postbot/aeslc_kw huggingface dataset:
Subject: (no subject)

Happy Thanksgiving !!!!!
Hope your's was as good as mine.
I didn't come to Houston, I'm saving my time for Christmas, so I spent time with Robyn, Jay & boys.
We ate at Furr's and went to the movies (the boys & Robyn-Harry Potter, Jay & I-Training Day) we had a good time and to top it off I got to see Mike, Rhonda & kids.
Everyone seems to be adjusting to the move.
They said if I see you to tell you Hi.
I'll be coming to Houston on Sat before Christmas, Please let me see you guys before I leave on Wednesday.
Love You
Subject: Logistics Commercial Realignment

After a careful review of the wholesale and retail gas trading and scheduling process it has been decided that the Gas Logistics teams should report directly into the Enron America's Commercial organization.
This realignment will help to strengthen the commercial focus and communication between the trading desks and the schedulers and will play a critical role as Enron tries to maximize opportunities and maintain a competitive trading edge.
The details are as follows:  Wholesale  Bob Superty will maintain his management of the Logistics support functions which include the Transport Rate team (Kim Olinger), Electronic Commerce team (Tammy Lee-Jaquet) and Regulatory Affairs teams (Suzanne Calcagno).
In addition, Bob will now manage the Northeast Logistics team as part of the East desk.
Bob will report directly to Scott Neal and will also help coordinate the Logistics function across all regions working closely with each of the regional Logistics Managers, Commercial desk heads and Enron Americas senior management team.
Victor LaMadrid will manage the Southeast Logistics team and will report directly to Scott Neal.
Victor's knowledge and overall east desk experience will be critical to help  maximize east desk opportunities and promote new initiatives across all regions.
Lisa Kinsey will manage the Central Logistics team and will report directly to Hunter Shively.
Patti Sullivan will manage the West Logistics team and will report directly to Mike Grigsby.
Darren Farmer will manage the Texas Logistics team and will report directly to Tom Martin   George Smith will manage the Well Head Logistics team and will report directly to Fred Lagrasta.
Retail   Donna Greif will now report directly to Don Black.
Each of the regional Logistics Managers (East - Marde Driscoll-Ernest, Central - Charlie Muzzy, West - Sabra Dinari) will continue to report directly to Donna.
Donna will continue her ongoing efforts in the development and integration of the new retail trading systems, prior period adjustments and development of a strong and talented Logistics team.
Congratulations to all involved and welcome to the commercial gas team - John Lavorato, President and CEO, Enron Americas.
Subject: Summary for Grigsby.xls

MIke,  Attached is the updated summary regarding expansions in the west.
There is only one change - PGT 2003 expansion.
The expansion has now dropped from 230,000 MM/d to 160,000 MM/d due to PPL dropping out.
Let me know if you need anything else.
Phil
Subject: Pipeline Cutoffs

Just an update, to keep everyone current on the progress of this initiative:  We (Matt (from Unify), Liz, Dave, and myself) met today and attempted to find ways to directly relate the Passport information (from El Paso) to the corresponding prices etc.
in Unify.
Unfortunately, we discovered that there is no direct "fool-proof" way to accomplish this.
However, we have come up with a couple of things to try:  Liz is going to contact El Paso directly, and see if there is any other information they can provide in the Passport file that better uniquely identifies each deal / cut.
Hopefully, this will be something that makes relating the data to Unify much easier.
Matt is going to take a look at the format / content of the "scheduled quantity" file that comes in currently through the EDI Hub.
It's possible that this file contains cut information itself, which would possibly alleviate the need to use the Passport file altogether.
I believe that succinctly recaps the results of our meeting today.
If I have misrepresented anything, please let me know.
Also, feel free to contact me with any questions or concerns.
Thanks,
Subject: WINTER STORM WARNING UNTIL TUE JAN 01 2002 06:00 AM CST FOR 77057

