postbot/aeslc_kw huggingface dataset:
Subject: Alcoa

In a conference call today with Alcoa on the Services business we are pursuing, the following issues with regard to credit were mentioned:   1.
Alcoa has revoked a $10MM credit line they had open with Enron.
2.
Alcoa was uncomfortable taking on more Enron exposure given the recent press.
In addition to the power/gas exposure, there is metals exposure.
3.
Future deals will need to be closely reviewed by Alcoa's credit group.
By copy of this e-mail, I am requesting that Ed Sacks contact Mike Fry of Alcoa's credit group in Atlanta.
Please advise if you need his phone number.
Also, we want to move ahead with getting the EEI in place as Alcoa's represents one of our strongest prospects for the new Services business.
We will need to get Alcoa comfortable with our credit issues.
In addition, we are talking to Alcoa on various other pieces of business at their various smelters in PJM and TVA as well as rainfall hedges for their hydro operations.
Oscar Dalton
Subject: Sunday Weather Update

No Cold Weather In Sight  Tropical Storm / Hurricane Chances Increase for the Eastern Gulf / Florida    Sorry this is late today - my home system has been down much of the day due to road runner issues.
Today's and yesterday's models showed fairly unanimously that a progressive weather pattern is in store for the first 10 days of November.
As discussed on Friday - this will keep any long lasting  or substantial cold air from penetrating into the nation.
It looks wet in the Pacific Northwest and overall mild for the eastern Interconnect.
This week the cold air will be leaving and a strong warming trend will occur for the mid and latter parts of the week.
The mornings will continue to be rather cold in New England through the middle of the week.
A tropical disturbance in the Carribean will have to be watched closely.
As usual, there are a variety of possibilities with this varying from nothing at all to the formation of a tropical storm or hurricane.
If anything did develop - it is still unlikely to affect production as it probably would drift north toward the eastern Gulf of Mexico or into Florida.
This is all speculation at this point as there is only thunderstorms down there now.
We should have a couple of days to determine the threat, if any, to production.
In the far long term beyond the 10th of November, yes there are some weak signs of a pattern change but so far, I have seen no evidence that suggests any cold weather pattern will lock in anytime soon.
Earth Sat's 6 to 10 day for tomorrow will probably look similar to the 11 to 15 day that Earth Sat had from Friday.
A little below normal in the Northeast / Lakes while mostly normal or even normal to above elsewhere.
Earth Sat has had an overall cold bias lately.
It is pretty likely that the market will not see a major "locking in" of a cold pattern tomorrow either.
Bottom line, pretty normal progression of weather heading into November.
Plenty of cold air up there in northern Canada, more than usual, but see no reason right now to get excited for cold weather in the short term.
Subject: Expense Reports Awaiting Your Approval

The following reports have been waiting for your approval for more than 4 days.
Please review.
Owner: Matthew M Lorenz Report Name: Minnesota Power Outing Days In Mgr.
Queue: 4  Owner: Russell W Ballato Report Name: Group Mtg.
Days In Mgr.
Queue: 4  Owner: Joseph Errigo Report Name: Group Mtg.
Days In Mgr.
Queue: 4  Owner: Don C Baughman Jr Report Name: Hourly Monthly Mtg.
Days In Mgr.
Queue: 4
Subject: Southwestern Co-op

Just a heads up, we'll be ready to sit down with you to discuss the load following deal tomorrow afternoon.
We will come down after the market closes.
Greg
Subject: MISO proposed tariff change

On October 15, 2001, the Midwest ISO filed an amendment to  Section 17.5 of its Open Access Transmission Tariff to charge  a fee for non-confirmed transmission service requests for  transmission service greater than one week.
Midwest ISO  has requested an effective date December 15, 2001.
Interventions and protests are due November 5.
Let me know if you need further information.
Subject: Forbes Article-Gas Fired Power Plants 10-29-01

