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Enron Mail |
Don,
As we discussed last Friday, I prepared some analyses as follows: If I correctly read your idea, ENA would sell to an IPP a combination of EES short position and peaking turbines. ENA would make money from; 1. spread between buying power from the IPP and selling it to EES at premium 2. fees from EES or/and IPP for providing/arranging capacity/off-taker 3. better project financing by leveraging up more and having lower debt cost, which would be possible by having off-taker (EES) Regarding our starting point of NY East, EES has short position ranging from 0 MW to 126 MW in NY East region for next 11 years. I attached Excel file which shows an analysis of NY East including load graph. To read EES data correctly, see the below definition. - WD: weekdays, WE: weekends. - Each 4 hour block number shows average load for 4 hour block, so actual peak load is higher than that. Please correct me, if I am wrong. See you at 4:00. Thank you. Jinsung (Ext: 37330)
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