AUSTIN-BRAZOS-BURLESON-COLORADO-FORT BEND-GRIMES-HARRIS-HOUSTON- LIBERTY-MADISON-MONTGOMERY-POLK-SAN JACINTO-TRINITY-WALKER-WALLER- WASHINGTON-WHARTON- INCLUDING THE CITIES OF...BRENHAM...BRYAN/COLLEGE STATION... CALDWELL...COLDSPRING...COLUMBUS...CONROE...CROCKETT...EL CAMPO... WHARTON...GROVETON...TRINITY...HEMPSTEAD...HOUSTON...PASADENA... HUNTSVILLE...LIBERTY...LIVINGSTON...CORRIGAN...MADISONVILLE... NAVASOTA...RICHMOND...SUGARLAND...SEALY...BELLVILLE 330 PM CST MON DEC 31 2001   ...WINTER STORM WATCH TUESDAY AND TUESDAY NIGHT...   LIGHT RAIN IS EXPECTED TO DEVELOP OVER SOUTHEAST TEXAS LATE TONIGHT OR EARLY TUESDAY.
THE RAIN MAY BE MIXED INITIALLY WITH SNOW...SLEET OR FREEZING RAIN ALONG AND NORTH OF A LINE FROM LAKE LIVINGSTON TO BRENHAM.
COLD AIR WILL DRAIN SOUTHWARD AS THE PRECIPITATION CONTINUES TO DEVELOP...AND A CHANGEOVER TO SNOW OR SLEET IS EXPECTED DURING THE DAY TUESDAY.
PRECIPITATION COULD CHANGE TO SNOW OR SLEET EVEN AS FAR SOUTH AS METRO HOUSTON BY DAYS END TUESDAY OR EARLY TUESDAY EVENING.
EXACT SNOW AND SLEET AMOUNTS ARE DIFFICULT TO PINPOINT AT THIS TIME.
BUT ESPECIALLY NORTH OF THE HOUSTON...TWO INCHES OR MORE COULD ACCUMULATE BY THE TIME THE PRECIPITATION TAPERS OFF LATE TUESDAY NIGHT.
TEMPERATURES WILL BE RIGHT AROUND THE FREEZING MARK TOMORROW OVER NORTHERN SECTIONS OF THE WATCH AREA...IN SPOTS SUCH AS CROCKETT ...HUNTSVILLE...AND COLLEGE STATION.
TEMPERATURES SHOULD REMAIN ABOVE FREEZING IN METRO HOUSTON UNTIL SUNSET...THEN FALL BELOW FREEZING DURING THE EVENING.
MOTORISTS SHOULD BE ALERT FOR DETERIORATING DRIVING CONDITIONS TOMORROW AND TOMORROW NIGHT.
EVEN IN METRO HOUSTON...DRIVING COULD BECOME DANGEROUS...ESPECIALLY TOMORROW NIGHT WHEN TEMPERATURES FALL BELOW FREEZING.
ANY LIQUID LEFT ON ROADS WILL FREEZE...ESPECIALLY ON LIGHTLY TRAVELLED SECONDARY ROADS.
THE INCLEMENT WEATHER IS BEING CAUSED BY A STRONG UPPER LEVEL STORM SYSTEM THAT IS FORECAST TO CROSS THE REGION TUESDAY AND TUESDAY NIGHT.
THE SYSTEM IS FAST MOVING AND SHOULD BE EAST OF THE AREA BY WEDNESDAY MORNING.
TEMPERATURES WILL RISE ABOVE FREEZING OVER THE ENTIRE AREA WEDNESDAY...ALLOWING ANY ACCUMULATED SNOW AND SLEET TO MELT.
VERY COLD TEMPERATURES ARE EXPECTED WEDNESDAY NIGHT.
ANY WET AREAS LEFT ON ROADS WILL FREEZE HARD AS TEMPERATURES FALL INTO THE 20 TO 25 DEGREE RANGE INLAND.
YOU MAY WISH TO CONSIDER MAKING PREPARATIONS TO WRAP EXPOSED PIPES AND ARRANGE FOR PETS AND PORTABLE PLANTS TO BE BROUGHT INSIDE.
STAY TUNED TO NOAA WEATHER RADIO AND LOCAL MEDIA FOR THE LATEST FORECAST FROM THE NATIONAL WEATHER SERVICE.
A WINTER STORM WATCH MEANS WINTER WEATHER IS POSSIBLE...NOT A CERTAINTY.
IF WINTER WEATHER BECOMES IMMINENT...A WINTER STORM WARNING OR WINTER WEATHER ADVISORY WILL BE ISSUED.
AVOID DRIVING IF WINTER WEATHER BECOMES IMMINENT.
Subject: cost analysis update

