postbot/aeslc_kw huggingface dataset:
Subject: Small world!

Hey John!
How are you??
I've been following the Enron story closely, which means I've thought of you a lot recently.
I hope things are going well, despite the uncertainty.
I ran into someone from our Enron days today, which made me think of a funny story.
Do you remember when John Mee tried to eat 8 Big Macs and hurled instead?
John was talking to my boss, Chuck Clough, today, who he's known since childhood and is a mentor of sorts.
When he got off the phone, Chuck told me who he was talking to and the name John Mee struck me as familiar.
I asked Chuck if he was a big kid who'd gone to Harvard and he said yes.
So I tell him the Big Mac story and Chuck picks up the phone and calls John to ask him if that was him because if so, I knew him.
Poor thing says "yeah, that was me, but not one of my finer moments..."  I could tell he was embarrassed.
I guess there are some things in life you just never live down.
I also ran into some friends of yours in Bermuda last month.
We shared a cab to the airport and realized we had all been at Enron, though not at the same time.
I mentioned that I really loved the company, especially how young it was and that I had a friend who joined right out of undergrad and is now doing really well.
They immediately said "John Arnold!"
Shocked the hell out of me, honestly.
They were very funny in saying that I had made a "bad trade" by marrying my husband instead of you.
I told them I would keep that in mind....  ;-}  I would tell you their names, but I can't remember off the top of my head.
They both work for a weather trading firm in the Northeast now, with Lynda Clemmons.
Well, gotta run to the gym - been putting it off as long as I could today.
I really do hope you're doing well.
Please drop me a line when you aren't trading up a storm...
Warm regards,
Subject: Broker Quotes - PLEASE READ

John and Dutch -  This email is sent to discuss what is needed with respect to NYMEX quotes from the broker market.
Simply put, we need quotes on every forward term for which we currently have positions.
It seems that the best way to obtain relevant information would be to ask for the following:  1.
Annual quotes (a quote for 2003, a quote for 2004, etc.)
2.
Seasonal quotes (winter '03, summer '04, etc.)
In short, try to obtain pricing to match any positions which we currently have in the books.
I know that this will be difficult to accomplish, but please do what you can.
We need these quotes for every day starting with Nov 28 through today.
We will continue to need daily updates for the immediate future.
Also, I am aware that our current position doesn't give us much stroke to ask for a lot of pricing data.
However, this information is critical as it will be needed for calculation of termination values.
Please do whatever you can to obtain as much data as possible.
Additionally, we need to get quotes from as many different brokers as possible to help verify pricing.
Please let me know if the brokers are not accomodating your requests; we may need to ask John or Louise to place calls into the brokers to move this process along.
If you have any questions or comments, you can normally find me in the "war room" next to Louise's office.
If I'm not there, please call me at (713) 927-3003 or at ext 53923.
Thanks,
Subject: Contact

I left a message earlier with your assistant.
My contact information is below, please touch base with me as soon as possible.
I am working on a project that is very pressing.
Subject: Wholesale Power and Gas Trading operation

8214 Colonial Oaks Lane                                                                                                                                                                                                               Spring, Texas 77379                                                                                                                                                                                                                 December 13, 2001 Regarding: energy trading positions    To Kevin Presto, Harry Arora, and John Arnold:   I am writing to you to express my desire to be apart of the Wholesale Power and Gas Trading operation that will potentially be created with an entity that has a high credit rating.
I have been working for Rogers Herndon in Enron Wholesale Services on the Options Desk.
In this role I have modeled the power options that are embedded in the various deals done through Enron Energy Services with large industrial and commercial clients.
In addition, I profitably managed the positions and priced deals for structurers and originators.
I realize that now is a difficult time but am confident that I would make an excellent addition to your team for several key reasons:   ?
Proven experience in the financial markets and direct trading experience in various markets, including electricity and natural gas, mortgage backed securities, U.S. Treasury securities, foreign exchange, EuroCurrency and EuroDollar deposits ?
Team player and high work ethic, successfully balancing trading opportunities with managing risk ?
Solid portfolio management and risk management experience in electricity and mortgage banking  ?
Five years direct experience in trading, risk management, structured products and marketing of electricity for the United States ?
Actively involved in the physical markets and strong understanding of the western grid ?
Experience trading OTC forwards and options at major hubs in other NERC regions such as Cinergy, Entergy, ERCOT, NEPOOL and PJM ?
Worked for both unregulated power marketers and regulated utility ?
Extensive experience in derivatives and structured products ?
Ability to effectively work with marketers pricing and structuring deals for industrial and commercial end users of energy ?
Strength in mentoring junior traders   Thank you,
Subject: info

