Enron Mail

From:david.forster@enron.com
To:bob.shults@enron.com
Subject:RE: Origination Priorities
Cc:
Bcc:
Date:Thu, 31 May 2001 05:57:07 -0700 (PDT)

Bob,

As a first cut at the Storage facilities, you might want to list the companies which Paul recommended, adding according to size of facility as necessary to round out the list. You can always re-prioritize the list as you make calls and/or get more information.

I note the pipelines list is in alphabetical order. What does the order look like if you prioritize using the strategy you identified?

Will you guys be maintaining some kind of spreadsheet or other to track progress with each company?

How soon do you anticipate contacting the top 5 on each list?

Dave


-----Original Message-----
From: Shults, Bob
Sent: Wednesday, May 30, 2001 6:14 PM
To: Zipper, Andy
Cc: Diamond, Daniel; Carter, Carl; Forster, David; Bridges, Michael; Cummings, John
Subject: Origination Priorities

Per your request we have outlined our priority origination companies:

Pipelines: We have compiled a comprehensive list of pipelines and begun to develop a prioritization strategy. Our original focus will be targeted at the most active capacity release and parking & loaning pipelines. In addition we are targeting certain regional pipelines and low liquidity pipes looking for a boost to their transportation volumes. (We have included some pipelines in the list that have already been approached by D. Forster that we still consider good prospects; Dave will continue to work on these pipelines)

ANR (Forster talked to parent El Paso but not ANR directly)
CGT (Forster)
Columbia Gas Transmission
Dominion Transmission
Gulf South Pipeline (needs liquidity)
HPL (regional) - medium
Iroquois (regional) - medium
Kern River (Forster talked to Transco/Williams)
Lone Star (regional)
National Fuel (regional)
Northwest PL (Forster talked to Transco/Williams)
Oasis
Oneok Transmission and Storage
Panhandle Easter (Forster)
Questar
Reliant - Arkla (needs liquidity)
Sabine Pipeline
SONAT (Forster talked to parent El Paso but ANR directly)
Trunkline (Forster)
Tennessee (Forster talked to parent El Paso but ANR directly)
Transco (Forster)
Vector (regional)
Valero
Viking (regional)

Gas Storage: We have obtained a database of North American storage fields and are continuing define our priorities in the storage sector. We should have this list in a couple of days.

Coal: A cursory review of the coal space and have identified a few opportunities. We have listed below a few targets for the coal sector. We will continue to look for additional opportunities in coal. We have met with the coal group and they are open to allowing competing prices on EnronOnline.

Rail Cars: Burlington Northern, CSX, Union Pacific, Canadian National, Northfolk Southern
Pittsburgh Seam coal product - Allegany Energy Global Markets
International Coal - Billiton Marketing Ag - equity owner of Global Coal
Petcoke product

Gas and Power: Under review.

Bob Shults
EnronOnline LLC
Houston, Texas 77002-7361
713 853-0397
713 825-6372 cell
713 646-2126
bob.shults@enron.com