postbot/aeslc_kw huggingface dataset:
Subject: tw indeces


Please take a look at Vig's effort to detect price arbitrage behavior on TW  using the same method that Steve Kirk used on Northern.
You'll recall that  Steve's chart on Northern showed an very close correlation between the  calculated arb opportunity and the direction and size of the aggregate  customer imbalances, by month.
Proving once again that TW is just a little  different, that method shows no correlation at all on TW.
I agree with Vig's  conclusion that we should not use this data in the 637 filing.
I tried one alternative reading of the data to see if I could find a  correlation.
Steve's method evenly weights the value of arb opportunities  that occur early and late in a month.
Please tell me if you agree, marketing  folks, but I think a more logical approach would risk-weight the apparent arb  opportunites.
In other words, an apparent opportunity to short TW and sell  the gas for a $.25/mmbtu profit on the 5th of a month is unlikely to generate  arb behavior because a trader has no idea on the 5th what the cash out index  will be at the end of the month.
In contrast, an opportunity to make $.25 on  the 25th of a month, when a trader can calculate pretty closely what the  monthly index will be, is basically free money.
Using that logic, I ignored  any apparent arb opportunites in the first half of the month.
I eyeballed  the timing and size of the arb opportunites (i.e., there's a $.70-.90 arb  opportunity to short TW from the 23d to the end of May, 2000) rather than  using Steve's mathematical approach.
I still didn't see the kind of  correlation I'd expect.
The correlation is directionally positive in only 4  out of 12 months, and the size of the imbalances doesn't even make sense in  the months that correlate on direction.
I give up, and am removing the arb  argument from the daily imbalance section of the draft.
I'll route that  separately.
Thanks to Vig, Susan, Lorraine and Richard for hustling on this analysis.
"Its better to try [to find a correlation] and fail than never to try at all.
.
.."
Subject: Document Retention


We are now addressing the distasteful task of sorting through the mountain of  files accumulated during the Conoco litigation.
Kathy is taking the lead on  reviewing our document retention policies and advising Britt and I of what  she thinks we can destroy and what we need to keep.
In some instances, the  appropriate approach is not entirely clear.
Have you folks run across any  "document retention policy specialists" that she ought to talk to?
We have a  fairly detailed policy applicable to "Interstate Law" (which I guess means  GPG law--the policy document is fairly old) but I'm less clear on what
Subject: Election Day


Where are you gonna be on Nov. 7?
Victory parties (or defeat parties) I'm  sure.
I may be in DC at least for the afternoon--gonna have any time free?
Subject: IdeaBank Website


Please take a look at this new communication tool at your earliest  convenience and give your input to one or more projects.
This is our  opportunity to provide meaningful creative input to the slew of new revenue  generation ideas that are flying around.
I appreciate your efforts to make  innovation as high a priority in the law group as it is throughout all of  Enron!
DF
Subject: Anderton


Steve Anderton called today and has cleared the arbitration with his firm's  conflict committee.
He's sending an email tomorrow describing the specific  results of his conflict check.
I'll forward it to you both for review.
From  my discussions with Steve, I think he'd do a great job as our arbitrator.
Are we all in agreement on using Steve or are there some other competing  candidates?
Do you guys want to talk to him or meet with him first?
Britt,  do we need a retention agreement with Steve if we decide to use him?
A  self-serving retention agreement may be a good idea if we think OneOk might  challenge our arbitrator based on alleged bias.
Also, if we are good to go  with Steve, I'd like to send him a package of the key documents and then meet  with him to discuss the case sometime in the next week or two.
Britt, any  concerns with my doing that as long as I don't send him anything privileged?
(I'm assuming for the sake of safety that the attorney client privilege  doesn't apply to our communications with our arbitrator unless instructed  otherwise).
He is down in Houston two days a week so we could do it there.
DF
Subject: Mgt. Conf.


