Message-ID: <19864998.1075857608724.JavaMail.evans@thyme> Date: Wed, 21 Mar 2001 02:33:00 -0800 (PST) From: john.arnold@enron.com To: jennifer.fraser@enron.com Subject: Re: fundamentals thought dimensions Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: John Arnold X-To: Jennifer Fraser X-cc: X-bcc: X-Folder: \John_Arnold_Jun2001\Notes Folders\All documents X-Origin: Arnold-J X-FileName: Jarnold.nsf how bout today at 400 From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM To: John Arnold/HOU/ECT@ECT cc: Subject: fundamentals thought dimensions when can i come by and have a detailed discussion with you re fundamentals--i am very interested in your opinions and i dont get here them in the TR meeting Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Tuesday, March 20, 2001 8:36 PM To: Fraser, Jennifer Subject: Re: FW: LNG Weekly Update Looks good. certainly an area we need more focus on. Obviously the most important aspect of lng is how much gas is coming in, what is that relative to last year, and what new capacity is coming longer term. As an aside, nat gas trades as a funciton of the storage spread to last year and five year averages. It would be very useful if all fundamental analysis were geared the same way. The fact that lng shipments are x this week is meaningless. the fact that they are y delta of last year is extremely useful. if you noticed in the fundies meeting, i was trying to move discussion that way. what's switching vis a vis last year. whats production relative to last year. it simplifies the fundamental analysis. From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM To: John Arnold/HOU/ECT@ECT cc: Subject: FW: LNG Weekly Update An initial effort--please comment << File: LNG20010312.pdf >>