Enron Mail

From:robert.johnston@enron.com
To:kenneth.lay@enron.com, mark.frevert@enron.com, mike.mcconnell@enron.com,john.sherriff@enron.com, london.brown@enron.com, a..shankman@enron.com, jeffrey.mcmahon@enron.com, raymond.bowen@enron.com, john.lavorato@enron.com, louise.kitchen@enron.com, br
Subject:Competitive Analysis Update- US Terrorism Attacks
Cc:
Bcc:
Date:Tue, 11 Sep 2001 13:30:43 -0700 (PDT)

See below for market, tpt/infrastructure, and political updates.

RJ
x39934
cell: 713-594-7995

Market Updates

? 6pm EST conference call among equity exchange presidents to determine restart for NYSE and NASDAQ. Not expected to reopen tomorrow.
? NYMEX close to World Trade Center-unlikely to open tomorrow. Conference call scheduled for 430pm EDT. 8,000 employees evacuated safely this morning.
? AGA offices in DC closed. No announcement on weekly storage report scheduled for tomorrow.
? CBOT electronic session will not open tonight. No new word on pit trading tomorrow.
? European bourses expected to open as normal.

Transportation/Infrastructure Updates

? FAA ban on outbound flights until noon EST tomorrow at the earliest
? US Section of St. Lawrence Seaway closed. Coast Guard inspections stepped up.
? New York Port closed, not receiving refined projects- Colonial Pipeline deliveries expected to "catch big premiums."
? Tosco refinery in Linden NJ closed.
? Grand Coulee Dam and powerhouse in Washington state operational, but locked down
? Hoover Dam on Nevada-Arizona line is locked down
? LA/Long Beach inspecting all incoming shipping-all incoming ships anchoring seven miles outside port.
? Louisiana Offshore Oil Port operations suspended
? Security at all US-Canada border crossings on maximum alert. Bridges/tunnels closed.
? US-Mexico border closed on US side at key crossing for inspection.

Political Update

? President Bush has left SAC Command in Nebraska and is now leaving for undisclosed location.
? OPEC Sec-Gen Rodriguez says OPEC prepared to "take necessary measures"
? US worldwide military on highest alert
? A London-based Arabic newspaper had story three weeks ago that Bin Laden planning "unprecedented attack" on US
? Middle Eastern sources reporting "fears of instability exacerbated by US reprisals"
? Terrorist groups in Middle East reportedly quiet; sense that this was an "attack too far"