Are you coming?
I think I owe you a beer or two, and since it will be on my  expense account, I don't mind paying up!
DF
Subject: TW Negotiated Rate deals


As you requested, following are the facts for the media regarding the  negotiated rate deals that TW has recently done at rates in excess of the  tariff max rate.
Please note that the first two transactions are already  public and the following information can be disclosed now.
The third deal  has not been filed yet and will not be public until it is.
That filing will  be made before Dec. 1, 2000.
General:  TW has done three deals in the last week at rates in excess of TW's  maximum tariff rate.
Each of the deals was done pursuant to TW's negotiated  rate authority, which FERC granted TW in 1997.
(Order issued April 11, 1997,  Transwestern Pipeline Co., 79 FERC Par.
61,021).
Pursuant to that authority,  TW has filed negotiated rate tariff sheets with the FERC, which are docketed  at Docket No.
RP97-288.
Details on the specific transactions are as follows:    Deal 1:  Counterparty:  PG&E Energy Trading  Rate Schedule:  ITS-1  Volume:    30,000/day  Rate:  $.90/MMBtu, inclusive of surcharges  Term: the one day period of November 15, 2000  Receipt points:  NNG Halley, West Texas Pool  Delivery point:  SoCal Topock  Deal 2:  Same as Deal 1,  except term is one day period of November 16, 2000  and rate is $.75/MMBtu    Deal 3:  Counterparty:  Sempra Energy Trading  Rate Schedule:  LFT  Volume:  10,000/day  Rate:  $1.00/MMBtu, inclusive of surcharges  Term:  Dec. 1-Dec. 31, 2000  Receipt point:  Bloomfield  Delivery point:  PG&E Topock  All of the above information is contained in TW's FERC filings on these  transactions.
No other information is available as TW does not comment on  specific customer transactions.
Subject: TW Fuel


This morning I raised a concern regarding TW's sale of excess fuel at  downstream points.
Here's the problem:  the tariff requires shippers to  tender fuel to us at their receipt points.
With rare exceptions, those  receipt points are not at the Cal.
border.
Order 636 mandates that pipelines  unbundle transportation from storage.
It also requires that pipelines that  make gas sales do so at the furthest upstream point on their pipeline.
That  latter requirement means that if a pipe buys gas at point "x", it should  resell the gas at point "x" and not haul the gas to point "y" and then sell  it there as a delivered (i.e., bundled) product.
My concern this morning was  that our receipt of fuel gas in the San Juan or Permian and shipment of that  gas to the Cal.
border for sale arguably violates the unbundling requirement  (because the Cal.
border sale is a bundled combination of the sale and the  transportation of the gas to the downstream location) or the "furthest  upstream point" requirement or both.
Susan and my recollection was that when  ECS wanted to receive the Gallup fuel deliveries at  a point other than  Permian pool, we made them sign a transport contract to move the gas to where  they wanted it.
I haven't confirmed that recollection but I am recalling  that we told Courtney that we couldn't just move our fuel gas around  whereever we wanted it--we needed someone to pay us to transport it.
Subject: ???


any word on the supreme court ruling?
I figure that ought to add $5 to the  stock price instantly, if it comes out right.
df
Subject: Gallup


Attached is a draft of an "operational control agreement" designed to address  the concerns stated in FERC's order approving the Gallup project.
We may or  may not actually file it as part of the required compliance filing, but will  describe it in detail in the "report" FERC ordered us to file.
The  substantive terms track the language that is already in the O&M Agreement.
Please give me or Susan a call with any questions or comments you may have.
We expect to file this by I believe the 12th of Feb.  or so.
Thanks.
DF
Subject: Girlfriend's Day


National Girlfriends Day!
What would most of us do without our sisters, confidants and shopping, lunching, and traveling girls?
Let's celebrate each other for each other's sake!
TO MY GIRLFRIENDS!
If you get this twice you know you have more than one girlfriend.
Be Happy!
PLEASE PASS THIS ON TO ALL OF YOUR GIRLFRIENDS AND RETURN IT TO THE  FRIEND WHO SENT IT TO YOU!
It is good to be a woman:  1.
We got off the Titanic first.
2.
We can scare male bosses with the mysterious gynecological disorder excuses.
3.
Taxis stop for us.
4.
We don't look like a frog in a blender when dancing.
5.
No fashion faux pas we make, could ever rival the Speedo.
6.
We don't have to pass gas to amuse ourselves.
7.
If we forget to shave, no one has to know.
8.
We can congratulate our teammate without ever touching her rear end.
9.
We never have to reach down every so often to make sure our privates are still there.
10.
We have the ability to dress ourselves.
11.
We can talk to the opposite sex without having to picture them naked.
12.
If we marry someone 20 years younger, we are aware that we will look like an idiot.
13.
We will never regret piercing our ears.
14.
There are times when chocolate really can solve all your problems.
15.
We can make comments about how silly men are in their presence because they aren't listening anyway.
Send this to all the bright women you know and make their day!!!!
!
Subject: WTC Parking


