postbot/aeslc_kw huggingface dataset:
Subject: Can you rescue me from BA?

Just kidding!
I'm fine.
I've been cut off twice on telephone calls to the  states so I may have problems calling you in the next hour or so when I leave  the office.
FYI: NTAP closed at 188-3/4 and CISCO closed at 132-3/16.
It's too early for the  mutual fund reports.
The weather is again gorgeous; we had empanadas for  lunch and they were much better than tamales.
I read the tamale article in  the Oxford American and it talked about the tamale man in Greenville, MS  (whose name was Six Sixty-Six, being the sign of the devil so the tamales  were really HOT).
Tomorrow we meet with another law firm.
Thursday and  Friday I meet with the commercial people about ISDA agreements and one  business customer is flying in from the province of Mendoza to discuss an  agreement.
I'll call you later and I'm going to try to go to bed earlier  tonight (I'll try to call after 9pm BA time).
Love, the DG
Subject: Hello from BA!

I hope you are doing well.
I finally have my laptop so I can at least read  email during the day.
The weather here is gorgeous.
It's about 72 during  the day and cooler at night.
We went to a restaurant that had a "tunnel of  fudge" por d'creme.
Someone at the table said there is a similar recipe in  the Charlie Trotter cookbook.
Do you have that cookbook?
I know you have a  lot of them.
I fly hime Friday night and arrive in Houston on Saturday  morning at 6:30 am.
Mike should be waiting for me at my house and I can't  wait to see the Phoebe and sports dog a/k/a Chloe.
How's mother and daddy?
I can't send mother email because she may pick it up on her voice mail.
Love,  sas  PS  Are you working on Friday?
Subject: I need your help

I have meetings this morning with the Marval firm but was hoping you could  help out here.
1.
Could you please check with the Alley Theatre Box Office and find out if  I have tickets for a performance this Friday night (March 3).
They will  check under the name "McKeogh" and my local phone number "713 664-3207".
Just let me know so that I can figure out what to do.
2.
Could you please change my McDonald's phone call presently scheduled for  1pm (BA time) tomorrow.
I would need to reschedule through Mike Irgang(info  in lotus notes) at McDonald's and let Ed Quinn know.
My BA schedule is on my  calendar.
3.
I am tentatively planning a trip to Sao Paulo.
I will stay from 3/17  through 3/27.
However, I need to arrive on 3/16 and depart on 3/28.
Could  you please check flight availability?
I first need to clear through Mark  Taylor and I will copy you on that message.
Thanks.
for now.
Subject: Trip to Brazil

Mark:  I have been in touch with Sami Arap who is now Andrea Bertone's boss.
There are currently two seminars scheduled in Sao Paulo aimed for the  commercial group and the lawyers as follows:  1.
March 17 - Milbank Tweed  (Securitization) 2.
March 27 - Bracewell (legal issues for contracts)  I think I should attend these and was considering a trip to arrive before the  start and after the termination of the seminars (approx March 15 - March  28).
In the interim I could (hopefully) wrap up financial issues with  Tozzini and address at length physical issues with Tozzini.
Also, I can  speak with commercial groups and plan a "swap"seminar for the commercial and  legal groups (date TBD but probably after the legal seminar in San Antonio).
Please let me know if the timing works for our group in Houston and if you  have other thoughts.
Hope all is well.
Sara
Subject: laptop

Hi Felix!
I return from Argentina this weekend.
I am having some problems  with the laptop which I'll need you to adjust upon my return.
I am traveling  with an ESA person from Houston who has a laptop and never experiences any of  the daily problems which I have.
The problems are:  1.
Immediately upon logging in each day, I receive the following message:   "This install.
will install CITRIX ICA Client  - YES or NO"  2.
"Unable to load workspace file destop.dsk.
File is in use by another  program.
Delete the file and create a new workspace?"
Also, the screen freezes frequently and I'm not sure what this is related  to.
I can't use the laptop offline to even get into word.
When can we review these problems?
Thanks.
Sara
Subject: Hidroelectrica Diamante Sociedad Anonima

