Spreadsheet: sally_beck__33988__Global Hot List 0412
Sheet: Hotlist - Identified 

E N R O N   G L O B A L   M A R K E T S  -  H O T  L I S T |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | PRIVATE & CONFIDENTIAL
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | DEALS IDENTIFIED
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Results based on activity through April 12, 2001
 |  | Second Quarter 2001 |  |  |  | Third Quarter 2001 |  |  |  | Fourth Quarter 2001 |  |  |  | First Quarter 2002 |  |  |  | TOTAL
 | Crude & Products | Deal | % | Value |  | Deal | % | Value |  | Deal | % | Value |  | Deal | % | Value
 |  | Formosa | 0.3 | 10000 |  | GTL | 0.5 | 15000
 |  | Genesis | 0.75 | 5000 |  | Mt Belvieu HUB / Formosa | 0.5 | 10000
 |  | [NAME] | 0.5 | 5000 |  | Venture Production | 0.6 | 2000
 |  | Talisman Crude | 0.7 | 3000 |  | Envera | 0.95 | 737
 |  | BP | 0.5 | 3000
 |  | Envera | 0.95 | 1765
 |  | Vopak | 0.75 | 1000
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Coal | Origination & Finance | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Pace Carbon | 0.5 | 15000 |  | Pace Carbon | 0.25 | 15000 |  | Pace Carbon | 0.25 | 15000
 |  | Cline Put Restructure | 0.5 | 3000 |  | BHP | 0.25 | 10000 |  | DPR - Sale/Restructure | 0.25 | 5000
 |  | H del C | 0.99 | 1000 |  | DTE | 0.25 | 5000
 |  | M&G - UK | 0.5 | 1000 |  | AMCI | 0.5 | 500
 |  | British Energy - UK | 0.75 | 1000
 |  | AES | 0.75 | 500
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Vessel | Trading | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Mitsui | 0.75 | 2500 |  |  |  |  |  | Mitsui | 0.75 | 2500
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
 | Emissions | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Noxtech | 0.75 | 2000
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
 | Weather | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Welch's | 0.25 | 200 |  | [NAME] | 0.3 | 1000
 |  | Agway | 0.3 | 150 |  | [NAME] | 0.5 | 1000
 |  | [NAME] | 0.65 | 150 |  | [NAME] | 0.5 | 750
 |  | Harvard Fund | 0.3 | 100 |  | Adcetera Partnership | 0.5 | 100
 |  | Farmland | 0.3 | 100 |  | Waste Management | 0.3 | 100
 |  | Alcali | 0.3 | 100 |  | [NAME] | 0.8 | 10
 |  | [NAME] | 0.3 | 100
 |  | Caxton | 0.65 | 100
 |  | Heritage Propane | 0.6 | 100
 |  | Lenox | 0.3 | 75
 |  | Palace Entertainment | 0.4 | 35
 |  | Fresh Express | 0.3 | 30
 |  | Cabo | 0.65 | 20
 |  | Australian Wheat Board | 0.5 | 15
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Global | Risk Markets | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Multi-trigger PL deals; 9 at < $1MM | 0.3 | 8000 |  | Taft (Nuevo) | 0.2 | 6000
 |  | Sooner (Chesapeake) | 0.1 | 6000
 |  | Multi-trigger PL deals; 13 at <$400K | 0.3 | 4000
 |  | KCS | 0.3 | 2000
 |  | [NAME] | 0.99 | 1000
 |  | Celanese Claims Trading | 0.5 | 750
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Freight | Markets | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Dial | 0.5 | 600
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
 | LNG | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Arcos LNG Sale | 0.5 | 5000 |  |  |  |  |  | [NAME] | 0.5 | 50000
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
 | Puerto Rico | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Progasco | 0.8 | 4500 |  | San Juan Gas Fiber (Part I) | 0.2 | 4000 |  | San Juan Gas Fiber (Part II) | 0.4 | 4000
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Finance & | Structuring | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Project Looking Glass | 0.25 | 2000 |  | [NAME] Sell Down | 0.25 | 30000 |  | Project Feonix | 0.25 | 10000 |  | Jose Project Finance | 0.25
 |  | Agriculture Contract Monetization | 0.5 | 1000 |  |  |  |  |  | Bahamas | 0.25 | 5000
 |  | American Coal Note Sale | 0.25 | 500 |  |  |  |  |  | Elba Island K Monetization | 0.25 | 2000
 |  | Equity [NAME] | 0.5 | 200 |  |  |  |  |  | Jose-Equity Sell Down | 0.25 | 0
 |  | Credit-Linked Note | 0.99 | 150
 |  | [NAME] | 0.9 | 0
 |  | Inventory Financing |  | 0
 |  | Lubrizol K Monetization |  | 0
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
 |  | TOTALS |  |  |  | TOTALS |  |  |  | TOTALS |  |  |  | TOTALS |  |  |  | TOTALS