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arnold-j/_sent_mail/515.
|
subject: Henry Hub instead of NYMEX...
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/10/2001 07:27
AM ---------------------------
[email protected] on 04/10/2001 07:20:32 AM
To: [email protected]
cc:
Subject: Henry Hub instead of NYMEX...
Hi John !
My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL
#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX.
Could you change it to NYMEX ?
Thank you and sorry again,
Herve
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
a l'intention exclusive de ses destinataires et sont confidentiels. Si vous
recevez ce message par erreur, merci de le detruire et d'en avertir
immediatement l'expediteur.
Toute utilisation de ce message non conforme a sa destination, toute
diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
------------------------------------------------------------------------------
----
This message and any attachments (the "message") are intended solely for the
addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
either whole or partial, is prohibited except formal approval.
The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
| ||
arnold-j/_sent_mail/516.
|
subject: Re: Henry Hub instead of NYMEX...
content: yes
[email protected] on 04/10/2001 07:20:32 AM
To: [email protected]
cc:
Subject: Henry Hub instead of NYMEX...
Hi John !
My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL
#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX.
Could you change it to NYMEX ?
Thank you and sorry again,
Herve
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
a l'intention exclusive de ses destinataires et sont confidentiels. Si vous
recevez ce message par erreur, merci de le detruire et d'en avertir
immediatement l'expediteur.
Toute utilisation de ce message non conforme a sa destination, toute
diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
------------------------------------------------------------------------------
----
This message and any attachments (the "message") are intended solely for the
addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
either whole or partial, is prohibited except formal approval.
The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
| ||
arnold-j/_sent_mail/517.
|
subject: Re: Increase Sales, Accept Credit Cards! [139qu]
content: fuck you
| ||
arnold-j/_sent_mail/519.
|
subject:
content: hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
| ||
arnold-j/_sent_mail/52.
|
subject: Re:
content: what time did you get in?
"Jennifer White" <[email protected]> on 11/03/2000 12:22:23 PM
To: [email protected]
cc:
Subject:
Everything worked out OK. I left your key at the concierge desk.
Jen
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| ||
arnold-j/_sent_mail/520.
|
subject: RE: Monday Conference Call
content: Took the wrong checkbook to work Friday. Will call your courier on Monday
hopefully.
John
| ||
arnold-j/_sent_mail/521.
|
subject:
content: what's your view of crude from here over next 1-4 weeks?
| ||
arnold-j/_sent_mail/522.
|
subject: option candlesticks as a hot link
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/06/2001 12:57
PM ---------------------------
[email protected] on 04/06/2001 08:36:38 AM
To: [email protected]
cc:
Subject: option candlesticks as a hot link
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2001 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Option Candlesticks
http://www.carrfut.com/research/Energy1/candlesticks65.pdf
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| ||
arnold-j/_sent_mail/523.
|
subject: option candlesticks as a hot link
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/06/2001 12:56
PM ---------------------------
[email protected] on 04/06/2001 08:36:38 AM
To: [email protected]
cc:
Subject: option candlesticks as a hot link
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2001 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Option Candlesticks
http://www.carrfut.com/research/Energy1/candlesticks65.pdf
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| ||
arnold-j/_sent_mail/524.
|
subject: Re: Deal Cancellation
content: agree
Kristi Tharpe <[email protected]> on 04/06/2001 07:41:11 AM
To: "'[email protected]'" <[email protected]>,
"'[email protected]'" <[email protected]>
cc:
Subject: Deal Cancellation
Please reply to this correspondence to cancel deal id 131585680 between
John Neslon of Duke Energy Trading and Marketing LLC and John Arnold of
Enron North America Corp.
Product: NG Fin, FP for LD1 Henry Hub tailgate - Louisiana
Strip: May01-Oct01
Quantity: 2,500 MMBtus daily
Total Quantity: 460,000 MMBtus
Price/Rate: 5.57 USD / MMBtu
Effective Date: May 1, 2001
Termination Date: October 31, 2001
Please call the ICE Help Desk at 770.738.2101 with any questions.
Thanks,
Kristi Tharpe
IntercontinentalExchange, LLC
2100 RiverEdge Parkway, Fourth Floor
Atlanta, GA 30328
Phone: 770-738-2101
[email protected]
| ||
arnold-j/_sent_mail/525.
|
subject: Re: NY hotels
content: good to me. get prices for the different types of rooms
"Jennifer White" <[email protected]> on 04/05/2001 12:19:52 PM
To: [email protected]
cc:
Subject: NY hotels
Look what I found: http://www.60thompson.com/
There aren't many photos, but it sounds nice. Travelocity.com shows
cheaper, promotional rates. And I'll find out from Paula where she made
her reservations.
I'm done. It's all up to you now.
Jen
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| ||
arnold-j/_sent_mail/526.
|
subject: Re: NY hotels
content: got tix for tonight
| ||
arnold-j/_sent_mail/527.
|
subject:
content: assume we're driving the 328 up to mom this friday after work
| ||
arnold-j/_sent_mail/528.
|
subject:
content: assuming we're driving the car to dallas tomorrow after work...
| ||
arnold-j/_sent_mail/529.
|
subject:
content: liz:
are the diamonds still available for tonight's game?
| ||
arnold-j/_sent_mail/53.
|
subject: Re: NYC rocks
content: yea they were doing spoofs on the rules of business. i'll tell you about it
later. kind of funny. however, it took 2 hours for 30 seconds of film
From: Margaret Allen@ENRON on 11/02/2000 08:50 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: NYC rocks
Without me! I can't believe you...
Just kidding. What was it for -- the management conference?
| ||
arnold-j/_sent_mail/530.
|
subject: 12APR HOUSTON TO NEW YORK = JENNIFER WHITE = TICKETED
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 10:40
PM ---------------------------
sandra delgado <[email protected]> on 03/30/2001 04:27:11 PM
To: [email protected]
cc:
Subject: 12APR HOUSTON TO NEW YORK = JENNIFER WHITE = TICKETED
AGENT SS/SS BOOKING REF
YFRJLU
WHITE/JENNIFER
ENRON
1400 SMITH
HOUSTON TX 77002
ATTN: JOHN ARNOLD
DATE: MAR 30 2001 ENRON
SERVICE DATE FROM TO DEPART
ARRIVE
CONTINENTAL AIRLINES 12APR HOUSTON TX NEW YORK NY 335P 817P
CO 1700 V THU G.BUSH INTERCO LA GUARDIA
TERMINAL C TERMINAL M
SNACK NON STOP
RESERVATION CONFIRMED 3:42 DURATION
AIRCRAFT: BOEING 737-300
SEAT 14E NO SMOKING CONFIRMED
WHITE/JENNIFER
CONTINENTAL AIRLINES 15APR NEWARK NJ HOUSTON TX 1100A 139P
CO 209 Q SUN NEWARK INTL G.BUSH INTERCO
TERMINAL C TERMINAL C
SNACK NON STOP
RESERVATION CONFIRMED 3:39 DURATION
AIRCRAFT: MCDONNELL DOUGLAS DC-10 ALL SERIES
SEAT 29L NO SMOKING CONFIRMED
WHITE/JENNIFER
AIR FARE 248.37 TAX 27.13 TOTAL USD
275.50
INVOICE TOTAL USD
275.50
PAYMENT: CCVI4128003323411978/0801/A234211
RESERVATION NUMBER(S) CO/OMMLDH
WHITE/JENNIFER TICKET:CO/ETKT 005 7026661562
**CONTINENTAL RECORD LOCATOR: OMMLDH
THIS IS A TICKETLESS RESERVATION. PLEASE HAVE A
PICTURE ID AVAILABLE AT THE AIRPORT. THANK YOU
**********************************************
NON-REFUNDABLE TKT MINIMUM $100.00 CHANGE FEE
THANK YOU FOR CALLING VITOL TRAVEL
__________________________________________________
Do You Yahoo!?
Get email at your own domain with Yahoo! Mail.
http://personal.mail.yahoo.com/?.refer=text
| ||
arnold-j/_sent_mail/531.
|
subject: Re: Friday??
content: arrive some time friday night.
leave some time sunday.
Karen Arnold <[email protected]> on 04/04/2001 09:36:32 PM
To: [email protected], [email protected]
cc:
Subject: Friday??
Fax or email me your itinerary for the weekend. Fax 972-690-5151! Mom
| ||
arnold-j/_sent_mail/532.
|
subject: Re: Jarnold
content: do you still have the magazine and if so can you send it to me?
"Zerilli, Frank" <[email protected]> on 03/23/2001 12:05:51 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Jarnold
Jarnold
- Jarnold.jpg
| ||
arnold-j/_sent_mail/533.
|
subject: Re: Incremental Fuel Switching For Distillate-- Summer Estimate
content: i read this as though 1.5 bcf/d of more switching takes place in the summer
versus today. is that because of the forward curves are backwardated for 2
and contango for natty?
From: Jennifer Fraser/ENRON@enronXgate on 03/27/2001 06:55 PM
To: John Arnold/HOU/ECT@ECT
cc: Alex Mcleish/EU/Enron@Enron, Richard Lassander/ENRON@enronXgate
Subject: Incremental Fuel Switching For Distillate-- Summer Estimate
Given the shape of the curve, my guess for incremental substitution is
1.5Bcf/d for No2 oil.
So for the period May-Sep01 an extra 1.5Bcf/d will be put back into the
system due to No2 oil usage.
Futures Settlements Mar27-01
NG CL BRT HO GSL HU PN
$/Mmbtu $/BBL $/BBL Cts/Gal $/ MT Cts/Gal Cts/gal
APR1 5.621 27.75 25.40 0.7794 216.25 0.9395 0.5375
MAY1 5.661 27.84 25.50 0.737 213.75 0.9306 0.5375
JUN1 5.703 27.66 25.39 0.7235 212.25 0.9111 0.5400
JUL1 5.738 27.40 25.26 0.724 212.50 0.8853 0.5425
AUG1 5.753 27.12 25.09 0.727 213.00 0.8558 0.5450
SEP1 5.713 26.85 24.91 0.7325 213.00 0.819 0.5475
OCT1 5.708 26.58 24.73 0.739 213.50 0.7765 0.5575
NOV1 5.813 26.31 24.53 0.745 214.25 0.7525 0.5600
DEC1 5.913 26.03 24.27 0.7490 215.00 0.739 0.5600
Futures Settlements DIFFS VS NG (USD/ MMBTU) (CDTY-
NG)
NG CL BRT HO GSL HU PN
$/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu
APR1 0.00 -0.86 -1.29 0.00 -0.64 2.19 0.28
MAY1 0.00 -0.88 -1.32 -0.35 -0.74 2.08 0.24
JUN1 0.00 -0.95 -1.38 -0.49 -0.81 1.87 0.22
JUL1 0.00 -1.03 -1.43 -0.52 -0.84 1.62 0.22
AUG1 0.00 -1.10 -1.48 -0.51 -0.84 1.36 0.23
SEP1 0.00 -1.10 -1.47 -0.43 -0.80 1.10 0.41
OCT1 0.00 -1.14 -1.50 -0.38 -0.79 0.75 0.44
NOV1 0.00 -1.30 -1.63 -0.44 -0.88 0.45 #REF!
