text stringlengths 1 4.46k | employee_id stringclasses 45
values |
|---|---|
I should be able to get you something fairly concrete by end of day tomorrow or first thing Wednesday. | dev33 |
That work? | dev33 |
Have fun tomorrow. | dev33 |
Best, Jeff | dev33 |
That sounds like a very reasonable way to proceed. | dev33 |
Attached is a very rough draft of solutions/messages for discussion at tomorrow's meeting. | dev33 |
I'll bring hard copies to the meeting. | dev33 |
Ok. | dev33 |
Here they are. | dev33 |
On exhibit A, I didn't touch numbers are exhibit #s. | dev33 |
Also, I deleted CAPM, since we ain't got anything yet. | dev33 |
And I deleted the part that said "ticket sales taxes don't matter much," because now that we have the numbers they could matter, cuz it's really tight between bond payments and tax revs. | dev33 |
Anyway, that's it. | dev33 |
I checked and doubled checked the numbers and exihibit #s in the exec sum, but you may want to give one last peek. | dev33 |
Thanks SO much for pulling it together. | dev33 |
Best, Jeff | dev33 |
Hi Mary: Well, the problem is likely just that I'm dense. | dev33 |
I log in, click on deferral and find a description of what one needs to do (i.e., fill out the form), but I've surfed around the site a bit and can't seem to find the form. | dev33 |
Am I (probably) missing something? | dev33 |
Thanks a bunch. | dev33 |
Best, Jeff | dev33 |
many thanks, mary. | dev33 |
and michelle, i'm indebted, as always. | dev33 |
if you don't hear from me, that means all went well. | dev33 |
I'm on your man. | dev33 |
What do you need? | dev33 |
11 AM PST. | dev33 |
I'll try to be on but can't promise. | dev33 |
Can we have a quick call (i.e., no more than 30 minutes) at 9 AM (PST) on Monday to discuss? | dev33 |
you getting this stuff? | dev33 |
will be at both meetings and will have detailed proposals beforehand. | dev33 |
we continue to work on procurement piece and have reached teh same conclusion as you in your note---need something to implement now, as well as a "longer" term solution to IOU procurement. | dev33 |
you'll be hearing from me. | dev33 |
yes, thank you. | dev33 |
see you tonite! | dev33 |
Folks: The "subcommittee" I've referenced that's trying to come up with a solution to California's train wreck is moving very quickly. | dev33 |
The group's shooting to have a first cut at a "straw person" proposal sketched out by end of next week. | dev33 |
The group's meeting on Tuesday to continue to bounce around ideas. | dev33 |
I'd like to try to have an internal call on Monday at either 10 AM (PST) or 3 PM (PST) to pin down at least a vaguely detailed conceptual framework that I can propose to the subcommittee on Tuesday. | dev33 |
The agenda items for the internal meeting are: Finalize proposal for benchmark(s) for utility procurement. | dev33 |
Goal: increase utility willingness to enter into forward contracts by replacing PUC after-the-fact "reasonableness" review with a benchmark. | dev33 |
(Been working the Portland desk on a "portfolio benchmark" concept.) Determine our view of how to treat term contracts w.r.t. | dev33 |
the PX credit, i.e., should those contracts be disclosed to the market, or should PUC keep them confidential, calculate the PX credit behind closed doors, and publish the credit ex poste? | dev33 |
The PX credit depends on the overall utility portfolio, not just the PX price. | dev33 |
Let me know if 10 AM or 3 PM (PST) works better. | dev33 |
Harry: I'll assume that you'll contact the folks from EES that need to participate. | dev33 |
Best, Jeff | dev33 |
Mark: I don't know how any "concerns" I may have raised reached you, but rest assured that there are no worries from my end. | dev33 |
I saw the piece on the local news. | dev33 |
Vacar's on a one-person crusade to kill capitalism, that's certain. | dev33 |
It was very clear that you were taken horribly out of context, and they did you a great disservice. | dev33 |
Just between us chickens, it did come up as if you were implying that there's some reasonable likelihood that manipulation's the culprit. | dev33 |
You can imagine just how sensitive we are to that issue. | dev33 |
But I don't think that you should sweat it. | dev33 |
In a very brief conversation with Mike Day I mentioned the piece and that they got you responding to manipulation (i.e., "when'd you stop beating your wife) on camera. So agitated was I that I didn't even bother to bring it up with Herr Fawcett. So again, thanks much for the note, but no big deal. Now for my two cents: Question: "what's the problem?" | dev33 |
