postbot/aeslc_kw huggingface dataset:
Subject: Update - EcoElectrica Winter Cargo

If the last Hoegh Galleon cargo of this year is diverted to Puerto Rico, the  economics of sending non-Cabot LNG to Puerto Rico are different than those  mentioned in my prior note.
Based on current prices, there is $0.7 MM of value that could be captured  between Enron LNG and Eco on the diversion.
This represents the price  difference between what it would cost to buy back our sale to ENA at CMS and  what Eco would have had to pay Cabot for a Winter Cargo.
If CMS would let us  out of the terminal fee or let it apply to a future delivery, that would add  an additional $1 MM of value.
If Cabot had to give up its Demand Charge and  Demand Surcharge (hard to imagine) on the Winter Cargo, that adds another  $4.7 MM.
A second Hoegh Galleon cargo should add $1.5 MM but would need to be sourced  from Nigeria or Algeria(???).
Cabot controls the date of the Last Cargo delivered in 2001.
It can be  November 23-December 15 (unless another date is mutually agreeable).
The date  of this last delivery determines the earliest date that Eco would be able to  receive the Hoegh Galleon.
The earliest that Eco could receive the Hoegh  Galleon should therefore be between December 20 and January 11 - depends on  Cabot.
Eco would be able to receive a second Hoegh Galleon cargo as soon as 29 days  after the first Hoegh Galleon cargo delivery or as late as 45 days after.
Two  Hoegh Galleon cargoes should give Eco enough fuel (barely) to get them to the  dates where they are eligible to receive the Early Spring cargo (100 days  after the Last Cargo of 2001).
In addition to the $$$'s available to be captured, this program removes Eco's  risk of not receiving a Winter Cargo from Cabot.
Economics and Timing -  The amount of value to be captured is most heavily  influenced by December-January NYMEX prices.
These impact our cost to buy  back gas at the CMS tailgate and our cost to buy the second Hoegh Galleon  cargo.
Our gas cost is more subject to change than is the Cabot contract  price we are trying to beat.
If we had a crystal ball, we would lock-in the  economics of the diversion and of the purchase of the second cargo when the  NYMEX bottoms-out.
The front of the price curve has lost ~$1.00/MMBtu in the  last 2 weeks.
Where will it go from here?
In order to be prepared to execute when market conditions are right, we need  to get Eco on board and initiate discussions with a producer about supply for  the second cargo.
Also, we should talk with Gene Massey to confirm that the  contract says what we think it says and to get his thoughts on what we are  trying to do.
I would appreciate any insights that you may have regarding this opportunity.
Regards,
Subject: Eco Fuel Consumption

Oscar,  Per our conversation, the following are the fuel management team's  assumptions of fuel requirements for Eco at 100% of capacity:  LNG   91,260 MMBtu/day at 507 MW    Heat Rate = 7500 BTU/kwh  LPG   1905 Metric Tons at 507 MW     Heat Rate = 7461 BTU/kwh    (Note: 522  gallons/MT   ,   91,300 Btu/gallon)  No.2   619,000 gallons/day at 465 MW   Heat Rate = 7313 BTU/kwh    (Note:  131,850 Btu/gallon)   Heat rates at less than 100% of capacity will be different from those at  100%.
Check with Rick or Arthur regarding performance curves.
Call me if you have any additional questions.
Regards,
Subject: EcoElectrica LNG Requirements for Remainder of 2001

The attached spreadsheet allows you to easily calculate Eco's year-end LNG  inventory for a variety of cases that vary dispatch rate, # days of outage  for CT1, and number of cargoes diverted between now and year-end.
Simply  enter your assumption for number of days of CT1 outage in cell A16 and the  number of cargoes you want to divert in cell A23.
The year-end inventory is  automatically calculated.
A negative number means that you require more LNG  than you are entitled to receive.
Assuming that you want the LNG tank full at year-end:  1.
Eco will be able to receive 100% of the remaining 6 cargoes if the CT1  outage is 60 days or less  2.
175 days of CT1 outage are required to result in Eco being able to divert  1 cargo and still have a full tank at year-end  3. a 60-175 day outage for CT1 results in surplus LNG but whether or not it  is enough to market depends on how much the outage exceeds 60 days  The above figures assume a 76% dispatch and 95% availability on days that Eco  is not assumed to be in an outage.
Paul
Subject: UBS Group

Andy,   How are you doing?
Will you be in John Lavorato's group or in the Power group, when we move to UBS.
Also, what commodities will you be trading?
Thanks,
Subject: TSH Contract

