Enron Mail

From:s..shively@enron.com
To:john.lavorato@enron.com
Subject:no trades list
Cc:
Bcc:
Date:Mon, 12 Nov 2001 11:49:35 -0800 (PST)


The following companies have stated that they will not execute trades with Enron. Some of these decisions appear to be regional or product specific. For example Aquila executed a trade in the Central region but will not trade with Sandra.

East - AEP
Sempra
Mirant
J Aaron
TXU
Aquila
BP Amoco

Price - Dynegy
Bank of Montreal
Vitol
Phibro
J Aaron

Options - Williams
AEP
BP Amoco
Vitol
Hess (will sell options only)

Central - Mirant
Enbridge
Vector P/L
Transcanada
Sempra
BP Canada
Coral Canada
PG&E Trading Canada

West - Burlington
Salt River Project
Socal Gas
Dynegy
Phibro
TXU
Coral
Engage
WESCO
Entergy-Koch
J Aaron (They are clicking to close out positions only)
Mirant (close out positions only)

Physical Trading

East - The East did not notice any credit hording in the morning. In the afternoon Tractebel is buying the physical balance of month .04 over the GD swap

Central - Dynegy Canada sold most of the gas to us. The desk bid was .05 over NGX. Nicor Hub would not accept an $87 pre-pay for a wheeling fee.

West - EOL Socal cash was trading .08 higher than ICE Socal. The desk finished short and the market made it very difficult to buy. EOL SJ cash traded .10 to .20 cents lower than ICE. The only point without a credit spread was Opal. Liquidity picked up slightly from Thursday and Friday, but still slow.

AEP was noticeably absent from all regions.