DEC1 0.00 -1.44 -1.78 -0.51 -0.96 0.23 0.23
Date 27-03
Legend
NG NYMEX Nat Gas
CL NYMEX Crude Oil
BRT IPE Brent
HO NYMEX Heating Oil
GSL IPE Gasoil
HU NYMEX Gasoline
PN 1 BBL = 42 Gal
Date 27-03
Conversions
NG 1 BBL = 5.825 MMBtu
CL
BRT
HO 1 BBL = 42 Gal
GSL 1 BBL =0.134 MT
HU 1 BBL = 42 Gal
PN 1 BBL = 42 Gal
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/_sent_mail/534.
|
subject: Re: Monday Conference Call
content: Mike:
Two questions regarding fees:
1. What will you charge for placement fee on a 750,000-1,000,000 type
investment into the hedge funds?
2. I understand your cost structure is a little higher than Fidelity.
However, I was charged over $1,000 on my option trade for a transaction that
Fidelity charges $147.50. Is there any justification?
Please understand that my basis for developing an account with Paine Webber
is dependent upon an agressive fee structure. I don't want to see my
above-market returns compromised by high fees.
Thanks,
John
| ||
arnold-j/_sent_mail/535.
|
subject: Re: Guggenheim/Enron Event May 24th
content: planning on going. which night are you inviting guys for?
also, heard there were some issues about contract negotiations. don't know
specifics but if you want to discuss give me a call. might be able to
mediate this a little bit if you want.
Caroline Abramo@ENRON
03/30/2001 03:37 PM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron
cc:
Subject: Guggenheim/Enron Event May 24th
I think you guys need to attend
---------------------- Forwarded by Caroline Abramo/Corp/Enron on 03/30/2001
04:37 PM ---------------------------
From: Per Sekse @ ECT 03/30/2001 12:02 PM
To: Caroline Abramo/Corp/Enron@Enron, Russell Dyk/Corp/Enron@ENRON
cc:
Subject: Guggenheim/Enron Event May 24th
I'm asking for 20 tickets, possibly 40 depending on whether they have spouces
attending. Make a note for the calander. I'm thinking we can use this to get
people like Paul Tudor Jones, Louis Bacon, etc. to attend an Enron function,
while also gving the traders an opportunity to go as well.
Per
---------------------- Forwarded by Per Sekse/NY/ECT on 03/30/2001 02:10 PM
---------------------------
From: Margaret Allen@ENRON on 03/29/2001 02:40 PM CST
To: Michael L Miller/NA/Enron@Enron, Alan Engberg/HOU/ECT@ECT, George
McClellan/HOU/ECT@ECT, Mark Tawney/Enron@EnronXGate, Tim
Battaglia/Enron@EnronXGate, John Arnold/HOU/ECT@ECT, Jean
Mrha/NA/Enron@Enron, Eric Holzer/ENRON@enronXgate, Lauren
Iannarone/NY/ECT@ECT, Kimberly Friddle/NA/Enron@ENRON, Peggy
Mahoney/HOU/EES@EES, Suzanne Rhodes/HOU/EES@EES, Edward Ondarza/Enron
Communications@Enron Communications, Rick
Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Eric Gonzales/LON/ECT@ECT,
[email protected], Christie Patrick/HOU/ECT@ECT, Raymond
Bowen/enron@enronxgate, Jeffrey A Shankman/Enron@EnronXGate, Randal
Maffett/HOU/ECT@ECT
cc: Dennis Vegas/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Yvette
Simpson/Corp/Enron@ENRON, Margaret Allen/Corp/Enron@ENRON
Subject: Guggenheim/Enron Event
Hello all,
Over the last few weeks correspondence has been disseminated to you in
regards to opportunities with the Guggenheim Museum in New York. We need to
get a more accurate head count if we would like to have a private Enron event
at the Frank Gehry Exhibit. Tentatively, we have May 24th on hold and Frank
Gehry has agreed to be in attendance, which is an added-value. The event
would be a formal dinner with approximately 150-200 people, including Enron
executives and their potential/existing customers. Again, the attendance
list is created through your requests but Enron Corporate covers the cost of
the event (excluding travel arrangements).
We need to make a firm commitment to the Guggenheim by Monday. Please let me
know approximately how many people you would like to bring by tomorrow. Feel
free to call me at 39056 or email me if you have any questions.
Thanks, Margaret
| ||
arnold-j/_sent_mail/536.
|
subject: Re: credit facility...finally
content: good to hear. met john galperin today. give me a call soon to dicuss how
to most effectively use the line.
"Piasio, Stephen [FI]" <[email protected]> on 03/30/2001 03:42:08 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: credit facility...finally
Did the Palestinians settle with the Israelis? No. Did Dan Reeves settle
with John Elway? No. Did Anna Nicole Smith settle with her in-laws? No.
But Salomon Smith Barney and Enron have settled all the issues and have
agreed to the $50 million credit facility. The documents are in Mary Cook's
capable hands and should be completed next week.
In addition, I hope that Jon Davis' cooling demand presentation on Wednesday
(3:15) will be valuable for your trading endeavors. John Galperin (on our
desk) will introduce Jon. Try to stay awake during John's introduction.
| ||
arnold-j/_sent_mail/537.
|
subject: Date Revised: Your Invitation to Enron's Executive Forum - 1st
content: please add
---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:32=
=20
PM ---------------------------
From: Debbie Nowak/ENRON@enronXgate on 04/03/2001 02:33 PM
To: Jeffery Ader/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Jaime=20
Alatorre/NA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Phillip K=
=20
Allen/HOU/ECT@ECT, Ramon Alvarez/Ventane/Enron@Enron, John=20
Arnold/HOU/ECT@ECT, Alan Aronowitz/HOU/ECT@ECT, Jarek=20
Astramowicz/WAR/ECT@ECT, Mike Atkins/HOU/EES@EES, Philip=20
Bacon/NYC/MGUSA@MGUSA, Dan Badger/LON/ECT@ECT, Wilson=20
Barbee/HR/Corp/Enron@ENRON, David L Barth/TRANSREDES@TRANSREDES, Edward D=
=20
Baughman/ENRON@enronXgate, Kenneth Bean/HOU/EES@EES, Kevin=20
Beasley/Corp/Enron@ENRON, Melissa Becker/Corp/Enron@ENRON, Tim=20
Belden/HOU/ECT@ECT, Ron Bertasi/LON/ECT@ECT, Michael J Beyer/HOU/ECT@ECT,=
=20
Jeremy Blachman/HOU/EES@EES, Donald M- ECT Origination Black/HOU/ECT@ECT,=
=20
Roderick Blackham/SA/Enron@Enron, Greg Blair/Corp/Enron@Enron, Ernesto=20
Blanco/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brad Blesie/Corp/Enron@ENRON,=
=20
Riccardo Bortolotti/LON/ECT@ECT, Dan Boyle/Corp/Enron@Enron, William S=20
Bradford/HOU/ECT@ENRON, Michael Brown/ENRON@enronXgate, William E=20
Brown/ENRON@enronXgate, Harold G Buchanan/HOU/EES@EES, Don=20
Bunnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob Butts/GPGFIN/Enron@ENRON,=
=20
Christopher F Calger/PDX/ECT@ECT, Eduardo Camara/SA/Enron@Enron, Nigel=20
Carling/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cary M=20
Carrabine/Corp/Enron@Enron, Rebecca Carter/Corp/Enron@ENRON, Lou Casari/Enr=
on=20
Communications@Enron Communications, Chee Ken Chew/SIN/ECT@ECT, Craig=20
Childers/HOU/EES@EES, Paul Chivers/LON/ECT@ECT, Larry Ciscon/Enron=20
Communications@Enron Communications, Edward Coats/ENRON@enronXgate, Remi=20
Collonges/SA/Enron@Enron, Bob Crane/HOU/ECT@ENRON, Deborah=20
Culver/HOU/EES@EES, Greg Curran/CA/Enron@Enron
cc: =20
Subject: Date Revised: Your Invitation to Enron's Executive Forum - 1st=20
Quarter 2001=20
The March 30th Executive Forum has been moved to Friday, April 20th from 3:=
00=20
p.m. to 4:30 p.m.
If your calendar permits and you would like to attend, please RSVP to the=
=20
undersigned no later than April 18th. =20
Thanks very much!
Debbie Nowak
Executive Development
Houston, TX
Tel. 713.853.3304
Fax: 713.646.8586
-----Original Message-----
From: Debbie Nowak =20
Sent: Wednesday, March 07, 2001 8:35 PM
To:=20
Subject: Your Invitation to Enron's Executive Forum - 1st Quarter 2001
The Office of the Chairman would like to invite you to participate at an=20
Enron Executive Forum. This invitation is extended to
anyone who attended an Executive Impact and Influence Program within the pa=
st=20
two years. These informal, interactive forums
will be 90 minutes in length and held several times per year.
Most of the participants in the Executive Impact and Influence program have=
=20
indicated a strong desire to express opinions, share
ideas, and ask questions to the Office of the Chairman. Although not=20
mandatory to attend, the forums are designed to address those issues. They=
=20
also afford the Office of the Chairman opportunities to speak directly to i=
ts=20
executive team, describe plans and initiatives, do =01&reality checks=018, =
create a=20
=01&rallying point=018 and ensure Enron=01,s executive management is on the=
=01&same=20
page=018 about where Enron is going---and why.
To accommodate anticipated demand, we currently have two sessions:
Choice: (Please rank in order of preference 1 or 2 for a session below. Yo=
u=20
will attend only one session.)
______ Thursday, March 29, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M
______ Friday, March 30, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M =20
The Office of the Chairman will host the forum. Here=01,s how it will work:
? Each session will have approximately 20 participants.
? The format will be honest, open, interactive dialogue.
? This will be your forum. Don=01,t expect to simply sit and listen to=20
presentations.=20
? This will not be the place for anonymity. You can safely ask your own=20
questions and express your own opinions.
? You can submit questions/issues in advance or raise them during the forum=
.
? Some examples of topics you might want to discuss include, but are not=20
limited to: the direction of Enron, business goals/results, M&A activitie=
s,=20
projects/initiatives, culture, leadership, management practices, diversity,=
=20
values, etc.
Because the forum will work only if everyone actively participates, we=20
encourage you to accept this invitation only if you=20
intend to have something to say and if you are willing to allow others to d=
o=20
the same. For planning purposes, it is essential that=20
you RSVP no later than Friday, March 16, 2001 by return e-mail to Debbie=20
Nowak, or via fax 713.646.8586. =20
Once we have ensured an even distribution of participants throughout these=
=20
sessions, we will confirm with you, in writing,
as to what session you will attend. We will try to honor requests for firs=
t=20
choices as much as possible. =20
Should you have any questions or concerns, please notify Gerry Gibson by=20
e-mail ([email protected]). Gerry can also be reached at 713.345.6806=
.
Thank you.
| ||
arnold-j/_sent_mail/538.
|
subject: Re: us fuel 4/2/01
content: maybe. hydro situation dire in west. think water levels are at recent
historical lows. problem is from gas standpoint, west is an island right
now. every molecle that can go there is. so will provide limited support to
prices in east. hydro in east is actually very healthy. would assume your
markets are targeting eastern u.s. so i dont know if hydro problem in west is
that relevant.
Sarah Mulholland
04/04/2001 08:09 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: us fuel 4/2/01
interesting comment from singapore........
hope things are going well up there.