Kenny -  I picked up your voice mail.
Apologies if this is not timely as I've been out this week.
So, you may have already gotten this same info and update from Mike, but here goes.
I understand that you are really wanting a push to get this deal done asap.
Mike and I feel the same way as we still are very supportive of the deal and recognize the impact on momentum that extended contract negotiations can have.
I would like to manage your expectations on the timing, though.
As you know, we visited with Enron legal for the first time on Monday, May 21.
At the end of the meeting, Enron took the to-do to cycle edits based on our commercial and business principle discussions.
We received the revised contract on Monday, June 4.
Realistically speaking, the contract has been rewritten.
We are hopeful that the business and commercial terms that have been agreed upon are still in tact, but regardless, the new document will take us some time to digest, reflect, and comment.
Mike, Mark, and Brian are reviewing the contract in detail today and tomorrow.
You and I should expect to receive their summary comments and feedback early next week.
When I have gotten them, I will call to schedule review time with you as well.
Thanks,
Subject: Great Lakes Transmission Ltd.

Presentation: Great Lakes Transmission  When: Monday, June 18 (3:00-4:30)  Where: Troy, MI (Detroit) Who: Shiela Walby (Marketing); The main guy is Great Lakes is Art Edmunds [this is who I spoke to] and he will be out of town for several weeks but wants us to meet with Shiela, his rates/pricing manager; An IT person will be at the meeting as well.
Comments: Art told me that they run daily auctions for both firm and IT; He also told me that they were unable to get rid of much of their firm capacity this past winter; Alliance, Panhandle Eastern and Vector have created a competitive environment for Great Lakes; Art also told me that they rarely sell at their max.
rate due to   new competition.
Note: We are meeting with Vector on Tuesday.
Subject: Thanks for the interview

Andy,  Thanks for giving me the opportunity to meet with you about the Analyst/ Associate program.
I enjoyed talking to you, and look forward to contributing to the success that the program has enjoyed.
Thanks and Best Regards,
Subject: Delayed - EnronOnline Europe Marketing Reports

Hello Everyone:  Due to database difficulties in Houston, the EnronOnline Europe Marketing Report for the week ending June 6, 2001 could not be produced today.
The report will be distributed as soon as data becomes available.
Apologies for any inconvenience this may cause.
Regards,
Subject: ClickPaper transition

FYI.
The ClickPaper group in Industrial Markets asked my permission to be able to say, "ClickPaper will be upgraded to operate via the EnronOnline platform."
I have asked them to delete the reference to EnronOnline and simply claim that this is a new version with many enhancements and new features.
While it may seem like their message gives a plug to EnronOnline, I think it will confuse the audience on what exactly is the relationship between ClickPaper and EnronOnline.
Also, we have little control over how Industrial Markets will promote ClickPaper and I don't want the market to think that any issues with ClickPaper somehow are a poor reflection on EnronOnline.
Kal
Subject: FYI-n

ChemConnect and Envera Announce Merger; Leading Online Marketplace for Chemicals and Plastics and Major Industry Consortium Join Forces, Heralds New B2B Era   06/07/2001  Business Wire    Offering the only complete e-commerce solution for buyers and sellers of chemicals and plastics worldwide, ChemConnect Inc. and Envera today announced they have merged.
The agreement between ChemConnect, operator of the World Chemical Exchange, a dynamic online marketplace supported by strategic e-commerce services, and Envera, a leading global electronic network for chemical and petrochemical industry B2B supply chain transactions and services, is effective immediately.
Dedicated solely to creating value for buyers and sellers of chemicals and plastics, the merged company offers increased efficiency, cost optimization, and improved collaboration with existing and new business partners across the entire supply chain, from prospecting to fulfillment and settlement.
"ChemConnect is the leading online marketplace for chemicals and plastics.
Envera offers unparalleled supply chain integration.
Together, we create the first online Marketplace Plus that offers a flexible, modular approach to accommodate different stages of adoption," said John Robinson, ChemConnect CEO, who will now serve as CEO of the merged entity.
"Combining our complementary strengths and shared vision, we will have an unbeatable solution: A seamless connection to the entire workflow, from identifying new business partners to fulfillment.
It's what our Members told us they want, and with this merger, we are making it all available."
ChemConnect and Envera will offer their Members unmatched, online global buying and selling opportunities, supported by end-to-end connectivity and collaboration--including sales, logistics, and financial services--across entire supply chains.
With each company's proven B2B expertise in creating new efficiencies and improved bottom-lines for their members, the two companies together represent the first fully-integrated, full-service e-commerce solution, where buyers and sellers of chemicals and plastics can meet in an open, independent marketplace to find new business partners, negotiate purchases and sales, and complete order fulfillment through automated back-office business processes and system-to-system integration.
Because both companies' solutions are "ready-now," with low entry costs, chemicals and plastics buyers and sellers can immediately, and profitably, benefit from procurement, sales, and supply chain efficiencies.
Subject: Kiodex Reports on EnronOnline