John, 	I will have my cell with me until Saturday the 22nd.
713-569-4684.
From the 22-29th please reach me at 781-830-9199.
I will be out of the country but checking in at that number.
I will call you tonight to make sure that this information has made it to you.
Thanks-Jeb
Subject: Private Equity Fund

John -  I want to confirm that you received the literature on the UBS PaineWebber Private Equity Fund III and the Tamarack Fund.
The Private Equity III literature refers to a December 17 closing date; however, we have extended that closing, so you may still be able to participate.
Have you reviewed the material, yet?
Thanks,
Subject: NYMEX Holiday Hours

Friends:  The NYMEX will be open for a normal trading day today, closing at 2:30 p.m. EST.
The market will remain closed Monday December 24 and Tuesday December 25.
NYMEX ACCESS will reopen the evening of the 25th at 7:00 p.m.
The Exchange will reopen Wednesday morning the 26th at 10:00 a.m. EST.
Happy Holidays!!
BNP PARIBAS Commodity Futures
Subject: Re-establish ENA's account

Brian,  As we discussed earlier today, Enron North America Corp. (ENA) desires to re-establish its account with Paribas.
The purpose of this account would be to sell no more than 2,500 NYMEX natural gas futures contracts to hedge natural gas storage inventory for the months of February, March and April, 2002.
Please advise me as soon as possible regarding what ENA will need to do to re-establish its account.
Please call me with questions at (w) 713-853-7657 or (m) 713-582-8379.
Regards,
Subject: Hollywood video

You got a notice from Hollywood Video saying you owe $64.99 for a DVD you borrowed on 11/30/01 entitled "15 minutes".
You are to enclose the  letter when paying your bill so I am mailing it to you.
Be sure to look for it in the mail.
Also, we need to talk about the weekend of 01/12.
My doctor's appointment has been changed.
Let's talk about it.
Sorry I forgot you went to Belize.
Hope you had a wonderful time.
Hope there weren't any bugs in that thatched roof!
Love you, Mom
Subject: Bi-weekly Meeting

Ina: 1.
Vacation is fine.
2.
Please put meeting below on calendar.
3.
I am going to analyst presentation at Vanderbilt.
Find out when it is and  put on calendar.
4.
Can you find out who is on the ENA management committee meeting I went to  along with their title and responsibilities.
5.
Can you schedule a meeting for Tuesday or Wednesday late afternoon with  Phillip, Hunter, and Fletch about EOL Thanks.
Subject: New curve generation methodology

I am changing the way the curve is generated starting in Jan 2004 to better  replicate seasonal fundamentals.
There are convincing arguments as to why  the summer/winter spreads should tighten over time.
However, in the previous  methodology they blew out.
For instance summer/winter in Cal 3 was .232  while Cal 10 was .256.
I have added a seasonality dampening function that both contracts the  summer/winter spread and applies a premium to the electric load demand months  of July and August over time.
The formula for the curve remains the same except for a premium lookup for  the month as well as for the year.
These premiums are as follows:  Jan  -.008 Feb -.004 Mar -.001 Apr .002 May .003 Jun .004 Jul .004 Aug .004 Sep .003 Oct .002 Nov -.003 Dec -.006   These premiums start in Jan 2004 On Wednesday Jan 2003 settled 2.959,  the 3/4 spread was marked at .0375, the  4/5 spread was marked at .0475.
In the old methodology Jan 2003  = 2.959 Jan 2004  = 2.959 + .0375 = 2.9965 Jan 2005  =          2.9965 + .0475 = 3.044   In the new methodology Jan 2003  = 2.959 Jan 2004  = 2.959 + .0375 - .008 =2.9885 Jan 2005  = 2.9885 + .0475 -.008 = 3.028  The only change in the formula is from: Month x = Month (x- 1 year) + lookup on year on year table to Month x = Month (x- 1 year) + lookup on year on year table + lookup on month  premium table  The seasonality premiums will change over time and I will let you know when I  change them
Subject: vol book spreadsheets

Files are bigger than the limit, so I am trying one by one.
Harry,  I don't have access to M:\power2\options.
I'll request the setup, and here are the spreadsheets for vol book.
Subject: SAVE $15 on Bibi Magazine's New Year's Eve Party.....Just mention  "PURE ENERGY"!