Rod and Susan:  I met with the counterparty and lawyer last week.
Following  are the results: Rod:  CP would like a phone call to discuss the Schedule and CSA.
They  mainly want explanations as to why ENA made the elections in the docs for:  1.  p.1 Cross Default Threshold  2.  p. 2 Additional Event of Default, part (xi)  3.  p. 4  issue providing Quarterly Unaudited Consolidated financials  4.
CSA p.2:  How was Collateral Threshold determined  Susan:  CP would like the following: 1.
Schedule p. 3:  sample certificates per third entry for docs to be  delivered  2,   "                p. 5:  need to get address  3.   "
p. 6:  Process Agent.
Need to provide CP into on CT  Corp.  You will need to speak with Julian Poole because the CP has fairly good  English (the lawyer does not speak English) and Julian may want to schedule  the call.
I don't know how quickly the CP will want to act because there is  a Stamp Tax issue to be resolved.
Thanks.
Sara
Subject: possible participation in SPR move

If they limit the fill to oil from the royalty-in-kind program, we can't participate because that's only an option for companies drilling in the Gulf.
If they go beyond that (DOE sources say they are inclined to), there might be a chance for us to participate if they solicit offers on the spot market.
One consultant said that option is less likely, but they will look into it more closely for us.
More likely they would contract with some oil-producing states off market to provide the rest.
If they open it up to everyone, we will have plenty of time to make an offer during the solicitation period.
CJS
Subject: credit

just had 2 refusals to trade due to crdit issues.
one from shell, which is a bit surprising since i thought we cleared this last week.
but anyway, the guy's name is james blount and number for stasco is 0207 546 5755 the other is socgen and this is due to some limits on gas side that they r linking.
the guy there is frederic naudan and his number is  33 1 42 13 03 91.
Subject: SOX Financing Update

The SO2 Emissions Credits Inventory transaction with Barclays Bank PLC has been extended for 12 more months as of yesterday, November 6.
Barclays has arranged a facility of $170 million, of which $158 million was used as of yesterday.
As a condition of extending the term past yesterday, Barclays required collateral in the form of a cash deposit or an L/C from an acceptable bank.
We have posted cash until L/C lines become available.
The cash raised, net of collateral posted, was approx $98 million, with capacity to put more SO2 credits into the facility.
The facility allows Enron to raise cash off-balance sheet without leaving us with short positions in our SO2 book.
As a condition of Barclays accepting cash collateral instead of an L/C, we amended the Swap Master between ENA and Barclays PLC to reduce the number of days to pay to avoid a payment default to one business day from three business days after notification by Barclays.
This amendment automatically reverts back to the original three business days immediately upon Enron posting an L/C to replace the cash collateral.
Further, Barclays has agreed to review the need for collateral in six months, such that if our credit situation improves sufficiently Barclays will release the collateral while leaving the facility in place.
The terms of the transaction allow EGM to sell SO2 Credits into the facility and call back the credits on one day's notice multiple times over the next year.
We pay interest expense in advance as a call option premium; if we call any credits back early, however, we receive a refund on the unused interest expense.
The upfront fee was 50bp on $170 mm for the year (though we really have 13 months) and the spread is 65 bp.
Please contact Soma Ghosh or me if you would like further updates.
On behalf of Soma Ghosh and Jim Lewis
Subject: Confirm ABE Book Order: Les Annees 30.

The Advanced Book Exchange has forwarded the following order.
This is only a confirmation of your order ... the book seller will contact you shortly to confirm this book's availability.
No response is required.
Author...... Bony, D'Anne.
: Title....... Les Annees 30.
Publisher... Paris, Editions Du Regard, 1987.
BookId...... 8809 Price....... ?
220.00  2 Volumes.
31cm.
1,380pp, hundreds of b/w and colour ills.
Cloth.
Slipcase.
Terms....... We accept all major credit cards.
Payment can also be made through our Giro account.
Subject: Opt4 demo

