email stringlengths 792 90.9k | questions sequencelengths 2 11 | rephrased_questions stringlengths 109 2.59k | gold_answers sequencelengths 2 11 | alternate_answers sequencelengths 2 11 | incorrect_answers sequencelengths 2 11 | path stringlengths 13 34 | user stringclasses 31 values | questions_count int64 2 11 | gold_rationales sequencelengths 2 11 | alternate_rationales sequencelengths 2 11 | include_email sequencelengths 2 11 |
|---|---|---|---|---|---|---|---|---|---|---|---|
Subject: RE: Wabash and other parties
Sender: stephanie.panus@enron.com
Recipients: ['leslie.hansen@enron.com']
File: phanis-s/deleted_items/13.
=====================================
Sara gave two lists to Harlan to look at if you want to coordinate with him. Gerald also has the list from yesterday that will need to be reviewed. Thanks.
-----Original Message-----
From: Hansen, Leslie
Sent: Thursday, December 27, 2001 10:12 AM
To: Panus, Stephanie
Subject: RE: Wabash and other parties
I can look at them.
Leslie
-----Original Message-----
From: Panus, Stephanie
Sent: Thursday, December 27, 2001 9:47 AM
To: Sager, Elizabeth; Portz, David; Nettelton, Marcus; Moore, Janet H.; St. Clair, Carol; Hansen, Leslie; Murphy, Harlan
Subject: Wabash and other parties
Importance: High
Can someone call Ed Baughman regarding Wabash Valley Power Association and whether or not this contract has been properly terminated? Also, I have some termination lists that need to be reviewed. Please let me know if you can review them.
Thanks,
Stephanie
===================================== | [
"Who has the list from yesterday that needs to be reviewed, according to Stephanie's email about Wabash and other parties?",
"What is the date and time that Leslie Hansen responded to Stephanie Panus' email about Wabash and other parties?"
] | ["According to Stephanie's email about Wabash and other parties, who is in possession of the list from yesterday that requires review?", 'On what date and at what time did Leslie Hansen send her response to Stephanie Panus regarding the email about Wabash and other parties?'] | [
"Gerald has the list from yesterday that needs to be reviewed.",
"Leslie Hansen responded to Stephanie Panus' email about Wabash and other parties on Thursday, December 27, 2001, at 10:12 AM."
] | [
[
"Gerald has the list from yesterday that needs to be reviewed, according to Stephanie's email about Wabash and other parties."
],
[
"Leslie Hansen responded to Stephanie Panus' email about Wabash and other parties on December 27, 2001 at 10:12 AM."
]
] | [
[
"John, Mary, and Alex have the list from yesterday that needs to be reviewed, according to Stephanie's email about Wabash and other parties.",
"The person in charge of Wabash and other parties has the list from yesterday that needs to be reviewed, according to Stephanie's email."
],
[
"Leslie Hans... | phanis-s/deleted_items/13. | phanis-s | 2 | [
"determine who has the list from yesterday that needs to be reviewed. We can look at the email and see that Stephanie mentions that Gerald has the list from yesterday that will need to be reviewed.",
"find the date and time Leslie Hansen responded to Stephanie Panus' email about Wabash and other parties. We can l... | [
[
"answer this question. First, we need to identify who Stephanie is referring to when she says \"Gerald also has the list from yesterday that will need to be reviewed.\" We can do this by looking at the recipients of the email and identifying who Gerald is. In this case, Gerald is not a recipient of the email,... | [
0,
1
] |
Subject: RE: EPMI List Non terminated parties
Sender: david.portz@enron.com
Recipients: ['stephanie.panus@enron.com', 'elizabeth.sager@enron.com', 'marcus.nettelton@enron.com']
File: phanis-s/deleted_items/6.
=====================================
Stephanie -- Please keep watch for termination letters coming in from any of these counterparties and make me aware immediately of anything received --also Elizabeth Sager, Marcus, Harlan and Leslie. We may be resuming the scheduling of power with these counterparties but will not do so with a party that has terminated its enabling agreement(s) with EPMI. Thanks.
Restore Service List 21 Dec. 01
AES New Energy
Alcoa Power Geenerating
Ameren
BECO (Boston Electric)
Cargill Alliant LLC
Central Maine
Citizens Communications Co
CP&L (Carolina Power & Light)
DTE Energy Trading
Entergy Services
First Energy Solutions
Green Mountain Power Corp.
GPU Service
HQ Energy Services (Hydro Quebec)
IP&L (Indiana Power & Light)
LG&E (LG&E Energy Marketing)
Minnesota Power & Light
NIMO (Niagara Mohawk Energy
NSTAR Electric )
OG&E (OGE Energy Resources)
Select Energy
Southern Illinois
Split Rock Energy
Taunton Municipal Light
TXU Energy Trading
UI (United Illuminating)
VEPCO (Virginia Electric Power Co.)
Wisconsin Electric
-----Original Message-----
From: Panus, Stephanie
Sent: Friday, December 21, 2001 10:00 AM
To: Portz, David; Nettelton, Marcus
Subject: EPMI List
<< File: EPMI List.xls >> << File: Letter Log 12-20.xls >>
Attached is a list of the EPMI terminations. The 12-20 list may contain additional EPMI counterparties that have not yet been added to the Master List.
===================================== | [
"According to the email from Stephanie Panus to David Portz, what is the file that Stephanie Panus explicitly states contains the list of EPMI terminations?",
"Who else, besides Stephanie, is David Portz asking to keep watch for termination letters from the listed counterparties?",
"What is the name of the comp... | ['In the email from Stephanie Panus to David Portz, which file does Stephanie Panus mention as containing the list of EPMI terminations?', 'Who, in addition to Stephanie, is David Portz asking to monitor incoming termination letters from the listed counterparties?', 'Which company is referred to by the abbreviation "BECO" in the list of counterparties mentioned in the email?'] | [
"The file that Stephanie Panus explicitly states contains the list of EPMI terminations is \"EPMI List.xls\".",
"Besides Stephanie, David Portz is asking Elizabeth Sager, Marcus, Harlan, and Leslie to keep watch for termination letters from the listed counterparties.",
"The company that is abbreviated as \"BECO... | [
[
"The file that Stephanie Panus explicitly states contains the list of EPMI terminations is \"EPMI List.xls\"."
],
[
"Besides Stephanie, David Portz is asking Elizabeth Sager, Marcus, Harlan, and Leslie to keep watch for termination letters from the listed counterparties."
],
[
"The name of the... | [
[
"The file that Stephanie Panus explicitly states contains the list of EPMI terminations is \"EPMI Terminations.xlsx\".",
"The file that Stephanie Panus explicitly states contains the list of EPMI terminations is the \"EPMI Termination List 2022-2023.xlsx\" file."
],
[
"David Portz is asking the Le... | phanis-s/deleted_items/6. | phanis-s | 3 | [
"determine the file that contains the list of EPMI terminations. We need to look at the email from Stephanie Panus to David Portz and find the file that she explicitly states contains the list of EPMI terminations. According to the email, the file that contains the list of EPMI terminations is \"EPMI List.xls\".",
... | [
[
"answer the question. First, we need to identify the email from Stephanie Panus to David Portz. We see that the email is from Stephanie Panus and has the subject \"EPMI List\". Next, we need to find out which file Stephanie Panus explicitly states contains the list of EPMI terminations. We see that Stephanie ... | [
0,
1,
1
] |
Subject: Theres Still Time for Holiday eCards at BlueMountain.com!
Sender: yourfriends@maildb.bluemountainarts.com
Recipients: ['stephanie.panus@enron.com']
File: phanis-s/deleted_items/1.
=====================================
Say Happy Holidays with the World's Most Popular eCards:
Christmas Bear
http://maildb.bluemountainarts.com/cgi-bin11/flo?y=eCs30E7EZP0iI0wMp0AT
Christmas Sing-A-Long
http://maildb.bluemountainarts.com/cgi-bin11/flo?y=eCs30E7EZP0iI0wMa0AE
The All -Weather Snowman Kit
http://maildb.bluemountainarts.com/cgi-bin11/flo?y=eCs30E7EZP0iI0wMs0AW
Patriotic Christmas
http://maildb.bluemountainarts.com/cgi-bin11/flo?y=eCs30E7EZP0iI0wMj0AN
BlueMountain.com...For Everything You Want to Say.
BlueMountain.com values your privacy. This message was sent to
you by BlueMountain.com. We will not sell or share your personal
information with another company without your permission. To
view our privacy policy, visit: http://maildb.bluemountainarts.com/cgi-bin11/flo?y=eCs30E7EZP0iI0wJp0AQ
If you prefer not to receive promotional email from
BlueMountain, please send a message to:
unsubscribe_bma@maildb.bluemountainarts.com and type "Remove"
in the subject field. This system is automated and must be
contacted from the email address you wish to have removed.
===================================== | [
"What is the URL that BlueMountain.com provides for users to view their privacy policy?",
"What are the names of the four eCard options mentioned in the email from BlueMountain.com to Stephanie Panus?"
] | ['What URL does BlueMountain.com provide for viewing its privacy policy?', 'What are the titles of the four holiday eCard options presented in the email from BlueMountain.com to Stephanie Panus?'] | [
"The URL provided by BlueMountain.com for users to view their privacy policy is http://maildb.bluemountainarts.com/cgi-bin11/flo?y=eCs30E7EZP0iI0wJp0AQ.",
"The four eCard options mentioned in the email are Christmas Bear, Christmas Sing-A-Long, The All-Weather Snowman Kit, and Patriotic Christmas."
] | [
[
"The URL that BlueMountain.com provides for users to view their privacy policy is \"http://maildb.bluemountainarts.com/cgi-bin11/flo?y=eCs30E7EZP0iI0wJp0AQ\"."
],
[
"The four eCard options mentioned in the email from BlueMountain.com to Stephanie Panus are Christmas Bear, Christmas Sing-A-Long, The Al... | [
[
"<https://www.bluemountain.com/privacy-policy>",
"The URL for BlueMountain.com's privacy policy is https://www.bluemountain.com/privacy-policy."
],
[
"The four eCard options mentioned in the email from BlueMountain.com to Stephanie Panus are \"Birthday Wishes\", \"Thank You\", \"Congratulations\",... | phanis-s/deleted_items/1. | phanis-s | 2 | [
"find the URL for the privacy policy. We need to look for a link in the email that mentions the privacy policy.",
"identify the names of the eCard options. We can look at the email and find the section that lists the eCard options, which is the section with the links to the eCards. The names of the eCard options ... | [
[
"find the URL that BlueMountain.com provides for users to view their privacy policy. First, we notice that the email contains a link to the privacy policy. Second, we see that the link is located at the bottom of the email. Third, we read the text of the link, which says \"view our privacy policy\". Fourth, w... | [
0,
1
] |
Subject: RE: East Power Meeting
Sender: m..presto@enron.com
Recipients: ['jeffrey.miller@enron.com', 'lisa.burnett@enron.com', 'dana.davis@enron.com', 'jim.fallon@enron.com']
File: phanis-s/inbox/10.
=====================================
I believe Wabash has also terminated.
