Enron Mail |
Hey guys,
The meeting today will be at 4:30 in EB751. EES is fine with accepting the gas in storage - with no fallback position. This is largely due to the fact that we are in the middle. We are accepting the gas in storage, so EES really has no choice. However, they are starting to show some concern for swing and true-up volumes. My thought at this point is that since they are receiving the gas in storage, there is no need to worry about swing - it can fit in the storage with the rest of the gas. This may cost something, but it should not cost as much as a put. EES also wants daily as opposed to first of the month delivery. That's about it. See you at 4:30. Andrew
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