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Enron Mail |
Yes, I had also heard that Calpine/NPG have passed on the early start date...I think PGT will show this to the market.... no change regarding the 02 issues as of yet.
BT -----Original Message----- From: Lambie, Chris Sent: Monday, October 15, 2001 5:14 PM To: Tycholiz, Barry Subject: RE: PGT Expansion 2003 - Info We heard today that both Calpine and Newport have passed on the volume made available by PGT for Nov 01 (40,000/d)..... Any news as to what they are thinking for Nov 02????? -----Original Message----- From: Tycholiz, Barry Sent: Friday, October 12, 2001 9:33 AM To: Grigsby, Mike Cc: Lambie, Chris; Miller, Stephanie Subject: PGT Expansion 2003 - Info As you guys know the 2003 PGT expansion plans are supposed to be 230,000/day. The landscape of the shippers list is ever changing... Rumors of PPL pulling out 85,000/day to Malin and Stanfield is unconfirmed ( we are trying to validate)... and potentially Avista pulling out as they have been downgraded... they hold 35,000/day in 2003. Combined this is almost half of the planned expansion. Although not confirmed the bottom line is as the 03 shippers back out the expansion it becomes compromised and ultimately I believe the 2002 expansion and 2003 expansion start to blend together. As you guys know the 2002 shippers lists of 211,000 / day is made up 2 shippers Calpine 35,000/day and Newport Gen 175,000/day and this expansion has it's own issues. As we know more about shippers moving around I will pass on... pls do same. BT
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