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Enron Mail |
To give you a broad perspective on the issues I am dealing in our area, in
addition to the "regional integration/opening markets theme". "High-noon" show-down over the gas issues. Enron needs to decide to veto the gas contracts between Petrobras and the gas distribution companies in our concessions. We are been positioned as the stumbling block, preventing the gas contracts for the emergency power plant program, eventually a national security issue. If we agree with the contracts, we risk some value of the distribution concessions. Press articles about a deal with ABEGAS (Gas Distributors Association). The ABEGAS representative has been negotiating on a number of limited issues. He does not have the power to negotiate for the individual gas companies. Project California.- I have to give an optimistic spin to the regulatory situation. I could be more forceful painting a "dark scenario" in front of the investment community to pressure the reforms. We will continue to press with the regulators, but I will be hand-cuffed to take the debate forcefully into the public arena. Enron selling its assets/ getting out of the region.- A communication challenge because we can not comment on speculation but we need to tailor the messages to our audiences. "We are here to stay". Employees retention and recruiting Customer/ Partnering relations Government/ Institutions. "A new beginning".- Petrobras has reorganized. They have a new Gas & Power group. The new head has invited us to sit together to review our relationships. Jim is optimistic about the results. I am not, but we have to do it anyway. We can not afford not to try. Jose See attachments about Thermoelctric program and Petrobras issues.
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