Enron Mail |
Jeff, can you spend a little time thinking about the current North American
energy markets (very high energy prices, stretched infrastructure, etc) and determine which game changing or altering technologies, business models or existing corporate positions that will benefit from such price and volatility levels. In particular, I think that Miller should take a look at coal gasification technologies, emissions technologies and DSM/efficiency technologies and how these investments may fit in the charter or our overall business. As well, from a corporate development point of view which parts of the value chain ie) IPP, E&P, utility, assets, etc are undervalued given current commodity curves and expectations. Can you get back to me with a few ideas in the next week or so - maybe it would help to go pick a few brains in various ENA orgs as part of your process. Regards Delainey
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