Jeff:  I am glad we were able to reschedule our discussion about Opt4, including demo of its product.
We are set for this Monday November 19 at 2:30 your time.
I will call you at your office number.
We will be broadcasting the demo to you over web-ex.
To log in to the demo just : 	1.
Go to the web-ex site (www.webex.com) 	2.
At the first screen, click the button "Meet on Line" in the upper right corner of the screen.
3.
On the second screen, click the blue "Join Meeting"  button on the left, middle section of the screen.
4.
On the third screen enter the Meeting number in the box at the top of the page.
The meeting number is 43248761.
Then click "Join"  	I'll look forward to speaking to you Monday.
Subject: Furniture

You don't have any furniture?
Kjaerholm is fantastic but it is a low scale and works best when together.
Most other furniture looks too big near it.
I'll try to send the pics again.
I like Mies...which chairs?
We have an older daybed (Mies) coming in.
What do you like?
What do you want your place to feel like?
It helps me when sending pics to you...warm, architectual, cool, gallery , (?)etc...
Would you mind sending the check fedex when you get it?
You know how it is... the money comes in and then it goes out.....Thanks, Kim
Subject: List of Companies

Mike/Jeff:  Attached is a list from the Enron Corporate Secretay's Office of the Enron companies where you are a Board member and/or an officer, noting your title.
It is my understanding that the Enron Director/Officer Liability Insurance Policy does apply to directors/officers of each of these companies.
Let me know what questions you have and I'll do my best to answer them or promptly find an answer.
Regards, Alan
Subject: furniture madness

Hi Jeff, We are bringing alot of new furniture to the shop tomorrow.
I will send some jpegs with an overall view and you can tell us if there is anything of interest.
Also, have you gotten your new checks yet?
We could really use the payment.
Thanks, Kim
Subject: hi

I am totally remiss!
I am only now sending  you the email you asked for with the breakdowns, etc.
The total sale was  $50,000, and I devised net prices as such:   KPM set: $25,000 Royal Copenhagen vase: $3,000 Mars Vallet bronze: $11,000 Rozenburg vase: $11,000   I've attached the original invoice for you as  well.
My Dear Jeff, I hope you are holding up through all  this shit that your company is putting you through and I am truly sorry that  it's happening to you.
You deserve a whole lot better than  this.
Love,
Subject: Enron Liquid Fuels, Inc.

To correct the list I gave you as to ELFI: Jeff, you are the President and COO; Mike, you are the Chairman & CEO.
Jeff, by the way, Enron Intelligence Exchange (a Cayman entity) was formed in 2000 by the LNG group to be a company to participate in the internet trading of LNG.
Obviously, no activites to date.
I still need to find out the purpose of Enron Administrative Services Corp.
I will let you know tomorrow.
Regards, Alan
Subject: TIME SENSITIVE: Executive Impact & Influence Program Survey

***REMINDER***  We have not yet received your feedback.
Your input is very valuable and to be included in the participant's summary report, it must be received NO LATER THAN CLOSE OF BUSINESS on Monday, October 22, 2001.
Without your feedback, the participant may not receive a summary report or be eligible to attend the program.
Subject: Oil Update from Washington

Here is a summary of what our key contacts are saying on the oil market:   SPR:  We still expect the Administration to announce an SPR fill plan very soon.
The original date has been postponed because work has been seriously disrupted up here due to anthrax scares.
We expect them to start with royalty oil, which means that companies drilling in Federal lands in the USG can pay some of their taxes in oil instead of money (like they did in 1999).
But DOE sources believe that this (approx 100kb/d) will not be enough for proponents of the plan, and they will want to expand the SPR fill to include purchases either through the spot market or through off-market contracts with key oil producing states.
IRAQ:  Sources believe that the US will try again for "targeted sanctions" when the oil for food program comes up for renewal in early December.
Like last time, there will be Iraqi disruptions, and also like last time, the US will likely give up after making a symbolic stand.
Bottom line -- we expect around 4-6 weeks of Iraqi oil export disruptions.
Subject: petrobras update