Portland Employees-  At this time Enron Portland has 5 parking spots allocated based on floor space and number of employees.
As UBS employees leave we do not automatically have the ability to take over their spots.
However, in renegotiating our lease with PGE we will address the possibility of taking over more that the 5 allocated spots.
We will keep you updated as to the progress of this.
For now, Khymberly Booth is checking into the availability of 1 or more of our spots and will offer any available spots to Portland employees based on Portland office seniority.
We will contact you individually if a spot becomes available.
If you have any questions please contact Kathy Sheppard or Khymberly Booth.
Thanks-
Subject: Frommelt Adoption


Randy, Brian asked me to e-mail you and let you know that he and Tracy left this morning for Russia to pick up one year old Jack, our wonderful, new grandson.
He tried to call you but said he must have had the wrong number.
Jeff Frommelt Grandpa
Subject: Important Notes for Move to New Building


PLEASE READ:  There is only 1 week left before moving into the new building.
There are two shredco containers located at EB3206E and in the freight elevator for documents that need shredding.
Also there will be a couple of large trash containers located on the 32nd floor today 11/2/01 and next Friday 11/9/01.
Please start the cleanup process.
Remember:  1.
You can only move 6 boxes per person plus equipment 2.
Take home all IPAQ'S, Blackberry's, Palm Pilots and Laptops Friday 11/9/01 so that nothing is misplaced 3.
If you have a cellular phone charger on your desk....don't forget to pack  4.
Clean out all Voicemails by 5:00 PM on Friday 11/9/01 5.
The new Enron Building will be closed to all until 5:00 AM on Monday Morning.
If you try to come up here, you will not be allowed in the     	building.
6.
Please give your User ID and Password to your assistant so she/he can make sure that everything is up and running for you on Monday 	morning.
7.
If you have a headset, please pack it.
They will not be installed until Monday morning.
8.
Since there are no amtels moving, please be sure you have MSN messenger installed in your computer because this is what your assistant 	will use to give you your       messages.
If you do not have it, your assistant can help you install it.
9.
Please label your PC, Boxes (on the ends), and cradles, scanners, etc.
You will have a new mouse and keyboard in the new building and your 	monitors will have speakers on them so you don't have    If you have any other questions or concerns, please let me know.
Subject: Citizens Griffith cut procedures


Attached is a summary of the conference call held between Enron, Citizens, and PP&L on October 18th.
Proposed procedures on how we will handle cuts from now on are also included.
Enron is making every effort available to ensure that PP&L receives 100% of the gas that they call on.
I feel that we need to formally agree to these procedures, either in the form of an amendment to the agreement or a formal letter signed by all parties.
Please let me know if you have any comments regarding these procedures and how you would like to proceed.
Thanks,
Subject: Griffith flows


Sean,  Attached is our response to your request for a description of the steps Enron is taking to improve flows to the Griffith power plant.
Please let me know if you have any questions.
Thanks,
Subject: Analysts


Jana:  I would definitely like to have an analyst start as soon as possible.
Let me know what the procedure is (i.e.
do I interview, will an anlyst just  be assigned to me, etc.)
I had already talked to Mason Hamlin before, and he  opted for another rotation, although he was perffectly acceptable to me.
So  let me know what I need to do and when I could expect an analyst.
Also, a  new hire analyst is acceptable.
Thanks.
Subject: Corp. Costs for 2002


