|
|
Enron Mail |
Please confirm my inferences:
1) The Southeast curve has been provided by the MAE in its official capacity (do we have a reference from a press release or publication?) 2) I assume the Southeast curve predicts the maximum marginal cost expected to be dispatched for each period. Is this correct? Is this for Peak demand periods? Do we have a prediction on an intra-day basis? 3) The graph seems to predict that EPE's cost will be below the Southeast curve; therefore we can epect full dispatch (?) Felipe Ospina 12/18/2000 02:45 PM To: Rob G Gay/NA/Enron@Enron, Richard A Lammers/SA/Enron@Enron, Tracee Bersani@ECT, Christiaan Huizer/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Laine A Powell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Subject: EPE v.s MAE Graph As discussed on the conference call, here is a graph of the MAE forward curve v.s. the EPE marginal cost provided by Christiaan. It assumes EPE's marginal cost remains at R$97.84/Mwh until Aug-01, which I think is not the case as it will go down once gas arrives and the plant increases to 480 MW. The forward curve is as of Dec-06. One can see the impact of the dry season beginning mid year until around Sept as Laine was suggesting in the call. Thanks.
|