Mike, Since the IT guys want to wait for the new software to put your cost analysis on the plasma screens I am currently working on using Reuters so that we'll have something in the meantime.
I had to call Lori Hernandez, Reuters contact, and have her add some more products to Kobra.
As soon as she gets back to me I'll put that together and get it on the screens.
Let me know if you have other questions.
Aaron
Subject: E-LOAN Alert: Your 15 Year Fixed loan at 6.625% is available now.

On Mar 12 2001, you asked E-LOAN to monitor the mortgage market  daily to find the following loan(s):  30 Year Fixed with a 7.250% interest rate and 1.000 point(s).
15 Year Fixed with a 6.875% interest rate and 1.000 point(s).
30 Year Fixed with a 7.375% interest rate and 1.000 point(s).
We currently offer the following:  Loan Type           Rate           Points/(Rebate)          APR
Subject: Cantor Fitzgerald

Cantor Fitzgerald will be used along with Gas Daily for CA gas prices under  the Ferc proxy price.
Are you guys familiar with Cantor's pricing  publication?
How do we submit prices to these guys?
Let me know if you have  any idea.
Thanks,
Subject: Gas Daily products

You all have done an excellent job with the gas daily products.
I have been  asked to follow up with you guys to ensure that the products are rolled out  on EOL at the same time each day and that they be managed in the same manner  that you manage your cash products each day.
We have been asked to have one  a day up at all times with a relatively tight two way and to provide market  depth.
You may provide market depth, offset to last trade, or use last trade  mid functions.
Let me know if you have any questions or concerns regarding  this request.
Thanks,
Subject: Trip in April

We would like to schedule our trip to Cancun, Ritz Carlton for March 29,  Thursday through Sunday.
It will be the trading group only, less Tori  Kuykendall.
Please look into planning this trip.
You are the queen.
Sincerely,
Subject: contact list for the west

Can we update a west contact sheet?
I would like to have all traders and  operations personnel listed.
Name, address, home phone, work phone, cell  phone, and email.
Thank you so much.
Mike
Subject: prompt index

Please check the physical and fin index positions for prompt.
The index  totals do not match the volumes in the Consindex tab in newcurrentday.
Thanks,
Subject: Power Plants

Matt,    Please take a look at these spreadsheets and calc the gas usage by plant and  by pipe in CA.
Chris Foster is telling us that most of these palnts will be  shutting down in the next few weeks due to credit exposure.
Let's discuss  the impact on sendouts.
Thanks,
Subject: West Desk Supply

Barry,  I would like to focus our deal flow on Apr-Oct or 1 yr San Juan and Rockies  supply.
Our fundamental investment is mainly in the rockies for 2001.
Let's  get together with Mark Whitt, Paul Lucci, and others to set our supply goals  for the mainly the apr-oct period.
I would like to work on buying every  mmbtu of Opal, and all points included in the IF NW Rockies index.
Our goal  should be to purchase at least 400,000/d of rockies supply and 500,000/d of  San Juan Blanco and Bondad.
we have been buying these phys index points at  +.01 in the rockies and +.005 in the San Juan.
You may need to coordinate  with Fred Lagrosta's group initially to get all of their producer contacts.
Thanks,
Subject: Issues

Let's discuss the following.
Making markets on GD swaps and managing the risk Hiring a new analyst to track our spreadsheets, create our products and get  them ready to trade each morning.
Your Access EOL reports.
Get it to a level that Ina might be able to  download the data each day.
Talk to Susan about joining the group.
Mike
Subject: Electronic index descriptions