---------------------- Forwarded by Sarah Mulholland/HOU/ECT on 04/04/2001
08:08 AM ---------------------------
Hans Wong
04/04/2001 08:05 AM
To: Sarah Mulholland/HOU/ECT@ECT
cc: Niamh Clarke/LON/ECT@ECT, Stewart Peter/LON/ECT@ECT, Caroline
Cronin/EU/Enron@Enron, Angela Saenz/ENRON@enronXgate
Subject: Re: us fuel 4/2/01
i was reading something interesting last week somewhere on states coping with
the coming summer---the report was on the amount of ice -not huge enough from
this winter to provide enough water for hydroelectricity during
summer.farmers were encouraged to cultivate crops that consume less water-the
first thing i can think of is low sul fueloil as natgas will be well
supported-thus european lsfo will be arbg to the states.just my
thought-hi/low play worth watching
| ||
arnold-j/_sent_mail/539.
|
subject: Re: Miami
content: i talked to fred today. i think he's in so lets assume it's a go. when is
the last day to cancel and get our money back?
Ina Rangel
04/04/2001 11:14 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Miami
John,
It looks like Fred is not going to do the Miami trip after all. Do you still
want me to book it for the Financial group? If not, I will cancel the
reservations that are on hold.
-Ina
| ||
arnold-j/_sent_mail/54.
|
subject: Re: NYC rocks
content: no actually i was here until 700 ... filming a movie
From: Margaret Allen@ENRON on 11/02/2000 08:25 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: NYC rocks
my, my, my, you must have left early yesterday to just have received my
email.
Have I told you how much I love it here? I think I need to move back...
| ||
arnold-j/_sent_mail/540.
|
subject: Re: Gas Implied Volatility Smile
content: unfortunately, mathematical analysis of skew is extremely hard to do. the
question is why does skew exist and does the market do a proper job of
correcting for violations of the black scholes model. in my mind, there are
three big reasons for skew. one is that the assumption of stochastic
volatility as a function of price level gets violated. commodities tend to
have long range trading ranges that exist due to the economics of supply and
elasticity of the demand curve. nat gas tends to be relatively stable when
we are in that historical pricing environment. however, moving to a
different pricing regime tends to bring volatility. an options trader wants
to be long vol outside the trading range, believing that a breakout of the
range leads to volatility while trying to find new equilibrium. supports a
vol smile theory. in addition, in some commodities realized vol is a
function of price level. nat gas historically is more volatile at $5 than at
$4 and more volatile at $4 than $3. thus there has been a tendency for all
calls to have positive skew and all puts except weenies to have negative
skew. the market certainly trades this way as vol has a tendency to come off
in a declining market and increase in a rising market. to test, regress 15
day realized vol versus price level and see if there is any correlation.
second reason is heptocurtosis, fatter tails than lognormal distribution
predicts. supports vol smile theory. easy to test how your market compares
by plotting historical one day lognormal returns versus expected
distribution.
third, is just supply and demand. in a market where spec players are
bearish, put skew tends to get bid as vol players require more insurance
premium to add incremetal risk to the book. if you have a neutral view
towards market, or believe that market will come off but in an orderly
fashion, enron can take advantage of our risk limits by selling more
expensive insurance. crude market tends to have strong put skew and weak
call skew as customer business in options is nearly all one way: producer
fences. if you believe vol is stochastic in the region of prices where the
fence strikes are, can be profitable to take other side of trade.
if you want to discuss further give me a call 4-6 pm houston time. hope this
helps,
john
Sharad Agnihotri
04/04/2001 12:44 PM
To: Mike Maggi/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT
cc:
Subject: Gas Implied Volatility Smile
John, Mike
I work for the London Research team and am looking at
some option pricing problems for the UK gas desk.
Dave Redmond the options trader told me that you had done
some fundamental research regarding
the gas implied volatility smiles and may be able to help.
I would be grateful if you tell me
what you have done or suggest
someone else that I could ask.
Regards
Sharad Agnihtori
| ||
arnold-j/_sent_mail/541.
|
subject: Re: moving on
content: Congrats, thought you were headed to aig. how long til you get to short
natty again?
[email protected] on 04/04/2001 02:05:52 PM
To: [email protected]
cc:
Subject: moving on
i ve resigned from global today. it is a difficult decision from the stand
point
that I have been very happy in the short time I've been here. I wil still be
in
the energy business doing very much the same as i am doing now. I felt that
the
oportunity which came up was the best thing for my career and family in the
long
term. I look forward to speaking to all of you in the future and I'll contact
you as soon as i get set up in the next couple of weeks.
home phone 508-893-6043
home email [email protected]
regards,steve
| ||
arnold-j/_sent_mail/542.
|
subject:
content: txu buy 200 u @5255
| ||
arnold-j/_sent_mail/543.
|
subject: Transcanada Trade...
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 11:33
AM ---------------------------
"Zerilli, Frank" <[email protected]> on 04/04/2001 11:09:21 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Transcanada Trade...
Just to confirm this trade:
Enron buys futures and sells LD swaps in the following months. EFP
posting price is NYMEX settlement price on 4/30/01.
Jul '01-176 lots
Aug'01-157 lots
Sep'01-443 lots
Nov'01-132 lots
Jan'02-233 lots
Feb'02-283 lots
Mar'02-607 lots
Counter Party is Transcanada and they are posting with Man South.
Thanks again..
| ||
arnold-j/_sent_mail/544.
|
subject:
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:31
AM ---------------------------
Enron North America Corp.
From: Dutch Quigley 04/04/2001 07:46 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
http://gasmsgboard.corp.enron.com/msgframe.asp
| ||
arnold-j/_sent_mail/545.
|
subject: daily charts and matrices as hot links 4/4
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:30
AM ---------------------------
[email protected] on 04/04/2001 07:21:04 AM
To: [email protected]
cc:
Subject: daily charts and matrices as hot links 4/4
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2000 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Crude http://www.carrfut.com/research/Energy1/crude38.pdf
Natural Gas http://www.carrfut.com/research/Energy1/ngas38.pdf
Distillate http://www.carrfut.com/research/Energy1/hoil38.pdf
Unleaded http://www.carrfut.com/research/Energy1/unlded38.pdf
Nat Gas Strip Matrix
http://www.carrfut.com/research/Energy1/StripmatrixNG38.pdf
Nat Gas Spread Matrix
http://www.carrfut.com/research/Energy1/SpreadmatrixNG38.pdf
Crude and Products Spread Matrix
http://www.carrfut.com/research/Energy1/SpreadmatrixCL38.pdf
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| ||
arnold-j/_sent_mail/546.
|
subject:
content: are you in for the game?
| ||
arnold-j/_sent_mail/547.
|
subject:
content: i've realized i'm too old to stay up til 1 on a school night
| ||
arnold-j/_sent_mail/548.
|
subject: Re:
content: no not necessarily... just sick of her at the moment,
From: Margaret Allen@ENRON on 04/02/2001 01:32 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
what a pisser -- i'm still in austin so i can't go. what about your
girlfriend? is she on her way out?
John Arnold@ECT
04/02/2001 12:25 PM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject:
i may have some u2 tix for tonight, wanna go?
| ||
arnold-j/_sent_mail/549.
|
subject:
content: i may have some u2 tix for tonight, wanna go?
| ||
arnold-j/_sent_mail/55.
|
subject:
content: you think that's a valid excuse? whatever....
| ||
arnold-j/_sent_mail/550.
|
subject: Re: power gen
content: you're right though...it seems like bo and i are always on the opposite side
of each other.
| ||
arnold-j/_sent_mail/551.
|
subject: Re: power gen
content: fyi : bo is a big put buyer and fence seller today. though he is trying to
defend j.
[email protected] on 03/29/2001 09:22:15 PM
To: [email protected]
cc:
Subject: Re: power gen
agree on view. as u cud tell i got a little less bearish for a bit so i delta
hedged and day traded to keep from losing a ton, let go og the delta after aga
number which was exactly on my forecast still implying 7.5 bcf swing(i
actually
thot it could have been worse so my range pre was 5-12 basis past cupla weeks
aga. that said i with you took my lumps. having a very good month in petro
helped me hold on to natgas shit p&l. got most of it back now tho.trying to be
more patient.
think we hold 5.20's for another week or so-must be plenty chopped up
traders mite mean we lose some momentum for a bit.
what the hell was going on today between you and bo(seems i see this more
and more)? how come he always seems to be fighting you on this stuff. if he
would go the same way as you(and i) this mkt would just crap. either way im
unwinding-gonna be making a jump soon(thats p&c for the moment). will keep u
informed of course.
power gen up 3% last week and cal rate hikes the kiss of death for demand in
cal this summer i think
[email protected] on 03/29/2001 07:45:02 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: power gen
Wow, what a week so far. Beauty of a short squeeze early on. Even some of
the biggest bears I know were covering to reestablish when the market lost
its upward momentum. Unfortunately, my boat is too big to play that way.
Takes too long to put the size of the position I manage on or off to play
that game. just had to sit back and take my lumps. couldnt have been a
more bearish aga # in my opinion. got one more decent one and then watch
out below. amazing that we've had more demand destruction recently. the
economy is the 800 pound gorilla that is sitting on nat gas and it aint
getting up.
| ||
arnold-j/_sent_mail/552.
|
subject: Re: technical help for interviewing traders
content: In regards to gas:
what signals do you for in determining your view?
what resources do you use to formulate a price view?
give example of complex transaction you've structured for a customer.
where is storage now relative to history? what is the highest and lowest
level we've been at in past 5 years?
what are your short, medium, and long term views of gas market?
what major basis changes have occured in the market over the past 5 years?
What do you expect in the next 5?
how should a storage operator decide whether or not to inject on any given
day?
In regards to derivatives in order of difficulty
What are delta/gamma/theta?
if you buy a put spread, is your delta positive, negative, or zero?
Is swap price equal to simple average of futures contracts?
If interest rates go up what happens to option prices all else equal?
what is the value of a european $1 call expiring in 12 months if
corresponding futures are trading $5?
what happens to delta of an option if volatility increase?
From: Tom Wilbeck/ENRON@enronXgate on 03/23/2001 03:35 PM
To: John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K
Allen/HOU/ECT@ECT
cc:
Subject: technical help for interviewing traders
Jeanie Slone was telling me that you were among the best interviewers in the
trading group. Because of your expertise in this area, I was wondering if
you could help me put some technical questions together that you've found to
be effective in interviewing Gas Traders.
Norma Hasenjager is in our Omaha office needs this information ASAP in order
to help her screen some candidates. It would be great if you could respond
to this with two or three questions that you've used in the past to select
good Gas Traders.
Thanks for your help.
Tom Wilbeck
EWS Training and Development
| ||
arnold-j/_sent_mail/553.
|
subject:
content: Ina:
Can you set up a 5 minute mtg with me and all of the assistants and runners
in regards to what we discussed this week
| ||
arnold-j/_sent_mail/554.
|
subject: Re: ICE Trading Platform - Financial Gas Counterparties
content: thanks
From: Tom Moran/ENRON@enronXgate on 03/29/2001 02:43 PM
To: John Arnold/HOU/ECT@ECT, Dutch Quigley/HOU/ECT@ECT
cc:
Subject: ICE Trading Platform - Financial Gas Counterparties
John/Dutch
There are currently 3 counterparties which would like to have the ability to
trade financial gas with Enron but that credit has closed on the ICE platform.
AES NewEnergy, Inc. No Master
Trafigura Derivatives Limited Poor credit quality
e prime, inc. Poor credit quality
Regards,
tm
| ||
arnold-j/_sent_mail/555.
|
subject: Re: Cortlandt Wines.Spirits Invoice - Thank you for your order!
content: I understand you are out of one of the wines. Please fill remaining order.
thanks, john
[email protected] on 03/25/2001 06:16:00 PM
To: [email protected]
cc:
Subject: Cortlandt Wines.Spirits Invoice - Thank you for your order!
Thank you for your order.
Your order is number 35257 placed on 3/25/2001.
