Message-ID: <27891116.1075862096378.JavaMail.evans@thyme> Date: Fri, 14 Sep 2001 06:47:23 -0700 (PDT) From: jwdean@aol.com To: e.taylor@enron.com Subject: Sample JD Energy Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: JWDEAN@aol.com X-To: Taylor, Michael E X-cc: X-bcc: X-Folder: \MTAYLOR5 (Non-Privileged)\Taylor, Michael E\Inbox\passwords X-Origin: Taylor-M X-FileName: MTAYLOR5 (Non-Privileged).pst Michael, Attached is a sample JD Energy monthly Emissions Allowance Price Forecast edited from our August publication. A couple of quick comments. 1-You actually would be able to subscribe for $1,500/yr instead of the full $1,800 price because Enron already subscribes to some of our coal work. 2-The Monthly publication, as you will notice, often focuses heavily on interpreting short-term "events" and placing them into a context for the next few years. The Quarterly publication which forecasts for the longer-term obviously spends more time on market and cost fundamentals. 3-I will send you a Background Paper we did on NOx some time ago to give you a flavor of how we address the more technical issues in-depth. We had originally only sent this one out hard copy because we often use a large number of diagrams and other tables that don't always reproduce well, but you will be able to get an idea of these papers from what I send you. This year we are sending out all of our Background Papers in PDF. 4-Finally, as I mentioned on the phone, we encourage our clients to call us with questions and comments, ranging from looking for specific information to simply brainstorming different scenarios. Finally, I make a point to get to see all of our clients in person each year and do not charge anything extra for an on-site presentation at a mutually agreeable time. I look forward to hearing your reaction to our forecasting service. Thanks again for your interest. Best Regards, John Dean JD Energy, Inc. 922 Watersville Road Mt. Airy, MD 21771 410-489-5141 Fax: 410-489-5257 jwdean@aol.com