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Enron Mail |
Tamara Jae Black@ECT 04/02/2001 09:31 AM To:=09Rudy Acevedo/HOU/ECT@ECT, Diana Allen/Enron@EnronXGate, Russell Balla= to/NA/Enron@Enron, Ted Ballinger/Enron@EnronXGate, Don Baughman/HOU/ECT@ECT= , Edward D Baughman/Enron@EnronXGate, Corry Bentley/HOU/ECT@ECT, Robert Ben= son/Corp/Enron@ENRON, Tamara Jae Black/HOU/ECT@ECT, Lisa Burnett/Corp/Enron= @Enron, Paul J Broderick/HOU/ECT@ECT, Richard Broussard/Corp/Enron@Enron, L= arry F Campbell/NA/Enron@Enron, Mike Carson/Corp/Enron@Enron, Jason Choate/= Corp/Enron@ENRON, Kevin Cline/Corp/Enron@Enron, Terri Clynes/HOU/ECT@ECT, K= eith Comeaux/Corp/Enron@Enron, Karla Compean/Enron@EnronXGate, Kayne Coulte= r/HOU/ECT@ECT, Oscar Dalton/Enron@EnronXGate, Mark Dana Davis/HOU/ECT@ECT, = Clint Dean/Corp/Enron@Enron, Todd DeCook/Corp/Enron@Enron, George Diaz/Corp= /Enron@ENRON, Chris Dorland/HOU/ECT@ECT, Tom Dutta/HOU/ECT@ECT, Joe Errigo/= Corp/Enron@Enron, Miguel L Garcia/NA/Enron@ENRON, Gerald Gilbert/HOU/ECT@EC= T, Doug Gilbert-Smith/Corp/Enron@ENRON, Gautam Gupta/HOU/ECT@ECT, Patrick H= anse/HOU/ECT@ECT, Juan Hernandez/Corp/Enron@ENRON, Rogers Herndon/HOU/ECT@e= ct, Jim Homco/HOU/ECT@ECT, Richard Hrabal/HOU/ECT@ect, Rika Imai/NA/Enron@E= nron, Larry Jester/Corp/Enron@ENRON, Gary Justice/Enron@EnronXGate, Mike E = Kelly/Enron@EnronXGate, Grace Kim/NA/Enron@Enron, Jeff King/Corp/Enron@Enro= n, John Kinser/HOU/ECT@ECT, Madhup Kumar/Enron@EnronXGate, Dean Laurent/HOU= /ECT@ECT, Justin Laverell/Corp/Enron@ENRON, Chris Lenartowicz/Corp/Enron@EN= RON, Matt Lorenz/HOU/ECT@ECT, Gretchen Lotz/HOU/ECT@ECT, Peter Makkai/NA/En= ron@Enron, Tom May/Corp/Enron@Enron, Keller Mayeaux/Corp/Enron@Enron, Doug = Miller/Corp/Enron@Enron, Jeffrey Miller/NA/Enron@Enron, Narsimha Misra/NA/E= nron@Enron, Christi L Nicolay/HOU/ECT@ECT, Steve Olinde/Corp/Enron@Enron, A= ndy Pace/NA/Enron@Enron, Juan Padron/NA/Enron@Enron, Laura Podurgiel/HOU/EC= T@ECT, Kevin M Presto/HOU/ECT@ECT, Joe Quenet/NA/Enron@Enron, Bill Rust/HOU= /ECT@ECT, David Ryan/Corp/Enron@ENRON, Eric Saibi/Corp/Enron@ENRON, Anna Sa= ntucci/NA/Enron@Enron, Erik Serio/Corp/Enron@Enron, Doug Sewell/Enron@Enron= XGate, Robert Stalford/NA/Enron@Enron, Chad Starnes/Corp/Enron@Enron, Joe S= tepenovitch/Corp/Enron@Enron, Mark Symms/Enron@EnronXGate, Ramanarao Tamma/= Enron@EnronXGate, Garrett Tripp/TOR/ECT@ECT, Greg Trefz/Corp/Enron@ENRON, L= arry Valderrama/Enron@EnronXGate, Maria Valdes/Corp/Enron@Enron, Joseph Wag= ner/NA/Enron@Enron, Christopher Watts/NA/Enron@Enron, Lloyd Will/HOU/ECT@EC= T, Smith L Day/HOU/ECT@ECT, John M Forney/NA/Enron@Enron, Andy Rodriquez/En= ron@EnronXGate, Claudia Guerra/NA/Enron@ENRON, Benjamin Rogers/HOU/ECT@ECT,= Lisa Shoemake/HOU/ECT@ECT, Clayton Vernon/Corp/Enron@ENRON, Fletcher J Stu= rm/HOU/ECT@ECT, Alex Wong/Corp/Enron@Enron, Steve H Wang/NA/Enron@Enron, Oz= zie Pagan/Enron@EnronXGate, Bruce Sukaly/Enron@EnronXGate cc:=09=20 Subject:=09Electricity & Fuels Briefing =09 =09=09Please attend the Electricity & Fuels Briefing by Allen M. Stewart, P= ira Energy Group =09=09Where:=0930C1 =09=09When:=09Monday, April 30, 2001 from 3:30 pm to 5:30 pm.=20 If there are any topics that you would like to see expanded upon or added, = please contact Rika Imai - 37236. AGENDA Agenda: This Agenda sets out a broad set of topics which will be covered i= n handout charts and tables accompanying this briefing. Active participatio= n is encouraged to help efficiently utilize the time of discussion in line = with areas of greatest interest. In addition any questions forwarded in ad= vance will be addressed. Briefing Objective: Review and analyze key drivers of electricity & fuel p= rices at various regional markets throughout North America, with a special = emphasis on those subregions of the Eastern and/or Western Grids which are = of greatest interest. Discuss the key factors/risks to PIRA's reference cas= e outlook and explore important alternative scenarios. Principal timeframes= will be now through 4Q2001 (short-term), and years 2001/2 (medium-term). T= here will be a brief discussion of strategic issues and those relating to l= onger-term timeframes. ?=09Short-Term Electricity & Fuels Outlook (Next 12 Months) -=09Electricity Price Outlook (vs.. Current Consensus) -=09Overall Load, Resource & Price Assessments -=09Capacity Modeling & Results -=09Hydro, Fuels, & Environmental Developments=20 -=09Implications for Natural Gas Demand/Prices ?=09Medium-Term Electricity & Fuels Outlook (1 -3 Years) -=09Capacity Outlook -=09Survey Results & Implications For Prices & Asset Values -=09Strategic Implications For Traders/Asset Managers -=09Implications for Natural Gas Demand/Prices ?=09Longer-Term & Strategic Issues for Future Electricity & Fuels Markets =09-=09Outlook For Capacity Additions, Retirements, Environmental Factors &= Prices -=09Potential Strategy Options For Consideration -=09California Developments -=09Can Deregulated Markets Work For Consumers? ?=09Fuels & Emissions Markets -=09Natural Gas & Oil (if relevant) Price Outlook & Risks =09Coal & Emission Markets Developments
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