Gas and coal article interesting...   Indigestion  Daniel Fisher, Forbes Magazine, 10.29.01   All those new natural gas-fired electric plants mean more gas demand, right?
Maybe not.
For natural gas bulls, there was never a surer sign of good times to come than the order book at General Electric Corp. Backlogs in GE's Power Systems group almost tripled to $25 billion in the late 1990s as scores of utilities and freestanding power producers ordered natural gas turbines to supply the nation's growing appetite for electricity.
Gas demand had to go up as all those shiny new turbines were connected to the grid.
Ah, but there was a flaw in that argument--one that is becoming glaringly clear as the price of gas plunges below $2 per million Btu at the wellhead from as high as $10 last year.
(A million Btu of gas equals just about 1,000 cubic feet.)
Those new gas plants were supposed to steal business from pollution-spewing coal units, which still supply half the nation's electricity.
But in a painstaking study of 788 power plants that supply the bulk of U.S. electricity, Charles Studness, president of Studness Research, found quite the opposite could happen.
Subject: SWECI Pricing

Terri, spoke with Fletch on the SWECI pricing and our indicative offers are as follows:  For full requirements energy, delivered to IP/Ameren systems, including Schedules 3-6 of the OATT, we are at $38.50/mwh.
Please note that losses were applied to our delivery obligations assuming that they are a pass-through function, along with all other delivery costs to SWECI's borders.
The pricing breaks out to: $28.50 energy $4.00 risk premium $2.50 ComEd wheel $1.00 Ancillaries (schedules 3, 5 & 6) $2.50 Imbalance Energy (schedule 4)   For full requirements energy, delivered to IP/Ameren systems, we are at $34.50/mwh.
All other costs related to delivery of energy to SWECI's borders are assumed to be a pass-through.
The pricing breaks out to: $28.50 energy $2.00 risk premium $2.50 ComEd wheel $1.50 Imbalance Energy (schedule 4)   I'm out for the rest of the day at an appointment but can be contacted by cell phone to answer any questions.
713-857-5952.
Please provide Greg, Fletch and myself with a copy of the indicative term sheet that is submitted ot SWECI today.
Thanks  - Jim
Subject: RFP Response

Donna,   I am enclosing for your review our response to Southwestern Electric Cooperative, Inc.'s request for proposal dated October 5, 2001.
We appreciate having the opportunity to respond and hope you will find the attached proposal of interest.
We have submitted an offer for Energy with Imbalance Energy and an offer for Full Requirements Service for the June 1, 2004 to May 31, 2009 period.
Additionally, we are prepared to discuss alternative structures with you if so desired.
If you have any questions, please do not hesitate to contact me at (713) 853-7724.
Sincerely,
Subject: Indian Point 2

Indian Point 2 is expected to go into a midcycle outage starting this Friday (10/26/01).
We anticipate they will be down for about two weeks.
We will keep you updated as they are getting a lot of heat from the NRC and have a lot of pressure of the former Con Edison employees to perform, that are now working for Entergy.
Subject: Pira Bi-Annual Meeting

When: Monday, December 03, 2001 3:30 PM-5:30 PM (GMT-06:00) Central Time (US & Canada).
Where: TBD  *~*~*~*~*~*~*~*~*~*    PIRA will be presenting there 6 month outlook .
An e-mail with the agenda will follow in the next week or so.
If there are any topics you would like them to cover, please let me know.
Thank You
Subject: new contact

Frank,  This guy called me because he read the book I wrote about Natural Gas.
He  has some kind of special treatment with the federal government in terms of  gas purchases.
Sounds like a minority owned business to me.
Could you call  him or refer him to someone at EES?
Thanks,  Fletch Sturm
Subject: Utility Term Sheet Form 1

Attached is the form I'd like everyone to use for tomorrow's reports.
We  will probably modify this and the ones to follow, so be prepared!
Fletch
Subject: TRADER'S ROUNDTABLE MEETING

TJ, Please put on my calendar for every Tues., thanks.
Also, please notify my  team that we will have a meeting with the marketing group every Mon at 3:30pm  that Ed Baughman should be setting up with you.
That should be a weekly  thing too.
Fletch
Subject: Contact at El Paso

Eric,  The name I have at El Paso is Tim Bourne 713-420-3826.
Todd Geiger is my  contact over there.
He's a Vice President and told me that Tim runs the  trading group and would not be in the office until Mon.
next week.
Fletch
Subject: New product update

John,  The new products have been built and are in the process of being mapped to  Sitara and Tagg.
I'm working with Melba Lozano (EOL contact) and she tells  me they should be ready tomorrow.
Mark Taylor and I haven't spoken yet about simplifying the language in the  product long description, so I'll try to get with him tomorrow.
For now,  we're staying with the existing language which isn't really that bad.
Any of these products which are intra-month will stay in the swap filter as  US GAS DAILY products, but longer than intra-month will be in the basis  filter as US GAS BASIS products with the format:    US GAS BASIS      GD/D SoCal - HHub  The only product that will be different is the Nymex to daily swap which will  be:    US GAS BASIS      NXL1 - GD/D HHub  Any questions or comments,  Fletch x3-6219
Subject: United Way Executive Breakfasts

