Message-ID: <28676171.1075861705622.JavaMail.evans@thyme>
Date: Mon, 12 Nov 2001 11:49:35 -0800 (PST)
From: s..shively@enron.com
To: john.lavorato@enron.com
Subject: no trades list
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The following companies have stated that they will not execute trades with Enron.  Some of these decisions appear to be regional or product specific.  For example Aquila executed a trade in the Central region but will not trade with Sandra.

East - AEP
         Sempra
         Mirant
         J Aaron
         TXU
         Aquila 
         BP Amoco

Price - Dynegy
           Bank of Montreal
          Vitol 
          Phibro
         J Aaron

Options - Williams
              AEP
              BP Amoco
              Vitol
              Hess (will sell options only)

Central - Mirant
             Enbridge
             Vector P/L
             Transcanada
             Sempra
             BP Canada
             Coral Canada
             PG&E Trading Canada

West - Burlington
           Salt River Project
           Socal Gas
           Dynegy
           Phibro
           TXU
           Coral
           Engage
          WESCO
           Entergy-Koch
           J Aaron (They are clicking to close out positions only)
           Mirant (close out positions only)

Physical Trading

East - The East did not notice any credit hording in the morning.  In the afternoon Tractebel is buying the physical balance of month .04 over the GD swap

Central - Dynegy Canada sold most of the gas to us.  The desk bid was .05 over NGX.  Nicor Hub would not accept an $87 pre-pay for a wheeling fee.

West - EOL Socal cash was trading .08 higher than ICE Socal.  The desk finished short and the market made it very difficult to buy.  EOL SJ cash traded .10 to .20 cents lower than ICE.  The only point without a credit spread was Opal.  Liquidity picked up slightly from Thursday and Friday, but still slow.

AEP was noticeably absent from all regions.