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Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Brennan, Lorna </O=ENRON/OU=NA/CN=RECIPIENTS/CN=LBRENNA< X-To: Barker, Courtney </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Cbarker4<, McGowan, Mike W. </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Mmcgowa<, Chavez, Gabriel </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Gchavez<, Dickerson, Steve V </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Sdicker2<, Dowd, Stephen </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Sdowd<, Gadd, Eric </O=ENRON/OU=NA/CN=RECIPIENTS/CN=EGADD<, Gelin, Elberg </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Egelin<, Gonzalez, Martin </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Notesaddr/cn=cfbaf2c9-d2d38d69-88256a07-657d9d<, Hyatt, Kevin </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Khyatt<, Junus, David </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Djunus<, Lee, Jebong </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jlee7<, Millar, John </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jmillar3<, Ratner, Michael </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Mratner<, Hass, Glen </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Ghass<, Loeffler, Michael </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Mloeffl<, Stanton, Lon </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Notesaddr/cn=660caaec-2d4cd0f2-86256771-505851<, Wilson, Rob </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Rwilson<, Dushinske, John </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jdushin<, Fowler, Bill </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Bfowler<, Miller, Kent </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Kmiller2<, Neubauer, Dave </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Dneubau<, Neville, Sue </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Snevill1<, Williams, Jo </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jwillia3<, Barry, Mike </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Mbarry<, Berg, Vicki </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Vberg<, Bolks, Sean </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Sbolks<, Bollinger, Joni </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jbollin<, Bowers, Janet </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jbowers<, Branney, Theresa </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Tbranne<, Buehler, Craig </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Cbuehle<, Burleson, Bob </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Bburles<, Cabrera, Reyna </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Rcabrer<, Halpin, Tom </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Thalpin<, Herber, Stephen </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Sherber<, Janousek, Martha </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Mjanous<, Johanson, Tim </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Tjohans<, Lagerstrom, Karen </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Klagers<, Lantefield, Laura </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Llantef<, Mason, Robert </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Rmason1<, McCarran, Penny </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Pmccarr<, Mercaldo, Vernon </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Vmercal<, Oldenhuis, Frank </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Foldenhu<, Pavlou, Larry </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Lpavlou<, Penkava, Loren </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Lpenkav<, Pritchard, John </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jpritch<, Riehm, Richard </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Rriehm<, Roobaert, Preston </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Proobaer<, Sebesta, Chris </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Csebest2<, Semin, Frank </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Fsemin<, Stage, Michael G. </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Mstage<, Stevens, Bob </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Bsteven2<, Strohmeyer, Vincent </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Vstrohme<, Swett, Larry </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Lswett<, Thomas, Steve </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Sthomas1<, Threet, Kay </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Kthreet<, Valley, Lisa </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Lvalley<, Weller, Steve </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Sweller<, Wilkinson, Chuck </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Cwilkin<, Cohrs, Allen </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Acohrs<, Fiscus, John </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jfiscus<, Gilbert, Steve </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Sgilbe2<, Jones, Dana </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Djones<, Joyce, Jane </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jjoyce<, Korbelik, Stephanie </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Skorbel<, Powell, Don </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Dpowell1<, Powers, Ken </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Kpower1<, Harris, Steven </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Sharris1<, Donoho, Lindy </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Ldonoho<, Goradia, Pallavi </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Pgoradi<, Lindberg, Lorraine </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Llindbe<, Lohman, TK </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Tlohman<, Lokay, Michelle </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Mlokay<, McConnell, Mark </O=ENRON/OU=NA/CN=RECIPIENTS/CN=MMcConne<, Moore, Jan </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Jmoore3<, Watson, Kimberly </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Kwatson<, Y'Barbo, Paul </O=ENRON/OU=NA/CN=RECIPIENTS/CN=Pybarbo< X-cc: X-bcc: X-Folder: \PYBARBO (Non-Privileged)\Inbox X-Origin: Ybarbo-P X-FileName: PYBARBO (Non-Privileged).pst FYI -----Original Message----- From: webmaster@cera.com [mailto:webmaster@cera.com] Sent: Friday, October 05, 2001 11:09 AM To: clients@cera.com Subject: Weakening Demand To Put the Squeeze on Spot Refining Margins - CERA Decision Brief Title: Refined Products Markets--The Fallout from September 11 URL(s): http://www20.cera.com/eprofile?u=35&;m=2717; *********************************************************************** WEAKENING DEMAND TO PUT THE SQUEEZE ON SPOT REFINING MARGINS Oil demand growth is slowing dramatically in the aftermath of the September 11 terrorist attacks. The combination of sluggish GDP growth and a sharp decrease in commercial air travel will in CERA's view result in declines in quarterly oil demand in fourth quarter 2001 and first quarter 2002. Spot refining margins are expected to trend downward, with the possibility of periods of upward volatility. Key factors that will influence the path of margins for the balance of this year and into 2002 include * weakening supply-demand fundamentals, as weak economies and reduced commercial air travel drive down demand * OPEC production policy and its effect on inventory levels * supply security concerns, including perceived risks of disruptions to physical supply that could result from new attacks or military action **end** Follow above URL for complete report (9 printed pages). E-mail Category: Decision Brief CERA Knowledge Area(s): Global Oil *********************************************************************** *********************************************************************** On September 17, CERA Chairman, Daniel Yergin, led a Global Client Conference Call discussion on the potential economic and energy industry fallout from the recent terrorist attacks on New York and Washington DC. The playback of this conference call is now available at on the web at http://www.cera.com/highlights/teleconf_20010917/ or via telephone at: 1-888-203-1112 (within the United States) or 719-457-0820 (outside the United States). Please use confirmation number 784004 to access the call playback. The playback is available until October 17, 2001. *********************************************************************** *********************************************************************** CERA's Autumn 2001 Roundtable event dates and agendas are now available at http://www20.cera.com/event *********************************************************************** To make changes to your cera.com profile go to: http://www20.cera.com/client/updateaccount Forgot your username and password? Go to: http://www20.cera.com/client/forgot This electronic message and attachments, if any, contain information from Cambridge Energy Research Associates, Inc. (CERA) which is confidential and may be privileged. Unauthorized disclosure, copying, distribution or use of the contents of this message or any attachments, in whole or in part, is strictly prohibited. Terms of Use: http://www20.cera.com/tos Questions/Comments: webmaster@cera.com Copyright 2001. Cambridge Energy Research Associates
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