========================================================= PURE NRG's UPCOMING CALENDAR OF EVENTS      *   December 31 (Monday) - Westin Hotel - Bibi Magazine's New Year's Eve  Party [SAVE $15 with Pure NRG]     *   February 2 (Saturday) - Valentine's Speed-Dating Mixer via Pure NRG &  MeraPyar.com =========================================================  Mention PURE ENERGY whenever you buy your New Year's Eve tickets to Bibi  Magazine's Party at the Westin Galleria Hotel, and get a $15 DISCOUNT off of  the Regular Rates.
No matter who you buy them from, you must ask for the  "Pure Energy" discount in order to get the CHEAPEST TICKETS AVAILABLE.
To purchase your tickets or for any questions, send email to  PURENRG123@AOL.COM or call Chander @ 713-253-4300.
There is a LIMITED SUPPLY  OF DISCOUNTED TICKETS available and they are SELLING VERY FAST, so call SOON  and save $15 per person!
Please FORWARD this email to others and SPREAD THE WORD about the "Pure  Energy" discount to your friends so that they can enjoy this SPECIAL SAVINGS  also!!!!
=========================================================                                         12.
31.
2001  PURE FANTASY  ~  PURE GLAMOUR  ~  PURE FUN  ~  PURE NRG        Get Ready Texas, New Year's Eve Never Looked SO Good!
PURE NRG PRODUCTIONS                                     in conjunction with                                     BIBI MAGAZINE                                          presents                                ON THE RUNWAY 2002                                    DECEMBER 31, 2001                                     8:00pm onwards                               The Westin Galleria Hotel                 (located on West Alabama in Houston, Texas)  =========================================================  New Year's Eve Never Looked So Good!
Bibi International Fashion Show featuring the Urban Indian Beat Dancers Gourmet Buffet Dinner Midnight Champagne Toast Party Favors & Special Treats Hottest DJ's Spinning Coolest Tunes American, Arabic, Bhangra and Latin Music Dancing with DJ Nitro Roaming Photographers Other Surprises  ========================================================= Ticket Prices:   Pure NRG Discounted Rate      $110 per person   [SAVE $15 by mentioning "PURE  ENERGY"] Regular Price                          $125 per person Reserved Tables                      $150 per person
Subject: Indicative Enron Proposal for Wallingford

Roland and David  I am attaching the Enron response to your RFP of October 4, 2001.
This proposal is indicative and confidential.
We would be most pleased to discuss this proposal or other approaches/modifications with you.
thank you
Subject: general welfare

Dear Rajan,  Sat sri akal.
It was a pleasure to talk to you yesterday.I had discussed with  you our programme for the return journey.Though our return journey is fixed  on 18th of Nov. but due to circumstances as discussed with you yesterday ,we  may have to extend our stay for a couple of months if we could get clearance  from INS for which AP has applied.
In the meantime ,if we could have an  understanding with Dimpy/Ap we may move earlier as planned.
Any case we must  keep more medicines so that at that time we may not have any problem.
I  therefore  will greatly appreciate if you can arrange to get the following  medicines from India with Raj's mother who is coming  in the next month and  then later on these can be sent to us.
STAMLO BETA                 15x10   =150 Tab (15 strips of 10 each) AMLOPRES- AT              15x10  =  150  "              " Semi Daonil or Daonil        15x10  =  150   "              " Glyciphage 500                  15x10  =  150  "               " Premelle' 2.5                        2x28  =    56  "( 2 pkts.
of 28 each) ( Conjugated Estrogens and Medroxyprogesterone acetate USP)    I am sure you must be sending your authority to MSDANG at Delhi .
I will  talk with u on phone in the evening.
Rest is OK.Winter has started here.
With  our lot of love to you and hope to have a tea -te-te in the evening.
Subject: Important Information from PricewaterhouseCoopers IAS-Harpreet   Arora

