Hey: What's you're Q4/Q5 associated-Craig, Co. off peak spread offer. Just kidding. I see you're branching out of entergy jail. Giddy up. Hope all is well. mjb
Q: What is a potential subject line for this email?
answer: Yo
George, it is probably worth speaking to them about the US assets - probably the smaller Virginia sites which are probably less core and may be great brownfield sites. I'm not sure we would have an interest in UK coal fired assets. I would speak to Sherriff on that one. However, I would caution that real value is created through RAPID brownfield development leveraging on Enron's development, electricity, coal and emissions talents. For ComEd and Homer City, Mission has already paid up for these assets based on gas being on the margin. Now that was before a lot of the run up so it may be worthwhile; however, I think it may be difficult to arb these guys. As well, I think it may be difficult to get the asset out of them - I'm not sure that they can turn their strategy or show a loss this quickly from a Wall Street point of view. We should probably take a shot at the smaller probably less core Virginia assets. Are they in QF, if so there may be upside in the deal from Duran's point of view.. Dave, given the rise in gas prices and gas being on the margin for a larger part of the load curve, coal assets or coal QF's may be great assets for us from a restructuring and power asset (expansion/brownfield) point of view. Have we looked at this? Are there many in the market? Regards
Q: What is a potential subject line for this email?
answer: Edison Mission Energy
Jeff: This is just a quick "head's up" to advise you that I am no longer retired and am CEO of an energy information start-up, Genscape, Inc., based in Louisvllle. Two founders (32 year olds) left power trading positions to pursue the development of technology able to measure the electric and magnetic fields emanating from high-voltage lines connected to power plants. They were successful and can now translate those measurements into highly accurate estimates of transmission line load and direction and from that make a highly accurate estimate of a power plant's generating status. The information is delivered to customers via Internet on a real-time basis. Genscape will by year end have built a monitoring network capable of monitoring 250+ plants or startegic transmission points in the Continental U.S. Genscape's initial customers are energy trading companies and subsequent customers will be power generators, transmission and distribution operators, insurers, fuel suppliers and transporters, regulators and wholesale power consumers. The reason for the "head's up" at this time is that I'll be meeting with Scott Tholan of your staff on Tuesday, May 1, to review Genscape's product.
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answer: David Doctor/Genscape, Inc.
As we build the matrix of data discussed yesterday in our meeting we are encountering some missing data. Below is a list of counterparties which are listed as terminated (in at least one of the various lists of counterparties we have) but which don't have termination dates. BP Corporation North America Inc. ConAgra Trade Group, Inc. Deutsche Bank AG New York Branch Hallwood Energy Corporation IGI Resources, Inc. NJR Energy Corp. Can you please reply with termination dates for these counterparties. Let me know if you need additional information. Thanks
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answer:
Terminated