Spreadsheet: sally_beck__36205__Global Hot List 0525
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 May 25, 2001
 |  | Second Quarter 2001 |  |  |  | Third Quarter 2001 |  |  |  | Fourth Quarter 2001 |  |  |  | First Quarter 2002 |  |  |  | TOTAL
 | Crude & Products | Deal | % | Value |  | Deal | % | Value |  | Deal | % | Value |  | Deal | % | Value
 |  | Project Timber | 0.8 | 75000 |  | Beagle | 0.5 | 35000
 |  | Envera | 0.65 | 1765 |  | Mt Belvieu HUB | 0.5 | 10000
 |  |  |  |  |  | Formosa | 0.3 | 8000
 |  |  |  |  |  | Talisman Crude | 0.7 | 3000
 |  |  |  |  |  | [NAME] | 0.6 | 3000
 |  |  |  |  |  | Venture Production | 0.6 | 2000
 |  |  |  |  |  | Vopak | 0.75 | 1000
 |  |  |  |  |  | Envera | 0.95 | 737
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Coal | Origination & Finance | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Cline Put Restructure | 0.99 | 4000 |  | Pace Carbon | 0.25 | 15000 |  | Pace Carbon | 0.25 | 15000
 |  | First Energy | 0.75 | 1500 |  | BHP | 0.25 | 10000 |  | DPR - Sale/Restructure | 0.25 | 5000
 |  | M&G - UK | 0.5 | 1000 |  | American Coal | 0.5 | 5000
 |  | British Energy - UK | 0.75 | 1000 |  | AMCI | 0.5 | 500
 |  | AES | 0.75 | 500
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Vessel | Trading | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Mitsui | 0.5 | 5000 |  | Mitsui | 0.5 | 5000 |  | RBS | 0.5 | 2000
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
 | Emissions | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | Noxtech | 0.75 | 6000
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
 | Weather | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | PacifiCorp - Stream Flow Deal | 0.4 | 3000 |  | ABN Amro Construction | 0.3 | 3000 |  | Dejana Industries | 0.35 | 100
 |  | PacifiCorp - Guaranteed Generation | 0.3 | 1000 |  | Peoples (WAM) | 0.4 | 1000 |  | [NAME] | 0.1 | 10
 |  | Florida Pipeline | 0.15 | 500 |  | Australian Wheat Board | 0.1 | 15
 |  | PacifiCorp - CDD Swap | 0.5 | 250
 |  | Agway | 0.1 | 150
 |  | US Pipeline | 0.2 | 100
 |  | [NAME] | 0.1 | 100
 |  | Heritage Propane | 0.7 | 100
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Global | Risk Markets | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | KCS | 0.4 | 2000 |  | Taft (Nuevo) | 0.2 | 6000
 |  | Multi-trigger PL Large Txns (5) | 0.3 | 1000 |  | Claims Trading Pipeline Txns (3) | 0.3 | 3000
 |  | Multi-trigger PL Medium Txns (4) | 0.3 | 750
 |  | Multi-trigger PL Small Txns (3) | 0.3 | 500
 |  | Claims Trading Pipeline - Southern | 0.3 | 500
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Freight | Markets | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | 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 | 3000
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
Finance & | Structuring | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value |  | Deal |  | Value
 |  | [NAME] | 0.9 | 0 |  | Ag Contract Monetization | 0.2 | 1000 |  | Project Phoenix | 0.25 | 10000 |  | Jose Project Finance | 0.25 | 0
 |  | Inventory Financing |  | 0 |  | Lubrizol K Monetization |  | 0 |  | Bahamas | 0.25 | 5000
 |  |  |  |  |  |  |  |  |  | Elba Island  K Monetization | 0.25 | 2000
 |  |  |  |  |  |  |  |  |  | Project Sarto | 0.25 | 2000
 |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | SUBTOTAL |  |  |  | TOTAL
 |  | TOTALS |  |  |  | TOTALS |  |  |  | TOTALS |  |  |  | TOTALS |  |  |  | TOTALS