Message-ID: <11425104.1075843191158.JavaMail.evans@thyme> Date: Fri, 15 Sep 2000 11:45:00 -0700 (PDT) From: jeff.dasovich@enron.com To: stacey.bolton@enron.com Subject: Re: Environmental Strategy Meeting Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Jeff Dasovich X-To: Stacey Bolton X-cc: X-bcc: X-Folder: \Jeff_Dasovich_Dec2000\Notes Folders\Sent X-Origin: DASOVICH-J X-FileName: jdasovic.nsf Thanks so much for the info. This is very useful. I will try to make the next meeting. Hopefully the crisis out here will be over by then. How would you structure it differently next time? Best, Jeff Enron Energy Services From: Stacey Bolton 09/15/2000 03:38 PM Phone No: 713-853-9916 To: Jeff Dasovich/SFO/EES@EES cc: Michael Terraso/OTS/Enron@ENRON, Jeffrey Keeler/Corp/Enron@ENRON, Mary Schoen/NA/Enron@Enron Subject: Re: Environmental Strategy Meeting The meeting went well. There was a lot of discussion regarding the current deals involving the env. market. ENA global markets presented their strategy on trading/marketing emissions as well as compliance outsourcing (comprehensive services related to emissions reductions.); EES talked about capturing bypassed emissions from current bundled deals as well as the challenges of doing retail in states w/ varying mandates & reporting requirements; EES (Bruce Stram) talked a bit about dg; ENA origination talked about a massive fuel cell project they are working on (they are keeping it confidential currently); ENA West Structuring talked about financial packages to offset intermittent risk assc. w/ wind; Michael Payne EWC talked about wind development in the states and the associated opportunities w/ renewable energy credits; New Power talked a bit about their rollout in NJ, PA and upcoming CA. New Power is at a point where they need to get up on the curve w/ regard to renewable mandates and reporting standards. Everyone seemed to agree that it makes sense for environmental strategies to act as the "link" between the groups w/ regard to env. market opportunities. There are considerable synergies involved w/ ee, renewables, air emissions and technology control, and as we interface across the commercial groups, ensure that the left hand is talking to the right (i.e. the deals are capturing the most value and groups are aware of what others are working on.) We are rolling out an intranet page where we intend to offer business intelligence and env. regulation info. In the near term, I'll be circulating the presentations and the contact list. There will be some sort of follow up meeting that is structured completely differently than this one. Hope this is helpful. Have a good weekend. Stacey Jeff Dasovich 09/15/2000 11:35 AM To: Stacey Bolton/HOU/EES@EES cc: Subject: Re: Environmental Strategy Meeting My apologies, but as you can imagine, California's little crisis has me a bit preoccupied. Would love to know what comes out of the meeting, though. Best, Jeff