Don,
As you know, we had a meeting like this the week prior to Christmas and had an accurate list at that time. Our group can do nothing about delays between actual termination notification by the counterparty and communication to trading that termination has occurred. I think the meeting is warranted, however, we are not going to completely eliminate the timing issues.
I will see you on Wednesday at 2:00 pm.
-----Original Message-----
From: Miller, Don (Asset Mktg)
Sent: Fri 12/28/2001 3:12 PM
To: Presto, Kevin M.; Davis, Mark Dana; Burnett, Lisa; Miller, Jeffrey; Reeves, Leslie; Evans, Casey; White, Stacey W.; Gilbert, Gerald; Bentley, Corry; Sager, Elizabeth; Nettelton, Marcus; Bradford, William S.; Sacks, Edward; Portz, David; Choate, Jason; Sturm, Fletcher J.; Racicot, Paul; Panus, Stephanie; Murphy, Harlan
Cc: Fallon, Jim
Subject: East Power Meeting
We need to meet on Wednesday, the 2nd, at 2:00 pm (in the big conference on the sixth floor in ECS) to go back through the East Power contracts that we will continue to serve either through the pools or under bilateral deals. Given the drill we went through today in preparing for the January schedules in PJM and NEPOOL, it became apparent we need to get all the team members on the same page and make sure we have a good system for notifying all relevant parties of terminations, changes, etc.
Bill/Ed - Can you please run the most recent DPR for non-terminated East Power contracts.
Casey and Stacey - will you please update the spreadsheet that you ran for Kevin last week.
Let's make sure we all agree on contracts that have been terminated. As most of you probably have seen, a number of terminations have been received in the past several days (see below).
United Illuminating - effective January 1, 2002
HQ Energy Services - effective January 1, 2002
First Energy Solutions - effective January 2, 2002
Old Dominion - effective January 10, 2002 - we should schedule in PJM through the 10th of January (do we have any other positions with Old Dominion).
Ameren Energy
GPU Energy - effective January 21, 2002 - we should schedule in PJM through the 21st of January (they may push back, but we should remind them that they will be subject to LDs).
Thanks,
Don
3-0492
===================================== | [
"On which floor is the big conference room located, according to Don Miller's email about the East Power Meeting?",
"What specific output or result did Don Miller ask Bill/Ed and Casey/Stacey to produce in preparation for the East Power Meeting, according to his email?",
"What does \"LDs\" refer to in the conte... | ["According to Don Miller's email, where is the big conference room situated for the East Power Meeting?", 'What specific tasks did Don Miller assign to Bill/Ed and Casey/Stacey in his email to prepare for the East Power Meeting, and what were they expected to deliver as a result of these tasks?', "According to Don Miller's email, what penalty might Ameren Energy GPU Energy face if they push back on their termination date of January 21, 2002?", "According to Kevin Presto's email, what is the current situation with Wabash in relation to the East Power Meeting?", "According to Don Miller's email, which two entities were involved in the drill that was conducted to prepare for the January schedules, as part of the East Power Meeting preparations?"] | [
"The big conference room is located on the sixth floor, according to Don Miller's email about the East Power Meeting.",
"Don Miller asked Bill/Ed to run the most recent DPR for non-terminated East Power contracts and asked Casey/Stacey to update the spreadsheet that they had previously run for Kevin.",
"In the ... | [
[
"The big conference room is located on the sixth floor, according to Don Miller's email about the East Power Meeting."
],
[
"Don Miller asked Bill/Ed to run the most recent DPR for non-terminated East Power contracts and Casey and Stacey to update the spreadsheet that they ran for Kevin last week to e... | [
[
"The big conference room is located on the 12th floor, according to Don Miller's email about the East Power Meeting.",
"The big conference room is located on the 23rd floor, according to Don Miller's email about the East Power Meeting."
],
[
"Don Miller asked Bill/Ed and Casey/Stacey to produce a ... | phanis-s/inbox/10. | phanis-s | 5 | [
"find the floor on which the big conference room is located. We need to look at the part of the email where Don Miller mentions the location of the meeting. He says the meeting will be held in the big conference room on the sixth floor in ECS.",
"determine what Don Miller asked Bill/Ed and Casey/Stacey to produce... | [
[
"answer the question. Don Miller's email about the East Power Meeting states that the meeting will be held in the big conference room on the sixth floor in ECS. Therefore, the big conference room is located on the sixth floor."
],
[
"answer this question. Don Miller asked Bill/Ed to run the most recen... | [
0,
0,
1,
1,
1
] |
Subject: RE: Return of LC
Sender: carol.st.@enron.com
Recipients: ['tanya.rohauer@enron.com', 'sara.shackleton@enron.com', 'stephanie.panus@enron.com', 'r..brackett@enron.com']
File: phanis-s/inbox/2.
=====================================
Tanya and/or Debbie:
What is the exposure situation with this counterparty?
Carol St. Clair
EB 4539
713-853-3989 (phone)
713-646-3393 (fax)
281-382-1943 (cell phone)
8774545506 (pager)
281-890-8862 (home fax)
carol.st.clair@enron.com
-----Original Message-----
From: Panus, Stephanie
Sent: Thursday, December 20, 2001 12:08 PM
To: Rohauer, Tanya; Brackett, Debbie R.
Cc: Shackleton, Sara; St. Clair, Carol
Subject: Return of LC
FYI -
I received a call from Ryan Youngblood of Kona Ltd. (281-820-7889) requesting the return of the letter of credit Kona posted to ENA in connection with an ISDA Master Agreement.
===================================== | [
"What type of agreement is mentioned in the email as being connected to the letter of credit posted by Kona Ltd to ENA?",
"What is Carol St. Clair's cell phone number, according to the email about the return of the letter of credit?"
] | ['What agreement type is associated with the letter of credit that Kona Ltd posted to ENA, according to the email?', 'In the email about the return of the letter of credit, what cell phone number is listed for Carol St. Clair in her contact information?'] | [
"The type of agreement mentioned in the email as being connected to the letter of credit posted by Kona Ltd to ENA is an ISDA Master Agreement.",
"Carol St. Clair's cell phone number is 281-382-1943."
] | [
[
"The type of agreement mentioned in the email as being connected to the letter of credit posted by Kona Ltd to ENA is an ISDA Master Agreement."
],
[
"Carol St. Clair's cell phone number, according to the email about the return of the letter of credit, is 281-382-1943."
]
] | [
[
"The type of agreement mentioned in the email is a sales contract between Kona Ltd and ENA for the sale of goods.",
"The type of agreement mentioned in the email as being connected to the letter of credit posted by Kona Ltd to ENA is a Purchase Agreement."
],
[
"Carol St. Clair's cell phone number... | phanis-s/inbox/2. | phanis-s | 2 | [
"identify the type of agreement. We need to look for the specific mention of the agreement in the email. The relevant sentence is: \"FYI - I received a call from Ryan Youngblood of Kona Ltd. (281-820-7889) requesting the return of the letter of credit Kona posted to ENA in connection with an ISDA Master Agreement.\... | [
[
"answer the question. First, we need to identify the agreement mentioned in the email. The email mentions an ISDA Master Agreement. Therefore, the type of agreement mentioned in the email as being connected to the letter of credit posted by Kona Ltd to ENA is an ISDA Master Agreement."
],
[
"find Caro... | [
0,
1
] |
Subject: FW: Ameren
Sender: stephanie.panus@enron.com
Recipients: ['m..presto@enron.com', 'David', 'edward.baughman@enron.com', 'Portz']
File: phanis-s/sent_items/4.
=====================================
-----Original Message-----
From: Sager, Elizabeth
Sent: Thursday, December 27, 2001 1:31 PM
To: Panus, Stephanie
Subject: RE: Ameren
Hi Stephanie
Will you forward this message regarding Ameren to Don Miller (assets), Kevin Presto and Ed Baughman. Thanks
-----Original Message-----
From: Panus, Stephanie
Sent: Thu 12/27/2001 1:13 PM
To: Sager, Elizabeth; Hansen, Leslie; Murphy, Harlan; Nettelton, Marcus
Cc: Portz, David
Subject: Ameren
We have received a termination notice from Ameren, which is one of the counterparties identified by David for resuming scheduling of power. Let me know if you would like a copy of the notice.
===================================== | [
"What is the date and time that Stephanie Panus sent the original email about Ameren to Elizabeth Sager, Leslie Hansen, Harlan Murphy, and Marcus Nettelton?",
"Who is asked to forward the message regarding Ameren to Don Miller, Kevin Presto, and Ed Baughman?"
] | ['When did Stephanie Panus initially send the email about Ameren to Elizabeth Sager, Leslie Hansen, Harlan Murphy, and Marcus Nettelton?', 'Who is requested to send the message regarding Ameren to Don Miller, Kevin Presto, and Ed Baughman?'] | [
"Stephanie Panus sent the original email about Ameren to Elizabeth Sager, Leslie Hansen, Harlan Murphy, and Marcus Nettelton on Thursday, December 27, 2001, at 1:13 PM.",
"Stephanie Panus is asked to forward the message regarding Ameren to Don Miller, Kevin Presto, and Ed Baughman."
] | [
[
"Stephanie Panus sent the original email about Ameren to Elizabeth Sager, Leslie Hansen, Harlan Murphy, and Marcus Nettelton on Thursday, December 27, 2001 at 1:13 PM."
],
[
"Stephanie Panus is asked to forward the message regarding Ameren to Don Miller, Kevin Presto, and Ed Baughman."
]
] | [
[
"Stephanie Panus sent the original email about Ameren to Elizabeth Sager, Leslie Hansen, Harlan Murphy, and Marcus Nettelton on 2022-08-01 at 10:00 AM.",
"The email was sent on Friday, March 19, 2021, at 10:05 AM."
],
[
"The message is asked to be forwarded to all recipients, which includes Don Mi... | phanis-s/sent_items/4. | phanis-s | 2 | [
"find the date and time that Stephanie Panus sent the original email about Ameren. We can look at the email headers to find the date and time that the email was sent. The email headers show that the email was sent on Thursday, December 27, 2001, at 1:13 PM.",
"determine who is asked to forward the message regardi... | [
[
"find the date and time that Stephanie Panus sent the original email about Ameren to Elizabeth Sager, Leslie Hansen, Harlan Murphy, and Marcus Nettelton. First, we need to find the original email. We can do this by looking for the email that Stephanie Panus sent to Elizabeth Sager, Leslie Hansen, Harlan Murph... | [
0,
1
] |
Subject: FW: Columbia Energy Services Trades
Sender: stephanie.panus@enron.com
Recipients: ['jean.bell@enron.com', 'diane.anderson@enron.com']
File: phanis-s/sent_items/2.
=====================================
Diane,
Below is a list of gas trades that were originally between Columbia Energy Services and ENA, which Settlements is trying to reconcile. CES says they are not their trades, and they do not appear to be part of the trades that were assigned from CES to New Power. Can you give me anymore information on them?
Thanks.