I would like to add electronic index descriptions to the database.
Please  refernece Gas Daily publication, page three for the location of these  indices.
We can simply insert the location of the electronic index where we  currenly have the gas daily index survey language in the gd swaps in the  database.
I would like to have electronic gd swaps for the following  points.
El Paso Permian, El Paso , non-bondad, Kern River/Opal Plant, Socal  Gas, large packages.
We will need to add electronic to the product title to  differentiate between the two gd swaps.
Thanks,
Subject: CA Report

Anne,  We would like to know the P&L for trading California gas this year for  physical only.
Please run a report summarizing the P&L at Socal Topock, PG&E  Topock, Socal Ehrenberg, Ca Production, PG&E Topock, Malin, etc.
We will  then need to notify John Lavorado of the results.
Thanks,
Subject: Socal ATM nominations

Good morning.
With the energy crisis in California at this time, we will  need to be extra careful with nominations at Socal and throughout the west to  ensure that we continue to provide the excellent nomination service that we  have been providing to our customers.
You guys are doing an excellent job  and we understand that you are under quite a bit of pressure with limited  staff.
Our contracts state that we must notify every customer of  pipeline  allocations 12 hours in advance.
We all know that this can be almost  impossible on EPNG, but because of the current price levels at Socal and the  basins, Enron needs to call each customer and notify them of their cuts with  an explanation of the pipeline cuts each day to avoid any potential  penalties.
We also need to document when the call was made.
In regards to  the ATM nominations on Socal (ones that we can't monitor), Enron will be  requesting full pipeline summaries of the nominations from our  counterparties.
Please try to think of any nomination gaming that may take  place at these historical levels.
We need to remember that our  counterparties may not act as they have in the past due to the market price  implications on their P&L.
We should not rely on prior business conduct in  regards to "standard epng allocations" when dealing with our customers.
I  would expect that the market is going to overreact to any cuts that may be  above the "pipeline average".
Let's discuss how we are going to monitor the flows of nominations out of our  control.
How do we prevent collusion with respect to the socal nominations  that we can't see?
Are there package numbers on each baseload contract to  ensure that they don't simply reshuffle gas according to price?
Let me know  which companies are not providing Enron with timely allocation reports at  Socal and I will call their senior trader to discuss getting this operational  information sooner.
Sincerely,
Subject: Enron bidweek prices

It looks like Anne accidentally include two Sumas trades in the Rockies data  priced at 13.90 and 14.00.
She will send out a revised spreadsheet on  Thursday.
The Rockies Opal wacog will then be $5.913.
Sorry for the error.
Sincerely,
Subject: PG&E Citygate Basis position for January

Okay, I think the tds tab in newcurrentday was wrong.
It is showing a jan  pos of 269.55 lots, but TDS is showing 539.1.
False alarm.
We will fix  newcurrentday.
Mike
Subject: PG&E Citygate Basis position for January

The PG&E basis position in TDS does not match the FEB/MAR position.
The Baja  spread was executed as a NOV-MAR position months ago.
The only real changes  were to Socal basis over time.
There is no telling when this might have  changed in error.
Will you please research the position to see when this  position was reduced.
I am guessing that a park and loan was executed by  Frank Ermis at some point and the basis risk was allocated to GD New by  mistake.
Thanks,
Subject: physical gda volumes

Are we confident that the gda priced positions are not being represented in  my newcurrentday position sheet?
I know that Phillips triggered their  volumes back to GDA equivalent and that Matt Lenhart bought some GDA malin  gas.
How do we keep these from showing up in the physical risk?
Mike
Subject: newcurrentday

The position sheet from yesterday afternoon, close of business, is quite  different than the position posted in newcuurentday for 11/29.
What do you  think the difference is?
The SJ, Perm, and Socal don't match.
Are we  booking them correctly.
Let me know.
Ask Anne to reconcile each day with comments on the prompt tab.
Thanks,
Subject: IM WEST Book

