Message-ID: <9115935.1075848224498.JavaMail.evans@thyme> Date: Wed, 16 May 2001 03:34:00 -0700 (PDT) From: mika.watanabe@enron.com To: steven.kean@enron.com Subject: English-language Media Coverage of Enron-Brattle Paper/Conference Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: 7bit X-From: Mika Watanabe X-To: Steven J Kean X-cc: X-bcc: X-Folder: \Steven_Kean_June2001_5\Notes Folders\Japan X-Origin: KEAN-S X-FileName: skean.nsf ----- Forwarded by Mika Watanabe/AP/Enron on 05/16/2001 10:34 AM ----- Mika Watanabe 05/16/2001 10:29 AM To: Enron Japan, Steven J Kean/HOU/EES@EES cc: Jackie Gentle/LON/ECT@ECT, Eva Hoeffelman/LON/ECT@ECT Subject: English-language Media Coverage of Enron-Brattle Paper/Conference Enron urges more electric power reform 05/16/2001 The Yomiuri Shimbun / Daily Yomiuri Copyright (C) 2001 The Yomiuri Shimbun; Source: World Reporter (TM) - Asia Intelligence Wire ? ? Enron Japan Corp., a Japanese subsidiary of United States energy giant Enron Corp., published a reform proposal for the Japanese electricity market Tuesday. The proposal urged the government to implement the suggested reforms over a two-year period beginning at the start of 2002, following deregulation of the Japanese retail electric power market, which began in March this year. ? Japan has allowed nonutility companies to supply power to industrial and commercial users since March. Enron is seeking to enter the Japanese energy market on a large-scale basis following the deregulation efforts. In the reform proposal, Enron Japan argued that the present liberalization of the electricity market was insufficient by presenting original data showing that Japanese electricity charges were 46 percent higher than average when compared with those of other member countries in the Organization of Economic Cooperation and Development. Enron's reform proposal includes 10 measures to promote competitiveness in the Japanese market, such as a separation of conventional power companies' supply operations from the generation, transmission and distribution of electricity. The proposal also contends that conventional power companies are monopolies that should be prohibited from constructing new electricity-generating facilities within the areas they currently supply. It also urges the privatizing of operations for the development of power sources. These measure are meant to make it easier for those newly entering the business to gain a competitive foothold. In March Enron applied for approval from Aomori Prefecture to build a large thermal power plant in Rokkashomura. Copyright 2001 The Daily Yomiuri Enron Urges Reforms In Japan Electricity Market-Nikkei ? 05/15/2001 Dow Jones International News (Copyright (c) 2001, Dow Jones & Company, Inc.) ? ? TOKYO (Nikkei)--Asserting that cuts in electricity prices will help Japanese companies save as much as Y4 trillion, major U.S. energy firm Enron Corp. (ENE) on Tuesday urged Japanese power firms to revamp the electricity market by separating operations such as power generation, transmission and distribution, The Nihon Keizai Shimbun reported. Enron's 10-point proposal also calls for the construction of more power plants and full-scale deregulation of retail electricity, including sales to households. If such measures are carried out and electricity prices fall to match the levels of other industrialized nations, Japan's industrial sector could trim its costs by Y4 trillion, Enron said. ? At a seminar on power industry deregulation hosted by Enron, the company asserted that Japan's deregulation in such areas as wholesale electricity auctions in 1996 and bulk retail sales last year has not brought significant benefits to end-users. New suppliers entering the market only account for a combined 0.4% of the entire electricity sector, Enron said, criticizing the fact that power plant facilities are mainly concentrated among electric power companies. Regarding prices, an official representing operators of power generation facilities asserted that "industrial-use electricity prices in Japan are stuck at a high level at around Y13 per kilowatt, compared with Y5 in the U.S., Y3 in Canada, Y9 in Germany and Y4-Y8 in Southeast Asia." In fact, department store operator Takashimaya Co. (8233 or J.TKA), which last November switched to new market entrants for part of its electricity supply, was able to cut costs by Y450 million in the first year, said a company official. Enron hopes to generate competition by urging Japanese electric utilities to spin off different operations, analysts say. If the number of power generation facility operators increases, this will help bolster Japan's electricity trading market, an area in which Enron has a strong business interest. Splitting electricity operations into generation, transmission and distribution is expected to open the electric utility network to new entrants. This will boost transparency in the fees that electric power companies charge for transmitting power on behalf of the operators of power generation facilities, Enron says. Citing the power shortage in California, however, Japan's electricity sector has strongly opposed such spin-offs, stating that generation and distribution must be part of a single continuum to ensure a stable supply. Japan could cut 4 tril. yen a year in energy costs - Enron. ? 05/15/2001 Kyodo News Copyright Kyodo News International Inc. 2001 ? Japanese industries could save 4 trillion yen a year in energy costs if electricity charges were lowered to European and U.S. levels, a senior executive of U.S. energy firm Enron Corp. said Tuesday. At a business gathering in Tokyo, Steven Kean, an executive vice president of Enron, said electricity charges are still rising in Japan despite progress in cost reductions in Europe and the U.S. ? Japan needs to remove regulations on power transmission lines and let users choose suppliers freely, he said. Establishing an independent supervising body for the industry and mapping out transparent rules for information disclosure are also necessary, he said. Enron is seeking to enter the Japanese energy market on a full-fledged basis following Japan's deregulation in March of its retail electric power market. In March, it applied for approval from Aomori Prefecture, northern Japan, for a plan to build a large thermal power plant in the village of Rokkasho. JAPAN: Enron says high power rates costing Japan. ? 