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John,
I talked with Dave. In addition to his original list we have agreed to the following. Primary Metals - OK Refining - OK Grain and Meat Processing - Too broad. Baughman should pursue deals but this category includes lots of small retail load. Dave will think of solution. Cement - OK Auto - OK on Big 3, not the parts suppliers Aerospace - No - EES has global outsourcing with Boeing and Lockheed Martin (the two biggest) Paper Manufacturing - includes all forest products - OK Glass - No - they have outsourcing with the largest companies already In general, this seems reasonable, subject to middle-ground on dealing with agricultural processors. fyi Baughman is negotiating with Archer Daniels Midland re a 300MW high load factor grain processing load and Luce has several deals with meat and grain processors. Chris -----Original Message----- From: Calger, Christopher F. Sent: Friday, June 08, 2001 1:01 PM To: Lavorato, John Subject: ENA/EES SIC Codes John, I surveyed the group. In general, people are fine but we should ask for a bit more. This should apply to US only as Milnthorp has already cut a separate deal with Janet. EES Proposed that they own all SIC Codes EXCEPT the following: Mining Oil and Gas Extraction Paper Manufacturing Chemical Manufacturing Petroleum and Coal Manufacturing Plastics and Rubber Products Manufacturing Fertilizer Industry Rail Transportation In our discussion with Dave, we suggested and he agreed that Primary Metals should be added In discussions with the different regions: ENA should add: Refining Grain Processing - Baughman and Luce Meat Processing - Luce Cement Manufacturing - Luce Auto Manufacturing - Luce, Baughman Aerospace Manufacturing - Tycholiz, Baughman Heavy Industrial Equipment Manufacturing (caterpillar, john deere) - Baughman Paper Manufacturing should include - pulp, board, lumber, etc. Glass Manufacturing - Luce ( I suspect Dave will resist this because of their Owens Corning deals) Let me know if there is anything else I should do. Chris
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