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Enron Mail |
-----Original Message----- From: Harris, Steven Sent: Thursday, October 04, 2001 5:03 PM To: McCarty, Danny Subject: Top 3 Worries for '02 - Fuel prices stay below Plan numbers and we can not hedge at a price even close to what is in the Plan as a base amount much less meet stretch. -Basis spreads between East and West stay depressed causing the Mavrix and remaining Red Rock space to be valued at margins of $.00 to $.05 going West (also, the demand stays low out West because of weather). -We can not renegotiate the ROFR contracts prior to expiration and we end up getting the capacity handed back to us in a depressed market.
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