text
stringlengths
1
1.9k
employee_id
stringclasses
45 values
__index_level_0__
int64
0
36.6k
Here are my comments.
dev24
19,891
I like Terry's suggestion.
dev24
19,892
In fact, in the preceding paragraph and the following paragraph where we refer to "shippers", we could refer to "customers" instead.
dev24
19,893
My other comments on the tariff sheets were as follows: Section 35.2 2nd paragraph, 3rd sentence.
dev24
19,894
Explanation of "incremental revenue".
dev24
19,895
When we talk about revenues which TW already receives from reservation charges being paid prior to the bid period.
dev24
19,896
What if we're taking bids on future capacity and we're trying to get revenue that is incremental to reservations charges we're not necessarily being paid yet?
dev24
19,897
The language is so specific.
dev24
19,898
Can we change the language to refer to revenues incremental to what TW already has contractually committed?
dev24
19,899
2nd paragraph, last sentence.
dev24
19,900
The phrase "guaranteed throughput volume service applies only in the case of a negotiated rate".
dev24
19,901
What does this mean?
dev24
19,902
TK & I were both a littles confused by this language.
dev24
19,903
4th paragraph, 4th sentence.
dev24
19,904
The phrase "the value of the index based rate bids will be calculated using the applicable published indices available on the bid deadline".
dev24
19,905
TK, is the phrase "published indices" generic enough or should we use something broader that might encompass basis quotes?
dev24
19,906
I realize it will probably have to be something that is published.
dev24
19,907
Amy confirmed for me that USGT's scheduled volumes West on Ctrcc 27161 since 11/1/01 total 13,785.
dev24
19,908
She is not including the volumes for today (11/20), since it's not a final volume for the day yet.
dev24
19,909
Attached is the slide detailing expansions to California as of 11/7/2001.
dev24
19,910
Please review and forward as needed to JPMorgan.
dev24
19,911
Dan asked me for a copy of the offer we sent to SoCal on the billing issue.
dev24
19,912
I must have deleted the e:mail.
dev24
19,913
Do you still have it electronically & if so, could you forward it to Dan?
dev24
19,914
He's interested in the excel spreadsheet with the $$ impact.
dev24
19,915
Thanks!
dev24
19,916
Lindy
dev24
19,917
I have a 2:00 meeting with a customer.
dev24
19,918
It should only last about an hour, but I might be able to be there until 3:15 or 3:30.
dev24
19,919
How does this look?
dev24
19,920
Also, I did change some numbers in the excel spreadsheet: The Ignacio to Blanco subscription levels were pulling from the row excluding ROFR capacity in the supporting sheet.
dev24
19,921
I changed it to be consistent with the other capacities (which include ROFR capacity).
dev24
19,922
Shelley had made some assumptions about East of Thoreau capacity subscription, such as, the USGT 400,000/d contract would remain subscribed (it doesn't have ROFR) and she had included the extension of 2-3 other contracts that don't have ROFR.
dev24
19,923
These contracts were then dropped after 2005.
dev24
19,924
I continued the extensions through 2006.
dev24
19,925
I changed the East of Thoreau capacity to 750,000/d from 850,000/d.
dev24
19,926
Would you be able to attend this meeting at 3:00?
dev24
19,927
I will be there ASAP (maybe at 3:00 even), but I'm meeting on the electric compression agreements at 2:00 and I think I may not be able to get to this meeting until 3:15 or 3:30.
dev24
19,928
Please let Ramona know.
dev24
19,929
Thanks!
dev24
19,930
Rick, for your review, Amy Mulligan gave me the volumes each month for Calpine & Griffith.
dev24
19,931
We used actual volumes delivered (not scheduled volumes), per question #19.
dev24
19,932
Either time is good for me.
dev24
19,933
Yes, please.
dev24
19,934
I need the 2002 At-A-Glance, the smaller one with one month per two pages.
dev24
19,935
Please see my current calendar on my desk if this does not make sense.
dev24
19,936
Thanks Audrey!
dev24
19,937
I can be there.
dev24
19,938
Per our conference call today, here are some ideas to get TW Settlement Value.
dev24
19,939
1.
dev24
19,940
SoCal to commit to TW to let us schedule transport at the SoCal/Topock (South Needles) delivery point.
dev24
19,941
2.
dev24
19,942
SoCal to turnback 20,000 to 25,000/d of receipt capacity from the WTX Pool, at no cost to TW (SoCal continues to pay for it).