Here are the items you selected:
SKU | Qty | Producer | Product Name | Price | Extended Price
--------------------------------------------------------------------
5711 | 4 | Matanzas Creek Merlot | $49.99 | $199.96
5353 | 4 | Matanzas Creek Merlot | $59.99 | $239.96
6035 | 4 | Altesino Super Tuscan | $35.00 | $140.00
Total Shipping:
Total Tax: $0.00
The total for your order: $579.92
Here is the contact information we have for you:
--------------------------------------------------------------------
Customer ID: ArnJoh35263
Password: cowboy
Please make a note of your Customer ID and Password for future purchases.
Name: John Arnold
Address: 909 Texas Ave #1812
Houston, TX 77002
USA
Email: [email protected]
Phone: 713 229 9278
APPROPRIATE SALES TAX WILL BE APPLIED.
SHIPPING CHARGES WILL BE ADDED TO ORDER SEPARATELY.
If there is a problem, please call us.
Thank you.
Cortlandt Wines.Spirits
447 Albany Post Rd
Croton on Hudson, NY 10520
Sales: 914.271.7788
Fax: 914.271.4414
Email: [email protected]
WWW: http://www.cortlandtwines.com/
| ||
arnold-j/_sent_mail/556.
|
subject: Re: power gen
content: Wow, what a week so far. Beauty of a short squeeze early on. Even some of
the biggest bears I know were covering to reestablish when the market lost
its upward momentum. Unfortunately, my boat is too big to play that way.
Takes too long to put the size of the position I manage on or off to play
that game. just had to sit back and take my lumps. couldnt have been a more
bearish aga # in my opinion. got one more decent one and then watch out
below. amazing that we've had more demand destruction recently. the economy
is the 800 pound gorilla that is sitting on nat gas and it aint getting up.
| ||
arnold-j/_sent_mail/557.
|
subject: Re: ? about turf
content: As long as I own Enron stock, the desks are my colleagues. Feel free to
share the info with Hunter and Chris.
Clayton Vernon @ ENRON
03/26/2001 03:45 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ? about turf
John-
My name is Clayton Vernon, and I am the Manager for Models and Forecasts for
East Power Trading, reporting to Lloyd Will.
I'm helping Research (and Toim Barkley) with a data visualization tool for
EOL trades, and I wanted for you to know I'd like to make this product
helpful for you.
In doing so, I'd like to also let my colleagues Chris Gaskill/Hunter Shively
avail themsevles of this tool. But, I need to find out if the desks are your
colleagues or, as things shape up, your competitors, since some trades are
between Enron desks.
Can Chris/Hunter see synopses of all of our EOL gas trades, after the fact?
Clayton Vernon
| ||
arnold-j/_sent_mail/558.
|
subject: Re: Astro's Baseball Season Tickets
content: Kim:
Can I get 4 tix for the following games:
Apr 21 or 22 vs. St Louis
Jun 15 vs Texas
Jun 17 vs Texas
Thanks,
John
From: John J Lavorato/ENRON@enronXgate@enronXgate on 03/27/2001 09:45 AM
Sent by: Kimberly Hillis/ENRON@enronXgate
To: Phillip K Allen/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Joseph
Deffner/ENRON@enronXgate, Brian Redmond/HOU/ECT@ECT, Colleen
Sullivan/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT,
John Arnold/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Hunter S
Shively/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Rogers
Herndon/HOU/ECT@ect, Barry Tycholiz/NA/Enron@ENRON, Dana
Davis/ENRON@enronXgate, Fred Lagrasta/HOU/ECT@ECT, Thomas A
Martin/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Edward D
Baughman/ENRON@enronXgate, Harry Arora/ENRON@enronXgate, Don
Miller/HOU/ECT@ECT, Ozzie Pagan/ENRON@enronXgate, Michael L
Miller/NA/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Jim
Schwieger/HOU/ECT@ECT, Carl Tricoli/Corp/Enron@Enron, Frank W
Vickers/NA/Enron@Enron, Mark Whitt/NA/Enron@Enron, Ed McMichael/HOU/ECT@ECT,
Jesse Neyman/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, Douglas
Clifford/NY/ECT@ECT, Michael J Miller/Enron Communications@Enron
Communications, Allan Keel/ENRON@enronXgate, Scott Josey/ENRON@enronXgate,
Bruce Sukaly/ENRON@enronXgate, Julie A Gomez/HOU/ECT@ECT, Jean
Mrha/NA/Enron@Enron, C John Thompson/ENRON@enronXgate, Steve
Pruett/ENRON@enronXgate, Gil Muhl/Corp/Enron@ENRON, Michelle
Parks/ENRON@enronXgate, Brad Alford/NA/Enron@Enron, Robert Greer/HOU/ECT@ECT
cc: Louise Kitchen/HOU/ECT@ECT, Tammie Schoppe/HOU/ECT@ECT
Subject: Astro's Baseball Season Tickets
The 2001 Astro's season is about to kick-off and Enron Americas Office of the
Chairman has four tickets to each game available for customer events.
If you are interested in using the tickets, please call Kim Hillis at x30681.
| ||
arnold-j/_sent_mail/559.
|
subject: Re: missing a couple jumbos?
content: thanks, i'll check it out
Fletcher Sturm <[email protected]> on 03/28/2001 08:41:40 PM
To: [email protected]
cc:
Subject: missing a couple jumbos?
johnny,
my new deal p/l from yesterday (tue) looked a little on the high side,?so i
asked my?guy to double check my deals.? he checked them today and said they
all checked out.? but, i re-checked?my new gas deals and saw that you filled
me on 100 n-q at 4.32 instead of 5.32.? i'll have my boy fix it so it'll show
up tomorrow (thur).? $2 jumbos from me to you!
fletch
p.s.? thanks for all your help with our gas business.?it gives us a
tremendous advantage against our rivals. you're the king even if you don't
notice a $2 million error on one trade.
Do You Yahoo!?
Yahoo! Mail Personal Address - Get email at your own domain with Yahoo! Mail.
| ||
arnold-j/_sent_mail/56.
|
subject: Re: Credit Suisse First Boston
content: use 380
From: Russell Dyk @ ENRON 11/01/2000 12:06 PM
To: Brad McKay/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Caroline
Abramo/Corp/Enron@Enron
cc:
Subject: Credit Suisse First Boston
CSFB informed us today that their Appalachia hedging deal will likely happen
in the next two weeks. The deal, in short, involves Enron buying an average
volume of 11,500 mmBtu/d at TCO and 5,500 mmBtu/d at CNG for 12 years and 1
month from Dec00.
CSFB would like to get an idea of where the market is now. I've attached a
spreadsheet that details the volumes, which decline with time. Could you
please provide indicative prices, as of tonight's close.
Thanks,
Russ
| ||
arnold-j/_sent_mail/560.
|
subject:
content: http://gasfundy.corp.enron.com/gas/framework/default.asp
| ||
arnold-j/_sent_mail/561.
|
subject: Re: Devon
content: will call you tonight
Karen Arnold <[email protected]> on 03/27/2001 08:09:06 PM
To: [email protected]
cc:
Subject: Devon
Why did you sell Devon Energy???? I still own it. should I sell?
Any decision regarding your return?
It is cold and rainy here, high today was 45!!!
| ||
arnold-j/_sent_mail/562.
|
subject: Still Getting Involiced for Your Deal #258505
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 03/26/2001 02:56
PM ---------------------------
"Piazza, Perry A [CORP]" <[email protected]> on 03/26/2001 02:46:53 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Still Getting Involiced for Your Deal #258505
John - Could you please alert your back office that they are still invoicing
us on a Nov-Mar strip that was traded on June 20, 2000 at $4.105. That deal
was cancelled per our discussion and rebooked for half the volume in
November (I beleive it was November). Your deal number on the rebook is
QF9221.1 I beleive. I beleive Dutch Quigley on your end was involved when
we originally discussed the deal.
Thanks and call if you have any questions.
Perry A. Piazza
Citibank/Salomon Smith Barney
Global Commodities
390 Greenwich Street, 5th Floor
New York, NY 10013-2375
Phone: (212) 723-6912 / (212) 723-6979
Fax: (212) 723-8556
E-Mail: [email protected] <mailto:[email protected]>
| ||
arnold-j/_sent_mail/563.
|
subject: Re: power gen
content: where are you getting those numbers?
[email protected] on 03/26/2001 12:56:07 PM
To: [email protected]
cc:
Subject: power gen
while we're stroking each other on the bear stuff-you notice the weekly y on y
power gen /demand numbers have fallen from double digit increases each week to
now nearly flat to +2% ish each week depstie cold east and hot west.
| ||
arnold-j/_sent_mail/564.
|
subject: Re: easter weekend
content: yes
i dont know. both have their merits
"Jennifer White" <[email protected]> on 03/26/2001 01:41:38 PM
To: [email protected]
cc:
Subject: easter weekend
Jen and Paula are definitely going to NYC for the long weekend. Think
about what you want to do, and I'll call you tonight to discuss:
Do you want to spend the long weekend with me or do your own thing?
If you want to spend it with me, would you rather go to the beach or
to NYC?
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| ||
arnold-j/_sent_mail/565.
|
subject: RE: Receipt of Hedge Fund Information
content: Mike:
which one of the hedge funds closes today?
| ||
arnold-j/_sent_mail/566.
|
subject: Re: distillates
content: yea, i think the two dumps in the market are when everybody realizes the
loss of demand, which is in the first 4 inj numbers. customer buying and
fear about the summer will keep may at a decent level. if my theory holds,
eventually that wont be enough to hold the market up and m pukes. second
puke is in the winter when 4th quarter production is 4-5% on y/y basis,
demand still weak (economic weakness isn't a 3 month problem), industry
realizes that not only is it ok to get to 500-700 bcf in march but you
should, and early winter weather will not match 2000. we develop large y/y
surplus in x and z. z futures hold up because some risk premium still exists
for rest of winter. by late december, just trying to find a home for gas.
think decent chance f futures finish with a 2 handle.
[email protected] on 03/25/2001 08:16:26 PM
To: [email protected]
cc:
Subject: Re: distillates
f puts?? you mean january? u mean june and january???
[email protected] on 03/25/2001 07:30:38 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: distillates
just when i'm turning really bearish you're starting to turn bullish on me.
weather to me relatively unimportant. yes, it will leave us with 30 bcf or
so less in storage than if we had mild weather. i think it is masking a
major demand problem. think what the aga numbers would be with moderate
weather. when we get into injections, i think we'll see a big push down.
spec and trade seem bearish but hesitant to get short. customer buying
still strong. thus even with the demand picture becoming clearer, we
haven't moved down. however i think when the picture becomes clearer (i.e.
-when we start beating last year's injections by 20 bcf a week), trade will
get short. customers very unsophistocated. the story they keep telling us
is we're coming out 400 bcf less than last year, thus the summer has to be
strong. when we start inj, customers will start seeing other side of
story. pira finally came out this week and said stop buying. to me, the
mrkt just a timing issue. i want to be short before the rest of the idiots
get short. i continue buying m,f puts. projecting k to settle 450 and m
400.
