text stringlengths 1 4.46k | employee_id stringclasses 45
values |
|---|---|
He labeled Active Power, a company that is pioneering flywheel technology, as a "buy" and Capstone Turbine Corp., a leading manufacturer of microturbines, as "attractive." | dev33 |
The companies are in addition to two fuel cell companies he currently follows. | dev33 |
Ballard Power is currently a buy, and Plug Power is rated neutral. | dev33 |
Thanks very much for the info, Hedy. | dev33 |
Folks: As you recall from out meeting on Tuesday, we decided that I'd pull together a brief description of our key priorities and the actions underway to achieve them. | dev33 |
The status report will be updated weekly. | dev33 |
We'll use the weekly update as an important internal communication tool to keep folks abreast of activities and developments in CA. | dev33 |
It will also serve as a a tool to help identify the need to modify our priorities and/or actions in light of ever-changing circumstances. | dev33 |
We were going to try to get the first report out this week, but with the meeting in Houston, Sue's doctor appt and Karen's meetings with Marathon, we'll get the first one out Monday. | dev33 |
My notes suggest that (today's) key priorities---understanding that everything's subject to change on a daily basis---are: No refunds End wholesale price caps as soon as possible Get forward markets working in CA Expedite plant siting No early roll of/maintain the rate freeze (till ~01/02) Maintain current PX credit framework (till ~01/02) Please forward to me the actions underway and planned in the area for which you've been designated "lead." | dev33 |
Given how fluid things are, It seems prudent to limit "planned" items to those we've got planned for the next 2-4 weeks. | dev33 |
I'll compile for distribution by COB Monday. | dev33 |
My notes show the following leads: Also please let me know if my notes w.r.t. | dev33 |
leads is consistent with yours. | dev33 |
Thanks very much and have a great weekend. | dev33 |
Best, Jeff | dev33 |
Rick, Jim, Harry: You will have the first status report for California by COB on Monday. | dev33 |
We will update that report weekly. | dev33 |
If there's anything you need between now and Monday, please let me know. | dev33 |
Have a good weekend. | dev33 |
Best, Jeff FYI: Yesterday, the California PUC rejected the utilities request to, among other things, raise rates and end the rate freeze. | dev33 |
The status quo prevails, at least for now. | dev33 |
Well, you two really raised the bar with that celebration. | dev33 |
It was just fantastic. | dev33 |
Prentice said it's the best birthday she's ever had. | dev33 |
Thanks so much for everything. | dev33 |
It was really neat. | dev33 |
The votes have been counted (kidding), and the call will take place today at 3 PM PST. | dev33 |
Call-in number to follow. | dev33 |
Could you please set up a call and distribute to this list? | dev33 |
Topic: utility forward contracting proposal. | dev33 |
Time 3-4:30 pm PST. | dev33 |
Thanks very much. | dev33 |
Sounds very good. | dev33 |
Might be useful to get a "reputable" economist to write a paper that 1) describes traditional means for defining, identifying and mitigating market power, 2) compares those with the "new" means folks are coming up with these days, and 3) comments on the "split" in the academic community over the issues. | dev33 |
When Steve Kean and I discussed the notion initially, thought it might be a good idea to gently "pile on" to the public discussion with the goal of making clear 1) just how complex this issue is and 2) how important it will be to have a thorough analysis (say, about 12+ months worth?) before rushing to judgment on anything Joskow might allege in his paper. | dev33 |
Thoughts? | dev33 |
Best, Jeff | dev33 |
I believe that on Thursday/Friday? | dev33 |
you sent a note with some suggestions on proposed solutions. | dev33 |
Darned if I can find it. | dev33 |
Could you resend it? | dev33 |
Or, in the flurry of activity, am I mistaken, and the last dispatch I got from you was the note you sent on the 6th? | dev33 |
Apologies, Jeff | dev33 |
I've been buried. | dev33 |
What did we hear from FERC last week? | dev33 |
Was that from Larcamp's their visit to Houston? | dev33 |
I ain't forgot. | dev33 |
