|
|
Enron Mail |
Can we realistically net transmission costs against CTC undercollections for
EES? If there is a credible argument we should discuss. Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 01/19/2001 09:35 AM --------------------------- From: William S Bradford 01/18/2001 07:40 PM To: John J Lavorato/Corp/Enron@Enron, David W Delainey/HOU/ECT@ECT, Marty Sunde/HOU/EES@EES, Dan Leff/HOU/EES@EES, Rick Buy/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, Vicki Sharp/HOU/EES@EES, Elizabeth Sager/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, Michael Tribolet/Corp/Enron@Enron, Tracy Ngo/PDX/ECT@ECT cc: Subject: California Exposure Table Attached is the updated exposure report for California. There are four spreadsheets: 1) PG&E Corp and affilate exposure, 2) Edison International and affiliate exopsure, 3) CAISO and Cal PX exposure, and 4) Enron business unit combined CA exposure. We are continuing to make progress on the mitigation of PG&E non-regulated exposures. Please give me a call if you have any specific questions on the numbers. Bill 3-3831 Please note: The numbers for the PX Credit have increased based on a more complete valuation. The P/X Credit MTM exposures are not netted against EES payables of T&D (with netting there would be an estimated $200mm reduction in PX Credit exposure) All MTM numbers are valued at the Mid Curves. Enron Wind numbers are being reviewed. Portland General, ISO and PX exposures are estimates from last week and need to be updated. ---------------------- Forwarded by William S Bradford/HOU/ECT on 01/18/2001 06:26 PM --------------------------- From: Wendy Conwell @ ENRON 01/18/2001 07:23 PM To: William S Bradford/HOU/ECT@ECT cc: Subject: California Exposure Table Per your request attached is the latest California Exposure Report. Wendy
|