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Enron Mail |
Hi Niclas,
I am in the middle of preparing some presentations right now, so it might be more productive to speak by phone (503-464-8430). Please leave your number, if you get my voicemail. To get you started, you might see if you can get access to the FERC GADS database of plant forced and planned availability. It seems others in Research have asked about this, so you may already have this at your disposal. The EIA has a good electronic database of plant FOR and POR available for free (http://www.nerc.com/~esd/). I know Alexios in RE/EES has this. If you wanted to do it the hard way, you can also ask Jaison to access the EPA's CEMS data he has summarized on a machine there in Research. It contains hourly plant operation for every unit over about 50MW, which you could aggregate up. The WSCC 10-year forecast of new plant construction and loads is a good place to start for plant construction information, but suffers from some notorious "self-reporting" error. It is available in pdf form from the web site http://www.wscc.com/. Other sources that should be more near-term, but more accurate are the CEC inventory of plants (http://www.energy.ca.gov/) and the BPA Whitebook (http://www.transmission.bpa.gov). As far as basic economic data is concerned, you can either rely on the reported utility forecasts for loads, or you can go to fundamental data. The ultimate source of the census data collected by the US Dept of Commerce, which you can buy on CDROM for cheap. It would have this kind of information by SIC code, by ZIP code. You may also have access to one of the economic forecasting businesses (Wharton's WEFA, DRI, etc.) They have this in highly digested and complete form. BTW, Tim Heizenrader, who runs Fundamental Analysis and Research on the West Desk, is a sharp cookie and should have all this under control. Is your client aware of this resource? Give me a buzz and we can talk more, Michael <<< Niclas Egmar/HOU/EES@ENRON 08/14/00 12:49PM <<< Michael, I'm an analyst in the research group. I would like your help with finding some information specific for the West Coast. A new analyst on the West Power desk needs information on planned outages and planned new generation. He is studying the long-term fundamentals of electricity volatility on the West Coastso so he also needs info on housing starts, computer sales or industrial production figures for computer manufacturing, growth of start-up companies, and population stats. Any help in finding the needed info would be greatly appreciated. Contact me or Daniel Kang (new analyst). Niclas - TEXT.htm
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