Enron Mail

From:rika.imai@enron.com
To:rika.imai@enron.com, lloyd.will@enron.com, kelly.holman@enron.com,michael.roan@enron.com, vikas.dwivedi@enron.com, jeffrey.keeler@enron.com, stacey.bolton@enron.com, allan.schoen@enron.com, hicham.benjelloun@enron.com, kevin.cline@enron.com, steve.g
Subject:Fundamentals Meeting
Cc:
Bcc:
Date:Wed, 18 Jul 2001 14:32:57 -0700 (PDT)

MEETING ROOM : eb49C1


1. Weather Update

2. Technical Analysis Update

3. Environmental Regulation and Competition - Lisa Jacobson - Enron Environmental Strategies (3:00 - 4:30)
"Env"

Introduction and Overview of Environmental Strategies Competition"

Current Air Quality Regulations Impacting the Power Sector

-U.S. Federal/Regional Cap and Trade Programs
? Requirements, Impacts/Costs
? Power Generation Responses to Date

-U.S. National Ambient Air Quality Standards/Local Non-attainment Programs
? Requirements, Impacts/Costs
? Lessons learned from California
? Prospects for Texas (Houston/Galveston, DFW SIPs) and beyond

-New Source Review (NSR)
? Requirements, Role of Enforcement
? Impacts/Costs
? Power Sector approaches

Future Air Quality Regulations and Likely Changes in Focus Under the Bush Administration in the Next 3 (or 7) Years

-U.S. Trends under the Bush Administration
? Future/Uncertain Regulatory Requirements (Mercury, Particulates)
? Role of NSR Reform and Multipollutant Strategies in National Energy Policy (short & long term prospects)

-U.S. and International Greenhouse Gas Emissions and Offsets Issues
? Regulatory Landscape (US, CA, EU, UK) and possible scenarios
? Impacts/opportunities
? Industry positioning & Enron's role

Discussion - Questions & Answers



Following Week

July 31- Oil Vikas Dwivedi