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Enron Mail |
Rick
Tks for the interest. Here it goes. As I said, this is an interesting and important case study to follow. I personally do not believe that the association of distributors is going to strongly stand against this decline in Initial Contracts. Afterall, there are a monopsony for this "cheap" energy, totally creating a non level playing field after 2003. Please keep in mind that 2003 is one of our hopes to have a decent business in Brazil. LM Richard Shapiro 07/10/2001 01:21 PM To: Luiz Maurer/SA/Enron@Enron cc: Subject: Re: Good news - Re: Carta ELETROBOLT Why don't you get it translated - I'd like to see it. Luiz Maurer 07/10/2001 10:47 AM To: Richard Shapiro/NA/Enron@Enron cc: Subject: Good news - Re: Carta ELETROBOLT Rick Some good news. Kish is getting more involved. Orlando more confident to express our (Enron's views). Those letters are just the tip of the iceberg, though. Another good subject for us to follow up closely is the Bill of Law 2905. It proposes several changes to the electric sector. Inter alia, there is a proposal to keep bulk energy prices regulated after 2003, when the initial contracts start expiring. This is detrimental to Enron as it t will delay the implementation of a real wholesale market. Keeping most of the energy regulated will certainly have spillover effects on the unregulated business. We have already discussed this subject internally. We all agree that this proposal is bad for Enron. However, it may be good for Abradee, as the distribution companies will be the only buyers of the cheap, regulated energy after 2003. Needless to say, they will likely support it. Some of our collegues are anxious and screaming that Enron should put a stick on the ground. Right before I left, I prepared a simple "white paper" to us to use internally and externally. It shows that maintaining energy regulated is bad for competition and for expansion. Enron has been silent on this issue. If necessary, I can get this translated, It is really important. My concern is that Enron will try to look for consensus and we will not be as assertive as we should. You may want to probe this issue with our top managers in South America, at some points in the future. LM ---------------------- Forwarded by Luiz Maurer/SA/Enron on 07/10/2001 12:46 PM --------------------------- Orlando Gonzalez 07/10/2001 11:05 AM To: Fred Sampaio/SA/Enron@Enron cc: Joe Kishkill/SA/Enron@Enron, Moacyr Carmo/SA/Enron@Enron, Luiz Baccaro/SA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Sergio Assad/SA/Enron@Enron, Luiz Maurer/SA/Enron@Enron, Jose Lucio Reis/SA/Enron@Enron, Debora Klinger/SA/Enron@Enron, Gisele S Braz/SA/Enron@Enron, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, rcastro@elektro.com.br, msiqueira@elektro.com.br, jmazzon@elektro.com.br, Luis Henriques/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron, Cecilia Mercio/SA/Enron@Enron, Breno Nogueira/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Sami Arap/SA/Enron@Enron Subject: Re: Carta ELETROBOLT We are sending both letters today Thanks Fred Sampaio 10/07/2001 10:00 To: Joe Kishkill/SA/Enron@Enron cc: Moacyr Carmo/SA/Enron@Enron, Luiz Baccaro/SA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Sergio Assad/SA/Enron@Enron, Luiz Maurer/SA/Enron@Enron, Jose Lucio Reis/SA/Enron@Enron, Debora Klinger/SA/Enron@Enron, Gisele S Braz/SA/Enron@Enron, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, rcastro@elektro.com.br, msiqueira@elektro.com.br, jmazzon@elektro.com.br, Luis Henriques/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron, Cecilia Mercio/SA/Enron@Enron, Breno Nogueira/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Sami Arap/SA/Enron@Enron Subject: Re: Carta ELETROBOLT Joe We already have another letter about "A" consumers. I believe that we'd better have each subject in a