Dear Harpreet  This final follow-up letter is being sent to you as a reminder that you are eligible for PricewaterhouseCoopers' 2000 tax preparation services.
Our records indicate that we have not received your completed tax data organizer.
As a result, we are unable to begin preparing your tax returns, and consequently there is a risk that you may incur interest and/or late payment penalties.
We urge you to complete the necessary details in the organizer and submit it to us as soon as possible.
Should you have any questions or need your user name/password resent, please email enron.houston.ias@us.pwcglobal.com    If you have any questions, please do not reply to this e-mail directly.
Please contact your PwC representative whose details are listed below:---
Subject: PIRA Presentations on the US and World Economy

Dear PIRA Client,  PIRA has created a new presentation on the world economy.
You can access this presentation via PIRA Online (www.pira.com) by logging in and, from the Client Home page, choosing "World Economy" from the "Macro Data"* drop-down menu at the top of the screen.
We have also updated the existing slideshow accessible from the "US Economy" link.
The presentation consists of a table and charts that encapsulate GDP and IP performance, by country/region, for 2000-2002.
It is a useful comparative recap for the existing slideshows on the U.S., European, and Japanese economies.
Given the overall importance of economic trends and their impact on regional and global energy markets, PIRA maintains databases of key economic indicators to support our analyses of energy fundamentals and the associated market forecasts.
These presentations ?
which are updated as new data become available ?
are being made available complimentarily to all PIRA Online users.
If you need a user name and password for PIRA Online, or if you need help logging in, please contact Dyana Rothman at (212) 686-6808, email: support@pira.com.
(*If you are having trouble finding the "Macro Data" link, go to the FAQ page on PIRA Online and click on question number 4.)
Gary N. Ross Chief Executive Officer PIRA Energy Group
Subject: Indicative Pricing for Dominion Resources

Hi All:  Just got off the phone with the folks @ Dominion regarding some indicative pricing I gave them last week for (i) a 7000 Heat Rate Call in TVA; and, (ii) a 7000 Heat Rate Call in SERC.
FYI, I had quoted the TVA Call  @ $3.97/KW-mo ($1 over our mid) for a 4yr call beginning 1/1/03 with $2 VOM and 5x16 avail with 16hr mins.
I also quoted the SERC 7000 call at $1 over our mid, at $3.98/KW-mo for 1 yr and $4.12/KW-mo for 4 yrs, again with 5x16 and 16 hour mins.
The good news is --- this pricing generated some interest.
Subject: Dominion Opportunities

Harry, Iris and Brandon:  Just finished up another call with my counterparty at Dominion.
Here are the opportunities:  1.
GridSouth - (They really want to dump in "CP&L East" - anything we can do to facilitate 	this will better meet customer requirements.
Capacity:	2003 - 100MW 				2004 - 250MW 				2005 - 570MW for five years  	Will accept day-ahead dispatch.
Really want 8 hour minimum runs w/ 5x16 availability.
Heat Rate:	7200 		VOM		$2/MWh  2.
Entergy -   		They want a straight 7x24, 365-day power purchase @ fixed price.
Capacity:	65MW 		Start Date:	July 2002 		Term:		5 Years 		Price:		$x/MWh  3.
TVA - Peaker  		Really want intra-day call w/4hr notice for 4hr minimum run time.
Capacity:	Tell me what, if any, we can do.
Start Date:	June 2004 		Availability:	5x16 June-Aug; Dec-Mar 		Heat Rate:	10,900 		VOM:		$2/MWh  		Let's really try to see if we can do the intra-day.
If absolutely not available for 4hr 		min run time, see if we can do 8hr min.
If this is absolutely not possible, let's try 		to quote day-ahead 8hr min at the very least.
4.
TVA - Combined Cycle  		This one we already quoted at $3.97/KW-mo for 4-year, 5x16 call, beginning 		1/1/03 for 7,000 Heat Rate; $2 VOM.
This was for day-ahead, 16hr min run time.
Tell me how much the price changes if we reduce min run time from 16hrs to 		8hrs.
Please call me in NY @ 212-715-5953 to discuss, if you have any questions.
Thanks for all your work.
I think we have a real opportunity here, if we can respond positively on a few fronts.
Regards, Greg
Subject: ConEd Lakewood Deal (PJM East)