Rain,  I'd like to coordinate this with the other fellas (Hunter, Scott, etc.)
=20 Let's see if we can all go to the same one!
Fletch
Subject: Robyn Menear setup

Sheri,  Robyn Menear is my new assistant on the FT-Central book.
I'd like to have  her set up to use EOL stack manager, product manager, and transact on the  website.
I believe she already has a login ID for the website, but I don't  know about the others.
In addition, her trades (stack manager customer  trades, and her own website trades) need to go into my book (FT-Central).
If  you need me to do anything else in order for this to happen, let me know.
Thanks,
Subject: IT Professionals

Greg,  Check out a company called Opus 360 for recruiting IT people  (www.opus360.com).
It might be a good investment for the equity group too  (OPUS).
Fletch
Subject: Administative Items

Jeff,  Below is a list of items I'd like to discuss with you when we both have  time(?).
I just wanted to brief you first.
I'm thinking about having a meeting with the basis traders every morning from  8:15 - 8:30 after each trader has gathered information from their desk  meetings.
This would be the optimal time to strategize as a group since  changes in regional fundamentals and respective basis implications would be  fresh in everyone's mind.
Would it be okay to delay EOL market-making in  basis until 8:30?
I think it would be worth it.
I think it would be a good idea to meet with leaders from other groups  (origination (who?
), structuring (who?
), Julie Gomez, and Fred Lagrasta) on a  regular basis to obtain new information on anything that might affect ENA's  basis positions.
Could you point me in the right direction as far as whom to  involve and maybe notify them of my intentions?
Should we set up a new book (under my management) which would hold certain  strategic positions such as spread trades and/or more complex structured  positions?
I think it would be easier to manage that way by not being  "cluttered up" in different books (i.e.
the P/L from these trades would be  my focus instead of managed by other traders.)
Do you think the traders could eventually report directly to me?
It seems  like more intense leadership might provide an extra push to the group.
Talk to you soon,  Fletch
Subject: Improvements to EOL

Louise,  I mentioned an idea to Jeff Shankman the other day about providing some  charting and other types of tools to EOL users and he asked me to get with  you.
He said you were already working on some additions to the website.
I  would really like to participate in the development of these tools, so please  let me know when I can get with you and discuss my ideas.
Thanks,
Subject: AURORA Version 6.0

AURORA has recently released Version 6.0.
I have attached a PDF that explains AURORA's new feature.
I have also included below a copy of our latest press release.
For any additional questions that you may have please contact me.
Regards,
Subject: Smurfitstone

Per John Malowney, Smurfitstone will not be charged $2.50 per mw totaling $14880.00 for December  for non-consumed energy.
Please contact John or myself if you have any questions.
Thank you
Subject: Reed Wasden Research - Daily Update 12/03/01

As stated in our November 23 issue of The Prometheus File, Reed Wasden Research will be sending our daily publication and morning notes for a 45-day trial period.
Included is our daily update and notes on companies that RWR follows.
For those who do not wish to receive the daily updates, please reply with WEEKLY ONLY as the subject.
Best regards,
Subject: WARNING:  Your mailbox is approaching the size limit

This warning is sent automatically to inform you that your mailbox is approaching the maximum size limit.
Your mailbox size is currently 123645 KB.
Mailbox size limits:  	When your mailbox reaches 115000 KB you will receive this message.To check the size of your mailbox:     Right-click the mailbox (Outlook Today),    Select Properties and click the Folder Size button.
This method can be used on individual folders as well.
To make more space available, delete any items that are no longer needed such as Sent Items and Journal entries.
You must empty the Deleted Items folder after deleting items or the space will not be freed.
To turn Journaling off,   click Tools | Options | Journaling Options and de-select all items.
See client Help for more information.
Subject: WARNING:  Your mailbox is approaching the size limit

