Message-ID: <8445743.1075857472329.JavaMail.evans@thyme> Date: Tue, 2 Jan 2001 09:00:00 -0800 (PST) From: hunter.shively@enron.com To: chris.gaskill@enron.com Subject: RE: New York Office Requests Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Hunter S Shively X-To: Chris Gaskill X-cc: X-bcc: X-Folder: \Hunter_Shively_Jun2001\Notes Folders\'sent mail X-Origin: Shively-H X-FileName: hshivel.nsf Please schedule a meeting with Caroline about her needs ---------------------- Forwarded by Hunter S Shively/HOU/ECT on 01/02/2001 04:58 PM --------------------------- Chris Gaskill@ENRON 12/27/2000 04:31 PM To: Hunter S Shively/HOU/ECT@ECT cc: Subject: RE: New York Office Requests Hunter, I wanted your opinion on how to respond to the following e-mail. It sounds like Caroline Abramo is sharing some of Mike's research and the Fundamentals research with some of the hedge funds. Do we want to keep sending her the information or limit it to certain pieces of research. Do we make any/enough money off of their business to provide them with our internal research? I have told her in the past that the quarterly production numbers that we provide are for internal use only, but it sounds like some of the information is going outside of Enron. Let me know what you think. Chris ---------------------- Forwarded by Chris Gaskill/Corp/Enron on 12/27/2000 04:29 PM --------------------------- Caroline Abramo 12/26/2000 04:21 PM To: Chris Gaskill/Corp/Enron@Enron cc: Jennifer Fraser/HOU/ECT@ECT, Per Sekse/NY/ECT@ECT, Vikas Dwivedi/NA/Enron@Enron Subject: RE: industrials Chris - this is feedback on Elena's sheets - the ones she puts together as part of Mike Robert's Monday package. I think they have real potential to be very valuable but we could use a bit more digging on them- the feedback is from Dwight Anderson at Tudor who has been in the commodity markets for years and who has a very fundamental approach to his positions- one of his major tenants is that industrials (chemicals) can not produce at above $7 gas - he has done in-depth analysis of this and probably has a number in mind for how much comes onto the market at these levels- I will try to ascertain. He also wholeheartedly believes that more production will come in 02 and will see prices go below current levels- I know Sachin is working on the production numbers- it would like to see us project these out a bit further and have the historical production data as well - in order to see how extreme the changes in production have been. The info that the funds share with us is very privileged - we generally do not share it with many people- I'd like to include you on discussions so that we can help them with their views as well as ours to bang out better trading strategies Unfortunately, I have not been able to get into the fundamental site in NY but I am working on it. I am sure a lot of this info is up there. Rgds, CA 212 702 3910 ---------------------- Forwarded by Caroline Abramo/Corp/Enron on 12/26/2000 04:33 PM --------------------------- Dwight Anderson on 12/22/2000 06:32:54 PM To: "'Caroline.Abramo@enron.com'" cc: Subject: RE: industrials what do the ally cutbacks mean in mcf per day what is the impact of the integrated steel plants running at 70% of capacity (number released weekly) mean to power demand and hence demand for nat gas what is going on re. nat gas liquids being stripped out? i.e. dynegy and mitchell etc. have all announced full or partial closures of stripping facilities as economics aren't there. someone shld be tracking what this means in mcf per day why won't utilities give you utilization of plants by fuel type, as they do in nuclear, so you can track power demand by fuel type how much nat gas demand is being lost cuz nat gas ethylene producers have shut down as margins are too low vs. their naptha based competitors. etc. etc. where do we stand on switching vs. resid, diesel etc. etc. i could go on, but i think i've made my point; what is in the report is good, but it's incomplete and not totaled with some summary conclusions. it's only the very easy, first derivative demands/closures. it could add real value by looking for alternative data points that aren't as easily tracked by the market. -----Original Message----- From: Caroline.Abramo@enron.com [mailto:Caroline.Abramo@enron.com] Sent: Friday, December 22, 2000 11:04 AM To: Dwight.Anderson@tudor.com Subject: industrials D- not sure if we ever showed this to you- once a week we update all the plant closures for ammonia, methanol, and aluminium smelters and the resulting gas and power that's back on the market. these pages are in back of the weather. please let me know what you think of these- elena, our analyst in houston is always looking for feedback which is hard to get because the report only circulates internally. (See attached file: EnronWx121800.pdf)