Message-ID: <32870508.1075862096143.JavaMail.evans@thyme> Date: Fri, 3 Aug 2001 06:43:06 -0700 (PDT) From: trevor.woods@enron.com To: e.taylor@enron.com Subject: FW: Regulatory Rollback Under Bush Has a Major Impact on Economy Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: quoted-printable X-From: Woods, Trevor X-To: Taylor, Michael E X-cc: X-bcc: X-Folder: \MTAYLOR5 (Non-Privileged)\Taylor, Michael E\Inbox\Nox Model\websites X-Origin: Taylor-M X-FileName: MTAYLOR5 (Non-Privileged).pst -----Original Message----- From: =09Siegel, Adam =20 Sent:=09Friday, August 03, 2001 8:34 AM To:=09Woods, Trevor Subject:=09RE: Regulatory Rollback Under Bush Has a Major Impact on Economy Nope, but I would call up some of the SCR manufacturers, Babcock and Wilcox= , ABB, GE. Also, did you see the article in that same issue of Clean Air C= ompliance about AEP Ammonia on Demand. It's gonna be all about urea baby. = I would figure out a strategy fast, after it's in a news article its prett= y much too late. As clueless as the NOXTech guys are it may be worth picki= ng their brains to try to get some insight. Call me if you want to bounce s= ome ideas around.=20 -Adam P.S. Wouldn't you want to buy ammonia if you think there is going to be mor= e demand for it? -----Original Message----- From: =09Woods, Trevor =20 Sent:=0903 August 2001 14:24 To:=09Siegel, Adam Subject:=09RE: Regulatory Rollback Under Bush Has a Major Impact on Economy Got it. Looks like the ammonia market is long and has a ton of diverse pla= yers. Did you do analysis on what the demand of the SCRs would be? I'm wo= ndering if we couldn't sell it as a hedge as opposed to a spec play. The m= ore SCRs the more ammonia goes up and the cost of allowances go down (in th= eory). -----Original Message----- From: =09Siegel, Adam =20 Sent:=09Friday, August 03, 2001 7:58 AM To:=09Woods, Trevor Subject:=09RE: Regulatory Rollback Under Bush Has a Major Impact on Economy yup, it's in today's journal -----Original Message----- From: =09Woods, Trevor =20 Sent:=0903 August 2001 13:30 To:=09adam.siegel@enron.com@ENRON Subject:=09RE: Regulatory Rollback Under Bush Has a Major Impact on Economy The link didn't work. Is this in today's journal? I'll forward you an ema= il from Jeff Keeler. Nobody here seems very concerned with her comments. = From our regulatory, to a few traders. -----Original Message----- From: =09adam.siegel@enron.com@ENRON [= mailto:IMCEANOTES-adam+2Esiegel+40enron+2Ecom+40ENRON@ENRON.com] =20 Sent:=09Friday, August 03, 2001 5:29 AM To:=09Woods, Trevor Subject:=09Regulatory Rollback Under Bush Has a Major Impact on Economy [IMAGE] [IMAGE] [IMAGE] WSJ.com << File: >> [IMAGE] = [IMAGE] Read the paragraph further down in the article about Whit= man. May not be as bearish as I thought. -Adam [IMAGE] = [IMAGE]Regulatory Rollback Under Bush Has a Major Impact on Economy << File= : >> Click the following to access the= sent link: SAVE THIS link << File: >> FORWARD THIS link << File: >>= Please note, the sender's email address has not been verified. Ge= t your EMAIL THIS Browser Button and use it to email information from any W= eb site. [IMAGE] << File: >> [IMAGE] =09 ********************************************************************** This e-mail is the property of Enron Corp. and/or its relevant affiliate an= d may contain confidential and privileged material for the sole use of the = intended recipient (s). Any review, use, distribution or disclosure by othe= rs is strictly prohibited. If you are not the intended recipient (or author= ized to receive for the recipient), please contact the sender or reply to E= nron Corp. at enron.messaging.administration@enron.com and delete all copies of the message. This e-= mail (and any attachments hereto) are not intended to be an offer (or an ac= ceptance) and do not create or evidence a binding and enforceable contract = between Enron Corp. (or any of its affiliates) and the intended recipient o= r any other party, and may not be relied on by anyone as the basis of a con= tract by estoppel or otherwise. Thank you.=20 **********************************************************************