just talked to marcello castilho, the head of petrobras office in london.
he gave me the following: their crude production is down by 900mbd.
they have crude and product stocks for the next 5 days, but then will need to buy.
initially the thought wud b to buy crude however, the situation may have worsened at the refineries.
he was pessimistic about the discussions.
said that petrobras called them to a meeting ydy as everyone knows and only upped the ante by 1pct on their side vs the 8.5 sought plus the inflation catch-up of 42pct.
this really angered the unions and they have now said they will not come back to the table before seeing the numbers next time.
he said petrobras is up against internal competition now from other oil and gas companies who are offering ex petrobras workers a 15pct increase over their current pay, so petrobras is in a poor position.
so far the refs have been running at very low rates and the managers have not allowed the workers to leave the prmeises but have bunked them and fed them their in 12 hour shifts.
by law they can only do this for 3 days and some fighting has already broken out at one location, so doubtful they can continue the 'imprisonment' much longer.
if it comes to a bigger showdown he thinks the unions will just shut the refs down on the last shift that they work, and he will be buying product not crude.
Subject: API Forecasts

Jeff,  Please accept my apologies for the slight delay in getting back to you on the message board regarding this week's API forecast.
I'd like to take a minute of your time to highlight what we are doing to address all our concerns over our forecasts and how we are actively seeking to produce better results that we are all comfortable with and that provide useful insight and tradable information to our colleagues on the trading desks.
As I am sure you know, forecasting the API's is not as scientific as other industry data such as the AGA's.
The API is not consistently clear as to how it measures crude demand and this week's data is  a clear example of this in that there is a discrepancy of 1.2 million b/d between crude runs and the demand figure shown by the API.
Each week the basis of measuring crude demand changes slightly.
To address this we are looking at finding ways of predicting what we call the API Curve Ball Factor through a  variety of regressions / moving averages analysis.
The second area we are in the process of perfecting is imports data.
We are working closely with IT and Net Works to scrape real time shipping information in order to give us a better handle on crude coming in to the country.
We are also recruiting a Quants PhD from Vince Kaminski's group who will be able to bring a slightly more scientific skill set to our team of business / economics skill sets.
Please be assured that this issue is one we are giving the utmost priority to addressing.
Having only recently taken on responsibility for the crude and products fundamentals team I have not had much opportunity to discuss issues with you.
Please be assured that I am available at any time to discuss this, or any other, issue with you.
Best regards,
Subject: CAM Corporate Committee, action required by October 31

To all Corporate Committee Members: As a Committee Member, you are asked to thumb through your rolodex and find those contacts that would be most interested in supporting the Contemporary Arts Museum.
This year, we would like to start the thinking process before the November 1st meeting to avoid leaving out any potential targets.
Therefore, we are asking that each of you identify three to five possible companies with your contact names and fax or email them to Amber Winsor at awinsor@camh.org or 713-284-8275 by 5:00 p.m. Tuesday, October 30, 2001.
We will approach these companies to join as a corporate member at the $1000, $2500, $5000 or $10,000 levels.
You can decide which level to ask for and you will be a signature on the request letter.
At the meeting, we will identify co-signers to help improve the chances for a successful response from these prospects.
FYI - for those of you who cannot attend the November 1st  meeting, this step is even more important.
It will bring your voice and ideas to the meeting if you can't be there in person.
Thank you.
Subject: SATO: Enron Europe Trading JV

Jeff: On our conference call on the SATO MoU a week back I promised to send you the DASH and press release on the 50:50 Swiss trading JV Enron Europe has recently put in place with the Swiss municipal power company EWZ.
Note the DASH is draft only.
Interesting precedent.
Regards - Jeremy
Subject: 1st weather deal

Fred- Robyn structured and executed our first power deal with AIG's Arbitrage Fund yesterday- DKR.
Its our first deal.. we made money and it fit directionally into Steve Vu's book.
We have been pitching the weather product since the beginning of the year but have been limited by the size of transactions we could do and the funds understanding of the market.
Most of the funds want to use weather as a hedge for an underlying position in gas or power.. and the size of the market in weather has not been enough to cover directional NYMEX views.
So we started to look at smaller deals in the market areas to hedge regional power and gas underlyings that will naturally be smaller positions.
DEAL we did: Basket of 5 cities... equally weighted   DKR sold Nov HDD swap of basket of 5 cities: chicago, clevland, LGA, DC, Boston - equally weighted average of the 5 cities strike = 650 payout= 2,000/HDD  with 400,000 cap.
DKR benefits if it is warm.
Subject: Penn Career Network