I am working with IT on the look and feel for Kiodex Lite reports on EnronOnline.
I think the reports should be named "Kiodex Reports" and branded with the Kiodex logo.
While EnronOnline is delivering the reports, I want our users to easily understand that EnronOnline is not processing the reports and any errors/issues would be Kiodex's responsibility.
Pls.
let me know if you agree.
Kal
Subject: Previous conversation....

Andy:   It was a pleasure speaking with you earlier this morning.
Like I said, I just wanted to introduce myself and see who you might know that would have an interest in ice fishing.
Please feel free to contact me personally or you may also pass my information along to anyone that may have an interest.
My client holds a strong position in the Northeast.
They are looking to fill a Senior Gas Trading position.
They are fairly new to the gas world and seeks a professional with a solid understanding of the technical side of natural gas trading.
Somebody that is not afraid of taking "responsible" risks.
Further information includes:  35,000 megawatts of generation, VAR limit of 25 million   The role in general would consist of approximately 35% Strategic Gas Hedging in the Northeast with the remaining balance Spec Trading.
This is a Senior Level position so my client is looking for experience as head of a desk.
If you have any questions or would like to talk further, please feel free to contact me via phone or email.
Thanks,
Subject: Dual Structure

Andy:   Would you please look into this structure.
The intention is to price the structure at the money.
The time when they started - the basis diff was 25 cents.
I propose to price it as shown below and one at NGI SoCal border minus  IFERC San Juan minus  market price.
I have included the LAX (Los Angeles Airport) weather data summary for your info.
Please call me if you need additional information.
Thanks,
Subject: Saturday San Antonio Meeting

Remember, the General Meeting will be this Saturday at the Doubletree Hotel in San Antonio, 37 Northeast Loop 410 (at McCullough) about 2 miles southwest of SAT.
Continental breakfast will be available 9:00 am, the meeting will start at 10:00 am and last until approximately 1:00 pm.
There will be door prize drawings as well as 2 raffle drawings.
Item 1.
Sporty's JD-200 Transceiver  ($400 value)  Item 2.
One hour trip in a Piper Meridian turbo-prop aircraft for 2.
One up-front flying right seat if you like.
($500 value) 	 To be confirmed  You are also welcome to join the Board meeting to be held at the same location Friday 7:00 to 10:00  Come out to join your fellow pilots, board of directors and office staff and enjoy the day.
thank you
Subject: Open due diligence items

Andy, UBS has given us a list of open due diligence items made by UBS' Market Risk Group.
We would like to have due diligence completed by this evening so that we might sign soon thereafter.
Below are the items for which you were identified as NetCo contact.
Please let me know the status of this information and send it to me as soon as possible.
If you need any assistance from me, do not hesitate to call.
3) Detailed explanation of funding assumptions which would include what  levels the traders expected to receive funding from Treasury and how Treasury  derived both overnight and term internal lending rates.
- Andy Zipper  4) A detailed description of how volatility curves are currently being built.
Description should include what inputs are used, are outputs consistent with  inputs, and are these curves independently verified by a internal control  group.
- Andy Zipper     Regards,
Subject: solution for hedging options that doesn't decrement swap volume

Hi Andy.
Here's my suggestion (actually it was yours):  Product 1	Fin Power Swap		 	Web Visible	 	Offered Qty: 50 	Qty Increment: 5 	Min Qty: 5 (or whatever you want to use as a minimum) Product 2	Fin Power Swap  	Ghost Product - not web visible 	Offered Qty: 200 	Qty Increment: 1 	Min Qty: 1 	Base Link to Product 1 with Bid = 0, Offer = 0, Offset to Last trade of 0 with reset qty of 200 	NOT Auto-hedged to Product 1 Product 3	Fin Power Option  	Auto-hedged to Product 2.
Here's what will happen:  Suppose the option is traded and to hedge it requires a qty of 15.
The actual hedge will be against Product 2.
Product 2 offered qty will reduce to 185.
Since Product 2 is not auto-hedged to Product 1, there will be no impact on the main swap.
The prices for Product 2 will always be exactly those of Product 1 since the bid and offer are 0.
Note: Eventually, the offered qty for Product 2 will reduce below the amount needed for hedging a particular trade (for instance, if every trade required a hedge qty of 15, then after 13 trades, your remaining qty would be 5).
This is not a problem.
The hedging model for options allows for not enough volume being available on the swap.
The next trade would simply get fully hedged and pop the qty back up to 200.
Since it has an offset to last trade of 0, the bid and offer prices would still be those of Product 1.
Also Note:  We will have to make sure the power IT guys are prepared to get essentially the same swap (Product 1 and Product 2) under two different product ids.
Does this make sense?
Subject: online power option change request