[email protected] on 03/23/2001 01:44:10 PM
To: [email protected]
cc:
Subject: distillates
this strength cud persist awhile-is a little bullish ngas demand since we
now
above parity in some places. shit theres so many things shaking my faith on
the
short bias of this thing. weather hot /west cold est, hydo, califronia,mkt
talking new engl shortages.oil demand cont to show stellar y on y and curve
recoveriung, opec hawkish stance for px support.
i think we close the y on y gap still significantly but im starting to
question how when,how much and how long prices come off in apr-jun?
thanks god i can trade oil cuz i have made anything in ngas to speak of.
short
term still sort of neutral ngas-beleive we range bound. u prob know this
but
hearing texas rr data coming out pretty bearish prodcution-good news .
regards
| ||
arnold-j/_sent_mail/567.
|
subject: Re: distillates
content: just when i'm turning really bearish you're starting to turn bullish on me.
weather to me relatively unimportant. yes, it will leave us with 30 bcf or
so less in storage than if we had mild weather. i think it is masking a
major demand problem. think what the aga numbers would be with moderate
weather. when we get into injections, i think we'll see a big push down.
spec and trade seem bearish but hesitant to get short. customer buying still
strong. thus even with the demand picture becoming clearer, we haven't moved
down. however i think when the picture becomes clearer (i.e.-when we start
beating last year's injections by 20 bcf a week), trade will get short.
customers very unsophistocated. the story they keep telling us is we're
coming out 400 bcf less than last year, thus the summer has to be strong.
when we start inj, customers will start seeing other side of story. pira
finally came out this week and said stop buying. to me, the mrkt just a
timing issue. i want to be short before the rest of the idiots get short. i
continue buying m,f puts. projecting k to settle 450 and m 400.
[email protected] on 03/23/2001 01:44:10 PM
To: [email protected]
cc:
Subject: distillates
this strength cud persist awhile-is a little bullish ngas demand since we now
above parity in some places. shit theres so many things shaking my faith on
the
short bias of this thing. weather hot /west cold est, hydo, califronia,mkt
talking new engl shortages.oil demand cont to show stellar y on y and curve
recoveriung, opec hawkish stance for px support.
i think we close the y on y gap still significantly but im starting to
question how when,how much and how long prices come off in apr-jun?
thanks god i can trade oil cuz i have made anything in ngas to speak of. short
term still sort of neutral ngas-beleive we range bound. u prob know this but
hearing texas rr data coming out pretty bearish prodcution-good news .
regards
| ||
arnold-j/_sent_mail/568.
|
subject: Re: FW: Rick Buy Report Tomorrow--Your comments needed
content: We ahave not initiated a 24/7 gas product yet but are creating the
capabilities to launch at some point in the near future
From: Frank Hayden/ENRON@enronXgate on 03/22/2001 10:49 AM
To: Geoff Storey/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT
cc:
Subject: FW: Rick Buy Report Tomorrow--Your comments needed
I received this email and they are inquiring as to the new gas 24/7
electronic trading. Has this taken off? Who is managing it and are there
any positions associated with it?
Thanks,
Frank
-----Original Message-----
From: Tongo, Esther
Sent: Tuesday, March 20, 2001 3:29 PM
To: Hayden, Frank;
Cc:
Subject: Rick Buy Report Tomorrow--Your comments needed
The weekly Rick Buy update this week is on Thursday morning, so we will
report trading results as of and for the 5 days ended Tuesday, March 20th.
Please prepare comments on your area's positions and P/L - one to two
sentences - and e-mail them to me, with a copy to Cassandra Schultz, Veronica
Valdez and Matthew Adams, no later than noon, Houston time, Wednesday, March
21st (Tomorrow).
Those of you who have sub-limits not reflected on the consolidated DPR
(George in Global Products), and also the new gas 24/7 trader, please provide
trading results on those as well, including the 5-day and YTD P/L and current
NOP and VaR on George (Products EOL trading) - and also on _____ whatever
we're calling the EOL NA Gas auto trader.
Thank you,
Esther
x52456
| ||
arnold-j/_sent_mail/569.
|
subject: Here is the Article---no picture though...
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 03/23/2001 12:32
PM ---------------------------
"Zerilli, Frank" <[email protected]> on 03/23/2001 08:10:05 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Here is the Article---no picture though...
Warming Up To Green
BY ERIC ROSTON
Breathe in. Hold it. Hold it. O.K., now breathe out.
Unless you're outdoors in the midst of a cold snap, chances are you
can't see
your breath. And no one would ever ask you to drop a quarter in a tin
box for the
right to free this invisible spirit from your lungs. Yet last November,
Murphy Oil
Corp., based in El Dorado, Ark., voluntarily shelled out several hundred
thousand dollars for the right to cough out carbon dioxide, the same
stuff you
exhaled three sentences ago.
The reason it did so is closely related to events that occurred that
same autumn
day, half a world away, at the Hague. Thousands of policymakers and
scientists
from all over the world had gathered, hoping to dot the i's, cross the
zeds and
umlaut the o's on the 1997 Kyoto Protocol to the U.N. Framework
Convention on
Climate Change. The protocol was devised to curb the industrial emission
of six
gases, CO2 among them, that are slowly--actually quickly in geological
terms--turning the earth into a hothouse. But no final accord was
reached.
In this context, Murphy's purchase of options on 210,000 metric tons of
carbon
(the equivalent of annual exhaust from approximately 27,800 cars) from a
Canadian company that was itself trying to help meet a national target
seems a
bit odd. The market for this kind of trade hasn't been established, and
there isn't
even a global agreement on how carbon dioxide should be valued. Indeed
there
isn't even unanimity on global warming itself.
Yet the transaction is emblematic of industry on the verge of an
environmental
transition. Congress may have snubbed the Kyoto accord, and global
bureaucrats may be stumbling over the details of a carbon-emissions
trading
system. But corporations, against the run of play, are beginning to
confront the
climate conundrum the best way they know how--as a business opportunity.
John Browne, CEO of BP Amoco, and Mark Moody-Stuart, chairman of Royal
Dutch/Shell Group, have both responded to the global-warming threat and
set up
internal systems that exceed goals put forth in Kyoto. Shell and BP have
vowed
to cut their greenhouse-gas emissions 10% each--nearly twice the Kyoto
target--Shell by 2002, BP by 2010. "This isn't an act of altruism," says
Aidan
Murphy of Shell. "It's a fundamental strategic issue for our business."
And not theirs alone. A growing number of corporations, from IBM to your
neighborhood Kinko's, are reducing their greenhouse footprints. DuPont
is
pledging to knock its emissions 65% below 1990 levels by 2010. "There's
been a
shift in the center of gravity in the U.S. corporate community since
Kyoto," says
Alden Meyer of the Union of Concerned Scientists. "Now the view is that
climate
change is serious and we ought to do something about it."
There are a few ways of doing that: invest in renewable energy sources
and "cap
and trade" emissions. That is, set ceilings for worldwide greenhouse-gas
emission
and let nations either sell emission credits if they emit below their
allowance or
buy credits if they exceed permitted levels. The theory is that the
pursuit of
greenbacks will fuel greener business. "Whenever you turn a pollution
cut into a
financial asset," says Joseph Goffman, an attorney at Environmental
Defense,
"people go out and make lots of pollution cuts."
Even where green fervor is of a paler shade, corporations are viewing
the
potential for global regulation as a business risk they need to
consider. Witness
Claiborne Deming, Murphy's CEO, who doesn't see the science of global
warming
as solid enough yet to cry havoc. But Deming hears shareholders
clamoring and
the bureaucrats buzzing. Someone may ask his company to put more than a
quarter in that box when it wants to exhale more than its allotted
amount of CO2.
Breathe in. Hold it. You know the drill.
How much CO2 did you just exhale? Tricky question. Yet that's analogous
to the
one businesses are struggling with on a massive scale. Until they figure
it out,
companies interested in trading will be on their own to determine 1) how
you
buy the right to emit a gas that has no standard of measurement and 2)
how to do
so when no nation currently assigns a CO2 property right. "It's risky as
hell," says
Deming.
Many groups are working to mitigate that risk. The World Resources
Institute
and others are road-testing a system that would make trading less risky
by
creating universal carbon-accounting practices. And four
companies--Arthur
Andersen, Credit Lyonnais, Natsource and Swiss Re--are developing an
exchange
where companies can trade, even in an embryonic market devoid of
legislative
standards. "They're trying to nail down something that will be useful
under laws
that are not yet defined," says Garth Edward, a broker at Natsource, an
energy-trading firm.
The U.S. struggled to introduce a cap-and-trade system into the Kyoto
Protocol,
and achieved it by agreeing to a tough, many say impossible, target:
bringing
emissions 7% below 1990 levels from 2008 to 2012. The irony of the
current
situation is that the Europeans, reluctant to accept trading at first,
have become
its champion; Britain next month will become the first country to embark
on a
national trading system.
Another practice, still hotly debated, is to assign credits for
sequestering carbon
in growing forests. Trees soak up limited amounts of CO2, release oxygen
into the
air and turn carbon into wood.
The Kyoto mechanisms will evaporate without global ratification, thus
setting up
an early environmental test for President Bush, who campaigned against
the
document. But Secretary of State Colin Powell has already heard
preliminary
briefings on the matter as the U.S. preps for the next round of talks,
to be held in
Bonn in mid-July. Bush the First helped pioneer credit trading in 1990,
when he
signed legislation that capped power plants' sulfur dioxide
emissions--the main
ingredient in acid rain--but allowed the plants to swap credits. And
Houston-based Enron, an energy trader whose chairman, Ken Lay, was a
prominent W. campaign adviser, stands to be a huge player in any such
market.
So if it's good for business, Bush the ex-businessman won't need that
big a push.
With him or without him, the monetization of carbon emissions--green for
greed's sake, if nothing else--is gaining momentum. So breathe easy. For
you, it's
still free. But for many companies, the carbon meter will be running
soon. In the
very near future, pollution is going to be either a cost to them or an
opportunity.
| ||
arnold-j/_sent_mail/57.
|
subject:
content: hey podner:
where are you buying me dinner tonight?
| ||
arnold-j/_sent_mail/570.
|
subject: Re: today
content: maybe a drink after work...
Caroline Abramo@ENRON
03/23/2001 07:29 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: today
can i grab you for a few minutes after the close to update you on fund stuff.
also, if you do not have plans tonight.. jen fraser and i were thinking of
having a little bbq (i am staying with her).. your presence is requested!!
if not, we are up for a few drinks after work,...
| ||
arnold-j/_sent_mail/571.
|
subject: CONFIRMATION: March 30, 2001 Executive Forum
content: please add
---------------------- Forwarded by John Arnold/HOU/ECT on 03/21/2001 05:51
PM ---------------------------
Enron North America Corp.
From: Debbie Nowak @ ENRON 03/21/2001 12:57 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: CONFIRMATION: March 30, 2001 Executive Forum
---------------------- Forwarded by Debbie Nowak/HR/Corp/Enron on 03/21/2001
12:56 PM ---------------------------
From: Debbie Nowak 03/20/2001 09:02 AM
To: David Shields/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Peter
Styles/LON/ECT@ECT, Richard Lydecker/Corp/Enron@Enron, Kathleen E
Magruder/HOU/EES@EES, Steve Pruett/Corp/Enron, George W Posey/HOU/EES@EES,
Matt Harris/Enron Communications@Enron Communications, Richard L
Zdunkewicz/HOU/EES@EES, Jeffrey T Hodge/HOU/ECT@ECT, Cheryl
Lipshutz/HOU/EES@EES, Marty Sunde/HOU/EES@EES, Jesse Neyman/HOU/ECT@ECT,
Scott Josey/Corp/Enron
cc:
Subject: CONFIRMATION: March 30, 2001 Executive Forum
This is to confirm your attendance for the Friday, March 30, 2001 Executive
Forum to be hosted by The Office of the Chairman. The Forum will begin at
2:30 p.m. and ends at 4:00 p.m. in the Enron Building 50M.
