Capacity Subscription Strategy

How does this look?

Also, I did change some numbers in the excel spreadsheet:

The Ignacio to Blanco subscription levels were pulling from the row excluding ROFR capacity in the supporting sheet. I changed it to be consistent with the other capacities (which include ROFR capacity).

Shelley had made some assumptions about East of Thoreau capacity subscription, such as, the USGT 400,000/d contract would remain subscribed (it doesn't have ROFR) and she had included the extension of 2-3 other contracts that don't have ROFR. These contracts were then dropped after 2005. I continued the extensions through 2006.

I changed the East of Thoreau capacity to 750,000/d from 850,000/d.