Jay,  It was good to meet you today.
As per our conversation in the hallway, Andy Zipper and I would like to get the "Vega Limit" for power options decimalized.
Currently we can only take this value down to 1.
We would like to have the ability to set this at .1 (point one).
Thanks.
Rob Stalford 853-6768
Subject: Confirmation: Risk Management Simulation Meeting 11/15/01

Hi Andy,  I'm not sure if Andy Lewis explained to you what we were working on with Enron.
Basically, our team is responsible for creating a performance simulation to replace Enron's Basic Risk Management course.
Along with the simulation, a Knowledge System (series of html pages) will be delivered to each learner.
This Knowledge System is a series of topics or "chapters" each consisting of content that will help the learner perform throughout the simulation.
Think of this as a encyclopedia, where the learner can go to as a source of reference.
Topics include, but are not limited to: Hedging Basics, Risk Identification, Swaps, Options, Commodity Fundamentals, and Accounting & Reporting.
I've attached the topic outline for Swaps and the practice exercises and graphics section of the Knowledge System for you to review.
(See attached file: Framework Swaps_Final.doc)(See attached file: Swaps Graphic ideas and practices_5.doc)  Sheri and I are responsible for this Knowledge System and would like your help in the Swaps topic.
Specifically, we would like you to help us with practice exercises the learner will complete within the Swaps topic and graphic ideas that will also support the content in this topic.
In addition, we are hoping you can provide us with some of the questions that is outlined in the topic outline.
(see above)  I will still like to meet with you this afternoon at 3:00pm, so let me know what your schedule looks like.
Let me know if you have any questions, I can be reached at X5-6687.
Thanks,
Subject: pending missions and Thanksgiving wishes

BROADCAST MESSAGE TO ALL PILOTS:  Have a safe and wonderful Thanksgiving.
Thank you for all you do for me and Angel Flight.
God Bless you and your families at this special time of year.
Subject: GIDDINGS BBQ FLY IN  DEC 15

ONE LAST REMINDER ....
PLEASE RSVP BY FRIDAY, NOV 30  Angel Flight South Central would like to invite you to a fly-in BBQ at Giddins-Lee County airport (62H), Saturday December 15th.
12:00 noon to 3:00 pm  Come on out and meet some of your fellow pilot and volunteers helping to make organization a successful one.City meat market will be preparing sausage, brisket, and pork, with potato salad, beans, rolls, and iced tea.
To off-set our cost a $5.00 donation would be appreciated.
HOW TO GET THERE:
Subject: Angel Flight South Central pilot death

One of our Arkansas pilots died this week He had signed up in August of 2001 but had not flown a mission for us yet.
Details on the memorial forthcoming.
Below is correspondence regarding the crash.
Be careful out there.
Beth,    According to news reports this morning Dr. Jim Arnold and his wife were killed yesterday in the crash of their Cessna Conquest near Arkansas City, KS, leaving two boys ages 5 and 7.
That will also effectively remove Stan Sence from the pilot list as he flew Dr. Arnold's other airplane.
Don  Beth --
Subject: pending missions  SAT  THUR

BROADCAST MESSAGE TO ALL PILOTS:  PLEASE REMEMBER TO CONTACT YOUR PATIENT AS SOON AS YOU RECEIVE THE PAPERWORK, AND AT LEAST 24 HOURS BEFORE THE FLIGHT TO CONFIRM TIME AND PLACE.
WE HAVE HAD PATIENTS CALLING IN BECAUSE THEY HAVEN'T HEARD FROM THEIR PILOT YET.
ALSO, SOME ARE WORRIED WHEN THEY DON'T HEAR FROM THEIR PILOT AS THE MISSION DATE GETS CLOSE AND THEY ARE FINDING OTHER WAYS TO GET THERE AND ARE CANCELING.
I currently have 13 pending missions.
If you can fly please call or email the office as soon as possible.
1 for SAT		1.
New Orleans to Huntsville, AL (leg 1 of 3 leg mission)  1 for THURS		1.
Houston to Jackson, MS  (LEG 2 of 3 leg mission)   PLEASE CHECK THE WEBSITE FOR OTHERS   thank you
Subject: NYMEX Aluminium Market Maker