This warning is sent automatically to inform you that your mailbox is approaching the maximum size limit.
Your mailbox size is currently 122261 KB.
Mailbox size limits:  	When your mailbox reaches 115000 KB you will receive this message.To check the size of your mailbox:     Right-click the mailbox (Outlook Today),    Select Properties and click the Folder Size button.
This method can be used on individual folders as well.
To make more space available, delete any items that are no longer needed such as Sent Items and Journal entries.
You must empty the Deleted Items folder after deleting items or the space will not be freed.
To turn Journaling off,   click Tools | Options | Journaling Options and de-select all items.
See client Help for more information.
Subject: couple things

Mike,  Hope everything is going as well as could be expected.
First, I wanted to ask you for a favor in that we are basically short to you 175 mw of cal 02 cob light and and 100 mw of 03 cob light.
Cob is such a thin market and I was hoping you might be able to help us out on counterparties who might have offsetting positions I could bookout with.
Second, we are going to be looking to expand at the beginnning of 02, our credit is good with just about everyone now, and we will be looking to hire one or two experienced people to trade the west, especially one long term guy.
We're obviously not as big as some shops but we have a very aggressive bonus payout.
Anyway, something to keep in mind once things get more settled up there for you guys.
Thanks to you and Bob for the help yesterday booking some of this stuff out.
Subject: WARNING:  Your mailbox is approaching the size limit

This warning is sent automatically to inform you that your mailbox is approaching the maximum size limit.
Your mailbox size is currently 123538 KB.
Mailbox size limits:  	When your mailbox reaches 115000 KB you will receive this message.To check the size of your mailbox:     Right-click the mailbox (Outlook Today),    Select Properties and click the Folder Size button.
This method can be used on individual folders as well.
To make more space available, delete any items that are no longer needed such as Sent Items and Journal entries.
You must empty the Deleted Items folder after deleting items or the space will not be freed.
To turn Journaling off,   click Tools | Options | Journaling Options and de-select all items.
See client Help for more information.
Subject: hydro forecast

Do you guys have a rough estimate of the NW power exports for 2002?
We just want to come up with a rough estimate of what the year on year difference will be from the NW to CA.
Grigsby
Subject: Weather Risk Management Newsletter - 11.07.01

Please note the attached Weather Risk Management Newsletter, market update as of 11/07/01.
If you have any questions or concerns, please contact Yvette Simpson at ext.
3-9595 or myself at ext.
3-5879.
Thanks,
Subject: Energy Opportunities

Mike,  I represent a firm which has specialized in energy and power market placement for over ten years.
I'm currently working with several organizations across the country looking for energy traders, coordinators, analysts and schedulers.
These are great opportunities to change location or better ones position quickly.
I'd like to schedule a ten minute telephone conversation to discuss these positions and determine whether or not you may have interest or may be able to assist with these openings.
Please reply or call me at 630-990-7510 at your earliest convenience.
I look forward to speaking with you soon.
Best Regards,
Subject: Intercontinental Staffing Group

I would like to introduce Intercontinental Staffing Group.
Our Houston office is primarily focused on serving the energy trading industry, bringing together top energy trading talent with the worlds leading energy trading companies.
Our search consultants have past experience in either trading or brokering energy commodities.
This gives us a distinct advantage with respect to our knowledge of and exposure to the energy trading industry.
We are currently working on filling several trading and marketing/origination positions throughout the US.
If you know of someone who is looking for a new career opportunity, please contact me at the phone number listed below or feel free to email me at possibilities@istaffinggroup.com <mailto:possibilities@istaffinggroup.com>.
We do offer a referral fee if we are successful in placing one of your recommendations.
Any information provided will be completely confidential.
Thank you for your time.
I look forward to speaking with you.
Sincerely,
Subject: CONFIRMING ATTENDANCE  Super Saturday 11-17-01

Hello!
Just a confirmation note about your attendance at the Super Saturday Assoc / Analyst Recruiting Event which is being held at our offices on Saturday, November 17, 2001.
The day will begin at 8:30 AM with breakfast being served.
We will be interviewing Associate-level candidates from our local universities and all of the candidates have passed the pre-screening interview.
Lunch will be served at 11:30 AM and the day will end with a Debriefing Session at 3:30 PM.
Tim, Chris and the HR Team appreciate the personal sacrifice and contribution.
Go Team!
Julie Kearney x7404
Subject: ENE Stock Price Game

