Message-ID: <27255405.1075862099822.JavaMail.evans@thyme> Date: Wed, 14 Nov 2001 11:31:29 -0800 (PST) From: mary.schoen@enron.com To: e.taylor@enron.com Subject: RE: Follow-up Materials Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: quoted-printable X-From: Schoen, Mary X-To: Taylor, Michael E X-cc: X-bcc: X-Folder: \MTAYLOR5 (Non-Privileged)\Taylor, Michael E\Inbox\mary schoen X-Origin: Taylor-M X-FileName: MTAYLOR5 (Non-Privileged).pst you are welcome. Here is Joel's bio. He is one of our main consultants in= DC - our group has him on a monthly retainer. He is very tapped into the = EPA and is active in a lot of the workgroups on rule development Joel Bluestein, President of Energy and Environmental Analysis, Inc. (EEA),= is a nationally recognized expert on the market impacts of environmental r= egulation. Mr. Bluestein has been tracking and analyzing the development an= d market impacts of the Clean Air Act Amendments of 1990 since their incept= ion, in particular as they affect the power generation and industrial secto= rs. He is an expert on emission trading programs and has been directly invo= lved in the development of such programs including the Ozone Transport Regi= on NOx Budget program, the Open Market Trading Rule, OTAG recommendations o= n emissions trading, the SIP call NOx cap and trade program and issues rela= ted to carbon trading. In so doing, he has analyzed numerous environmental = policy options and their impacts on technology and emissions markets. He al= so advises clients on the strategic value of investments related to emissio= ns trading markets. Mr. Bluestein has worked in the energy and environmenta= l consulting field for over 20 years. His work has included technology and = market assessment work, R&D planning, energy conservation project analysis = and long term energy demand forecasting, among other topics. He holds a deg= ree in Mechanical Engineering from MIT and is a registered Professional Eng= ineer. Mary Schoen Environmental Strategies Enron Corp 415.782.7803 (phone) 415.782.7854 (fax) -----Original Message----- From: =09Taylor, Michael E =20 Sent:=09Wednesday, November 14, 2001 11:19 AM To:=09Schoen, Mary Subject:=09RE: Follow-up Materials Thanks for the great info. =20 Also, can you give me a rundown of who Joel Bluestien is, his expertise, et= c? Any useful info that would help me prepare for the call with him. Again, thanks for all your help. -----Original Message----- From: =09Schoen, Mary =20 Sent:=09Wednesday, November 14, 2001 1:13 PM To:=09Taylor, Michael E Subject:=09RE: Follow-up Materials << File: NOx SIP CALL Q&A.doc >>=20 Michael - the above Q&A document for the EPA discusses the compliance suppl= ement pool questions you raise. The document is dated - so the dates are n= o longer accurate given the court delays of the SIP Call implementation. B= ut basically, it is up to each state to develop a methodology for allocatin= g their compliance supplement pool. The CSP is meant to give credits to un= its that make early reductions. The compliance supplement pool (roughly 20= 0,000 allowances for the NOx SIP Call) is only good for the first two years= of a state's launch of its NOx SIP Call. Those allowances that aren't all= ocated during these first two years are retired. Mary Schoen Environmental Strategies Enron Corp 415.782.7803 (phone) 415.782.7854 (fax) -----Original Message----- From: =09Taylor, Michael E =20 Sent:=09Wednesday, November 14, 2001 10:19 AM To:=09Schoen, Mary Subject:=09RE: Follow-up Materials Ok. The file you sent me contains the total trading budget and CSP. The s= tates total allowances equal the total trading budget and the CSP? Is the = CSP a one time allocation in SIP CALL while total trading budget is annuall= y? If CSP is only a one time allocation, have the states determined how ma= ny allowances from the CSP will be used in 04? 05? etc. Or is there some o= ther method that I am missing? =20 -----Original Message----- From: =09Schoen, Mary =20 Sent:=09Wednesday, November 14, 2001 12:13 PM To:=09Taylor, Michael E Subject:=09RE: Follow-up Materials These are the compliance supplement numbers for the NOx SIP Call not the OT= R compliance supplement numbers which are roughly 25,000 tons. Mary Schoen Environmental Strategies Enron Corp 415.782.7803 (phone) 415.782.7854 (fax) -----Original Message----- From: =09Taylor, Michael E =20 Sent:=09Tuesday, November 13, 2001 3:00 PM To:=09Schoen, Mary Subject:=09RE: Follow-up Materials On the state file. The CSP of each state added together is way above 25,00= 0. Why is this? How should I look at this CSP? Is there a discount facto= r that will be applied to get down to the 25,000 at the end of 2002. If so= , what is it? Should I add them all together and get a percent per state? And then multi= ply the percent by 25,000 to determine the state's CSP at the end of 2002? = Please advise. -----Original Message----- From: =09Schoen, Mary =20 Sent:=09Tuesday, November 13, 2001 2:46 PM To:=09Taylor, Michael E Cc:=09Jacobson, Lisa Subject:=09Follow-up Materials Michael - I haven't heard back from Joel yet on a call date & time, but her= e is some of the info I promised. Attached is the latest information I hav= e on the state allocations, including their total trading budgets: << File: State.htm >>=20 Also attached, is the Section 126 Non-EGU allocations: << File: Sec. 126 NonEGU affected units.pdf >>=20 I am pretty sure this is all the non-EGUs that will affected in those state= s under the SIP Call, but am double checking just to be completely sure. I am still working on a date that the allowances have to be parked in the c= ompliance supplement pool in 2002 to be valid in 2003. =20 I'll let you know as soon as I have some more answers. Mary Schoen Environmental Strategies Enron Corp 415.782.7803 (phone) 415.782.7854 (fax)