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Enron Mail |
John , seems that the Wartsila guys have not been straight with us , your
guys didn't cause the problem . Thanks michael -----Original Message----- From: Lewis, Richard Sent: Wednesday 23 May 2001 08:42 To: Brown, Michael Subject: Wartsila USA Our US team are not to blame. ---------------------- Forwarded by Richard Lewis/LON/ECT on 23/05/2001 08:45 --------------------------- Chris Thrall 22/05/2001 19:10 To: Richard Lewis/LON/ECT@ECT cc: Rob Bayley/LON/ECT, Peter Crilly/LON/ECT@ECT, Nigel Beresford/EU/Enron Subject: Wartsila USA Richard, This is the e-mail you forwarded back in February. I have chased up all of the guys in the US and here's the scoop: ENA Spoke with Bob Virgo who is a John Chappell equivalent, working for Dave Duran They looked hard at the Wartsila engines back in March and concluded that it would not work due to emissions problems - they were considering the sites from all over the US They haven't spoken with Wartsila for over a month No wonder why Dave Duran hasn't rushed to call me back EES Spoke with Jeff Golden who is VP Corporate Development and acting as deal leader for distributed generation projects They have spoken with Wartsila only generally about a deal EES is trying to create optionality for its originators by pre-permitting some sites in New Mexico (x 2), Arizona (x 2) and Nevada (x 5) Each site would be suited for 10 - 50 MW... therefore 70 - 350 MW total They looked at a 2-4 year lease option with Wartsila starting this summer but it likely won't happen - can't get the sites permitted in time Jeff didn't think there was anything that would cause Wartsila to conclude that the US deal was immenent Jeff was interested in co-ordinating our efforts and wants to discuss the merits of a global deal - I will be sending him a copy of our Wartsila term sheet Spoke with Mark Dobler who is VP Operations confirmed that Jeff is the man to talk to in EES sentiment in EES is that they are no big time bullish about getting into physical positions to cover off California - thinks the Sol Cal Edison credit problem will be solved by the government heard that one of the EES guys in Brazil (Tony Spruill) is looking at generation to cover off some positions - another potential for a global deal Conclusion From Enron USA's perspective there is no burning deal for Wartsila kit Interesting feedback considering this morning's conversation... Regards, Chris ---------------------- Forwarded by Chris Thrall/LON/ECT on 22/05/2001 17:22 --------------------------- Richard Lewis 12/02/2001 08:00 To: Mark Dobler/HOU/EES@EES cc: Dan Leff@EES, Rob Bayley/LON/ECT@ECT, Chris Thrall/LON/ECT@ECT Subject: Re: Mobile DG Sets We are in negotiations with Wartsila, a maker of 3MW gas recip engines, that gives us access to up to 700MW of engines over a 5 year time frame (including some very nice optionality). An important feature is that we think we can mark to market the tolling contracts. Chris Thrall is the lead originator on the deal, which still has some significant hurdles to overcome. My intention is to get this deal done, then bring North America in to the equation. Wartsila are a counterparty with great potential, but can be flakey, and therefore need to be handled carefully. I will ask Chris to give you a call later today. Regards Richard Enron Energy Services From: Mark Dobler @ EES 09/02/2001 23:11 To: Richard Lewis/LON/ECT@ECT cc: Dan Leff Subject: Mobile DG Sets Richard - I was referred to you by Dan Leff, who asked me to touch base on some mobile power sets you are deploying in the UK. He indicated the number to be qty 70 10MW units. I have the same task here in the US, specifically to take advantage of the power shortage occurring 2-3Q 2001, in multiple markets. If you are the right contact person, can we talk on 12 Feb? I can be reached at 713.345.5296 (office) or 713.302.3663 (cell). If you are not the right contact person, can you forward accordingly? Thanks for your help. Regards Mark
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