If you have any additional questions, please feel free to give me a call.
Thank you.
Debbie Nowak
Executive Development
713.853.3304
| ||
arnold-j/_sent_mail/572.
|
subject: Re: Cancellation of EOL Deal #1025253
content: confirm
[email protected] on 03/21/2001 03:02:06 PM
To: [email protected]
cc: [email protected],
[email protected],
[email protected]
Subject: Cancellation of EOL Deal #1025253
John,
Further to our telephone conversation today, this is to confirm in writing
that
you agreed to kill EOL Deal #1025253 @ 2:03 PM. This trade was not confirmed
to
me by EOL, neither reported into "Today's transaction" section. (Therefore I
entered into a duplicate trade on EOL @ 2:06 PM which we agree on)
Thank you for you cooperation, and best regards,
Herve P.E. Duteil
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
a l'intention exclusive de ses destinataires et sont confidentiels. Si vous
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immediatement l'expediteur.
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diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
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addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
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The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
| ||
arnold-j/_sent_mail/573.
|
subject: Re: Guggenheim Museum
content: Hey:
Recounted...Can I get 50-60 invites and would need formal invites for
Friday??????
From: Margaret Allen@ENRON on 03/19/2001 05:23 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Guggenheim Museum
There will be a corporate lounge for you to congregate in. Does that sound
good? No problem on the thrity tickets. I will hold them for you. Let me
know if you don't think yo uwill be needing all of them. I can also get you
the formal invitations to send out if you would like.
John Arnold@ECT
03/19/2001 11:22 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re: Guggenheim Museum
On Friday, will there be a private reception or area for us or will our
customers get lost in the crowd?
Probably thinking 30 invites for Friday. Is that ok?
From: Margaret Allen@ENRON on 03/16/2001 10:23 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Guggenheim Museum
Hey Buster,
Hope you had a great time in Cabo! I'm so jealous. I need a vacation
desperately!
I'm trying to get a commitment on numbers from the different groups for the
Guggenheim events. Will you look over this document and tell me which ones
you would like to attend and how many people you would like to bring to each?
Of course, I need it ASAP -- what's new, right?!!
Thanks honey! Margaret
| ||
arnold-j/_sent_mail/574.
|
subject: Re:
content: yes but getting haircut until 700. is it too dark then?
"Jennifer White" <[email protected]> on 03/21/2001 03:29:37 PM
To: [email protected]
cc:
Subject:
Do you have any interest in going roller blading with me after work?
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| ||
arnold-j/_sent_mail/575.
|
subject: From a recent milk carton
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 03/21/2001 11:15
AM ---------------------------
"Zerilli, Frank" <[email protected]> on 03/21/2001 10:59:27 AM
To: "Eric Carlstrom (E-mail)" <[email protected]>, "Guardian, The
(E-mail)" <[email protected]>, "John Arnold (E-mail)"
<[email protected]>, "Stacey Hoey (E-mail)" <[email protected]>, "Lew
Williams (E-mail 2)" <[email protected]>
cc: "'[email protected]'" <[email protected]>,
"'[email protected]'" <[email protected]>
Subject: From a recent milk carton
-----
>
> A little lost girl has recently been found. Her name is Jessica. She
does
> not know who her daddy is or where she last saw her mom. Please take a
> look
> and see if you recognize her so that we might locate her parents.
>
>
>
- C.DTF
| ||
arnold-j/_sent_mail/576.
|
subject: RE: fundamentals thought dimensions
content: sure
From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 10:52 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: fundamentals thought dimensions
today sucks--friday after the close?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, March 21, 2001 10:33 AM
To: Fraser, Jennifer
Subject: Re: fundamentals thought dimensions
how bout today at 400
From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: fundamentals thought dimensions
when can i come by and have a detailed discussion with you re fundamentals--i
am very interested in your opinions and i dont get here them in the TR meeting
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 20, 2001 8:36 PM
To: Fraser, Jennifer
Subject: Re: FW: LNG Weekly Update
Looks good. certainly an area we need more focus on. Obviously the most
important aspect of lng is how much gas is coming in, what is that relative
to last year, and what new capacity is coming longer term.
As an aside, nat gas trades as a funciton of the storage spread to last year
and five year averages. It would be very useful if all fundamental analysis
were geared the same way. The fact that lng shipments are x this week is
meaningless. the fact that they are y delta of last year is extremely
useful. if you noticed in the fundies meeting, i was trying to move
discussion that way. what's switching vis a vis last year. whats
production relative to last year. it simplifies the fundamental analysis.
From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: LNG Weekly Update
An initial effort--please comment
<< File: LNG20010312.pdf >>
| ||
arnold-j/_sent_mail/577.
|
subject: Re: fundamentals thought dimensions
content: how bout today at 400
From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: fundamentals thought dimensions
when can i come by and have a detailed discussion with you re fundamentals--i
am very interested in your opinions and i dont get here them in the TR meeting
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 20, 2001 8:36 PM
To: Fraser, Jennifer
Subject: Re: FW: LNG Weekly Update
Looks good. certainly an area we need more focus on. Obviously the most
important aspect of lng is how much gas is coming in, what is that relative
to last year, and what new capacity is coming longer term.
As an aside, nat gas trades as a funciton of the storage spread to last year
and five year averages. It would be very useful if all fundamental analysis
were geared the same way. The fact that lng shipments are x this week is
meaningless. the fact that they are y delta of last year is extremely
useful. if you noticed in the fundies meeting, i was trying to move
discussion that way. what's switching vis a vis last year. whats
production relative to last year. it simplifies the fundamental analysis.
From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: LNG Weekly Update
An initial effort--please comment
<< File: LNG20010312.pdf >>
| ||
arnold-j/_sent_mail/578.
|
subject: Re: Guggenheim Museum
content: Do you have interest in having a semi formal party at the guggenheim for our
ny counterparties? was thinking it might be a good pr move.
---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 09:35
PM ---------------------------
From: Margaret Allen@ENRON on 03/19/2001 05:23 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Guggenheim Museum
There will be a corporate lounge for you to congregate in. Does that sound
good? No problem on the thrity tickets. I will hold them for you. Let me
know if you don't think yo uwill be needing all of them. I can also get you
the formal invitations to send out if you would like.
John Arnold@ECT
03/19/2001 11:22 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re: Guggenheim Museum
On Friday, will there be a private reception or area for us or will our
customers get lost in the crowd?
Probably thinking 30 invites for Friday. Is that ok?
From: Margaret Allen@ENRON on 03/16/2001 10:23 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Guggenheim Museum
Hey Buster,
Hope you had a great time in Cabo! I'm so jealous. I need a vacation
desperately!
I'm trying to get a commitment on numbers from the different groups for the
Guggenheim events. Will you look over this document and tell me which ones
you would like to attend and how many people you would like to bring to each?
Of course, I need it ASAP -- what's new, right?!!
Thanks honey! Margaret
| ||
arnold-j/_sent_mail/579.
|
subject: Re: SCS Daily Volatility Report as of 3/19/01
content: seeing no increase in physical demand from industrials. however, they cant=
=20
buy enough paper. energy customer deal flow has a conspicuous habit of=20
buying high and selling low. seeing virtually no producer selling. strip=
=20
will continue to be well supported through early spring. last year custome=
rs=20
sold all the way up, transferring their price risk to marketers and specs. =
=20
market for most part was very orderly move up during the summer. volatilit=
y=20
was in the pukes because everybody was long. now, customers are all buying=
. =20
move down should be orderly as is met with a lot of short covering from tra=
de=20
and volatility should come from short covering moves like today's. =20
market waiting to see those first two injection numbers. if we are beating=
=20
last year by 20 bcf, lights out. move down may also scare producers to do=
=20
some term selling, putting pressure on whole curve. =20
[email protected] on 03/20/2001 03:21:41 PM
To: [email protected]
cc: =20
Subject: Re: SCS Daily Volatility Report as of 3/19/01
maybe yur rite but 47% for sep still over valued. ive ve been buying deep=
=20
otm
(jun and july 4.00 strikeputs as well. collpse in oil curve gives me a litt=
le
more confidence eventually we follow.but agree its a little early.i say we=
=20
draw
this week 30 ish, lhand next week a small draw then builds-and if im rite s=
hud
be substantial from there. i was long twice near 5 bucks but saw no rally s=
o i
sold for nothing-shit-no patience
any indication industrial demand on the rise from the cxustomer side?
certainly numbers /withdrawels suggest not.. the weather has been lousy for=
=20
the
shotrs-cudnt be more construcictve-cold east hot west-terrific. but while t=
he
ranks are bullis/concerned over californication-those fukkers are outta gas=
=20
and
power anyway shud be more of an east west issue than anything-they conitue
ultimate px/economy destruction-in a way bearish.
think mite be worth going long straddles in a week or so
regards
[email protected] on 03/20/2001 04:06:55 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: SCS Daily Volatility Report as of 3/19/01
heffner how?
was pretty long coming into today just playing the range. sold everything
on the way up. will be s scale up seller probably through options.
certainly a short squeeze in trade today and i don;t think anything changes
tomorrow except maybe trade gets more confident in the short at the higher
level and if cash rejects higher prices.
will be buying lots of puts on the way up so i guess for me vol is not too
high. i was short vol and covered it all this morn. think we could be in
for some turbulence here
[email protected] on 03/20/2001 10:48:43 AM
To: [email protected]
cc:
Subject: SCS Daily Volatility Report as of 3/19/01
vol seems rich here for ngas no/ what do we do here with flat price? how
was
cabo?
---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/20/2001
11:48 AM ---------------------------
[email protected] on 03/20/2001 08:18:54 AM
To: [email protected]
cc: (bcc: Steve LaFontaine/GlobalCo)
Fax to:
Subject: SCS Daily Volatility Report as of 3/19/01
The attached report will be downloaded into microsoft word.
Have a nice day.