dev24
19,943
3.
dev24
19,944
TW has been scheduling PG&E's payback to SoCal at SoCal/Topock to help PG&E and SoCal.
dev24
19,945
SoCal to schedule this as transport from PG&E/Topock (as a RP) to SoCal/Topock (DP) and pay TW transport fee.
dev24
19,946
1) For a full requirements deal, I would like some sense of the load shape of the customer.
dev25
20,325
Having just monthly total energy consumption is not enough to price a deal.
dev25
20,326
2) The all requirements price may be less or greater than the peak price, it is dependent on load shape.
dev25
20,327
3) That is correct.
dev25
20,328
I was wondering why I am not eligible yet.
dev25
20,329
I sent gave my agreement forms to Tricia Henry yesterday.
dev25
20,330
Yes I am
dev25
20,331
Does this information reflect the additions of the IBOC or not?
dev25
20,332
Otherwise the info seems to be what is going on right now.
dev25
20,333
If you look at the Cal 03-Cal 10 period, you see that there are roughly 25,000,000 MWh.
dev25
20,334
Two days ago, 1 had only 6.5 contracts/day hedged.
dev25
20,335
In the past two days, I sold 2.5 contracts/day.
dev25
20,336
In the past two days, the Cal 03-10 swap has increased C$0.47.
dev25
20,337
Here is the spreadsheet that I sent you at the beginning of the year when we set the curve marks to show the NPV 600,0000 CDN.
dev25
20,338
These are the heat rates that I am referencing in the Hedge Summary sheet.
dev25
20,339
Here are my comments on the original guarantee My phone is 974-6749
dev25
20,340
John Lavorato already said that he would make JD report directly to Canada.
dev25
20,341
I was meaning to give you a call this week and inquire as to when you guys are planning to come up.
dev25
20,342
Things are good here.
dev25
20,343
Feeling poor as well.
dev25
20,344
Please give Enpower access to Murray Fichten, John Messenger, Mike Taylor, Tyler Seminuk
dev25
20,345
I hope stock goes to $35 so I can buy it at reasonable levels.
dev25
20,346
Things are well here.
dev25
20,347
I will attend
dev25
20,348
Financial settlement occurs between Enron and the customer.
dev25
20,349
The pool is agnostic to what its participants do (i.e. generators that do 3rd party physical hedge are still paid by the pool, consumers of electricity who do 3rd party physical hedges also pay the pool)
dev25
20,350
I just need the positions aggregated, I don't need the desks broken out
dev25
20,351
I tried to answer you but my response was returned undelivered.
dev25
20,352
Basically, the pool is agnostic, it pays power producers for the pyhsical energy delivered to the grid and it charges power consumers for energy taken from the grid.
dev25
20,353
Any financial arrangements between the buyers and sellers are not known to the pool.
dev25
20,354
The only mechanism the pool uses for physical power transactions is the direct sale mechanism.
dev25
20,355
The terms and volume of these direct sales are entered in the pool's trading system.
dev25
20,356
The pool then subracts the volume of the direct sale from the consumers and producers meter and pays/charges the producer/consumer on the net volume (i.e actual production-direct sales or actual consumption-direct sales)
dev25
20,357
Yes, he said to leave the reports the same as it is now
dev25
20,358
yes thanks John
dev25
20,359
Here is the hedge summary for July 3/01.
dev25
20,360
Two things to note are: 1) I bought 125 MW of Cal 02 flat from Mirant for a 10 GJ/MWh heat rate 2) There is now a 20 year AECO basis curve, so the fixed price AECO gas from cal 15 on is generated off this curve.
dev25
20,361
Before the AECO basis curve stopped at Cal 14
dev25
20,362
I sent you an update of the Hedge Summary for July 3, 2001.
dev25
20,363
In that I mentioned that I bought 125 MW of Cal02 at 10 HR flat.
dev25
20,364
I am long over 500 MW at this heat rate.
dev25
20,365
The biggest risk in this position is a large hydro year that tanks the Mid-C (i.e. uncorrelated event with gas).
dev25
20,366
Mid-C off-peak is $47 USD, Nymex fixed price for Cal02 is $3.79 USD and Sumas basis is $0.16 for Cal02.
dev25
20,367
This implies a heat rate of close to I am thinking about buying back some AECO gas hedge for Cal02, then selling Mid-C off-peak to replace the gas hedge.
dev25
20,368