Message-ID: <945709.1075846380783.JavaMail.evans@thyme> Date: Wed, 13 Sep 2000 01:07:00 -0700 (PDT) From: steven.kean@enron.com To: maureen.mcvicker@enron.com Subject: Thursday Meeting on Winter Gas Prices Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Steven J Kean X-To: Maureen McVicker X-cc: X-bcc: X-Folder: \Steven_Kean_Dec2000_1\Notes Folders\Sent X-Origin: KEAN-S X-FileName: skean.nsf calendar ---------------------- Forwarded by Steven J Kean/NA/Enron on 09/13/2000 08:07 AM --------------------------- Rob Bradley 09/12/2000 11:01 AM To: Kenneth Lay/Corp/Enron@ENRON cc: Alhamd Alkhayat/NA/Enron@ENRON, Shelley Corman/ET&S/Enron@ENRON, Stinson Gibner/HOU/ECT@ECT, Gil Muhl/Corp/Enron@ENRON (bcc: Steven J Kean/NA/Enron) Subject: Thursday Meeting on Winter Gas Prices Ken: I have invited the following individuals to join us at the 3 pm Thursday meeting to review the draft of your Columbus speech on the natural gas situation. Hamd Alhkayat--Hamd has replaced Andrew Miles in the rotation and will be helping me with your presentations as well as being the lead with Jeff's speeches. Shelley Corman--Shelley has been developing messages for the current and anticipated gas situation and pipeline safety for the gas pipeline group. (The safety issue could come up in your Q&A.) Stinson Gibner--Stinson is with the research group that has generated some of the more complex slides in your draft dealing with volatility and historic futures pricing. Gil Muhl--Gil markets gas products to customers and is speaking at an AGA conference on the gas supply and price situation the day before your talk. His group is focusing on new products to help end-users with winter volatility. I have asked Gil to send you his presentation as well for the meeting. Back to your presentation (the draft slides of which I am delivering to you today), Dan Yergin thought it would be appropriate for you to give an overview of the situation as the "teacher" or "professor." Some questions that you could address would include: Where has the industry come from, and what lessons have we learned? How is the business different today? What public policy conclusions are implicit in this history? I think our comparative advantage over the specialists who will be presenting before and after your keynote is that you have "been there" in the evolution of the natural gas market, and Enron is at the forefront of helping customers deal with price and supply uncertainty. There is also a good opportunity to stress the need for new industry "best practices" (more hedging) and the right public policies to deal with this issue (from "do no harm" to expanding incentives in the market). - Rob