Stephanie Panus
Enron Wholesale Services
ph: 713.345.3249
fax: 713.646.3490
-----Original Message-----
From: Stevens, Mechelle
Sent: Wednesday, November 14, 2001 3:22 PM
To: Sayre, Frank; Panus, Stephanie
Cc: Aucoin, Evelyn
Subject: Columbia Energy Services Trades
Frank & Stephanie,
Here are the trades that CES claims are not theirs.
N67489.4
N67489.5
N91852.1
N92407.1
N92407.2
NE1116.1
NE1787.3
NE1787.4
NK2091.1
NV5353.1
NV5435.1
NW7628.1
NW7721.1
Please let me know if you need additional information.
Regards,
Mechelle
x37278
===================================== | [
"What is Stephanie Panus' phone number, according to her email to Diane Anderson and Jean Bell?",
"According to Stephanie Panus' email, what company were the trades originally assigned to from Columbia Energy Services?"
] | ['What phone number does Stephanie Panus provide in her email to Diane Anderson and Jean Bell?', "What company did Columbia Energy Services originally assign the trades to, according to Stephanie Panus' email?"] | [
"Stephanie Panus' phone number is 713.345.3249, according to her email to Diane Anderson and Jean Bell.",
"New Power."
] | [
[
"Stephanie Panus' phone number, according to her email to Diane Anderson and Jean Bell, is 713.345.3249."
],
[
"The trades were originally assigned to New Power from Columbia Energy Services."
]
] | [
[
"Stephanie Panus' phone number, according to her email to Diane Anderson and Jean Bell, is 555-1234.",
"Unfortunately, I do not have access to a search engine to look up the email and find Stephanie Panus' phone number."
],
[
"The trades were originally assigned to Columbia Energy Services from Co... | phanis-s/sent_items/2. | phanis-s | 2 | [
"find Stephanie Panus' phone number. We can look at the signature of her email, which typically contains contact information.",
"determine the company the trades were originally assigned to from Columbia Energy Services. We need to look at the text of the email and find the relevant information. The relevant sent... | [
[
"find Stephanie Panus' phone number. We see that Stephanie Panus sent an email to Diane Anderson and Jean Bell. In her signature, she includes her phone number."
],
[
"answer this question. First, we need to identify who Stephanie Panus is referring to when she says \"the trades that were assigned fro... | [
1,
0
] |
Subject: LDC Forum-Atlanta-Sign Up Now!
Sender: 10jribnick@interchange-energy.com
Recipients: ['steven.p.south@enron.com']
File: south-s/notes_inbox/6.
=====================================
[IMAGE]
Register now -- before it sells out!
Your customers are already signed up.
Click here to register and/or see the attendee list!
The Atlanta LDC Forum promises to be the largest gathering of energy buyers
in the Southeast. Network with your customers and hear from industry experts
about the growing gas and power crunch in the Southeast Region. The last 4
LDC Forums were sold out, so don't be too late!
Special Focus at this year's Atlanta Forum:
Risk management
Supply constraints and availability
New projects
Will California problems spread to the Southeast?
Click here to go directly to the Atlanta LDC Forum Registration Form
For an agenda, a pre-listing of attendees or more information, visit our
website at
www.interchange-energy.com (then click on the Atlanta Forum)
or call Jerry Ribnick at 763-545-1515 or 800-427-3976
* * * * * * * * * * * * * * * * * * * * * *
? ?The LDC Forum Series
?Atlanta
June 4-5. 2001 ?Chicago ?
Sept. 10-12, 2001? ?Boston
April 18-19, 2002
Interchange Energy Group, 620 Mendelssohn Avenue North, Suite 161,
Minneapolis, MN 55427
* * * * * * * * * * * * * * * * * * * * * *
If you prefer to not receive future e-mails regarding The LDC Forums, please
REPLY to this message and indicate REMOVE in the subject field.
- 9915star.gif
===================================== | [
"How many of the previous LDC Forums are mentioned in the email as having been sold out?",
"What are the specific dates mentioned in the email for the LDC Forums in Chicago and Boston, in the format of month, day, and year?",
"What are the two phone numbers provided in the email for contacting Jerry Ribnick abo... | ['What is the number of LDC Forums that sold out prior to the Atlanta Forum?', 'What are the exact dates listed in the email for the upcoming LDC Forums in Chicago and Boston?', 'What contact information is provided in the email for reaching Jerry Ribnick about the Atlanta LDC Forum?'] | [
"Four of the previous LDC Forums are mentioned in the email as having been sold out.",
"The specific dates mentioned in the email for the LDC Forums in Chicago and Boston are September 10-12, 2001, and April 18-19, 2002, respectively.",
"The two phone numbers provided in the email for contacting Jerry Ribnick a... | [
[
"The last 4 LDC Forums were sold out."
],
[
"The LDC Forum in Chicago is on September 10-12, 2001 and the LDC Forum in Boston is on April 18-19, 2002."
],
[
"The two phone numbers provided in the email for contacting Jerry Ribnick about the Atlanta LDC Forum are 763-545-1515 and 800-427-3976."... | [
[
"Two of the previous LDC Forums are mentioned in the email as having been sold out.",
"Two of the previous LDC Forums are mentioned in the email as having been sold out."
],
[
"The LDC Forums in Chicago and Boston are on March 23-24, 2023 and April 20-21, 2023, respectively.",
"The specific da... | south-s/notes_inbox/6. | south-s | 3 | [
"determine how many of the previous LDC Forums are mentioned in the email as having been sold out. We can look at the sentence that mentions the previous LDC Forums and see how many are mentioned as having been sold out.",
"find the specific dates mentioned in the email for the LDC Forums in Chicago and Boston. W... | [
[
"answer this question. The email mentions that the last 4 LDC Forums were sold out. Therefore, the answer to the question is 4."
],
[
"find the specific dates mentioned in the email for the LDC Forums in Chicago and Boston. First, we need to find the section of the email that mentions the dates for th... | [
1,
1,
0
] |
Subject: Re: MAE/COEX - ANEEL Resolutions
Sender: luiz.maurer@enron.com
Recipients: ['joe.kishkill@enron.com', 'richard.shapiro@enron.com']
File: south-s/southern_cone/27.
=====================================
Joe
We have had several conference calls since last Saturday. Perhaps you should
talk to Orlando and join us from now on. This subject is in state of flux.
As you know, those measures triggered a hostile reaction from D/Cs and from
Gs.
Aneel (Jose Mario and Jose Alves) called me on Saturday asking for help. We
discussed this subject internally over the weekend.
On Monday, Joao defended ANEEL in the COEX meeting. However, we were the only
ones. Other players were very angry. They perceived the action as pure
intervention (despite necessary and timely for most). ANEEL was informed
about the COEX reaction and thanked us for our position.
We examined the Resolutions in great detail. Unfortunately, it seems that
ANEEL went far beyond its institutional responsibilities. The substance is
OK. The format is legally weak.
Our strategy (we will try to sell to Abradee, CBIIE, COEX and ABRACEEL) is to
remove the spotlight from the legal arguments and propose to our industry
peers to focus on the design of a new Market agreement (to create a sense of
buy-in). We know that the changes will be only cosmetic. The basic principles
of the resolution should be maintained.
As per Enron's suggestion, I spoke to ANEEL again (Jose Mario and Jose Alves)
showing them how difficult the situation is. In our view, thard he only way
to validate the measures is to write a new agreement (Fred and Debora are
working on that). I was open in saying that the Resolution are weak from a
legal standpoint. They agreed with us. Publicly they say otherwise. They said
they are willing to negotiate. We also expressed our view to ANEEL that part
of the reaction is parochial: some COEX members will lose their jobs. ANEEL
agrees. That is why they are inviting all CEOs and Chairmen of the Board to a
meeting tomorrow, where ANEEL will explain what is happening and ask for
support from top management.
Why has ANEEL approached us? Perhaps two reasons: 1) They know we defend
markets 2) We wrote Informativo Regulat?rio # 3, attached (which basically
purports the replacement of COEX by a professional Board - I discussed those
issues with Rick Shapiro before the IR was issued to understand Enron's view
on power pool governance)
Your comments/involvement would be very important. It is a pretty delicate
and messy situation.
My personal view.
1) This was a necessary evil. MAE would not function otherwise. Our merchant
plants would be in jeopardy.
2) I would dare to say that this is a "window of opportunity" to get MAE
working (and therefore our long term strategy)
3) However, the way ANEEL did was disastrous. They should have acted long
before. (imposing gradual penalties). Now they suddenly "fired" 26 CEOs of
the largest utilities in Brazil
4) We should support ANEEL. However, it has to be in a very diplomatic way.
Orlando will take care of Abradee. Joao - COEX. S,rgio CBIEE. We have to walk
over a fine line. If we push to hard, they will reject Enron (together with
ANEEL's Resolution)
5) We should be the champions in drafting a new Market Agreement
LM
Joe Kishkill
04/25/2001 01:07 PM
To: Luiz Maurer/SA/Enron@Enron
cc: Joao Carlos Albuquerque/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron,
Sergio Assad/SA/Enron@Enron, Fred Sampaio/SA/Enron@Enron, Jose
Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brett R Wiggs/SA/Enron@Enron
Subject: Re: MAE/COEX - ANEEL Resolutions
when are we talking?
Luiz Maurer
04/24/2001 09:42 AM
To: Joao Carlos Albuquerque/SA/Enron@Enron
cc: Orlando Gonzalez/SA/Enron@Enron, Joe Kishkill/SA/Enron@Enron, Sergio
Assad/SA/Enron@Enron, Fred Sampaio/SA/Enron@Enron, Jose
Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brett R Wiggs/SA/Enron@Enron
Subject: Re: MAE/COEX - ANEEL Resolutions
Perfect
LM
Joao Carlos Albuquerque
04/24/2001 09:30 AM
To: Orlando Gonzalez/SA/Enron@Enron, Joe Kishkill/SA/Enron@Enron, Sergio
Assad/SA/Enron@Enron, Luiz Maurer/SA/Enron@Enron, Fred
Sampaio/SA/Enron@Enron, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Brett R Wiggs/SA/Enron@Enron
Subject: MAE/COEX - ANEEL Resolutions
At the COEX meeting yesterday, it was clear from the lawyers presentation
that there are grounds to legally challenge ANEEL's resolutions. Some
romantic guys were kind of going in that direction.
My position was to take the subject to a Market Assembly for the
shareholders to deliberate.
Also everybody knows, and some acknowledged, that MAE governance was not
working. Our line of action at the Assembly would be to support the general
direction of the measures, and at the same time, preserve MAE autonomy,
opening a negotiable line with ANEEL.
The main point of discussion will be if we should discuss without going to
court or after challenging ANEEL in court.
The Assembly was called for next Thursday, April 26th.
Fred is going to talk to Luiz Maurer for us to have a deep exam of the
resolutions and see what points we can propose to ANEEL to improve. Also, in
that negotiable line, we should discuss/propose some names to the new COEX.
We need to discuss this subject tomorrow.
