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Enron Mail |
Pira will be in the office for a power briefing tomorrow at 9:30 in ECS 5990. The power group said they have a few open seats for the gas group (2-3 per desk). Please pass this along to the people in your group that you want to attend.
Thanks, Chris -----Original Message----- From: Imai, Rika Sent: Wednesday, December 05, 2001 11:13 AM To: Guerra, Claudia; Gaskill, Chris; Arora, Harry; Benson, Robert; Davis, Mark Dana; Gilbert-smith, Doug; Herndon, Rogers; Presto, Kevin M.; Sturm, Fletcher J.; Will, Lloyd Subject: Claudia, Please send this message out to all the traders, mid-market, origination and structuring _______________________ TOMORROW (Thursday, December 6th) there will be a presentation by Allen Stewart from Pira in conference room ECS 5990 from 9:30-11:00 a.m. 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 and/or Western Grids, depending on specific interest. 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 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 California Developments Can Deregulated Markets Work For Consumers? Fuels & Emissions Markets Natural Gas & Oil (if relevant) Price Outlook & Risks Coal & Emission Markets Developments
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