Dawn, 	In the files you have sent for the 2002 Corp. Costs you have a column for ETS HQ.
It appears that there are several companies' allocations in that one column.
We will need to see the Co. 366 costs broken out from these other companies.
For example, if you have included costs for Co. 1202 and Co. 1195, these need to be separated out in detail.
Both Co. 1202 and Co. 1195 have employees.
Co. 366 allocates their costs and we will not know the dollars that belong to these other companies without a breakout in your spreadsheet.
Thank you for your assistance.
Should you have any questions please call.
Mary
Subject: MMF Factors


Per your request we have checked the MMF calculation data for NNG/TW/FGT/Trailblazer to Hyperion and/or SAP as appropriate.
Data checks out.
However, I asked Mary to provide me a copy of the prior year calculation.
It appears that the NNG and TW Fair Value Adjustment companies were included in the calculation this year, but were excluded last year.
A ballpark estimate is that the ETS MMF factor would drop by .1% if the NNG/TW fair value companies were excluded as they were last year.
That would mean a factor of 19.0% rather than 19.1%.
Please call me when you want to discuss IMP.
I'm not sure exactly what you're looking for so trying to answer by e-mail probably wouldn't be very productive.
Subject: Oneok Claim on EPPI


EPPI Claim for 2000-2001  Enron Processing Properties, Inc (EPPI)  assignment of the GPM Agency Agreement committed EPPI to reimburse KN (now Oneok) for all-in transportation rates above 4.45%.
NNG's must bill minimum rates and those rates are sometimes above the 4.45% all-in rate, therefore Oneok has submitted invoices for transport excesses of $79,165 and $222,315 for the years 2000 and 2001.
The invoices are currently being checked by Gas Logistics and once a final determination has been made coding instructions will be needed for this EPPI commitment.
Prior Claim (1997-1999)  On 2/18/2000, KN submitted a claim for $363,211 covering 1997-1999, I checked the calculations and the claim was revised to $192,000.
During negotiations KN sold the agreements to Oneok and to my knowledge the prior claim was never paid nor were any more demands for payments made.
Subject: Here's the scoop on the Financial meetings


Here's the scoop as I know it as of 3;15 today.
2002 Commercial Plan mtg for McCarty, Thursday, August 16th As of 8/14 @ 2:40, Danny advised that the meeting will proceed BUT, suggested that they break at 10:00 and attend the Enron All -Employee meeting and reconvene at 11:00 - 1:00.
Note the lunch will be delivered at 11:30.
Subject: EPPI GPM Oneok agreement


I have attached a summary and schedules which indicate the following.
EPPI owes Oneok/GPM $339,158.69 Oneok owes NNG	$  92,774.99 Net amount due is	$246,383.70  Per Dan Fancler  Oneok invoices total $301,383.96.
Oneok has not recognized that some months they paid under the 4.45% and owe NNG.
Oneok is pushing hard for the money, so I am turning over the resolution of the differences to NNG marketing and the resolution of the cash payment to Tracy Geaccone and/or Jennifer Lev.
Subject: Information Request


Hello everyone.
I know that many, if not all of you, have worked on numerous requests/initiatives from the office of the chair and other teams lately.
That being said, we received a new request on Thursday night which is another look at some of the information your groups may have already provided, along with some other information.
Attached is a file, with the breakouts and formats as requested by management, containing four (for some of you, five) spreadsheets.
Please complete all of these sheets applicable to your business unit (note: dollars in millions).
The requested timing of the completion of this exercise is by 3pm Friday, November 15.
Please send the completed file back to me as soon as you are finished.
If you have any questions about the format or the contents of the file, please contact Michelle Nezi Marvin at 3-6848.
For any other questions, please call Mark Lindsey at 3-1873.
Thanks,
Subject: 2002 Plan Dates & Information