Jo?o Carlos
===================================== | [
"Who is taking care of Abradee, according to Luiz Maurer's email about the ANEEL Resolutions?",
"According to Joao Carlos Albuquerque's email about the MAE/COEX - ANEEL Resolutions, who is Fred Sampaio going to work with to examine the ANEEL resolutions?",
"How many CEOs of the largest utilities in Brazil were ... | ["Who has been assigned to handle Abradee, according to Luiz Maurer's email about the ANEEL Resolutions?", "According to Joao Carlos Albuquerque's email about the MAE/COEX - ANEEL Resolutions, what is Fred Sampaio going to do with the ANEEL resolutions?", "According to Luiz Maurer's email, how many CEOs of the largest utilities in Brazil were suddenly dismissed by ANEEL as a result of the Resolutions?", "According to Joao Carlos Albuquerque's email on 04/24/2001 09:30 AM, what will be the central issue debated at the upcoming Market Assembly regarding ANEEL's resolutions?", 'What potential benefit or outcome does Luiz Maurer see as a result of the "window of opportunity" created by the ANEEL Resolutions, in relation to Enron\'s long-term strategy?', "According to Luiz Maurer's email, what does ANEEL intend to achieve by inviting CEOs and Chairmen of the Board to a meeting?", "Who has been tasked with drafting a new Market Agreement, as mentioned in Luiz Maurer's email regarding the ANEEL Resolutions?", "What potential outcome might Enron face if it fails to walk the fine line in supporting ANEEL's Resolutions, as mentioned in point 4 of Luiz Maurer's personal view?", "According to Luiz Maurer's email to Joe Kishkill and Richard Shapiro, who were the individuals he spoke with on Saturday regarding the ANEEL Resolutions?", 'What is the main idea or proposal presented in the document "Informativo Regulat?rio # 3" that Luiz Maurer discussed with Rick Shapiro before its issuance, in relation to Enron\'s perspective on the governance of power pools?', "According to Luiz Maurer's email, what is the consequence of ANEEL's resolutions on some COEX members, which ANEEL acknowledges as a parochial reaction?"] | [
"Orlando will take care of Abradee.",
"Fred Sampaio is going to work with Luiz Maurer to examine the ANEEL resolutions.",
"26 CEOs of the largest utilities in Brazil were suddenly \"fired\" by ANEEL, according to Luiz Maurer's email about the ANEEL Resolutions.",
"The main point of discussion at the Market As... | [
[
"Orlando will take care of Abradee, according to Luiz Maurer's email about the ANEEL Resolutions."
],
[
"Fred Sampaio is going to work with Luiz Maurer to examine the ANEEL resolutions."
],
[
"26 CEOs of the largest utilities in Brazil were suddenly \"fired\" by ANEEL, according to Luiz Maurer... | [
[
"The Energy and Environment Area is taking care of Abradee, according to Luiz Maurer's email about the ANEEL Resolutions.",
"Luiz Maurer is taking care of Abradee."
],
[
"Fred Sampaio is going to work with Joao Carlos Albuquerque to examine the ANEEL resolutions.",
"Fred Sampaio is going to wo... | south-s/southern_cone/27. | south-s | 11 | [
"find out who is taking care of Abradee. We need to look at the email and find the relevant information. In the email, Luiz Maurer mentions that \"Orlando will take care of Abradee.\"",
"determine who Fred Sampaio is going to work with to examine the ANEEL resolutions. We need to look at the email from Joao Carlo... | [
[
"answer this question. First, we need to find out who is taking care of Abradee, according to Luiz Maurer's email. We can do this by searching for the word \"Abradee\" in the email. We find that Orlando will take care of Abradee. Therefore, the answer to the question is:"
],
[
"answer this question. J... | [
1,
1,
0,
1,
1,
0,
1,
0,
0,
0,
1
] |
Subject: energy situation
Sender: orlando.gonzalez@enron.com
Recipients: ['joe.kishkill@enron.com', 'james.hughes@enron.com', 'sergio.assad@enron.com', 'rebecca.mcdonald@enron.com', 'jose.bestard@enron.com', 'john.lavorato@enron.com']
File: south-s/southern_cone/23.
=====================================
The president named Pedro Parente as the Energy Czar yesterday to coordina=
te=20
the rationing crisis and develop short and medium term solutions for the=20
sector. Rumors are that the Aneel directors will be replaced. Mauro Arce,=
=20
Sao Paulo state energy secretary will also be on the coordination team with=
=20
the Mines and Energy minister. We have very strong personal relationships=
=20
with both Parente and Arce and I have been invited to participate as one of=
=20
the private sector repesentatives. We are scheduling a call with your=20
assistants for an update. =20
See attached:
Official Admits Government Underestimated Energy Crisis
Government officials Thursday opted to create a special interministerial=20
group to
address Brazil=01,s current energy crisis.
Cabinet head Pedro Parente, who will coordinate the group, made the=20
announce-ment
and also admitted that the situation is more serious than originally though=
t.=20
His
comment seemed addressed at strongly worded criticisms by business leaders =
who
have charged that the government failed to act in time to deal with the=20
crisis.
The head of the infrastructure department of the S?o Paulo State Federation=
of
Industries (Fiesp), Pio Gavazzi, warned that industry could not support an=
=20
energy cut
of over 6%. Any reduction above this level would have "catastrophic results=
,"=20
Gavazzi
said.
Fiesp research and statistics director Clarice Messer added that the=20
rationing would
stop the expansion of jobs in S?o Paul industry, which began last year.=20
According to
Messer, 13,000 new jobs would not be created in the second semester as a=20
result of
the energy cuts.
===================================== | [
"According to Pio Gavazzi, what percentage of energy cut would have \"catastrophic results\" for industry?",
"What is the name of the department within the S?o Paulo State Federation of Industries (Fiesp) that Pio Gavazzi is the head of, according to Orlando Gonzalez's email about the energy situation in Brazil?"... | ['What percentage of energy cut does Pio Gavazzi consider to be the threshold above which the results would be "catastrophic" for industry?', "What department does Pio Gavazzi head within the S?o Paulo State Federation of Industries (Fiesp), as mentioned in Orlando Gonzalez's email about the energy situation in Brazil?", "Who will be in charge of the special interministerial group established to address Brazil's energy crisis, as announced by Cabinet head Pedro Parente?", 'Who made the decision to appoint Pedro Parente as the Energy Czar to coordinate the rationing crisis and develop short and medium term solutions for the sector?'] | [
"According to Pio Gavazzi, an energy cut of over 6% would have \"catastrophic results\" for industry.",
"The infrastructure department.",
"Cabinet head Pedro Parente will coordinate the special interministerial group to address Brazil's energy crisis.",
"The president named Pedro Parente as the Energy Czar to... | [
[
"An energy cut of over 6% would have \"catastrophic results\" for industry."
],
[
"Pio Gavazzi is the head of the infrastructure department of the S?o Paulo State Federation of Industries (Fiesp), according to Orlando Gonzalez's email about the energy situation in Brazil."
],
[
"Pedro Parente ... | [
[
"Pio Gavazzi stated that a 20% energy cut would have \"catastrophic results\" for industry.",
"According to Pio Gavazzi, a 10% energy cut would have \"catastrophic results\" for industry."
],
[
"The Department of Energy and Environment within the S?o Paulo State Federation of Industries (Fiesp) is... | south-s/southern_cone/23. | south-s | 4 | [
"find the answer. We need to find the sentence that mentions Pio Gavazzi and the percentage of energy cut that would have \"catastrophic results\". The sentence is: \"The head of the infrastructure department of the S?o Paulo State Federation of Industries (Fiesp), Pio Gavazzi, warned that industry could not suppor... | [
[
"answer the question. We need to find the percentage of energy cut that Pio Gavazzi said would have \"catastrophic results\" for industry. We can find this information in the second paragraph of the email. It says, \"Pio Gavazzi, head of the infrastructure department of the S?o Paulo State Federation of Indus... | [
1,
0,
1,
0
] |
Subject: Facing difficulties
Sender: luiz.maurer@enron.com
Recipients: ['richard.shapiro@enron.com']
File: south-s/southern_cone/20.
=====================================
Rick
As you know, the energy sector is facing several challenges: MAE
intervention, rationing, drafting a new market agreement and the like. It is
all happening as we speak.
In my capacity of President of the Brazilian Association of Energy Traders, I
have defended correct economic signals, have a functioning MAE, keeping
market rules stable, creating wholesale and retail competition, honoring
contract sanctity, and the like. More importantly, that rationing should not
be an excuse for "revoking" supply and demand
Those are not ideologic positions only. They represent, in my view, the best
interest for Enron in the short, medium and long terms. We have already
agreed on that in a recent Enron executive commitee. That means, I am in fact
wearing Abraceel hat to defend Enron's best interests.
Just two examples on how those principles are linked to our interest (among
many others)
a) By defending contract sanctity, we defended Elektro's contractual position
on Annex V, which sets a formula on how financial contracts decline during
rationing. Simulations have indicated that our long position, even during the
deepest rationing will offset loss of revenues. On the contraty, w/o Annex V
loss of EBITDA may be US$ 60 million in 2001
b) By defending the integrity of MAE, spot prices and the like, we are paving
the road for Eletrobolt's success.
Needless to say, Abraceel message has been consistent "across the board".
For example, if one believes on markets, we have to defend the use of market
signals (economic incentives/penalties) during rationing. And prices to
allocate a scarce resource. Also, as a corollary, no intervention in spot
prices, which will, in turn, make our Eletrobolt merchant plant feasible.
I feel very comfortable in defending Enron's interests and wearing my
Abraceel hat. There is a positive synergy.
However, Orlando is the President of ABRADEE, the Brazilian Association of
Distributors. The interests of ABRADEE are not always the interests of free
market (seldom are); nor they are the interests of Enron. For example,
ABRADEE as a group, criticizes the government for changing MAE governance;
they wanted rolling black-outs instead of economic signals; they advocate
caps on spot and the like.
Needless to say, there is a [potential] crash here, with some internal
reverberations.
Today, the government announced the rationing plan. It is based on quotas
with an overlay of economic signals (tied to wholesale prices). This is
consistent with markets and what ABRACEEL has been saying on and on. However,
ABRADEE wanted rolling black-outs. (paving the road for eliminating MAE
rules and setting caps on spot to avoid exposures)
Guess what happened? Orlando is being pressured by his peers to criticize the
plan and kill it. I am convinced that the government made the right decision
(and we helped influence it)
The subject has received a lot of press coverage on TV, radio and other
media. Abraceel has been viewed as one of the champions of market forces.
Last Tuesday, I was invited to express our views to the "Minister of the
Rationing" and I think I was quite persuasive in showing that there is
elasticity in demand, MAE should work asap, intervention was necessary,
government should refrain from the temptation to set caps on spot, etc. Most
of those statements where contrary to what Abradee had stated in the very
same meeting. The plan the Government announced today embeds several elements
of market forces. It was a sudden shift from the plan announced a few days
ago, where market signals were completely neglected. (CERA has recently
referred to it as a "step away from market forces"). And it was indeed.
Internally, we have been managing this tension in a productive way for Enron.
However, the situation is getting more complicated, as tension increases.
Orlando is getting a little uncomfortable because his peers perceive Luiz
Maurer as someone against the interest of the distribution business.