Your proposal is a "touchy" one, and let's just say that it's required some nimble dancing in the attempt to gauge where folks sit, if you get my drift. | dev33 |
I'm still on the case, however. | dev33 |
who's on so far? | dev33 |
Mon-Thurs: SF | dev33 |
Mike: Please forward the letter to Jeff. | dev33 |
Jeff, we'll be signing the letter. | dev33 |
Look like something TW can sign. | dev33 |
Give me a ring when you get a chance to look at it. | dev33 |
Best, Jeff | dev33 |
Given the messy spot that SDG&E in particular and SoCalGas find themselves in due to what's happened to gas prices at the Cal border, it might not be a bad time to check in with our friend Neil Schmally (sp?) at Sempra to see how Enron might help? | dev33 |
In case folks haven't already heard through other sources, a reliable person told me that PG&E is hedged for core gas requirements: financial--for 45% of core volumes at prices "in the single digits/decatherm" physical--for 15% of core volumes (via storage) at prices "less than the financial hedge" SDG&E is naked. | dev33 |
SoCalGas is likely in the same boat as SDG&E, or worse, since they optioned core's storage gas to noncore customers, and, those customers are exercising. | dev33 |
You're a star. | dev33 |
I owe ya. | dev33 |
Next time you're in town, let me know in advance. | dev33 |
Maybe we can have lunch or something. | dev33 |
Hope all is well. | dev33 |
Best, Jeff | dev33 |
OK. | dev33 |
You and I are the last ones to get the info....Here it is. | dev33 |
Good luck. | dev33 |
Only if it's not a bother. | dev33 |
You're very sweet to forward along. | dev33 |
You must feel GREAT being done! | dev33 |
can't wait. | dev33 |
Talked to Eric. | dev33 |
He'll give Kari a ring and pass along message. | dev33 |
Best, Jeff | dev33 |
Paul: Here's additional info for the "curtailment" data that we're pulling together. | dev33 |
Utility Pricing for Core Gas Customers Prior to the month in question, the utility forecasts gas prices based on NYMEX monthly prices. | dev33 |
So for example, based on November's forecast, the utility sets prices to be charged to core consumers in December. | dev33 |
When December's over, the utility compares forecast prices with actual prices. | dev33 |
If the forecast was too low, and there's an undercollection, the utility will increase January's price forecast by "just enough" to make up for the December undercollection. | dev33 |
If prices were too high and there's an overcollection, the utility will reduce January price forecast by just enough to refund the overcollection. | dev33 |
If the overcollection/undercollection is very large, the utilities have generally spread out the "true-up" over several months to avoid "rate shock" one way or the other. | dev33 |
However, under the current circumstances, the utilities may be less willing to spread it out, and may wish to recover the entire undercollection in the following month. | dev33 |
In short, there's at least a one-month lag in customer prices to account for differences in forecasts versus actual. | dev33 |
Refer such calls to Karen Denne in Houston. | dev33 |
Thanks. | dev33 |
I don't want to create an hassles. | dev33 |
Don't feel like you have to get the thing all fixed up by Friday if it not's a cake walk. | dev33 |
"Eldon Sellers" Please respond to eldon | dev33 |
If all goes well, I'll have some info to distribute before the meeting regarding forward purchases. | dev33 |
I'll be ready to discuss it at the meeting, too. | dev33 |
Professor Berk: Very interesting to hear the perspectives of a South African ex-pat last evening. | dev33 |
Today's been very hectic, but I'll get back to you on the possibility of having Enron sponsor internships for the financial engineering program. | dev33 |
Until we've had a chance to talk, could you wait before forwarding my name along to anyone else in the fin eng group? | dev33 |
Much appreciated. | dev33 |
Best, Jeff | dev33 |
Thanks---couldn't agree more on the "crisis here"/"need education" assessment. | dev33 |
The more we educate folks, the more they agree with our views and positions. | dev33 |
bed situation is as follows: everyone will be naked and in the same bed; your parents may excuse themselves if they wish. | dev33 |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.