|
|
Enron Mail |
Guys, can you start working on your presentations for the offsite.
Dave I would like you to focus on the new generation of capital products that you are working on for the IPP market which should be able to source short and medium term commodity liquidity and be syndicatable(?) on the capital side. Go into some detail and speak to a couple of specific opportunities. It may also be interesting for you to give an initial cut on the economics of coal generation (including emissions control) given current power and gas markets and a quick view of the development process. How should we participate in this market? Gasification technology? Jeff, in your talk, can you focus on the emerging distributed generation sector ie) the technologies, the users, the VC's, etc. Specifically, how will these technologies change our business model and the overall power business model? How are we positioning ourselves in this market? What is the PI strategy with this regard? Dorie Hitchcock and Tammy Sheppard can do a lot of the heavy lifting; however, we need a first cut by December 8th. Thanks Delainey
|