Attached is the revised calendar for the completion of the 2002 Plan.
As you will note, the dates have been moved up approximately 2 weeks in most cases.
This is a result of the recent management changes and executive availability.
A couple of notes on the dates:
Subject: Free Frost & Sullivan Training


eSource Presents Free Frost & Sullivan Training  Did you know that Enron employees can access and download Frost & Sullivan market reports for free?
When you obtain a password and access the Frost.com website, you will be able to see what other Enron employees have purchased.
Once any Enron employee purchases a report, any other Enron employee can download it for free!
Frost.com offers access to Frost & Sullivan's industry specific databases of marketing information and analysis.
With a free password, you have the ability to search the site for reports and documents.
You will be able to configure your Watch profile so that you will be alerted when documents matching your profile are published.
You will also have the option to save your searches and documents.
To find out more about Frost & Sullivan and how to access their market information,  attend one of our training sessions: 		 August 3	  8:30 - 9:30 AM 	EB5C2 August 3	  9:45 - 10:45 AM 	EB5C2 August 3	11:00 - 12:00 PM	EB5C2
Subject: Boston Gas Differential - September


Chris, I know we just got the August differential figured out but it's that time again!
Could you please provide me with the September differential?
TM3 was $2.58 USD/MMbtu and Boston City Gate was $2.61 USD/MMbtu.
Thank you in advance,
Subject: Columbia Contract Awaiting Your Execution


You have an electronic contract awaiting your review and execution.
Use the Execute Electronic Contracts screen to print and electronically execute a Request(s) for service                        To Print/Execute Electronic Contracts:   1.
Click on the Contracts folder        2.
Select the Execute Electronic K from the Contract Administration Drop Down menu                                                                           3.
Select the service requester from the Service Requester drop down menu 4.
Choose the print option of either View Later or E-mail.
4a.
If View Later is selected then the contract can be printed from the Utility      folder: View Report Selection  4b.
If Email is selected then the contract will be emailed to the address        displayed in the Email Address Field.
This field will default to the email      address currently associated with the Navigator Id that is currently logged      on the system.
You may change the designation of where the contract is       to be sent by typing in a different email address                       5.
Click on Retrieve                    6.
To print a contract, place a check in the Print Contract select box beside the Bid/Request No.
that you want to print                                     7.
To execute your contract, place a check in the Execute select box beside the Bid/Request No.
that you want to execute.
Note: It is strongly recommended that you print your contract prior to execution.
You can select the print option independent of the execution option; that way you may review the printed contract then if the terms were agreeable, return to this screen to execute the contract                                                                        8.
Click on Submit.
8a.
After the contract is executed the screen will display the contract            number assigned and the date it was executed                               8b.
The executed contract information will be displayed on the screen for one      full day following the date it was executed                                Note only those Navigator Ids with execution authority may electronically execute a contract.
The contract must be executed before the "Execute by Date" expires.
This document was created by TCOAPPS  in the DB2P subsystem in job IPAT0100, job number 06903, program AT12000
Subject: NYMEX Authorized Trader List


I am putting together a list of people who will be designated as authorized traders for the purpose of executing NYMEX hedge transactions.
Please reply with your full name (first, middle and last) and Enron phone number for inclusion in the list.
Thank you.
Subject: Redneck 2002


You're A Redneck When... 2002 Edition   You take your dog for a walk and you both use the same tree.
You can entertain yourself for more than an hour with a fly swatter.
Your property has been mistaken for a recycling center.
Your boat has not left the driveway in 15 years.
You burn your yard rather than mow it.
You think the Nutcracker is something you did off the high dive.
The Salvation Army declines your mattress.
Your entire family sat around waiting for a call from the governor to  spare a loved one.
Subject: Dominion Producers


I would like to get the following information from you.
I think we probably will need to get the information for all the Appalachian producers.
I also realize that it may take some time for you to get the EES information together.
Over 70% of the Dominion volumes are for ENA.
1.
Pre petition amounts due by production month for EES and ENA by pipeline.
2.
Detail all deals that have pricing other than index for the total volume.
If a deal has tiered pricing, then I need to know how much gas flowed for that deal.
Ex:  Triad where the first 5,000 is at $4.48 and anything over that is at index.
I would need to know the total volume by month on this deal.
3.
Pre petition and post petition transportation expenses.
Rita has put this information together for ENA.
I will start it for EES and then get you or Kathryn to help me.
It      may already be completed.
Subject: Upcoming Tuesdays


After determining who is available over the next few weeks, I suggest we not meet the next 2 Tuesdays.
We will pick back up with Session 4 on July 16.
Thx!
Bill