answer: "very bad state energy policy---and here are the five big regulatory problems standing in the way of a solution for California....." | dev33 |
"market manipulation? | dev33 |
well, those charges are raised in every industry, whenever prices spike. | dev33 |
the lion's share of the time, it turns out to be market fundamentals." | dev33 |
Appreciate your note. Thanks. Jeff | dev33 |
perhaps you were a little strong in relaying my concerns to someone? | dev33 |
congratulations? | dev33 |
condolences? | dev33 |
anyway, let's talk. | dev33 |
today's bad. | dev33 |
you in tomorrow? | dev33 |
Thanks very much Dave. | dev33 |
We've got the proposal (and we've got a few issues with it). | dev33 |
I know that you're swamped managing EES' book, etc. So I'd be happy to fill Dave in on EES' view of CLECA's proposal, the negotiations that are underway generally, and what we're cooking up to try to help the negotitations along. | dev33 |
Just let me know. | dev33 |
Also, Dave, be happy to talk to Hanson, and fill them in one what's going on out there if that would be useful. | dev33 |
Jeff | dev33 |
sorry for the delay. | dev33 |
be great to catch up, but with all this energy mess, i've had to cancel going, unfortunately. | dev33 |
hope you're well. | dev33 |
Best, Jeff | dev33 |
fyi. | dev33 |
most responses back have been for 3 pm (from the traders). | dev33 |
also, give dennis a call. | dev33 |
he's polling folks to get views on what ferc's going to do on the 13th. | dev33 |
best, jeff | dev33 |
you bet. | dev33 |
i'm at 415.782.7822. | dev33 |
Thank you very much for the info. | dev33 |
FYI. | dev33 |
Per my voice message to you yesterday. | dev33 |
Distributed Power: The Next Big Investment? | dev33 |
With today's electricity demand expanding beyond the reach of available supply, and nationwide electric deregulation efforts providing inconsistent results, distributed power just may be the next big thing, according to Bear Stearns analyst Robert Winters. | dev33 |
With technology-laden, electricity-hungry companies popping up every time you turn around, and blackouts and brownouts occurring more frequently as large power grids are becoming less reliable, the analyst points towards distributed energy services as a possible solution, and maybe the "next big investment opportunity for the coming decade." | dev33 |
In Winters' 250 page report, "Distributed Energy Services-The World's Power and Transportation Industries: Set for a Revolution-Part 2," he examines technologies and companies within the distributed energy services sector that might be able to take advantage of the current situation. | dev33 |
"Thanks to major technological advances and energy deregulation, a wave of new investment in the power industry has just begun. We believe that this coming era in the power industry could resemble the wave of investments which flooded into the telecommunications industry following the breakup of AT&T in the early 1980's," said Winters. | dev33 |
"Companies and municipalities need to find ways to ensure the availability of high quality, reliable power," added Winters. | dev33 |
According to his research, microturbines are the best positioned of the "new" technologies that would be able to have an immediate impact on electric generation. | dev33 |
He based his recommendation on the fact that microturbines are small, quiet, efficient and very versatile. | dev33 |
"They can be used as a main power source, a back-up power source or as an alternative when there is a spike in traditional energy prices," the analyst said. | dev33 |
"Microturbines can also be used in remote locations, including developing countries, that do not have access to electricity." | dev33 |
Another attractive feature of microturbines is their fuel requirements. | dev33 |
The units often use natural gas, but can also use several other fuels as well. | dev33 |
In the study, the analyst also examined fuel cells, flywheel technology, and existing reciprocating engines technologies such as diesel engines and Stirling engines, which he noted are enjoying a comeback. | dev33 |
In addition to the report, Winters initiated coverage on two distributed energy companies. | dev33 |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.