All,  The rules of the game:  	1) Object = Come closest to guessing ENE's closing stock price on 12/31/01.
2) In the event of a tie, tying players must guess the closing price for the next trading day.
3) No two (or more) players may select the same closing price.
4) Guesses should be submitted to me by email no later than 12:00 noon this Friday (10/26/01).
5) Late entries will not be accepted.
6) Players may only submit one price.
7) Cost = $5.00.
8) The closest guess (above or below) to the actual closing price wins.
Feel free to forward this email to anyone I have not included on this distribution
Subject: Valuation Overview

MWHRs =  4 Years and 1 quarter Flat so that equals approximately 37,250 Hours  The difference between 102 (the new amount) and 94.5 (the old average flat amount) = 7.5 MW * 37,250 HRs = 279,375 MWhrs  I was under the impression that a 100 MW flat amount would equal $3 million value (a $16 difference between market and $21.50).
This would indicate the 102 equals a $4,100,000 valuation.
As to the discount in value due to the flexibility and delivery point I am looking to you for leadership.
If my assumptions are wrong then let me know.
Stewart
Subject: West Trading.

Hello Mike,	  	My name is Garrett Stephenson and I am a executive recruiter in the Houston area.
I currently have a few opportunities available in ERCOT and WSCC trading and was wondering if you would be interested in looking at these opportunities or if you knew someone that would.
Please let me know a good phone number and time to contact you.
I am representing a great company who is offering great benefits, base, and 17% of the book back to the traders.
Thanks.
Subject: Schedule C

Mike after the calc tonight the NET value of the BPA deal (51353) was 22.8 MM.
Therefore we did a schedule c for 22.8MM vs the 25MM we had spoke about.
Please advise if you would like to change this.
Thanks,
Subject: Rob Noonan fund

Hello all.
I just spoke with Dan Wayland at TFS.
He said that a college education fund has been established in Robby's son's name.
I am sending this message out to all of those people who knew Rob or who have mentioned wanting to contribute to such a fund if it should come about.
I recognize that all of you may not have known Rob as well as I did.
Also, some of you have been impacted by the loss of many friends in this tragedy and may not be able to contribute to every fund.
Still, I wanted you to be aware of this one.
Checks should be made payable to:   The Charles A. Noonan Educational Foundation   ...and be sent to:
Subject: schedule c adjutments in LTNW

Tim and Mike:  We are advised by Stacey and Georganne Hodges and we will make below Schedule C adjustments in LTNW desk this month-end (Friday).
Please let me know if you disagree or please approve the attached Schedule C form and I'll print it out for you to sign off.
Release/Removal of schedule C: region: Mid-C amount: $11,432,070 (the release will increase the P&L) reason for the reserve: reserved against BPA Federal Surplus Contigency Clause entry date: 2/1/01 planned removal date: 9/30/01  New schedule C: region: Mid-C amount: $11,400,000 (the new schedule will decrease the P&L) reason for reserve: Northwest Refund Risk planned entry date: 9/30/01  Net P&L effect = +$32,070     Please let me know if you would like us to use the same explanation we used for the $10MM schedule C reserved in LTCA on 8/21/01 for the same reason (Northwest Refund Risk).
Thanks,
Subject: Sept. Changes

Split out deal # 388136.1 BPA NW Delivered;  27 flat to BPA busbar, 4 flat to Hot Springs, 5 flat to TCL System, 20 flat to EWEB System.
Left remainder at NW Del.
ds
Subject: Q3 '02 sale to L-P

The attached details a recent transaction made to L-P.  Let me know if anyone has questions.
Mike Driscoll has already entered the transaction.
Thanks, John
Subject: Your Paycheck

Mike -  A paycheck correction will be run on 8/21/01 for you which provides a retroactive salary increase effective 7/1/01.
I will have the check in the office by 8/22!
Sorry again for the inconvenience.
Amy
Subject: Saturday, Sep 22 - Mt. Tabor

Don't forget to mark your calendars for our company picnic at  Mt.
Tabor on Saturday, September 22, at Noon.
Bring your family!
A Hawaiian band and live hula dancers will provide the entertainment.
Games are to be played and prizes are to be won.
Noho's Hawaiian Cafe will be catering the event.
Remember to wear your "aloha" gear - there will be a prize for best dressed!
~Anna~
Subject: West VaR Reports

VaR for total power has decreased from $41.9 M to $38.7M.
VaR for the west desk has decreased from $22.7 to $21  Decrease in var for the west desk is due partially to decrease in intra month vol curves (significant change in Aug component var for the NW-LT and NW-ST books) and decrease in overall short position.
Minal