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Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Alan Comnes X-To: Steven J Kean X-cc: X-bcc: X-Folder: \Steven_Kean_June2001_4\Notes Folders\Discussion threads X-Origin: KEAN-S X-FileName: skean.nsf ---------------------- Forwarded by Alan Comnes/PDX/ECT on 11/07/2000 04:46 PM --------------------------- Alan Comnes 11/07/2000 04:44 PM To: Steven J Kean/NA/Enron@ENRO cc: Mary Hain/HOU/ECT@ECT, Cooper Richey/PDX/ECT@ECT, Paul Kaufman/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Susan J Mara/SFO/EES@EES, Sandra McCubbin/NA/Enron@Enron, David Parquet/SF/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, James D Steffes/NA/Enron@Enron, Sarah Novosel/Corp/Enron@ENRON, Peggy Mahoney/HOU/EES@EES Subject: Re: Your request for presentations in Support of 9 Nov 00 Presentation Steve et al. Mary sent out FERC presentations earlier today (see note copied below) that provide backup for the 9 Nov presentation. We have updated the chart (appears on p. 12 or so) that shows year 2000 PNW hydro production relative to 1999. You definitely want to use the updated data in the attached chart because it shows that hydro production continues to be at a depressed level. Alan Comnes Mary Hain 11/07/2000 08:58 AM To: Steven J Kean/NA/Enron@ENRON cc: Cooper Richey/PDX/ECT@ECT, Alan Comnes/PDX/ECT@ECT, Paul Kaufman/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Susan J Mara/SFO/EES@EES, Sandra McCubbin/NA/Enron@Enron, David Parquet/SF/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, James D Steffes/NA/Enron@Enron, Sarah Novosel/Corp/Enron@ENRON, Peggy Mahoney/HOU/EES@EES Subject: Your request for presentations Here are the FERC presentations. The first one is Tim's. It corrects some information in my presentation. For example, Tim's presentation corrects the hydro generation numbers to reflect the fact that not all hydro capacity equates with hydro energy, if there isn't sufficient water to produce it. My presentation includes more verbal explanations. Cooper and Alan - does any of the data in these presentations need to be updated? From: Steven J Kean@ENRON on 11/07/2000 08:59 AM CST To: Paul Kaufman/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT, Richard Shapiro/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Susan J Mara/SFO/EES@EES, Sandra McCubbin/NA/Enron@Enron, David Parquet/SF/ECT@ECT, Mary Hain/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, James D Steffes/NA/Enron@Enron, Sarah Novosel/Corp/Enron@ENRON, Peggy Mahoney/HOU/EES@EES cc: Subject: I will be on the first panel of the FERC California conference on Thursday. The format allows a 5 min presentation and then 60 min of Q&A. I need your help to make sure I have "Gore-like" command of the details. Please help with the following information: Enron project information (Parquet/McCubbin) -- please give me any presentations or summaries you have on the generation, or firm purchases, we have under way (or planned). I'll talk with you to find out what we are comfortable disclosing but please err on the side of giving whatever information you have. Updated Belden presentation (Hain/Belden) -- I believe the latest information was as of August; I think some of the information on the cost of peaking facilities is particularly eye-opening on the price cap issue. Comparison to PJM (Hartsoe/Novosel) -- Is the information we are seeking from the ISO and PX similar to information PJM already provides? If so, it would be nice to tie our requests back to something the Commission has already approved. Cancelled DSM projects (Mahoney) -- Again, I'll only use what we feel comfortable with, but it would help make our point if we can give examples of how price caps backfire when it comes to encouraging conservation. ISO/PX reports (Dasovich). I have the ISO market surveillance report. Is there another ISO report? If so, please get me a copy and provide a copy of the PX report too. CEC/Proposed generation update (Mara/Parquet) -- Need the basic information: proposed, waiting for permitting; how much/little the legislation did to expedite siting (ie are we still comfortable saying that it applies to less than 10%)? Soft cap(Belden/Hain) -- need a crisp explanation of why the "soft" nature of the cap is not sufficient. Also, would we be OK if the Commission revised it to say that bids can be taken above 150 without special filing or reporting requirements, but those bids will be accepted at the price bid rather than applying to all lower bids as well (ie the highest bid at or below 150 clears the market, bids above 150 accepted at price bid as needed)? Offers we have made/deals done (Parquet/Dasovich/ Mccubbin) -- Roseville plus any others, offer made to SDG&E -- I want to make the point that the market will provide solutions (below the retail price cap) if we get the utility (and the regulators) out of the merchant function. Herding the cats(Hartsoe/mccubbin/mara/dasovich): We are asking FERC to be courageous, do the right thing and ignore the politics. To be even halfway credible, we can't have IEP, EPSA, Dynegy or anyone else "squishing" on the price cap issue.. We have never been closer to reform in California, we need these guys on board. Thanks.
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