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Enron Mail |
Steve,
The Secretary of Energy Ernesto Martens used to be the CEO of VITRO, our=20 client in for the Monterrey Project. He was a board member until the day o= f=20 his appointment. He knows Enron well. He used to be the President and CEO= =20 of CINTRA the holding company for Mexicana and Aeromexico airlines. When I= =20 worked at McKinsey I was engaged in projects with CINTRA for two years. =20 Martens has a reputation of being a good and tough manager. He delivers. On the other hand he also has a reputation of being stubborn and not a good= =20 negotiator. We still have to convince him of the proposed electric sector= =20 reorganization. The good news is that Fox used many of the phrases that we wrote in the=20 documents for the transition team. Apparently he is following the script. = =20 When he talks about no privatization he limits it by saying: there will be = no=20 sell out of CFE's current assets and by ensuring that the sector will be op= en=20 to competition. Dionisio P,rez- Jacome was appointed President of the FERC. He is a=20 classmate of Steffes from the Kennedy School and a good friend of mine. All of the team supporting him is Luis Tellez's team. The undersecretaries,= =20 the president of the CRE (FERC) the directors of CFE and LFC. The only new= =20 face is the Director of PEMEX who used to be the President and CEO of DuPon= t=20 in Mexico. Ra?l Mu=0Foz was very helpful in promoting electric deregulatio= n. =20 About a year ago he organizad a trip to Altamira in the state of Tamaulipas= =20 in which he invited members of Congress to visit the DuPont and the BASF=20 plants there so they could see the size of the investments and what was at= =20 risk if deregulation did not take place. Jaime Alatorre and I were the onl= y=20 non Congress, non-DuPont or BASF people invited. He and Alatorre are very= =20 very good friends. I spent some time with him yesterday at a conference in= =20 which I presented a document on energy and economic development and he=20 invited me to his office to discuss competition in natural gas. CFE and LFC have the same directors which may make change more difficult = =20 btu it is inevitable. Best, Ricardo =09Steven J Kean =0912/04/2000 04:11 PM =09=09=20 =09=09 To: Ricardo Charvel/NA/Enron@Enron =09=09 cc:=20 =09=09 Subject: Energy Analysis How are the appointments turning out from your perspective? ----- Forwarded by Steven J Kean/NA/Enron on 12/04/2000 04:11 PM ----- =09"Nike Papadopoulos" <nikep@edelmanmexico.com.mx< =0912/04/2000 11:22 AM =09Please respond to nikep =09=09=20 =09=09 To: <max.yzaguirre@enron.com<, <skean@enron.com<, <rshapiro@enron.co= m<,=20 <eric.thode@enron.com<, <jaime.alatorre@enron.com<,=20 <Ricardo.Charvel@enron.com<, <jaime.williams@enron.com<, <sirvin@enron.com<= ,=20 <msabine@enron.com<, <agustin.perez@enron.com< =09=09 cc: <aventura@edelmanmexico.com.mx< =09=09 Subject: Energy Analysis Attached you will find last week's energy analysis which includes information about Vicente Fox's Energy team. Thank you. - 24Nov-3Dec.DOC
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