Enron Mail

From:zimin.lu@enron.com
To:vince.kaminski@enron.com, stinson.gibner@enron.com
Subject:CAPA 2000 conference
Cc:
Bcc:
Date:Mon, 4 Dec 2000 02:07:00 -0800 (PST)

Vince and Stinson,

Alex and I attended the International Chinese Petroleum and Petrocehmical
Technology conference
in Houston. We presented two talks 1) Risk management in petroleum industry
and 2) Real option
valuation of oil field. The section chairman said our talks were the high
moments in the business session.

There were several interesting talks in the business section. I am going to
get a copy of the presentation on
Internet opportunity in energy trading, where the author did a study about
all energy trading sites including
EnronOnLine. A talk from a gentleman working for Costal (used to be pal of
Song Yip) on real
assets management is also very informative. A talk about using real option
theory for IT managenet was
also interesting.

Big players, ExxonMobil, Shell, Taxco, and BP have strong presence in the
conference.

I made a copy for you of the keynote speech by Bob Gee, the Assistant Energy
Secretary under Clinton
Administration about the energy outlook.

Zimin