different letter. The letter about "A" consumers is attached. I have not recieved feedbacks on it. Fred Joe Kishkill 09/07/2001 22:05 To: Moacyr Carmo/SA/Enron@Enron cc: Luiz Baccaro/SA/Enron@Enron, Fred Sampaio/SA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Sergio Assad/SA/Enron@Enron, Luiz Maurer/SA/Enron@Enron, Jose Lucio Reis/SA/Enron@Enron, Debora Klinger/SA/Enron@Enron, Gisele S Braz/SA/Enron@Enron, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, rcastro@elektro.com.br, msiqueira@elektro.com.br, jmazzon@elektro.com.br, Luis Henriques/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron, Cecilia Mercio/SA/Enron@Enron, Breno Nogueira/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Sami Arap/SA/Enron@Enron Subject: Re: Carta ELETROBOLT My "two cents": I would add Remi's concepts to the bottom of Fred's letter. We shold say something like we believe in the "A" market and applaud the governments efforts to date, but we remain frustrated by what we view as unnecessary restrictions on purchase and sale of certificates. We shold then list the changes we would make. Then we should go on to state that we are puzzled as to the difference between energy represented by certificates and energy produced by Eletrobolt. After all, an electron is an electron. Why not collapse the markets together? Certifcates can settle at the MAE and merchant plants can sell industrials the power they need above their meta on bilateral basis. Starting with Eletrobolt, adding "A" market, and poining out how similar they truly are produces what I think is a great flow and a great argument. Thanks, Kish Moacyr Carmo 07/06/2001 03:00 PM To: Luiz Baccaro/SA/Enron@Enron cc: Fred Sampaio/SA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Sergio Assad/SA/Enron@Enron, Luiz Maurer/SA/Enron@Enron, Jose Lucio Reis/SA/Enron@Enron, Debora Klinger/SA/Enron@Enron, Gisele S Braz/SA/Enron@Enron, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, rcastro@elektro.com.br, msiqueira@elektro.com.br, jmazzon@elektro.com.br, Luis Henriques/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron, Cecilia Mercio/SA/Enron@Enron, Breno Nogueira/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Joe Kishkill/SA/Enron@Enron, Sami Arap/SA/Enron@Enron Subject: Re: Carta ELETROBOLT A? vai a minha contribui??o j? utilizando a do Baccaro como base. Moacyr Luiz Baccaro 06/07/2001 11:48 AM To: Fred Sampaio/SA/Enron@Enron cc: Joao Carlos Albuquerque/SA/Enron@Enron, Sergio Assad/SA/Enron@Enron, Luiz Maurer/SA/Enron@Enron, Jose Lucio Reis/SA/Enron@Enron, Debora Klinger/SA/Enron@Enron, Gisele S Braz/SA/Enron@Enron, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, rcastro@elektro.com.br, msiqueira@elektro.com.br, jmazzon@elektro.com.br, Luis Henriques/SA/Enron@Enron, Moacyr Carmo/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron, Cecilia Mercio/SA/Enron@Enron, Breno Nogueira/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Joe Kishkill/SA/Enron@Enron, Sami Arap/SA/Enron@Enron Subject: Re: Carta ELETROBOLT Fred, Segue minha contribui??o. Baccaro Fred Sampaio 06-07-2001 11:20 AM To: Joao Carlos Albuquerque/SA/Enron@Enron, Sergio Assad/SA/Enron@Enron, Luiz Maurer/SA/Enron@Enron, Jose Lucio Reis/SA/Enron@Enron, Debora Klinger/SA/Enron@Enron, Luiz Baccaro/SA/Enron@Enron, Gisele S Braz/SA/Enron@Enron, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, rcastro@elektro.com.br, msiqueira@elektro.com.br, jmazzon@elektro.com.br, Luis Henriques/SA/Enron@Enron, Moacyr Carmo/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron, Cecilia Mercio/SA/Enron@Enron, Breno Nogueira/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Joe Kishkill/SA/Enron@Enron, Sami Arap/SA/Enron@Enron cc: Subject: Carta ELETROBOLT Dr Jo?o Segue a primeira minuta de carta, conforme solicitado. Aguardo sugest?es e coment?rios. Fred
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