Harry, Iris and Brandon:  I asked ConEd if they were prepared to hear our OFFER to buy peaking capacity from the Lakewood expansion.
They are "in the midst of preparing a draft term sheet for purchasing the output/tolling" so we'll have to wait to see the parameters of sale.
I also asked if they would like to see PJM WEST synthetic toll offer from us.
Unfortunately, NO.
To the extent it matters, the on-line date is now set for late 2002, so they would like to see our offer for a Jan '03 start date.
Given that these guys are doing a real comparison against bricks and mortar, we would be looking at a $63 million option premium for 500MW @ 3.50/KW-mo over a three-year term; $84 million for a four-year term, I would hope we could be able to find a way to hedge the risk of too many $500 hours killing us.
Is there any cap we could buy to protect our downside risk here and still make this deal attractive?
The heat rate call is struck at 10,900!
Subject: TVA Synthetic Peaker

Harry and Brandon:   Just to memorialize what I just communicated to Harry over the phone.
My interface at TVA emailed yesterday requesting a phone dialogue to discuss where our Synthetic Peaker offer needs to be for TVA to execute.
Holding all assumptions constant, we would need to come in between $2.25-$2.30/KW-month in order for TVA to execute.
Our indicative quote was $3.90/KW-month.
I will attempt to find out if they have other offers in the sub-$2.50 range or if they are just setting their own bid at the requested price.
Subject: Wholesale Power and Gas Trading operation with new entity

8214 Colonial Oaks Lane                                                                                                                                             Spring, Texas 77379                                                                                                                                               December 20, 2001 Mr. Harry Arora Regarding: energy trading positions      I am writing to you to express my desire to be apart of the Wholesale Power and Gas Trading operation that will potentially be created with an entity that has a high credit rating.
I have been working for Rogers Herndon in Enron Wholesale Services on the Options Desk.
In this role I have modeled the power options that are embedded in the various deals done through Enron Energy Services with large industrial and commercial clients.
In addition, I profitably managed the positions and priced deals for structurers and originators.
I realize that now is a difficult time but am confident that I would make an excellent addition to your team for several key reasons:   ?
Proven experience in the financial markets and direct trading experience in various markets, including electricity and natural gas, mortgage backed securities, U.S. Treasury securities, foreign exchange, EuroCurrency and EuroDollar deposits ?
Team player and high work ethic, successfully balancing trading opportunities with managing risk ?
Solid portfolio management and risk management experience in electricity and mortgage banking  ?
Five years direct experience in trading, risk management, structured products and marketing of electricity for the United States ?
Actively involved in the physical markets and strong understanding of the western grid ?
Experience trading OTC forwards and options at major hubs in other NERC regions such as Cinergy, Entergy, ERCOT, NEPOOL and PJM ?
Worked for both unregulated power marketers and regulated utility ?
Extensive experience in derivatives and structured products ?
Ability to effectively work with marketers pricing and structuring deals for industrial and commercial end users of energy ?
Strength in mentoring junior traders   Thank you,
Subject: Comed Heat Rate Options

Harry,  I spoke with Greg Manako with Exelon last week when you were on vacation.
He had the following comments regarding the HR options you were hearing about in the market place:  	1.
They are not sure of their long term perspective.
Thus, they are focusing on structures that are three years and less.
2.
They are interested in June-September only 	 	3.
They are flexible on the size of the transaction (100-500 MW?)
4.
They want to buy a 10-11 HR and sell a 6-7 HR.
5.
They would like a financially settled transaction.
6.
They would love hourly (virtual peaker) but would settle for daily.
Please let me know your level of interest.
I would like to get something back to them just to start discussions.
In addition,  I am ready to give MidAmerican Energy some indicative numbers whenever you get them.
Thanks,
Subject: Various Offers

Harry:   Do you think you'll have a chance to work on the various offers today (i.e.
Dominion, TVA & ConEd)?
If not, could you give me an idea of when this week you think you'll have some time.
Thanks, Greg
Subject: Chemist Request in Delhi

Hi Harry,     The Chemist in Delhi (Kuber Chemist ) has requested for the phone number for New Jersey address.
I presume that is required by the courier service in India.
He also mentions that the medicines will take about a week to arrive from the date of departure.
Regards,