In sum, there is an internal issue going on. I do not want to be a trouble
maker. However, I feel that we have now a window of opportunities to make
things work. (or at least to try to) Our relationship with ANEEL and with the
powerful Ministry of Rationing has been excellent. I feel we should take
advantage of it and put a stick on the ground. That is our culture.
I think that spending too much time and energy in building consensus among
different stakeholders is not going to lead us anywhere (beside, we know that
we do not want markets). That is what we have been doing at COEX in the last
two years, with no material results. We have remained silent in key issues
waiting for this consensus to happen. This has been the case for the market
intervention. The market is misinterpreting our views. For example, there was
a press article today, stating that Enron, together with AES, were
dominating COEX and are trying to revert the situation back to the old regime
(stakeholder board). What a gross misinterpretation of our views !!
Informativo Regulatorio # 3 has conveyed the opposite message and it has
inspired ANEEL to start fixing the mess !! They gave us the credit. We are
still silent on our view, waiting for consensus to happen.
May be I am in too much of a hurry, because I am leaving soon. But I feel
that we have a window of opportunity to make things happen (or at least
knowing that they are not going to happen any time soon). And we are not
taking advantage of it.
I am not expecting any immediate action from you. Just for you to be aware on
what is going on and share some concerns. If you have any comments or any
advise, please let me know. I have even considered to resign Abraceel
leadership to avoid future internal conflicts.
Luiz Maurer
===================================== | [
"Why did Luiz Maurer consider resigning from his leadership position in Abraceel, according to his email to Richard Shapiro?",
"According to Luiz Maurer's email to Richard Shapiro, what specific views did Luiz Maurer express to the \"Minister of the Rationing\" regarding the role of MAE and government interventio... | ['What internal conflict led Luiz Maurer to consider stepping down from his leadership role in Abraceel, as mentioned in his email to Richard Shapiro?', 'What specific points did Luiz Maurer make to the "Minister of the Rationing" during their meeting, regarding the role of MAE and government intervention in the rationing plan?', 'What was the context in which Luiz Maurer was invited to express his views to the "Minister of the Rationing", as described in his email to Richard Shapiro?', "According to Luiz Maurer's email, what was the outcome of the government's decision on the rationing plan, and how did it align with or differ from the previous proposal?", 'According to Luiz Maurer\'s email to Richard Shapiro, which day of the week did Luiz Maurer meet with the "Minister of the Rationing" to share his opinions?', "Which two companies were incorrectly reported in a press article as trying to dominate COEX and revert to the old regime, according to Luiz Maurer's email?", "According to Luiz Maurer, what was the significant shift in the government's approach to rationing between the plan announced a few days prior and the one announced on the day of his email?", 'What are the current difficulties affecting the Brazilian energy sector, as described by Luiz Maurer?', 'What effect did the document "Informativo Regulatorio # 3" have on ANEEL\'s actions, according to Luiz Maurer\'s email to Richard Shapiro?', 'According to Luiz Maurer\'s email to Richard Shapiro, which day of the week did Luiz Maurer meet with the "Minister of the Rationing" to share his opinions?', 'What are the names of the two associations mentioned in the email, and who are their respective Presidents?'] | [
"Luiz Maurer considered resigning from his leadership position in Abraceel to avoid future internal conflicts, particularly with Orlando, the President of ABRADEE, who has different views on the energy sector and is being pressured by his peers to criticize the government's rationing plan.",
"Luiz Maurer expresse... | [
[
"Luiz Maurer considered resigning from his leadership position in Abraceel to avoid future internal conflicts, according to his email to Richard Shapiro."
],
[
"In the email, Luiz Maurer expressed his views to the \"Minister of the Rationing\" by stating that MAE should work as soon as possible, inter... | [
[
"Luiz Maurer considered resigning from his leadership position in Abraceel, according to his email to Richard Shapiro, due to the lack of support from the association's members and his feeling that his efforts to promote the industry were not being recognized or appreciated.",
"Luiz Maurer considered resi... | south-s/southern_cone/20. | south-s | 11 | [
"understand why Luiz Maurer considered resigning from his leadership position in Abraceel. We can see that Luiz Maurer is the President of Abraceel, the Brazilian Association of Energy Traders, and he has been defending Enron's interests and wearing his Abraceel hat. However, there is a potential conflict of intere... | [
[
"answer this question. First, we need to understand the context of the email. Luiz Maurer is the President of the Brazilian Association of Energy Traders (Abraceel) and is writing to Richard Shapiro about the challenges facing the energy sector, including MAE intervention, rationing, and drafting a new market... | [
1,
1,
1,
0,
1,
0,
1,
0,
0,
0,
1
] |
Subject: Putting a stick on the ground - Enron's view on MAE, caps, Annex V,
Sender: luiz.maurer@enron.com
Recipients: ['remi.collonges@enron.com', 'adriana.domingues@enron.com']
File: south-s/southern_cone/5.
=====================================
Gentlemen:
Here is the revised letter with the appendices. It incorporate all the
comments received in the last 24 hours. The other two documents are of public
domain and should be attached to the leter.
The letter has a kind of executive summary, as requested by Orlando/Sergio.
Thanks for the good comments from Legal (Sami) and TRM (David).
Again, I feel that time is of the essence.
We need to express our views to the Minister before Mario Arce comes up with
a final proposal (he has already a pre-cooked one)
LM
Luiz Maurer
05/29/2001 10:28 AM
To: David M Rosenberg/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron, Adriana
Domingues/SA/Enron@Enron, Sergio Assad/SA/Enron@Enron, Jose
Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Fred Sampaio/SA/Enron@Enron,
Jose Lucio Reis/SA/Enron@Enron, Debora Klinger/SA/Enron@Enron, Joao Carlos
Albuquerque/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Joe
Kishkill/SA/Enron@Enron, Sami Arap/SA/Enron@Enron, Brett R
Wiggs/SA/Enron@Enron, Karla Azevedo/SA/Enron@Enron, Luiz
Baccaro/SA/Enron@Enron
cc:
Subject: Re: ASMAE taking the [wrong] view on Annex X - Ignorance or bad
faith?
Gentlemen:
Here is the letter for your review
Time is of the essence.
Ideally,we should send it today. Parente should get acquainted with the
issue before Mario Arce makes a final decision.
LM
David M Rosenberg
05/28/2001 09:42 AM
To: Remi Collonges/SA/Enron@Enron
cc: Luiz Maurer/SA/Enron@Enron, Adriana Domingues/SA/Enron@Enron, Sergio
Assad/SA/Enron@Enron, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Fred
Sampaio/SA/Enron@Enron, Jose Lucio Reis/SA/Enron@Enron, Debora
Klinger/SA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Orlando
Gonzalez/SA/Enron@Enron, Joe Kishkill/SA/Enron@Enron, Sami
Arap/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Karla
Azevedo/SA/Enron@Enron, Luiz Baccaro/SA/Enron@Enron
Subject: Re: ASMAE taking the [wrong] view on Annex X - Ignorance or bad
faith?
I think it's a great idea, Luiz. How about a paper organized around Remi's
four points with you developing the arguments (such as the argument for
contract sanctity included in this e-mail chain). Perhaps Orlando and / or
Kish could get a meeting with Parente to present the paper and explain how it
is a comprehensive roadmap to permanently reslove the problem.
--DMR
Remi Collonges
28/05/2001 08:57
To: Luiz Maurer/SA/Enron@Enron, Adriana Domingues/SA/Enron@Enron
cc: Sergio Assad/SA/Enron@Enron, Jose
Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Fred Sampaio/SA/Enron@Enron,
Jose Lucio Reis/SA/Enron@Enron, Debora Klinger/SA/Enron@Enron, Joao Carlos
Albuquerque/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Joe
Kishkill/SA/Enron@Enron, David M Rosenberg/SA/Enron@Enron, Sami
Arap/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Karla
Azevedo/SA/Enron@Enron, Luiz Baccaro/SA/Enron@Enron
Subject: Re: ASMAE taking the [wrong] view on Annex X - Ignorance or bad
faith?
I think it is a good idea to state our position on Annex V and to take this
chance to reaffirm our belief in the following 4 basic principles:
1. Contract sanctity (Annex V holds, all contracts hold)
2. No caps on spot prices (if Brazil still wants to attract private funds in
new generation)
3. Pass through of MAE price at LDC level for end-user consumption above
their respective quota
4. Brazil needs MAE to settle: make it work. Only way: reinforce credit
worthiness of all MAE members.
Remi
Luiz Maurer
05/28/2001 08:16 AM
To: Sergio Assad/SA/Enron@Enron, Jose
Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Fred Sampaio/SA/Enron@Enron,
Jose Lucio Reis/SA/Enron@Enron, Debora Klinger/SA/Enron@Enron, Joao Carlos
Albuquerque/SA/Enron@Enron
cc: Orlando Gonzalez/SA/Enron@Enron, Joe Kishkill/SA/Enron@Enron, Remi
Collonges/SA/Enron@Enron, David M Rosenberg/SA/Enron@Enron, Sami
Arap/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Jose Lucio
Reis/SA/Enron@Enron, Karla Azevedo/SA/Enron@Enron, Luiz
Baccaro/SA/Enron@Enron
Subject: ASMAE taking the [wrong] view on Annex X - Ignorance or bad faith?
Last Friday, Patricia Arce, (Mario Arce's daughter and a full time ASMAE
employee) was expressing her [distorted] views to the press on why
generating companies should not abide by Annex V. She was not speaking on
behalf of ASMAE: however, she was probably reflecting ASMAE view.
I did not mean to shoot the messenger, but I could not refrain myself from
expressing an opposite opinion.
There are two problems in Patricia's view:
1) She is not supposed to express any views on contracts. MAE should only
settle contracts, but never attempt to arbitrate or solve bilateral contract
disputes. The lack of clarity on this point is the sole responsible for MAE's
frustrated attempt to solve the Angra II - Furnas conflict in the last 6
months. Informativo Regulat?rio # 4 explores the issue in more detail.
2) She was dead wrong. Quite na<ve arguments.
A few arguments why Gs should indeed abide by Annex V (we may use externally,
as you see fit)
1) Gs were forced to sign Initial Contracts.
* So what? It is a regulated contract by nature, as so many others, such as
CUST, CUSD, CCT, CCD. Does it mean that parties signing those other
agreements should not abide by their clauses?
2) Gs and Ds did not have chance to negotiate terms and conditions
* So what? I asked Patricia why should any agent sign the Market Agreement
without any chance to negotiate its terms (it is by definition an adhesion
contract). Does it mean that agents should not abide by the MAE Agreement
provisions? Guess what the answer was? None
3) Some Gs did not sign Annex V - e.g. Furnas, which [apparently] disobeyed
Annel's instructions (as per Law 9.648/98)
* This is serious
* That means that in addition to not be bound by Contract, those Gs do not
want to abide by Law? No response
4) Some companies do not have Annex V
* So what? Discussion is about Annex V
* Those companies should follow specific provisions on their supply contracts
6) Ttariff (energy price) was not subject to negotiation as part of the
Initial Contracts - therefore, they were not able to price the risk
represented by Annex V
* So what?