Regards,
SCS
S.C.S. Straddle Report for CL as of 3/19/2001
Option Future
Month Strike Set Vol Set
OTMP 2200 1 159.2
STD APR01 2650 40 50.0 2674
OTMC 2700 10 55.5
OTMP 2500 45 39.5
STD MAY01 2700 228 37.2 2692
OTMC 2900 43 37.4
OTMP 2450 66 38.9
STD JUN01 2700 315 36.4 2699
OTMC 3000 57 36.2
OTMP 2450 87 36.9
STD JUL01 2700 370 35.3 2698
OTMC 3100 63 36.1
OTMP 2400 99 36.6
STD AUG01 2700 423 34.9 2683
OTMC 3150 72 35.6
OTMP 2350 108 36.7
STD SEP01 2650 458 34.4 2664
OTMC 3200 75 35.0
OTMP 2300 116 36.7
STD OCT01 2600 488 33.8 2642
OTMC 3200 83 34.2
OTMP 2300 131 36.0
STD NOV01 2600 512 33.7 2620
OTMC 3200 90 34.2
OTMP 2250 131 35.3
STD DEC01 2600 527 32.6 2597
OTMC 3200 94 33.3
OTMP 2200 130 34.9
STD JAN02 2600 570 33.5 2574
OTMC 3000 139 32.9
OTMP 2200 140 33.7
STD FEB02 2550 535 30.3 2551
OTMP 2100 148 31.5
STD JUN02 2450 560 28.6 2456
OTMC 3300 84 30.4
OTMP 2000 163 28.7
STD DEC02 2350 612 27.9 2328
OTMC 3000 115 27.4
OTMP 1900 174 25.1
STD DEC03 2250 628 24.9 2198
S.C.S. Straddle Report for HO as of 3/19/2001
Option Future
Month Strike Set Vol Set
STD APR01 7000 368 41.8 7038
OTMC 7400 80 47.4
STD MAY01 7000 645 35.9 6885
OTMC 7500 128 38.4
STD JUN01 7000 816 34.2 6870
OTMC 7700 134 34.2
OTMP 6800 425 33.9
STD JUL01 6900 988 34.1 6910
OTMC 8000 188 37.4
OTMP 6800 462 33.6
STD AUG01 7000 1105 33.9 6965
OTMC 8200 209 36.4
OTMP 6600 409 33.9
STD SEP01 7000 1236 33.9 7040
OTMC 8900 184 37.8
OTMP 6600 431 33.9
STD OCT01 7100 1348 33.9 7110
OTMC 8800 251 37.3
S.C.S. Straddle Report for HU as of 3/19/2001
Option Future
Month Strike Set Vol Set
OTMP 8400 97 42.6
STD APR01 8700 467 42.7 8743
OTMC 9200 84 44.3
S.C.S. Straddle Report for NG as of 3/19/2001
Option Future
Month Strike Set Vol Set
OTMP 4750 46 47.8
STD APR01 5000 305 48.4 5035
OTMC 5250 76 50.1
OTMP 4600 122 48.1
STD MAY01 5050 612 47.0 5062
OTMC 5750 95 47.9
OTMP 4550 178 47.5
STD JUN01 5100 802 46.3 5092
OTMC 5950 147 48.0
OTMP 4500 219 47.2
STD JUL01 5150 990 47.4 5132
OTMC 6200 192 49.3
OTMP 4450 241 46.1
STD AUG01 5150 1118 46.7 5152
OTMC 6500 195 48.6
OTMP 4400 291 47.1
STD SEP01 5150 1267 47.7 5132
OTMC 6500 256 49.4
OTMP 4250 281 47.5
STD OCT01 5150 1393 48.7 5137
OTMC 6000 434 50.7
OTMP 4500 379 47.1
STD NOV01 5250 1470 48.2 5257
OTMC 7500 284 54.4
OTMP 4500 388 47.0
STD DEC01 5450 1661 48.4 5377
OTMC 6750 451 50.8
STD SEP02 2700 2003 42.2 4519
STD DEC02 2950 2131 44.4 4730
OTMP 2700 141 37.6
STD MAR03 2750 1928 37.6 4459
OTMC 4750 410 48.2
=0F:
| ||
arnold-j/_sent_mail/58.
|
subject:
content: Stinson:
Can we do the meeting today at 4:00?
| ||
arnold-j/_sent_mail/580.
|
subject: Re: Your Invitation to Enron's Executive Forum - 1st Quarter 2001
content: Debbie:
If you have availability for either session, please sign me up. I was unsu=
re=20
I would be able to attend until now, hence the late notice.
Thanks,
John
=20
=09Enron North America Corp.
=09
=09From: Debbie Nowak @ ENRON 03/07/2001 02:35 P=
M
=09
To: Paul Adair/Corp/Enron@Enron, Jeffery Ader/HOU/ECT@ECT, James A=20
Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, Joao Carlos=20
Albuquerque/SA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Ramon=20
Alvarez/Ventane/Enron@Enron, John Arnold/HOU/ECT@ECT, Alan=20
Aronowitz/HOU/ECT@ECT, Jarek Astramowicz/WAR/ECT@ECT, Mike=20
Atkins/HOU/EES@EES, Philip Bacon/NYC/MGUSA@MGUSA, Dan Badger/LON/ECT@ECT,=
=20
Wilson Barbee/HR/Corp/Enron@ENRON, David L Barth/TRANSREDES@TRANSREDES,=20
Edward D Baughman/HOU/ECT@ECT, Kenneth Bean/HOU/EES@EES, Kevin=20
Beasley/Corp/Enron@ENRON, Melissa Becker/Corp/Enron@ENRON, Tim=20
Belden/HOU/ECT@ECT, Ron Bertasi/LON/ECT@ECT, Michael J Beyer/HOU/ECT@ECT,=
=20
Jeremy Blachman/HOU/EES@EES, Donald M- ECT Origination Black/HOU/ECT@ECT,=
=20
Roderick Blackham/SA/Enron@Enron, Greg Blair/Corp/Enron@Enron, Ernesto=20
Blanco/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brad Blesie/Corp/Enron@ENRON,=
=20
Riccardo Bortolotti/LON/ECT@ECT, David J Botchlett/HOU/ECT@ECT, Hap=20
Boyd/EWC/Enron@Enron, Dan Boyle/Corp/Enron@Enron, William S Bradford/HOU/EC=
T,=20
Michael Brown/NA/Enron@Enron, William E Brown/ET&S/Enron, Harold G=20
Buchanan/HOU/EES@EES, Don Bunnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob=
=20
Butts/GPGFIN/Enron@ENRON, Christopher F Calger/PDX/ECT@ECT, Eduardo=20
Camara/SA/Enron@Enron, Nigel Carling/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT,=
=20
Cary M Carrabine/Corp/Enron@Enron, Rick L Carson/HOU/ECT, Rebecca=20
Carter/Corp/Enron@ENRON, Lou Casari/Enron Communications@Enron=20
Communications, Chee Ken Chew/SIN/ECT@ECT, Craig Childers/HOU/EES@EES, Paul=
=20
Chivers/LON/ECT@ECT, Larry Ciscon/Enron Communications@Enron Communications=
,=20
Edward Coats/Corp/Enron, Remi Collonges/SA/Enron@Enron, Bob Crane/HOU/ECT,=
=20
Deborah Culver/HOU/EES@EES, Les Cunningham/HOU/EES@EES, Greg=20
Curran/CA/Enron@Enron, Wanda Curry/HOU/EES@EES, Mike=20
Dahlke/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Hardie Davis/Corp/Enron, Anthon=
y=20
Dayao/AP/Enron@Enron, Michel Decnop/LON/ECT@ECT, Joseph Deffner/HOU/ECT,=20
David W Delainey/HOU/EES@EES, Tim DeSpain/HOU/ECT@ECT, Timothy J=20
Detmering/HOU/ECT@ECT, Janet R Dietrich/HOU/EES@EES, Richard DiMichele/Enro=
n=20
Communications@Enron Communications, Andy Dingsdale/EU/Enron@ENRON, Mark=20
Dobler/HOU/EES@EES
cc: =20
Subject: Your Invitation to Enron's Executive Forum - 1st Quarter 2001
The Office of the Chairman would like to invite you to participate at an=20
Enron Executive Forum. This invitation is extended to
anyone who attended an Executive Impact and Influence Program within the pa=
st=20
two years. These informal, interactive forums
will be 90 minutes in length and held several times per year.
Most of the participants in the Executive Impact and Influence program have=
=20
indicated a strong desire to express opinions, share
ideas, and ask questions to the Office of the Chairman. Although not=20
mandatory to attend, the forums are designed to address those issues. They=
=20
also afford the Office of the Chairman opportunities to speak directly to i=
ts=20
executive team, describe plans and initiatives, do =01&reality checks=018, =
create a=20
=01&rallying point=018 and ensure Enron=01,s executive management is on the=
=01&same=20
page=018 about where Enron is going---and why.
To accommodate anticipated demand, we currently have two sessions:
Choice: (Please rank in order of preference 1 or 2 for a session below. Yo=
u=20
will attend only one session.)
______ Thursday, March 29, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M
______ Friday, March 30, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M
The Office of the Chairman will host the forum. Here=01,s how it will work:
? Each session will have approximately 20 participants.
? The format will be honest, open, interactive dialogue.
? This will be your forum. Don=01,t expect to simply sit and listen to=20
presentations.=20
? This will not be the place for anonymity. You can safely ask your own=20
questions and express your own opinions.
? You can submit questions/issues in advance or raise them during the forum=
.
? Some examples of topics you might want to discuss include, but are not=20
limited to: the direction of Enron, business goals/results, M&A activitie=
s,=20
projects/initiatives, culture, leadership, management practices, diversity,=
=20
values, etc.
Because the forum will work only if everyone actively participates, we=20
encourage you to accept this invitation only if you=20
intend to have something to say and if you are willing to allow others to d=
o=20
the same. For planning purposes, it is essential that=20
you RSVP no later than Friday, March 16, 2001 by return e-mail to Debbie=20
Nowak, or via fax 713.646.8586. =20
Once we have ensured an even distribution of participants throughout these=
=20
sessions, we will confirm with you, in writing,
as to what session you will attend. We will try to honor requests for firs=
t=20
choices as much as possible. =20
Should you have any questions or concerns, please notify Gerry Gibson by=20
e-mail ([email protected]). Gerry can also be reached at 713.345.6806=
.
Thank you.
| ||
arnold-j/_sent_mail/581.
|
subject: Dinner Invitation - April 10, 2001 (For Trading Track)
content: i rsvp
---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 08:40
PM ---------------------------
From: John J Lavorato/ENRON@enronXgate@enronXgate on 03/15/2001 05:41 PM
Sent by: Kimberly Hillis/ENRON@enronXgate
To: Louise Kitchen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K
Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Thomas A
Martin/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT,
Fletcher J Sturm/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect, Karen
Buckley/ENRON@enronXgate, Chuck Ames/NA/Enron@Enron, Bilal
Bajwa/NA/Enron@Enron, Russell Ballato/NA/Enron@Enron, Steve
Gim/NA/Enron@Enron, Mog Heu/NA/Enron@Enron, Juan Padron/NA/Enron@Enron, Vladi
Pimenov/NA/Enron@Enron, Denver Plachy/NA/Enron@Enron, Paul
Schiavone/ENRON@enronXgate, Elizabeth Shim/Corp/Enron@ENRON, Matt
Smith/NA/Enron@ENRON, Joseph Wagner/NA/Enron@Enron, Jason
Wolfe/NA/Enron@ENRON, Virawan Yawapongsiri/NA/Enron@ENRON
cc: Ted C Bland/ENRON@enronXgate
Subject: Dinner Invitation - April 10, 2001 (For Trading Track)
You are cordially invited to attend cocktails and dinner on April 10, 2001 at
La Colombe d'Or restaurant located at 3410 Montrose Blvd (a map can be found
at www.lacolombedor.com). Cocktail hour will start at 7:00 pm with dinner to
follow.
Please note: this dinner is for the Trading Track Program.
Please RSVP to Ted Bland at extension 3-5275 before April 6, 2001.
| ||
arnold-j/_sent_mail/582.
|
subject: Re: FW: LNG Weekly Update
content: Looks good. certainly an area we need more focus on. Obviously the most
important aspect of lng is how much gas is coming in, what is that relative
to last year, and what new capacity is coming longer term.
As an aside, nat gas trades as a funciton of the storage spread to last year
and five year averages. It would be very useful if all fundamental analysis
were geared the same way. The fact that lng shipments are x this week is
meaningless. the fact that they are y delta of last year is extremely
useful. if you noticed in the fundies meeting, i was trying to move
discussion that way. what's switching vis a vis last year. whats
production relative to last year. it simplifies the fundamental analysis.
From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: LNG Weekly Update
An initial effort--please comment
| ||
arnold-j/_sent_mail/583.
|
subject: Re: Trip to Houston
content: Andy:
Good to hear. There continue to be a proliferation of new systems coming
online in the US; two more start in the next two months. We are pretty close
to finalizing a plan to open our system to everyone in terms of accepting
limit orders and posting best bid/offer regardless of whose it is. In this
framework, Enron would sleeve credit for free should two third parties be
matched on our system. However, we would hold the book, getting to see what
everyone was doing at all times. The idea is that if we can move the
industry's order flow from 30-40% EOL to 60% EOL, we get a huge information
advantage in addition to a couple trading advantages, namely we have first
priority on all numbers even if we are joining a limit bid posted by a
counterparty before us and second, we posess a proprietary stack manager that
will allow us to transact on attractive limit orders faster than our
competitors. Still working on technical issues. The decision to open EOL
markets would be done on a product by product basis. Give me a call if you
want to discuss.
