Message-ID: <30248236.1075852642733.JavaMail.evans@thyme> Date: Tue, 16 Oct 2001 11:20:28 -0700 (PDT) From: jim.goughary@enron.com To: a..shankman@enron.com Subject: refining B-E Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Goughary, Jim X-To: Shankman, Jeffrey A. X-cc: X-bcc: X-Folder: \JSHANKM (Non-Privileged)\Inbox X-Origin: Skilling-J X-FileName: JSKILLIN (Non-Privileged).pst Per your request this AM find attached break-even economics for gulf coast refiners with cracking and alkylation but no hydrocracking and coking. This represents approx 30 pct of the gulf coast refining capacity. The light/heavy spread mentioned is the spread between residual fuel oil and light products. The info comes from McKinsey.