* Many contracts have regulated prices. All use of system contracts have
regulated prices.
* Furthermore, the privatized generators had chance to price the Annex V
risk. Why giving them a windfall now? (Since it is a zero sum game, a
windfall for generators is tantamount to a loss to distributors)
7) Annex V was not designed to deal with rationing: it was designed to
mitigate hydrological risks due to central dispatch
* Wrong
* ERM (Mecanismo de Realoca??o de Energia) was the mechanism put in place
to deal with risks deriving from a central dispatch in a hyper tight pool
operation
* Annex V was indeed designed to deal with rationing. It is called "dry
period relief" clause. It was proposed by the generators and approved by
Annel. The spot price is a "proxy" for the depth of rationing. One should not
evoke rationing.
I think it is advisable to have a strong legal opinion on how Annex V is
"bullet proof". In the meantime, let me share my views:
* There is very limited room for negotiation whatsoever on Annex V and on
the [ridiculous] proposal made by generators that merchant plants should
collect part in cash and part of their sales in [junk] bonds. We should make
this clear at the outset.
* We should make Minister Patente realize that Mario Arce's proposal is
non-sense. Changing established contracts or setting caps on spot prices is
a bad precedent. No bail out for the ones who did mitigate perfectly known
risks. A cap on spot is equivalent to what the Central Bank did for Makra and
Fonte-Cindam (and became a public scandal) . If we do want to create a
market , we need to have responsible contracting. Irresponsible contracting
should not be forgiven. If we do it, we will create a bad precedent and a
poor environment for contracting. We have to show Minister Parente that
irresponsible contracting has to be penalized at market rates (no caps on
spot). Irreponsible contracting will not expand capacity. Breaching contracts
will create an uncertain environment for new PPAs. Crisis will get worse and
worse.
* Generators should have the burden of proof. In the meantime, Annex V is
effective and should be enforceable
* Regarding California case, as mentioned by Mario Arce: It is a totally
different situation. In California D/Cs were not allowed to contract. In
Brazil they were strongly encouraged. Generators who signed Annex V could
also have hedged their residual risks on Annex V.They did not. They acted
irresponsibly. They second-guessed regulations. They did not help in
expanding capacity. They knew goverment will bail them out and revoke Annex
V.
* The argument "no one should lose, no one should gain" during rationing is
inconsistent with market signals. Some one has to lose, some one has to gain
by definition. And [hopefully] someone has to go bankrupt. This will be a
great lesson. People will start taking market signals more seriously.
Otherwise, there will never be expansion and there will never be a market.
* We have to be as transparent as possible.
Finally, I suggest Enron to write a position paper on our own view on Annex V
and caps on spot and deliver it to Minister Parente early this week.
I volunteer to prepare a first draft, if you guys agree it is a good idea.
LM
===================================== | [
"What is the name of the person who, according to Luiz Maurer's email dated 05/28/2001, expressed \"distorted\" views to the press on why generating companies should not abide by Annex V, and is mentioned as being Mario Arce's daughter and a full-time ASMAE employee?",
"Who does Luiz Maurer mention as having a \"... | ["Who is the ASMAE employee and Mario Arce's daughter who, according to Luiz Maurer, expressed views to the press that Luiz disagreed with regarding generating companies' obligations under Annex V?", "According to Luiz Maurer's email, who is mentioned as having a proposal that is already largely decided, and what is Luiz Maurer's concern about the timing of this proposal in relation to Enron's views being expressed to the Minister?", "According to Luiz Maurer's email, what historical event does he use as an example to illustrate the potential consequences of setting a cap on spot prices?", "What distinction does Luiz Maurer draw between the Brazilian and Californian contexts regarding the generators' ability to manage their risks through contracting and hedging?", 'What are the organizational affiliations of the main addressees of Luiz Maurer\'s email with the subject "ASMAE taking the [wrong] view on Annex X - Ignorance or bad faith?" sent on 05/28/2001 08:16 AM, excluding those who are copied on the email?', 'What is the title of the government official that Luiz Maurer wants Enron to present their views to before Mario Arce makes a final decision?', 'What key points does Remi Collonges propose that Enron should emphasize in their stance on Annex V, as outlined in his email to Luiz Maurer and others?', "What is the consequence, according to Luiz Maurer, of generators who signed Annex V not hedging their residual risks, as mentioned in his email about ASMAE's view on Annex X?", "According to Luiz Maurer's email about ASMAE's view on Annex X, what source provides more information on the issue of MAE's role in settling contracts?", 'On what date and at what time did Luiz Maurer send an email with the subject "ASMAE taking the [wrong] view on Annex X - Ignorance or bad faith?" to a group of recipients that included Sergio Assad?', "What does Luiz Maurer imply about the behavior of generators who signed Annex V but failed to hedge their residual risks, according to his email about ASMAE's view on Annex X?"] | [
"Patricia Arce.",
"Mario Arce has a \"pre-cooked\" proposal, and Luiz Maurer is concerned that Enron needs to express their views to the Minister before Mario Arce's proposal is finalized, implying that Luiz Maurer disagrees with Mario Arce's proposal.",
"Luiz Maurer compares setting a cap on spot prices to the... | [
[
"Patricia Arce"
],
[
"Luiz Maurer mentions Mario Arce as having a \"pre-cooked\" proposal, and expresses concern that this proposal may not reflect Enron's views on MAE, caps, and Annex V."
],
[
"Luiz Maurer compares setting a cap on spot prices to what the Central Bank did for Makra and Fonte... | [
[
"The person who, according to Luiz Maurer's email dated 05/28/2001, expressed distorted views to the press on why generating companies should not abide by Annex V, and is mentioned as being Mario Arce's daughter and a full-time ASMAE employee is Maria Arce.",
"The name of the person is not specified in th... | south-s/southern_cone/5. | south-s | 11 | [
"find the answer. We need to look for the name of the person mentioned in Luiz Maurer's email dated 05/28/2001 as expressing \"distorted\" views to the press on why generating companies should not abide by Annex V. We also need to check if this person is mentioned as being Mario Arce's daughter and a full-time ASMA... | [
[
"identify the person. First, we need to find out who, according to Luiz Maurer's email dated 05/28/2001, expressed \"distorted\" views to the press on why generating companies should not abide by Annex V. We find that it was Patricia Arce. Then, we need to confirm that she is Mario Arce's daughter and a full-... | [
0,
0,
1,
1,
1,
1,
0,
0,
0,
1,
1
] |
Subject: Re: Turbine Export Issue
Sender: jeff.dasovich@enron.com
Recipients: ['richard.shapiro@enron.com', 'scott.reblitz@enron.com']
File: south-s/southern_cone/21.
=====================================
I can make either time. Just let me know.
Best,
Jeff
Scott Reblitz@ENRON_DEVELOPMENT
05/14/2001 05:48 PM
To: Jeff Dasovich@EES
cc: Joseph M Galan/Enron@EnronXGate, Ranabir Dutt/Enron@EnronXGate
Subject: Turbine Export Issue
Jeff: We are going to have a call with OPIC tomorrow to discuss the turbine
export issue and the state of affairs in the California re power. The two
times that OPIC people are available are 11:30-2:00 and 4:30-5:30 (both times
are eastern standard time). Does one of these slots appear better for you?
I don't anticipate that you would be needed for the entire time allotted for
the call but I'm sure the OPIC people will have some questions requiring your
knowledge of California. Attached, please find a summary document we're
working on containing talking points we want to convey to OPIC. Again,
thanks for your help, Scott
===================================== | [
"What are the two time slots that OPIC is available for the call, according to Scott Reblitz's email about the turbine export issue?",
"According to Scott Reblitz's email, what are the two time slots that OPIC people are available for the call to discuss the turbine export issue?"
] | ["What are the available time slots for the call with OPIC, according to Scott Reblitz's email about the turbine export issue?", "What are the available time slots for the call with OPIC to discuss the turbine export issue, as mentioned in Scott Reblitz's email?"] | [
"The two time slots that OPIC is available for the call are 11:30-2:00 and 4:30-5:30, both in eastern standard time.",
"The two time slots that OPIC people are available for the call are 11:30-2:00 and 4:30-5:30, both in Eastern Standard Time."
] | [
[
"The two time slots that OPIC is available for the call, according to Scott Reblitz's email about the turbine export issue, are 11:30-2:00 and 4:30-5:30 (both times are eastern standard time)."
],
[
"The two time slots that OPIC people are available for the call to discuss the turbine export issue are... | [
[
"OPIC is available for the call on Tuesday, October 10th at 10:00 AM and Thursday, October 12th at 2:00 PM.",
"OPIC is available for the call at 10:00 AM and 2:00 PM."
],
[
"OPIC people are available for the call to discuss the turbine export issue at 10:00 AM and 2:00 PM Eastern Time.",
"The ... | south-s/southern_cone/21. | south-s | 2 | [
"find the answer. We need to look at the email from Scott Reblitz to Jeff Dasovich, and find the part where Scott mentions the time slots that OPIC is available for the call. According to the email, Scott says \"The two times that OPIC people are available are 11:30-2:00 and 4:30-5:30 (both times are eastern standa... | [
[
"answer this question. First, we need to identify the two time slots that OPIC is available for the call. We can find this information in Scott Reblitz's email about the turbine export issue. The email contains two time slots that OPIC is available for the call: 11:30-2:00 and 4:30-5:30 (both times are easter... | [
0,
1
] |
Subject: Re: MAE's Price June 2001
Sender: luiz.maurer@enron.com
Recipients: ['cecilia.mercio@enron.com', 'fred.sampaio@enron.com', 'sergio.assad@enron.com']
File: south-s/southern_cone/1.
=====================================
Cecilia
Great victory! No playing around with caps on MAE prices. We have to make
sure this is sustainable (and people will actually pay for their exposures)
LM
Cecilia Mercio 06/01/2001 05:12 PM
To: Sergio Assad/SA/Enron@Enron, Luiz Maurer/SA/Enron@Enron
cc:
Subject: MAE's Price June 2001
FYI
---------------------- Forwarded by Cecilia Mercio/SA/Enron on 06/01/2001
05:17 PM ---------------------------
Cecilia Mercio 06/01/2001 05:09 PM
To: Joe Kishkill/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Remi
Collonges/SA/Enron@Enron, David M Rosenberg/SA/Enron@Enron, Brett R
Wiggs/SA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Ricardo
Sassatani/SA/Enron@Enron, Ricardo Lisboa/SA/Enron@Enron, Guy
Ishikawa/SA/Enron@Enron, Breno Nogueira/SA/Enron@Enron, Julian
Poole/SA/Enron@Enron, Patrick Hansen/SA/Enron@Enron, Rodolfo
Freyre/SA/Enron@Enron, Jorge Gumucio/SA/Enron@Enron, Luis
Henriques/SA/Enron@Enron, Moacyr Carmo/SA/Enron@Enron, Luis
Berti/SA/Enron@Enron, Eduardo Cancian/SA/Enron@Enron, Roberto
Schloesser/SA/Enron@Enron, Marcelo Parodi/SA/Enron@Enron, Idel
Metzger/SA/Enron@Enron, Ricardo Mucci/SA/Enron@Enron, Ricardo D
Cunha/SA/Enron@Enron, Luiz Baccaro/SA/Enron@Enron, Murilo
Hyai/SA/Enron@Enron, Andre Salomao/SA/Enron@Enron, Paulo
Squariz/SA/Enron@Enron, Federico Cerisoli/SA/Enron@Enron, Erwin
Landivar/SA/Enron@Enron, Mateus Andrade/SA/Enron@Enron, Joca
Paciello/SA/Enron@Enron, Flavio Silberberg/SA/Enron@Enron, Roberto
Hukai/SA/Enron@Enron, Fred Sampaio/SA/Enron@Enron, Guillermo
Atenor/SA/Enron@Enron
cc:
Subject: MAE's Price June 2001
It was published in ASMAE website (www.asmae.com.br).
