|
|
Enron Mail |
Vince,
Interestingly enough I have just spoken with Walter Coffer about an undersea project that Enron may be undertaking to take power from Canada to the New England area. I'd like to talk with you about this when you have an opportunity. Lance -----Original Message----- From: Kaminski, Vince J Sent: Wednesday, June 06, 2001 8:22 AM To: Cunningham, Lance Subject: FW: Neptune -- merchant transmission Lance, Who would be the right person on the trading desk to take a look at it? Vince -----Original Message----- From: "Edward Krapels" <ekrapels@esaibos.com<@ENRON [mailto:IMCEANOTES-+22Edward+20Krapels+22+20+3Cekrapels+40esaibos+2Ecom+3E+40ENRON@ENRON.com] Sent: Wednesday, June 06, 2001 5:24 AM To: Kaminski, Vince J Subject: RE: Neptune -- merchant transmission Thanks Vince... We'll be auctioning off transmission rights in these corridors in September (assuming FERC approves our filing), which confronts traders with a complex array of valuation problems (the long-term value of the right to ship energy along these DC pathways and to collect ancillary services in each of the markets). It's a conceptually difficult challenge for most companies but I'm sure Enron is all over it. We'll be interested in whether or not Enron's traders participate in this auction. We are also pre-selling some of the capacity in negotiations over the summer, in the expectation of FERC approval of that concept (kind of an anchor tenant concept). As you will recall, we did approach Enron early on in the project (a fellow in Calgary whose name I cannot remember) and he indicated no interest. I'll keep you in the loop because I suspect you'll find the intellectual challenge intriguing -- what is access to DC capacity worth? --- as I do. Hope things are going well in all of your markets! Ed -----Original Message----- From: Kaminski, Vince J [mailto:Vince.J.Kaminski@ENRON.com] Sent: Monday, June 04, 2001 12:31 PM To: ekrapels@esaibos.com Subject: RE: Neptune -- merchant transmission Hello Ed, It sounds very interesting. I forwarded your messages to two members of my group who work on the problems related to transmission (a key to the power markets successful growth). I shall share with you their reaction. I hope everything is going well. Vince < -----Original Message----- < From: "Edward Krapels" <ekrapels@esaibos.com<@ENRON < [mailto:IMCEANOTES-+22Edward+20Krapels+22+20+3Cekrapels+40esaibos+2Eco < m+3E+40ENRON@ENRON.com] < Sent: Friday, June 01, 2001 5:12 AM < To: Vincent Kaminski \(E-mail\) < Subject: Neptune -- merchant transmission < < Dear Vince, < < Greetings from Boston... In the last year, I've been associated with < the < Neptune merchant transmission project... check it out at < www.NeptuneRTS.com. < We filed with FERC last week and I'm sending you the Wall Street < Journal and < Megawatt Daily articles on it. < < Have you seen any good analytical work on merchant transmission? I'm < in a < dialogue with Paul Joskow and others on this issue but as always would < appreciate your thoughts. < < All the best, < < Ed < < < < Edward N. Krapels, PhD < Director < ESAI Power and Gas Services < tel 781 245 2036 < cell 617 899 4948 < ekrapels@esaibos.com < www.esai.com < < < - winmail.dat << File: winmail.dat << - winmail.dat << File: winmail.dat <<
|