphasis on those subregions of the Eastern and/or Western Grids which are = of=20 greatest interest. Discuss the key factors/risks to PIRA=01,s reference cas= e=20 outlook and explore important alternative scenarios. Principal timeframes= =20 will be now through 4Q2001 (short-term), and years 2001/2 (medium-term).=20 There will be a brief discussion of strategic issues and those relating to= =20 longer-term timeframes. ? Short-Term Electricity & Fuels Outlook (Next 12 Months) - Electricity Price Outlook (vs.. Current Consensus) - Overall Load, Resource & Price Assessments - Capacity Modeling & Results - Hydro, Fuels, & Environmental Developments=20 - Implications for Natural Gas Demand/Prices ? Medium-Term Electricity & Fuels Outlook (1 =01)3 Years) - Capacity Outlook - Survey Results & Implications For Prices & Asset Values - Strategic Implications For Traders/Asset Managers - Implications for Natural Gas Demand/Prices ? Longer-Term & Strategic Issues for Future Electricity & Fuels Markets - Outlook For Capacity Additions, Retirements, Environmental Factors & Pri= ces - Potential Strategy Options For Consideration - California Developments - Can Deregulated Markets Work For Consumers? ? Fuels & Emissions Markets - Natural Gas & Oil (if relevant) Price Outlook & Risks Coal & Emission Markets Developments
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