===================================== | [
"At what time did Cecilia Mercio originally send the email with the subject \"MAE's Price June 2001\" to Joe Kishkill and others?",
"On what date and time did Luiz Maurer send his response to Cecilia Mercio's email with the subject \"MAE's Price June 2001\" and the message \"Cecilia Great victory! No playing arou... | ['What was the time when Cecilia Mercio first sent the email with the subject "MAE\'s Price June 2001" to Joe Kishkill and others?', 'What was the date and time when Luiz Maurer replied to Cecilia Mercio\'s email with the subject "MAE\'s Price June 2001" and the message "Cecilia Great victory! No playing around with caps on MAE prices. We have to make sure this is sustainable (and people will actually pay for their exposures) LM"?', 'What phrase does Luiz Maurer use to convey his opinion on "caps on MAE prices" in his response to Cecilia Mercio\'s email?', "What conditions does Luiz Maurer mention as necessary for the MAE prices, in addition to not being subject to caps, in his response to Cecilia Mercio's email?"] | [
"Cecilia Mercio originally sent the email with the subject \"MAE's Price June 2001\" to Joe Kishkill and others at 05:09 PM on 06/01/2001.",
"Luiz Maurer sent his response on June 1, 2001, at 05:12 PM.",
"Luiz Maurer uses the phrase \"No playing around with caps on MAE prices\" to express his stance on \"caps o... | [
[
"Cecilia Mercio originally sent the email with the subject \"MAE's Price June 2001\" to Joe Kishkill and others at 05:09 PM."
],
[
"Luiz Maurer sent his response to Cecilia Mercio's email with the subject \"MAE's Price June 2001\" and the message \"Cecilia Great victory! No playing around with caps on... | [
[
"Cecilia Mercio originally sent the email with the subject \"MAE's Price June 2001\" to Joe Kishkill and others at 10:15 AM on June 1, 2001.",
"Cecilia Mercio originally sent the email with the subject \"MAE's Price June 2001\" to Joe Kishkill and others at 10:04 AM on June 1, 2001."
],
[
"Luiz Ma... | south-s/southern_cone/1. | south-s | 4 | [
"find the time Cecilia Mercio originally sent the email. We can see that the email was forwarded by Cecilia Mercio on 06/01/2001 05:17 PM, but the original email was sent at an earlier time. We can find the original time by looking at the \"To:\" and \"cc:\" lines, which show the original recipients and the time th... | [
[
"find the time Cecilia Mercio originally sent the email with the subject \"MAE's Price June 2001\" to Joe Kishkill and others. First, we need to find the original email with the subject \"MAE's Price June 2001\". We can see that Cecilia Mercio forwarded this email to Luiz Maurer, Fred Sampaio, and Sergio Assa... | [
0,
1,
0,
1
] |
Subject: Re: CAP no MAE
Sender: luiz.maurer@enron.com
Recipients: ['joe.kishkill@enron.com', 'David M Rosenberg/SA/Enron@Enron', 'Joe Kishkill/SA/Enron@Enron', 'joao.albuquerque@enron.com', 'Fred']
File: south-s/southern_cone/11.
=====================================
Jo?o
Congratulations for you enlightening participation at todays' meeting with
generators to rebuff Annex V arguments.
For the first time in two years I have seen the "underdogs" distributors
beating the powerful generators. The performance reminded me the Brazil 4 x
Italy 1, June 21, 1970 final world cup soccer match. Let's not give up.
Luiz Maurer
05/24/2001 07:02 PM
To: Joao Carlos Albuquerque/SA/Enron@Enron
cc: Joe Kishkill/SA/Enron@Enron, David M Rosenberg/SA/Enron@Enron, Fred
Sampaio/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron, Sergio
Assad/SA/Enron@Enron, Britaldo Soares/SA/Enron@Enron, Brett R
Wiggs/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron
Subject: Re: CAP no MAE
Joao
I know we are all in the same boat. We share the same ideas as well. The only
difference is perhaps the approach.
I am kind of skeptical of negotiating with those guys. COEX has been a two
year failure in terms of consensus building. Where has consensus led us?
Nowhere. After some point, it is worthless discussing with those guys. (I
know that you have been standing and fighting)
You are probably right when you say I am being radical . Given my
skepticism, I think there are only two ways: (i) going straight to Pedro
Parente (ii) or, a big splash in the media. (because we have a coherent
story, there are always many reporters willing to listen to us; I think we
should not be afraid of putting a stick on the ground, as necessary)
I know that Mario Arce got upset with me and I did not mean it. However, he
has to know that if he comes up with some "pre-cooked" crazy ideas (Kill
Annex V, caps on spot) he will have to face the "discipline" of the media.
He (or any other) has to know that we will do whatever is necessary to get
our ideas across. It is a war. No time for consensus building or for being
the nice guy. They are writing new laws as we speak. There is a strong sense
of urgency. It is a make it or break it situation.
This is my modest view only.
LM
Joao Carlos Albuquerque
05/23/2001 09:05 PM
To: Joe Kishkill/SA/Enron@Enron, David M Rosenberg/SA/Enron@Enron, Luiz
Maurer/SA/Enron@Enron, Fred Sampaio/SA/Enron@Enron
cc: Orlando Gonzalez/SA/Enron@Enron, Sergio Assad/SA/Enron@Enron, Fred
Sampaio/SA/Enron@Enron, Britaldo Soares/SA/Enron@Enron, Brett R
Wiggs/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron
Subject: Re: CAP no MAE
David and Luiz,
Please don't be radical and don't put words when you do not know what is
going on.
Some important players and people are supporting a very low cap: some 320
reais or even less (320 is in one of the Generators proposal).
I was the one fighting in all meetings I had, last and this week, standing
up in front of everybody, supporting NO CAP AT ALL.
What I tried to share with you was a second line of defence Plan B type.
So don't think you are the only paladins of the market. We are fighting hard
for ENRON's positions, in the real word, and working very hard, believe me.
thanks,
Jo?o Carlos
Joe Kishkill
05/22/2001 08:39 AM
To: Orlando Gonzalez, Joao Carlos Albuquerque/SA/Enron@Enron
cc:
Subject: Re: CAP no MAE
Got the info late, but...
I also can not see how we can even consider supporting price caps. If they
come, they come. Politica are a reality. But we should not support them or
even hint at encouraging them. If we are thinking about doing so, please let
me know because I strongly object.
Thanks,
Kish
---------------------- Forwarded by Joe Kishkill/SA/Enron on 05/22/2001 08:36
AM ---------------------------
David M Rosenberg
05/21/2001 10:40 AM
To: Joe Kishkill/SA/Enron@Enron
cc:
Subject: Re: CAP no MAE
FYI. I just noticed that you weren't in this chain.
---------------------- Forwarded by David M Rosenberg/SA/Enron on 21/05/2001
10:44 ---------------------------
David M Rosenberg
21/05/2001 10:20
To: Luiz Maurer/SA/Enron@Enron
cc: Joao Carlos Albuquerque/SA/Enron@Enron, Orlando Gonzalez/SA/Enron@Enron,
Sergio Assad/SA/Enron@Enron, Fred Sampaio/SA/Enron@Enron, Britaldo
Soares/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron, Remi
Collonges/SA/Enron@Enron
Subject: Re: CAP no MAE
Luiz,
Thanks again for maintaining a voice of sanity.
In my not so humble opinion, it is commercial suicide for us to even give the
appearance of supporting price caps. I can't think of any other situation
anywhere in the world where Enron has supported price caps in a market. To
the contrary, we are almost always public in our opposition to such
market-killing sophistry.
Consensus is a noble objective, but sometimes it is just better to let people
know your true opinion.
--DMR
Luiz Maurer
20/05/2001 23:16
To: Joao Carlos Albuquerque/SA/Enron@Enron
cc: Orlando Gonzalez/SA/Enron@Enron, Sergio Assad/SA/Enron@Enron, Fred
Sampaio/SA/Enron@Enron, Britaldo Soares/SA/Enron@Enron, Brett R
Wiggs/SA/Enron@Enron, Remi Collonges/SA/Enron@Enron, David M
Rosenberg/SA/Enron@Enron
Subject: Re: CAP no MAE
I strongly disagree
"If it is impossible to reach an agreement within ABRADEE",, then we should
be loud an clear in expressing our own view, to all levels of government
including a position paper to Pedro Parente asap. Caps at this point in
time may jeopardize the rationing plan per se. We had a victory in anchoring
the penalties to the MAE price. Why surrender it now?
Why do we have to abide by ABRADEE's desires?
This is not a religious issue only. There are a few US$ million left on the
table.
How many US$ million are on the table for Enron?
- Ballpark, possibly US$20f or Elektro's long position (60 in EBITDA *
(680-460)/680)
- A lot, lot more for Eletrobolt (perhaps to the point of killing the
project, as Joao Albuquerque stated)
Are we being consistent? About a week ago, we submitted our views to ANEEL,
on Public Hearing 02/2001, advocating for an increase in the cost of defict
to US$ 2350/MWh. The trading group (Remi, David) were adamant about this
position submitted by Regulatory Affairs (I think they are right)
Are we acting to the best interest of our shareholders?
LM
Joao Carlos Albuquerque
05/20/2001 11:40 AM
To: jmazon@elektro.com.br, Orlando Gonzalez/SA/Enron@Enron, Sergio
Assad/SA/Enron@Enron, Luiz Maurer/SA/Enron@Enron, Fred Sampaio/SA/Enron@Enron
cc: Britaldo Soares/SA/Enron@Enron, Brett R Wiggs/SA/Enron@Enron
Subject: CAP no MAE
Algumas empresas de distribui??o short em 02 e 03 est?o defendendo fortememte
CAP no MAE, bem abaixo do custo do d,ficit ( cerca de R$ 680). ( CERJ,
Cataguases, LIght est? em cima do muro, etc...)
Se for inevit?vel, nossa posi??o deve ser:
- N?O PODE SER INFERIOR AO PRE_O PRATICADO NO PRE-RACIONAMENTO ( R$ 460,00 )
- N?O PODE SER INFERIOR ? MAIOR TARIFA COBRADA DOS CONSUMIDORES ( TROS
VEZES A TARIFA RESIDENCIAL ATUAL - 200% SOBRE A MESMA, PARA CONSUMOS ACIMA
DE 500 KWh POR MOS) .
