Rick - FYI. I wanted you to know that we're working with the London EIM team
to provide information on regulatory / trade issues. Thanks.

Lisa
----- Forwarded by Lisa Yoho/NA/Enron on 04/23/2001 09:01 AM -----

Molly Hellerman@ECT
Sent by: Molly Hellerman@ECT
04/20/2001 04:52 AM

To: Maria Arefieva/NA/Enron@ENRON
cc: Lisa Yoho/NA/Enron@Enron
Subject:

Masha,

I hope the meetings in DC went well. As we briefly discussed, I am a member
of the EIM team here in Europe. Although the group size is up to about 30
now, we are still trying to develop the infrastructure, including those who
deal specifically with regulatory requirements. Consequently, I have been
referred to you. However, if there is someone else with whom I should speak,
please let me know and I will be happy to do so.

Given that you and Lisa are probably the best suited to help us, I will
outline for you what information/ analysis we are looking to find.
Basically, we would greatly appreciate a similar profile/ excel sheets on
anti-dumping, country profiles and countervailing and antidumping targets
(country and producers) that you provided for the US team (see attached)

- margins.xls, Anti dumping into Europe - STEEL PROFILES.doc -
Hot-Rolled Memo.doc

We would be looking at these components as they relate to Europe
(particularly the EU 15). However, as major trade flows are intra EU 15
south to north (particular focus on Spain, Italy, Germany, France and UK) AND
other Europe and CIS to EU 15 and the rest of the world, the relationship of
nations such as Turkey, Russia, Ukraine, Bulgaria, etc. are very important.

As we try to piece together and execute a strategy for steel transactions in
Europe, any insight your team can provide would be greatly appreciated.
Please feel free to give me a call and we can discuss this in greater
detail. Thank you in advance for your help.

Kind Regards,

Molly Hellerman
houston ext. 54076 (should transfer over here)