05/15/2001 Reuters English News Service (C) Reuters Limited 2001. ? ? TOKYO, May 15 (Reuters) - A senior executive of U.S. energy giant Enron Corp said on Tuesday that Japan could save an estimated four trillion yen ($32.45 billion) in annual costs if electricity rates were cut to the average of members of the Organisation for Economic Cooperation and Development (OECD). "If you were to pare Japanese industrial electric rates to the OECD average...savings to all...customers would be about four trillion yen per year," Enron Corp Vice President Steven Kean told a seminar in Tokyo. ? Speaking at a seminar on electric power deregulation, Kean said that indigenous factors such as steep land prices and a lack of natural energy resources were often blamed for Japan's high electricity rates. But he said these factors were not sufficient to explain Japan's high electricity rates. A report commissioned by Enron Japan Corp showed that in 1998 Japan's electricity rates for industrial users were 16.81 yen per kilowatt hour (kWh) compared to a second highest rate of 12.44 yen in Italy. Japan's business sector has expressed concern at the nation's high electricity rates, saying that it blunts their competitive edge on the international market. Kean also drew parallels between Japan, in the midst of deregulation, and California which has been suffering from a power shortage since deregulating its market in 1998. These included the length of time that authorities in Japan took to issue permits to allow the construction of new power plants, he said. "The regulatory structure in Japan is very strict...just like in California," Kean said. North America's biggest buyer and seller of electricity, Enron gained its first foothold in Japan in 1999 when it established affiliate E Power Corp. In April of last year, it set up subsidiary Enron Japan Corp. Kean urged Japan to step up measures to open up its power market, a process he said held many benefits. Japan is in the process of deregulating its power market. Since March last year, large-lot consumers have been free to chose their suppliers. The measure liberalised an estimated 30 percent of the power market and ended Japan's 10 power utilities regional monopoly. However, industry watchers note that there have been very few new entrants and that further deregulation measures must be taken for rates to fall. The Japanese government is due to review the process in 2003. Japan Must Speed Up Pwr Sector Dereg To Lower Rates-Indus ? 05/15/2001 Dow Jones Energy Service (Copyright (c) 2001, Dow Jones & Company, Inc.) ? ? TOKYO -(Dow Jones)- Japan should accelerate the ongoing electric power sector deregulation to fully liberalize the retail market, in order to bring down the country's high power rates while ensuring stable power supply, experts said at an industry seminar Tuesday. The pressure is mounting for Japan's 10 power utilities, which have long enjoyed regional monopolies until a year ago, to become cost- effective and performance-conscious after the government partially liberalized the retail power market in March 2000. ? However, the current scheme has so far failed to lure a large number of potential entrants because of the high transmission fees they must pay to conventional power companies. "What happened in overseas (power industries) suggest that the liberalization in Japan wouldn't only lower power rates but would also contribute to stable power supply significantly," said Tatsuo Hatta, professor of economics at the University of Tokyo. Compared with the U.S., Japanese electricity charges are typically twice as much for households and three times higher for industrial users. "There is a large discrepancy (in rates), and that is why we should hurriedly implement the liberalization," Hatta said. He said Japan's steep seasonal peak-load curve - one of the reasons the power companies cite as the cause of high power rates in Japan - can be altered once the prices are liberalized. "If power rates are set higher during those peak hours following the liberalization, users would refrain from using electricity." Steven Kean, executive vice president of the U.S. energy major, Enron Corp. (ENE), told the same seminar that Japan's power costs remain on the upward trend despite cost reductions in Europe and the U.S. He said Japan could achieve a cost-saving of Y4 trillion a year if its power prices fall to levels in Organization for Economic Cooperation and Development countries following the liberalization. Hatta and Kean were speaking at the seminar called "Reassessing Power Deregulation," which was co-sponsored by the Houston-based Enron. Hatta of the University of Tokyo said "it's very wise" that Japan has begun the deregulation with the "bilateral supply, or trade" system under which suppliers and users clinch deals directly. Under the current reforms, the sector for high-volume, large-lot industrial and commercial users - which represents only 30% of the Y15 trillion market - is opened to free competition. The government is to review the partial deregulation by 2003 for further deregulation. Japan should then introduce spot electricity trading such as futures and derivatives to alleviate risks of complicated price volatility for power providers, Hatta said. Hatta and other experts attending the seminar said further deregulation should destroy the systems that have supported the country's high power rates - regional monopolies and the fair rate return method, under which all costs are levied on prices. "There is absolutely no need to set the same (power) prices" nationwide, Hatta said. Power companies should make the opaque transmission fees transparent and set them accordingly with regional demand, he said. Yoshinori Omuro, vice president of Takashimaya Co.'s (J.TKA or 8233) management department, acknowledged the slow progress of the deregulation. Takashimaya, a major department store operator, has shifted to Diamond Power Corp., a wholly-owned subsidiary of Mitsubishi Corp. (J.MIB or 8058) as its power supplier at two of its 18 stores, with "strong back-up" from the Ministry of Economy, Trade and Industry. "Despite the deregulation, the situation isn't where we can negotiate with power utilities to reduce (electricity costs). We have no choice but select independent power providers," Omuro said. -By Maki Aoto, Dow Jones Newswires; 813-5255-2929; maki.aoto@dowjones.com