Mazzon, calcule a ordem de grandeza deste valor. _ importante termos isto em
mente quando formos falar com as autoridades amanh? e, em especial com Mauro
Arce.
Lembrar, ainda, que um CAP baixo, sem FLOOR, pode matar ELETROBOLT, uma vez
que as receitas que esta auferiria em 2002 n?o compensariam o decr,scimo das
mesmas de 2003 em diante, quando, com a redu??o de mercado devido ao
racionamento e o aumento de entrada de novas fontes de gera??o, tamb,m
incentivada pelo racionamento, poder? derrubar fortemente os pre?os do MAE.
N?o devemos nos esquecer que o per?odo de amortiza??o de ELETROBOLT , de
cinco anos.
Jo?o Carlos
===================================== | [
"What is the name of the company that, along with Cataguases and Light, is mentioned by Joao Carlos Albuquerque as defending a CAP no MAE, well below the cost of the deficit, in his email on May 20, 2001?",
"What is the name of the person that Luiz Maurer mentions as being upset with him in his email on May 24, 2... | ['Which company, alongside Cataguases and Light, is mentioned by Joao Carlos Albuquerque in his May 20, 2001 email as strongly advocating for a CAP no MAE that is significantly lower than the deficit cost?', 'Who does Luiz Maurer mention as having gotten upset with him in his email on May 24, 2001?', "What stance does Pedro Parente take on price caps, according to Luiz Maurer's email on May 24, 2001, in the context of the price cap debate?", "What is Luiz Maurer's assessment of COEX's effectiveness in achieving consensus, as mentioned in his email on May 24, 2001, in relation to the price cap discussion?", "Which company is mentioned alongside Cataguases and Light as a strong supporter of a CAP no MAE, significantly lower than the deficit cost, in Joao Carlos Albuquerque's email dated May 20, 2001?", "In his email on May 24, 2001, Luiz Maurer compares the distributors' performance in the meeting with generators to a specific soccer match. Which match does he mention?", "According to Joao Carlos Albuquerque's email on May 23, 2001, what is the lowest price cap that some important players and generators are supporting?", "According to Luiz Maurer's email on May 20, 2001, what group submitted views to ANEEL on Public Hearing 02/2001, advocating for an increase in the cost of deficit to US$ 2350/MWh?", "How does the five-year amortization period of the Eletrobolt project affect its vulnerability to a low CAP, according to Joao Carlos Albuquerque's email on May 20, 2001?", "According to Luiz Maurer's email on May 20, 2001, what was the specific cost of deficit that Enron proposed in the document submitted to ANEEL for Public Hearing 02/2001?", "What formula does Luiz Maurer use to estimate the EBITDA of Elektro's long position in his email on May 20, 2001?"] | [
"CERJ.",
"Mario Arce.",
"Pedro Parente's position on price caps is not explicitly stated in Luiz Maurer's email on May 24, 2001.",
"COEX has been a two-year failure in terms of consensus building, according to Luiz Maurer's email on May 24, 2001.",
"CERJ.",
"The Brazil 4 x Italy 1, June 21, 1970 final wor... | [
[
"CERJ"
],
[
"Mario Arce"
],
[
"The email does not provide information about Pedro Parente's position on price caps."
],
[
"The significance of COEX, according to Luiz Maurer's email on May 24, 2001, in the context of the discussion about price caps, is that it represents a failed attem... | [
[
"The name of the company is not mentioned in the email.",
"The company is AES Tietê."
],
[
"Joseph",
"The name of the person that Luiz Maurer mentions as being upset with him in his email on May 24, 2001, is Enron's CEO, Jeffrey Skilling."
],
[
"Pedro Parente is the person responsible ... | south-s/southern_cone/11. | south-s | 11 | [
"find the answer. We need to look at the email sent by Joao Carlos Albuquerque on May 20, 2001, and find the name of the company that is mentioned along with Cataguases and Light as defending a CAP no MAE.",
"find the answer. We need to look at the email sent by Luiz Maurer on May 24, 2001, and find the name of t... | [
[
"find the name of the company. First, we need to identify the email that contains the information we are looking for. The question mentions an email from Joao Carlos Albuquerque on May 20, 2001. Next, we need to find the relevant part of the email. Joao Carlos Albuquerque mentions that \"some distribution com... | [
1,
0,
1,
0,
0,
1,
1,
1,
0,
0,
1
] |
Subject: Crescendo April Nom Change
Sender: joan.quick@enron.com
Recipients: ['stacey.brewer@enron.com', 'hillary.mack@enron.com', 'steven.south@enron.com', 'jjosborne@apex2000.net']
File: south-s/discussion_threads/50.
=====================================
Nom will be changed to 3,100 MMBtu/d, effective April 25th.
per disc with hillary, 4/23 pm.
-----Original Message-----
From: Quick, Joan
Sent: Monday, April 23, 2001 10:59 AM
To: Mack, Hillary; Brewer, Stacey; South, Steven
Subject: Crescendo April Nom Change
Hillary - please call me re this. i have left you a voicemail.
joan
x33152
-----Original Message-----
From: "Jim" <jjosborne@apex2000.net>@ENRON
[mailto:IMCEANOTES-+22Jim+22+20+3Cjjosborne+40apex2000+2Enet+3E+40ENRON@ENRON.
com]
Sent: Monday, April 23, 2001 3:34 AM
To: Quick, Joan
Subject: RE: April Noms
Based on no penalties, please lower our April nom to 2.84 MMCFD.
Thanks
Jim
-----Original Message-----
From: Quick, Joan [mailto:Joan.Quick@ENRON.com]
Sent: Monday, April 23, 2001 10:01 AM
To: jjosborne@apex2000.net
Subject: RE: April Noms
you shouldn't have any penalties from enron...none that i can think of.
all the excess is sold Gas Daily, so you shouldn't be penalized
anything.
joan
> -----Original Message-----
> From: "Jim" <jjosborne@apex2000.net>@ENRON
> [mailto:IMCEANOTES-+22Jim+22+20+3Cjjosborne+40apex2000+2Enet+3E+40ENRO
> N@ENRON.com]
> Sent: Monday, April 23, 2001 1:35 AM
> To: Quick, Joan
> Subject: RE: April Noms
>
> Joan
>
> We need to make sure that if we lower our nom, we won't have a penalty
> from Enron.
>
> Please respond.
>
> Jim
>
> -----Original Message-----
> From: Quick, Joan [mailto:Joan.Quick@ENRON.com]
> Sent: Friday, April 20, 2001 11:19 AM
> To: kckrisa@apex2000.net; JJosborne@apex2000.net
> Subject: RE: April Noms
>
>
> Ken,
>
> what do you suggest we lower the nom to?
>
> joan
>
> > -----Original Message-----
> > From: "Ken" <kckrisa@apex2000.net>@ENRON
> >
> [mailto:IMCEANOTES-+22Ken+22+20+3Ckckrisa+40apex2000+2Enet+3E+40ENRON@
> > ENRON.com]
> > Sent: Friday, April 20, 2001 8:31 AM
> > To: Quick, Joan
> > Subject: FW: April Noms
> >
> > Joan,
> > One Compressor at the San Arroyo station was down for several days,
> > causing
> > high line pressures - it takes a while to work this pressure down.
> >
> > Let's discuss the lowering nomination option - give me a call when
> you
> > get a
> > chance.
> >
> > Ken Krisa
> >
> > -----Original Message-----
> > From: Jim
> > Sent: Friday, April 20, 2001 1:37 AM
> > To: Ken
> > Subject: FW: April Noms
> >
> > -----Original Message-----
> > From: Quick, Joan [mailto:Joan.Quick@ENRON.com]
> > Sent: Thursday, April 19, 2001 8:45 PM
> > To: JJosborne@apex2000.net
> > Cc: Otis, Brian
> > Subject: April Noms
> >
> > jim,
> >
> > i see that production is down a bit - around 2,954 mcf/d. our April
> > first of the month nom is based on 3,123 mcf/d. do you think we
> > should
> > lower our nom?
> >
> > thanks
> > joan
> >
> >
>
> - winmail.dat << File: winmail.dat >>
- winmail.dat
===================================== | [
"What is the purpose of selling excess gas on Gas Daily, according to Joan Quick's email dated Monday, April 23, 2001 10:01 AM, in the email thread about April nominations?",
"What was the cause of high line pressures at the San Arroyo station, according to Ken Krisa's email dated Friday, April 20, 2001 8:31 AM, ... | ["What benefit does selling excess gas on Gas Daily provide, according to Joan Quick's email dated Monday, April 23, 2001 10:01 AM, in the email thread about April nominations?", 'What did Ken Krisa attribute the high line pressures at the San Arroyo station to in his email on Friday, April 20, 2001 8:31 AM?', 'According to the email conversation about April nominations, what is the email address associated with the name Ken Krisa?', "According to Joan Quick's email, what change is being made to Crescendo's nomination amount, and when will this change take effect?", 'In the email thread about April nominations, what did Ken Krisa report was the status of the compressors at the San Arroyo station in his email sent on Friday, April 20, 2001, at 8:31 AM?', 'When did Jim send an email to Ken with the subject "FW: April Noms" in the discussion about April nominations?', "What is the discrepancy between the April nomination amount initially set and the actual production amount as of Joan Quick's email on Thursday, April 19, 2001 8:45 PM?", "In the email thread about April nominations, who received a copy of Joan Quick's email sent on Thursday, April 19, 2001 8:45 PM?"] | [
"The purpose of selling excess gas on Gas Daily is to avoid penalties, according to Joan Quick's email.",
"One compressor at the San Arroyo station was down for several days, causing high line pressures.",
"Ken Krisa's email address is kckrisa@apex2000.net.",
"The new nomination amount for Crescendo is 3,100 ... | [
[
"The purpose of selling excess gas on Gas Daily, according to Joan Quick's email dated Monday, April 23, 2001 10:01 AM, is to avoid penalties for exceeding the nomination limit."
],
[
"The cause of high line pressures at the San Arroyo station, according to Ken Krisa's email dated Friday, April 20, 20... | [
[
"The purpose of selling excess gas on Gas Daily, according to Joan Quick's email dated Monday, April 23, 2001 10:01 AM, in the email thread about April nominations, is to manage the risk of excess gas supply and optimize revenue.",
"The purpose of selling excess gas on Gas Daily is to get the best price f... | south-s/discussion_threads/50. | south-s | 8 | [
"understand the purpose of selling excess gas on Gas Daily. We need to analyze the email thread and identify the relevant information. In the email dated Monday, April 23, 2001 10:01 AM, Joan Quick mentions that \"all the excess is sold Gas Daily, so you shouldn't be penalized anything.\" This suggests that the pur... | [
[
"answer this question. First, we need to identify the purpose of selling excess gas on Gas Daily, according to Joan Quick's email. We can find this information in her email to Jim Josborne, where she mentions that all the excess is sold Gas Daily, so there shouldn't be any penalties."
],
[
"answer thi... | [
0,
0,
1,
0,
0,
1,
1,
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] |
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