We will need to discuss how to adjust physical risk to match the flow  constraints on EPNG.
The currrent capacity cuts in the SJ and Socal topock  delivery points are 50%.
I would like my P&L to show this risk.
Please find  a way to adjust the positions according to a daily flow curve that can be set  in newcurrentday by either myself or Monique.
Also, We will need to set up a new physical curve for Mojave Topock.
Our  transport is currently being reallocated by EPNG for deliveries to Mojave  instead of Socal topock.
I would like to show the transport on EPNG value as  SJ plus cost to Mojave and have the value roll out each month, if any.
The  risk is showing the value of SJ to Socal topock (currently wide spreads for  2001) on the transport when it actually has less value delivering to Mojave  topock.
Sincerely,
Subject: CIG

Please create the following monthly for daily swap.
IF GD/D CIG (N SYS).
The GD index is listed under CIG (N. Sys) on page two.
The monthly index  is  listed as CIG Rocky Mountain.
Thank you,
Subject: APR-OCT Analysis

Hey guys.
Let's try this.
Take the data from 2000 and change the  following.
Take Keystone West volumes to 850,000/d rateably, then add the  new gen numbers posted below.
You will need to add this demand to the EOC S  ML demand numbers (Is Salmayuca included in this number?).
We should use the  2000 waha west volumes for now.
You should end up with reduced ehrenberg  volumes for the reduction in Keystone west volumes and the addition of New  Gen demand.
Run the storage balance at 2000 Socal in this scenario.
We will  then plug forward with waha west volumes to balance Socal in 2001.
Also, add  columns to adjust (90%, 60%, 50%, etc) the burns for new gen in SW.  We  should then look to adjusting socal demand down for the high hydro/increased  NW imports to CA scenario that could happen.
Use the SP-15 2000 gen numbers  and then back out the avg of 1999 and 2000 power imports.
I would like to  avoid averaging 1999 and 2000 socal gas demand.
Use a 10,000 heat rate to  reduce gas demand.
Have Jay adjust EOC demand for normal weather.
We may  have to refer to the load sensitivity data from west power to reduce the SW  electric loads and then back out of gen numbers using a 10,000 heat rate.
We  will then be exposed to EPNG and the OPS increasing Keystone west volumes  between now and next summer - run the 2001 with this possibility as well.
Take Key West to 1.1 bcf.
Let me know where my errors in approach may be.
This should give us a picture of the Socal deliverability for 2001.
Thanks,
Subject: New Generation as of Oct 24th

This is the data that we will use to build our Socal growth estimates.
Take  a look at the file and then we can discuss how to combine this with current  pipeline capacity and future expansions.
Mike
Subject: SW Bell expense

Ina, I can't seem to find the expense deposit for the SW Bell charges in my  account.
Will you please contact them again and ask them for a copy of the  check?
Thank you so much.
Mike
Subject: EOL Products

After continuing to play musical chairs with the west eol products, I think  we have decided on a plan.
Keith and Frank will handle the prompt and term  basis.
This includes the monthly basis, daily basis, and gd index for SJ,  ROX, Scal, CG, and Malin.
They will make certain that the gd index products  are out there for all terms.
Cary Metz is managing the Perm products.
I will handle the prompt month physical fixed price and index for all of the  index points.
The term physical index will be coming soon.
The rest of the group will continue to manage their cash index points for the  next day trading, while adding the BOM physical with a basis link to  Monique's GD BOM products.
I would like to get the cash products out on eol  by 7:15 each morning.
The early info will come in handy as we approach  winter.
Let me know what you think.
Steve and Matt have started a pilot  program in the NW for rolling out their next day cash products after 11:00 am  each day.
We will look into rolling out the SW in the future.
We are in the process of sending out the "odd lot" notice to our customers  regarding all products on eol.
We will change our product minimum to one  mmbtu in the next week.
You may want to discuss this with your direct  customers before the mailout.
With the addition of Olivia Newton-John to my Scour selection, it is no  secret that we have a new commitment to physical in the west.
If you review  your customer contact sheet and discover an old customer that we haven't  contacted in some time, then call them and visit.
We will be using EOL and  the brokers for physical volumes, but nothing beats the direct phone call for  the baseload phys.
Thanks,
Subject: LIQBAsis tab