Joe Gold has kept you informed of our discussions with NYMEX.
Please see First Draft attached of our understanding of this meeting.
Joe Robertson of our New York office 001 212 715 5254 is fully aware of our ideas and has (as far as metals are concerned) good contacts at NYMEX.
We would suggest that you engage him as the metals futures specialist in your further discussions with NYMEX.
We have had some further telecon discussions with NYMEX and will modify this first draft and, of course, send you final copy we transmit to NYMEX.
Best regards
Subject: MS150 pledges

Ladies and gentlemen,  A gentle reminder that the pledges you made to Jeff Skilling for the MS150 are now overdue.
Kindly send your check, made payable to "NMSS," to me at EB5008a no later than Friday, June 1.
Community Relations is handling the matching gift for this event, so there is no need to complete a matching gift form.
If you have any questions regarding your pledge, please don't hesitate to call me at x3-5984.
Thank you again for your support on this event.
Regards,
Subject: NGX

I just wanted to let everyone know our time line with respect to NGX:  May 31st - Press release to the industry that Enron's information will be included in the NGX Index starting July 1st, 2001 (Rob Milnthorp).
June 15th - Enron systems are in place to transfer data to NGX (Andy Zipper & Jay Web).
June 30th - NGX is tested and ready to go.
July 1st - Enron's data is included!!!!
If anyone needs help facilitating this process please coordinate with Chris Lambie (974 - 6780).
Regards,
Subject: Exotica add-in

Andy,  Just finished meeting with Nelson from gas fundies and Martin Lim from power fundies to discuss getting the Exotica libraries migrated ASAP.
The best I can get from them is "hopefully tomorrow" as far as a date for migration.
They are dealing with the validation of calculation routines between the UBS libraries and the Exotica libraries since Exotica will play a role in pnl calculation.
I will follow up on this again tomorrow.
I told them that "hopefully tomorrow" was not the answer I was looking for so I would help out in any way.
They recognize that we need these libraries loaded on our machines regardless of their validation.
Also, Nelson showed me a list of the products that are scheduled for 'day 1' and power options are not on that list.
There are a lot of people working with that list to prioritize support so this is just a heads up for you.
Later.
Rob
Subject: Int'l Coal & Broker Client

According to the International Coal desk, the three brokers that have expressed interest are:  -	TFS -	GFI -	NatSource  Apparently the desk is not as enthusiastic about NatSource from their perspective, though they would be happy to see the other two getting access.
Let me know if I can further assist.
Thanks,
Subject: Latest Offline Contact Status

Offline Contact Status - 6/6/01   1.
Commerce One C1 is working on a valuation analysis, including customer discussions.
A meeting in Austin with Mark Hoffman and Matt Graves is being arranged for Thursday or Friday, 6/21 or 6/22.
C1's current position is that the value of an Enron company owning the Offline IPR is $50 - $100 million.
2.
Reuters Philippe and Andy are following up with Phil Lynch and others to define a go-forward plan.
3.
Sungard Executive meeting being scheduled.
Also exploring interest in mid/back office systems and DealBench.
4.
SAP Conference call with Brian Bartoldson of SAP Consulting scheduled for this Thursday, 6/7, at 2pm.
Brian will provide additional "expert" input to Gary Fromer, who is still trying to sort through the size of the Offline market opportunity.
5.
Sun/iPlanet Meeting with John Fowler of Sun M&A scheduled in Houston on Tuesday, 6/12 .
Offline will be discussed from 9am - 12:30pm, DealBench from 12:30pm - 3pm.
6.
Microsoft Working with Peter Houston, Group Program Manager for Active Directory, to see if he can help us get a meeting in Redmond with the right Microsoft audience.
Have been referred to James Utzschneider, one of the Microsoft application product executives.
Philippe is working with Microsoft contacts also from the technology side.
7.
BEA Initial interest confirmed via conference call last week.
Trying to schedule initial meeting for presentation and demo.
8.
Siebel Working with Beth Perlman and Joe Wong to establish contact.
9.
HP Working with local HP representative, Michael Morrison, to establish contact.
10.
TIBCO/Accenture On hold.
11.	i2 On hold.