Mr. Shankman:  My name is Robert Brown and I am a fellow alumnus of the Wharton School.
I noticed that you provided your name on the Penn Career Network as a mentor for other alumni.
I have just returned from a sabbatical and am currently seeking to enter the energy industry in Houston now that I have returned stateside.
As a person who has achieved a prominent position in the industry in which I am interested, I thought you might be able to help me in my endeavors with some advice.
Would it be possible for me to contact you at a convenient time, so that I might be able to ask you a few questions?
Please feel free to call me on my cell phone at 832.541.5805 or you can also reach me through e-mail by responding to this e-mail.
Thank you for making yourself available to other alumni like myself.
I look forward to speaking to you.
Regards,
Subject: refining B-E

Per your request this AM find attached break-even economics for gulf coast refiners with cracking and alkylation but no hydrocracking and coking.
This represents approx 30 pct of the gulf coast refining capacity.
The light/heavy spread mentioned is the spread between residual fuel oil and light products.
The info comes from McKinsey.
Subject: Museum Corporate Committee

As a valued member of the Contemporary Arts Museum's Board of Trustees, you have been selected for the Corporate Committee.
(You may have been assigned to additional board committees.
These committee chairs will contact you soon.)
The goal of the Corporate Committee is to bring in new and renewed Corporate Members at the $1,000, $2,500, $5,000 or $10,000 levels.
Their gifts will account for $40,000 - $50,000 of unrestricted operating support this year.
Your primary responsibility as a Corporate Committee member will be attendance at the year's only Committee Meeting, scheduled for Thursday, November 1 from noon to 1:30 p.m.  After the meeting, the development staff will work with you at your convenience by phone, fax and e-mail to draft solicitation letters, deliver them to your office for your signature and assist you in any way possible in your follow up efforts.
This year's committee will be chaired by G. Stephen Finley, Senior Vice President, Finance and Administration, and Chief Financial Officer at Baker Hughes Incorporated.
The November 1st meeting will take place at his office located at 3900 Essex Lane, Suite 1200.
Lunch will be provided.
Please R.s.v.p.
to Amber Winsor at 713-284-8263.
Thank you for serving the Contemporary Arts Museum in this capacity.
If you have any questions, please contact me at 713-284-8265 or at kssoh@camh.org.
Karen Skaer Soh Director of Development
Subject: natural gas

As I mentioned in our meeting the other day EGLI buys approximately 9,000 MMbtus per day of natural gas for the Morgan's Pt.
MTBE plant.
Since the price risk of this natural gas is for the account of EGLI I would appreciate your help as to when is a good buying opportunity for physical or financial natural gas.
During July through September we bought on a floating price since the market was going down during each of those months.
For October we bought fixed at $1.94/MMbtu.
We purchase the physical gas from AEP delivered through the old HPL system.
Subject: Enron does its first yen based crude trade

Mike/Jeff,   As indicated in the list of deals and interested cps that we sent you yesterday, we closed a transaction with Japanese trading company, Kobayashi Yoko, this afternoon.
Kinoshita and Anai had been working this company and had already gotten basic documentation and credit approval in place.
We had also gotten prior approval from Sheila Glover and Gary Hickerson to use the local metal's trader to handle FX swaps up to USD30MM.
Commodity and FX risk (except for 4 days from contract settlement) have been hedged with Singapore and ENA.
Not a big deal in and of itself (notional USD250k), but a start.
We believe there is much more demand and plan to see more in the near future.
Also expect to see first LPG deal with Marubeni with our new mid mkt "trader" very shortly.
We would back to back transaction as well.
Details of this transaction are as follows:   Enron Japan sells Dubai swap to Enron Singapore  Month: March 2002  Volume: 12,500bbls  Price: 20.24$/bbl  Enron Japan sells US$253,000 to ENA  Value date: 5 April 2002  Price: 118.92Y/$  Enron Japan buys Dubai swap from Kobayashi Yoko  Month: March 2002  Volume: 12,500bbls (=1,987.34 kl)  Price: 15,110Y/kl