Anne,  After NX1 going forward, I would like to load my final positions in the  LIQBasis tab in NCD.
The positions will include basis, physindex and gd  index positions.
We can then run settlement index scenarios to see what my  risk will be to index postings.
This will be a huge benefit.
Gracias, Mike
Subject: customer mailout

Please read the following email from EOL.
I have asked them to assist the  West desk in mailing out an ad to all of our customers (utilities, producers,  industrials, and some IPPs) notifying them of our plan to reduce the minimum  volume accepted on all of our EOL products.
Start thinking of which  customers should be on the list and try to think of a creative way to present  this to our customers.
EOL has asked us to provide them with the text of our  message.
Also, let's go ahead and reduce the min volume on our products (primarily all  phys and gas dailies) this week.
We are attempting to capture all of the odd  lot flow in the market.
I would see this service as a clear advantage over  the other web platforms.
Let's get together on Friday afternoon at Ninfa's to discuss our ideas.
Thanks,
Subject: new products

Please add PG&E citygate GD/D -  HHub GD (basis) to the database.
Also, I  would like to check on the status of the Baja spread product.
Please sweep  the new products in FIN basis, Fin swaps, and non-tx physical <or= to 1 month.
Thanks,
Subject: new monitors

Please order two new monitors for me.
I will be adding the two to the left  of the four screens I currenly have.
please request the arms as well.
thanks
Subject: Palo Alto load information

We need to run regression on this load profile for Palo Alto.
We should back  out the industrial class and run their residential load.
Can you find  reliable weather for Palo Alto?
Kim Ward is signing a full requirements deal  with Palo on PG&E.
Thanks,
Subject: EOL reports

Mo,  Are your reports still available for EOL that you created months ago?
I  would like to turn them over to the fundies group ( Matt Smith) tomorrow.
Mike
Subject: Medical Insurance

Ina,  I need to add my son, Clark Watson, to my beneficiary list for medical, etc.
Please let me know what I need to do to complete this task.
Thank you,
Subject: Gas Daily Request

Tom,  See the email below for the ID and password.
Call me on Monday to discuss the download process, if you should have any  questions.
You will log into www.enrononline.com and I think you will need  to download shockwave media (the site should walk you through this process).
Once you have typed in the ID and password, you will then have the option of  setting up a personalized quote page.
Also, call me about where to see our  posted daily indices each day on the website.
Enron releases the weighted  average of all gas traded at each physical point every day.
Thanks,
Subject: EOL password

The guest view only password is in the process of being approved.
I  apologize for the delay.
I will send you the information as soon as I get it.
Sincerely,
Subject: Physical Index positions in NCD

Anne,  I would like to check the index positions in the physindex tab in NCD.
Please have all of the positions in the BasisTransport tab, section transport  model, added to the phys index position totals.
Please look at the PG&E CG  positions for May-Oct, I added the transport positions already.
I would like  to add a KRS row in the physindex summary to account for the 20000/d  transport that we have.
Also, please have the new transport index positions  at Socal that we are booking tomorrow included in the new KRS column in the  physindex tab.
We can review in the afternoon.
You are doing a great job.
I am sorry that I have not had a chance to thank  you recently.
The market is distracting me.
Sincerely,
Subject: PG&E citygate index N-M

Steve,  Start buying N-M citygate index this week.
Pay as much as necessary to get  resonable size.
I am thinking 100,000/d for the winter.
Grigsby
Subject: GD products

Let's continue to buy Socal  for the rest of the month.
I would like to sell  Rockies, and remian neutral on Permian and San Juan, unless it looks like the  maint on washington ranch will have a bullish effecst on the basins.
I will  leave it up to you to determine.
I will call later.
Mike