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Enron Mail |
-----Original Message----- From: Imai, Rika Sent: Wednesday, November 21, 2001 10:51 AM To: Black, Tamara Jae Subject: AGENDA FOR PIRA PRESENTATION TJ, Please send this out to all the traders ___________________________________________________________________________________________________________________ PIRA will be here on Monday, December 3rd from 3:30-5:30. The meeting will be located on the 6th floor in room 6980. If you have any specific topics you would like to have covered, please feel free to send me an e-mail Thank You Rika Electricity & Fuels Briefing Allan M. Stewart, Managing Director AGENDA Agenda: This Agenda sets out a broad set of topics which will be covered in handout charts and tables accompanying this briefing. Active participation is encouraged to help efficiently utilize the time of discussion in line with areas of greatest interest. In addition any questions forwarded in advance will be addressed. Briefing Objective: Review and analyze key drivers of electricity & fuel prices at various regional markets throughout North America, with a special emphasis on those subregions of the Eastern Grids. Discuss the key factors/risks in PIRA's reference case outlook and explore important alternative scenarios. Principal timeframes will be now through 3Q2002 (short-term), and 2002-4 (medium-term). There will be a brief discussion of strategic issues and those relating to longer-term timeframes. Short-Term Electricity & Fuels Outlook (Next 12 Months) Electricity Price Outlook (vs. Current Consensus) Overall Load, Resource & Price Assessments Capacity Modeling & Results Hydro, Fuels, & Environmental Developments Implications for Natural Gas Demand/Prices Medium-Term Electricity & Fuels Outlook (1 -3 Years) Capacity Outlook Survey Results & Implications For Prices & Asset Values Structural Change Prospects and Potential Impacts Strategic Implications For Traders/Asset Managers Implications for Natural Gas Demand/Prices Longer-Term & Strategic Issues for Future Electricity & Fuels Markets - Outlook For Capacity Additions, Retirements, Environmental Factors & Prices Potential Strategy Options For Consideration Fuels & Emissions Markets Natural Gas, Oil, and Coal Market Outlooks & Risks Significant Emission Markets Developments
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