Message-ID: <10894194.1075860855177.JavaMail.evans@thyme> Date: Mon, 2 Jul 2001 07:11:58 -0700 (PDT) From: lorna.brennan@enron.com To: courtney.barker@enron.com, eric.gadd@enron.com, kevin.hyatt@enron.com, john.millar@enron.com, michael.ratner@enron.com, glen.hass@enron.com, michael.loeffler@enron.com, lon.stanton@enron.com, rob.wilson@enron.com, john.dushinske@enron.com, bill.fowler@enron.com, kent.miller@enron.com, dave.neubauer@enron.com, sue.neville@enron.com, jo.williams@enron.com, mike.barry@enron.com, vicki.berg@enron.com, sean.bolks@enron.com, joni.bollinger@enron.com, janet.bowers@enron.com, theresa.branney@enron.com, craig.buehler@enron.com, bob.burleson@enron.com, reyna.cabrera@enron.com, lee.ferrell@enron.com, tom.halpin@enron.com, stephen.herber@enron.com, martha.janousek@enron.com, tim.johanson@enron.com, jane.joyce@enron.com, karen.lagerstrom@enron.com, laura.lantefield@enron.com, robert.mason@enron.com, penny.mccarran@enron.com, vernon.mercaldo@enron.com, jeff.nielsen@enron.com, frank.oldenhuis@enron.com, larry.pavlou@enron.com, loren.penkava@enron.com, john.pritchard@enron.com, preston.roobaert@enron.com, chris.sebesta@enron.com, frank.semin@enron.com, g..stage@enron.com, bob.stevens@enron.com, larry.swett@enron.com, steve.thomas@enron.com, kay.threet@enron.com, lisa.valley@enron.com, steve.weller@enron.com, chuck.wilkinson@enron.com, w..mcgowan@enron.com, lynn.blair@enron.com, rick.dietz@enron.com, steven.january@enron.com, sheila.nacey@enron.com, donna.scott@enron.com, david.marye@enron.com, sarabeth.smith@enron.com, shelley.corman@enron.com, allen.cohrs@enron.com, john.fiscus@enron.com, steve.gilbert@enron.com, dana.jones@enron.com, stephanie.korbelik@enron.com, don.powell@enron.com, ken.powers@enron.com, steven.harris@enron.com, lindy.donoho@enron.com, pallavi.goradia@enron.com, lorraine.lindberg@enron.com, tk.lohman@enron.com, michelle.lokay@enron.com, jan.moore@enron.com, kimberly.watson@enron.com, lee.huber@enron.com, susan.scott@enron.com Subject: FW: Western Energy--Fundamentals and Regulations Change Outlooks - CERA Monthly Briefing Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Brennan, Lorna X-To: Barker, Courtney , Gadd, Eric , Hyatt, Kevin , Millar, John , Ratner, Michael , Hass, Glen , Loeffler, Michael , Stanton, Lon , Wilson, Rob , Dushinske, John , Fowler, Bill , Miller, Kent , Neubauer, Dave , Neville, Sue , Williams, Jo , Barry, Mike , Berg, Vicki , Bolks, Sean , Bollinger, Joni , Bowers, Janet , Branney, Theresa , Buehler, Craig , Burleson, Bob , Cabrera, Reyna , Ferrell, Lee , Halpin, Tom , Herber, Stephen , Janousek, Martha , Johanson, Tim , Joyce, Jane , Lagerstrom, Karen , Lantefield, Laura , Mason, Robert , McCarran, Penny , Mercaldo, Vernon , Nielsen, Jeff , Oldenhuis, Frank , Pavlou, Larry , Penkava, Loren , Pritchard, John , Roobaert, Preston , Sebesta, Chris , Semin, Frank , Stage, Michael G. , Stevens, Bob , Swett, Larry , Thomas, Steve , Threet, Kay , Valley, Lisa , Weller, Steve , Wilkinson, Chuck , McGowan, Mike W. , Blair, Lynn , Dietz, Rick , January, Steven , Nacey, Sheila , Scott, Donna , Marye, David , Smith, Sarabeth , Corman, Shelley , Cohrs, Allen , Fiscus, John , Gilbert, Steve , Jones, Dana , Korbelik, Stephanie , Powell, Don , Powers, Ken , Harris, Steven , Donoho, Lindy , Goradia, Pallavi , Lindberg, Lorraine , Lohman, TK , Lokay, Michelle , Moore, Jan , Watson, Kimberly , Huber, Lee , Scott, Susan X-cc: X-bcc: X-Folder: \Kevin_Hyatt_Mar2002\Hyatt, Kevin\Market Intel X-Origin: Hyatt-K X-FileName: khyatt (Non-Privileged).pst CERA's monthly briefing is on the Western Market for the rest of the summer and into winter. To print off, use the PDF version. There are some hydroelectric projections in one of the tables that may be helpful, as well as electricity and electric price projections. Also, there are gas demand projections for the current quarter only. The last page reiterates the Candian supply situation that was discussed in last week's confrence call with CERA. Lorna Title: A Shifting Market Landscape URL(s): http://www20.cera.com/eprofile?u=35&m=2527 *********************************************************************** FUNDAMENTALS AND REGULATIONS CHANGE WESTERN ENERGY OUTLOOKS Western energy markets are heading into summer with shifts in the fundamental and regulatory environment. New forces will reduce pressures on prices and reliability as the power peak builds. * The June 19 FERC Order represents a strong dampener of power prices. * Energy demand is off considerably on a year-over-year basis. * Lower energy demand has contributed to an easing in natural gas prices in California, but higher summer loads will likely bring higher gas prices. **end** Follow above URL for complete Monthly Briefing (9 printed pages). E-mail Category: Monthly Briefing CERA Knowledge Area(s): Western Energy *********************************************************************** To make changes to your cera.com profile go to: http://www20.cera.com/client/updateaccount Forgot your username and password? Go to: http://www20.cera.com/client/forgot This electronic message and attachments, if any, contain information from Cambridge Energy Research Associates, Inc. (CERA) which is confidential and may be privileged. Unauthorized disclosure, copying, distribution or use of the contents of this message or any attachments, in whole or in part, is strictly prohibited. Terms of Use: http://www20.cera.com/tos Questions/Comments: webmaster@cera.com Copyright 2001. Cambridge Energy Research Associates