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Enron Mail |
Rick,
While in Tokyo, Sanjay grabbed Jeff and me regarding redoing and re-looking at the existing LNG fuel deals for Dabhol. The bottom line is that he believes that the government may have issues on actually performing post phase 2 and if we could redo the LNG contracts and allow more flexibility we could help them, thus help ourselves. We need to look into this and I would like your initial opinion. This is complex to say the least and it would involve using the ship differently than scheduled and diverting some of the Oman LNG to other markets with their approval. He believes that there is some flexibility in the shipping and Oman contracts to address these issues. If it works we could create a long physical condition and an extra ship for transport. Is there an opportunity here if all the cards fall into place? Lets discuss when I am in Dubai. Sanjay is not going to let it go so you need to think about who can look into this further. Mike
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