Andrew Fairley
03/13/2001 11:14 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Trip to Houston
John
Redmond & I have now had a few weeks to implement some of your advice with
regard to EOL for UK gas.
We have managed to double our average daily volumes, and are capturing a
considerably greater share of the market. (We estimate 50% now).
Spectron are getting about 20-30% of the number of trades we do. There are
still some counterparties who insist on paying through our numbers and paying
brokerage so they do not show us what we are doing! As far as we are
concerned we only use SpectronLive on UK gas when we are executing the
strategy you mentioned below.
Once again, thanks for your help
All the best,
Andy
John Arnold
21/02/2001 04:26
To: Andrew Fairley/LON/ECT@ECT
cc:
Subject: Re: Trip to Houston
Andy:
Enjoyed meeting with you.
One more thing I did not address. My ultimate goal is to move all volume to
EOL. However, in addition to the NYMEX, we have about 6 other viable
electronic trading systems. We make it a point to never support these if
possible. We will only trade if the other system's offer is at or greater
than our bid. For instance, if we are 6/8 but have a strong inclination to
buy and another system is at 7, I will simultaneously lift their 7's and move
my market to 7/9. The lesson the counterparty gets is he will only get the
trade if I'm bidding 7 and he will only get executed when it is a bad trade
to him. People have learned fairly quickly not to leave numbers on the other
systems because they will just get picked off. If they don't post numbers on
the other systems, the systems get no liquidity and die.
I mention this because I have heard that Enron is a fairly large trader on
Spectron's system. I don't know whether it is in regards to gas, power, or
metals. Just something to think about and maybe talk about with the other
traders.
John
Andrew Fairley
02/20/2001 11:15 AM
To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott
Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON,
Keith Holst/HOU/ECT@ect
cc: David Gallagher/LON/ECT@ECT
Subject: Trip to Houston
Thank you so much for your time last week.
David and I found the time especially valuable. We have spotted several
issues helpful for our own market.
This should certainly help in the growth of our markets here in Europe. We
trust it won't be too long before we see similarly impressive results from
our side of the pond.
Best regards
Andy
| ||
arnold-j/_sent_mail/584.
|
subject: Re: SCS Daily Volatility Report as of 3/19/01
content: heffner how?
was pretty long coming into today just playing the range. sold everything =
on=20
the way up. will be s scale up seller probably through options. certainly=
a=20
short squeeze in trade today and i don;t think anything changes tomorrow=20
except maybe trade gets more confident in the short at the higher level and=
=20
if cash rejects higher prices. =20
will be buying lots of puts on the way up so i guess for me vol is not too=
=20
high. i was short vol and covered it all this morn. think we could be in=
=20
for some turbulence here
[email protected] on 03/20/2001 10:48:43 AM
To: [email protected]
cc: =20
Subject: SCS Daily Volatility Report as of 3/19/01
vol seems rich here for ngas no/ what do we do here with flat price? how wa=
s
cabo?
---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/20/2001
11:48 AM ---------------------------
[email protected] on 03/20/2001 08:18:54 AM
To: [email protected]
cc: (bcc: Steve LaFontaine/GlobalCo)
Fax to:
Subject: SCS Daily Volatility Report as of 3/19/01
The attached report will be downloaded into microsoft word.
Have a nice day.
Regards,
SCS
S.C.S. Straddle Report for CL as of 3/19/2001
Option Future
Month Strike Set Vol Set
OTMP 2200 1 159.2
STD APR01 2650 40 50.0 2674
OTMC 2700 10 55.5
OTMP 2500 45 39.5
STD MAY01 2700 228 37.2 2692
OTMC 2900 43 37.4
OTMP 2450 66 38.9
STD JUN01 2700 315 36.4 2699
OTMC 3000 57 36.2
OTMP 2450 87 36.9
STD JUL01 2700 370 35.3 2698
OTMC 3100 63 36.1
OTMP 2400 99 36.6
STD AUG01 2700 423 34.9 2683
OTMC 3150 72 35.6
OTMP 2350 108 36.7
STD SEP01 2650 458 34.4 2664
OTMC 3200 75 35.0
OTMP 2300 116 36.7
STD OCT01 2600 488 33.8 2642
OTMC 3200 83 34.2
OTMP 2300 131 36.0
STD NOV01 2600 512 33.7 2620
OTMC 3200 90 34.2
OTMP 2250 131 35.3
STD DEC01 2600 527 32.6 2597
OTMC 3200 94 33.3
OTMP 2200 130 34.9
STD JAN02 2600 570 33.5 2574
OTMC 3000 139 32.9
OTMP 2200 140 33.7
STD FEB02 2550 535 30.3 2551
OTMP 2100 148 31.5
STD JUN02 2450 560 28.6 2456
OTMC 3300 84 30.4
OTMP 2000 163 28.7
STD DEC02 2350 612 27.9 2328
OTMC 3000 115 27.4
OTMP 1900 174 25.1
STD DEC03 2250 628 24.9 2198
S.C.S. Straddle Report for HO as of 3/19/2001
Option Future
Month Strike Set Vol Set
STD APR01 7000 368 41.8 7038
OTMC 7400 80 47.4
STD MAY01 7000 645 35.9 6885
OTMC 7500 128 38.4
STD JUN01 7000 816 34.2 6870
OTMC 7700 134 34.2
OTMP 6800 425 33.9
STD JUL01 6900 988 34.1 6910
OTMC 8000 188 37.4
OTMP 6800 462 33.6
STD AUG01 7000 1105 33.9 6965
OTMC 8200 209 36.4
OTMP 6600 409 33.9
STD SEP01 7000 1236 33.9 7040
OTMC 8900 184 37.8
OTMP 6600 431 33.9
STD OCT01 7100 1348 33.9 7110
OTMC 8800 251 37.3
S.C.S. Straddle Report for HU as of 3/19/2001
Option Future
Month Strike Set Vol Set
OTMP 8400 97 42.6
STD APR01 8700 467 42.7 8743
OTMC 9200 84 44.3
S.C.S. Straddle Report for NG as of 3/19/2001
Option Future
Month Strike Set Vol Set
OTMP 4750 46 47.8
STD APR01 5000 305 48.4 5035
OTMC 5250 76 50.1
OTMP 4600 122 48.1
STD MAY01 5050 612 47.0 5062
OTMC 5750 95 47.9
OTMP 4550 178 47.5
STD JUN01 5100 802 46.3 5092
OTMC 5950 147 48.0
OTMP 4500 219 47.2
STD JUL01 5150 990 47.4 5132
OTMC 6200 192 49.3
OTMP 4450 241 46.1
STD AUG01 5150 1118 46.7 5152
OTMC 6500 195 48.6
OTMP 4400 291 47.1
STD SEP01 5150 1267 47.7 5132
OTMC 6500 256 49.4
OTMP 4250 281 47.5
STD OCT01 5150 1393 48.7 5137
OTMC 6000 434 50.7
OTMP 4500 379 47.1
STD NOV01 5250 1470 48.2 5257
OTMC 7500 284 54.4
OTMP 4500 388 47.0
STD DEC01 5450 1661 48.4 5377
OTMC 6750 451 50.8
STD SEP02 2700 2003 42.2 4519
STD DEC02 2950 2131 44.4 4730
OTMP 2700 141 37.6
STD MAR03 2750 1928 37.6 4459
OTMC 4750 410 48.2
=0F:
| ||
arnold-j/_sent_mail/585.
|
subject: daily charts and matrices as hot links 3/20
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 07:19
AM ---------------------------
[email protected] on 03/20/2001 07:05:45 AM
To: [email protected]
cc:
Subject: daily charts and matrices as hot links 3/20
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2000 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Please look at the improved natural gas matrices.
Crude http://www.carrfut.com/research/Energy1/crude33.pdf
Natural Gas http://www.carrfut.com/research/Energy1/ngas33.pdf
Distillate http://www.carrfut.com/research/Energy1/hoil33.pdf
Unleaded http://www.carrfut.com/research/Energy1/unlded33.pdf
Nat Gas Strip Matrix
http://www.carrfut.com/research/Energy1/StripmatrixNG33.pdf
Nat Gas Spread Matrix
http://www.carrfut.com/research/Energy1/SpreadmatrixNG33.pdf
Crude and Products Spread Matrix
http://www.carrfut.com/research/Energy1/SpreadmatrixCL33.pdf
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| ||
arnold-j/_sent_mail/586.
|
subject: Re:
content: wanna bring me back to work?
Matthew Arnold
03/19/2001 03:25 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
halleleujah. want to bring it by later?
John Arnold
03/19/2001 03:23 PM
To: Matthew Arnold/HOU/ECT@ECT
cc:
Subject:
you'll be happy to know i get my car back today
| ||
arnold-j/_sent_mail/587.
|
subject: Re: Receipt of Hedge Fund Information
content: just got it today. thanks
"Gapinski, Michael" <[email protected]> on 03/15/2001 03:54:42
PM
To: "Arnold John (E-mail)" <[email protected]>
cc:
Subject: Receipt of Hedge Fund Information
John -
I had our Alternative Investments Group ship the offering materials for 4
different hedge funds to your office, and I wanted to confirm that you
received them. Please let me know.
Thanks,
> Michael Gapinski
> Account Vice President
> Emery Financial Group
> PaineWebber, Inc.
> 713-654-0365
> 800-553-3119 x365
> Fax: 713-654-1281
> Cell: 281-435-0295
>
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
| ||
arnold-j/_sent_mail/588.
|
subject:
content: you'll be happy to know i get my car back today
| ||
arnold-j/_sent_mail/589.
|
subject:
content: dinner this week? i'm free mon-wed
| ||
arnold-j/_sent_mail/59.
|
subject: Re: video shoot
content: that's fine
Heather Alon
11/01/2000 12:59 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: video shoot
Hi John,
John Lavorato needs to leave earlier tonight so we will need to start
shooting a little earlier today, around 5:00. Will this work for you?
Thanks,
Heather
3-1825
| ||
arnold-j/_sent_mail/590.
|
subject: Re: Guggenheim Museum
content: On Friday, will there be a private reception or area for us or will our
customers get lost in the crowd?
Probably thinking 30 invites for Friday. Is that ok?
From: Margaret Allen@ENRON on 03/16/2001 10:23 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Guggenheim Museum
Hey Buster,
Hope you had a great time in Cabo! I'm so jealous. I need a vacation
desperately!
I'm trying to get a commitment on numbers from the different groups for the
Guggenheim events. Will you look over this document and tell me which ones
you would like to attend and how many people you would like to bring to each?
Of course, I need it ASAP -- what's new, right?!!
Thanks honey! Margaret
| ||
arnold-j/_sent_mail/591.
|
subject: Re: Attached Invitation from IDRC Houston Chapter
content: remove me from your email list
Shirley Sklar <[email protected]> on 03/15/2001 01:13:13 PM
To: [email protected]
cc: Ed Jarboe <[email protected]>, Shirley Sklar <[email protected]>
Subject: Attached Invitation from IDRC Houston Chapter
Attached is an invitation from the IDRC Houston Chapter.
The following section of this message contains a file attachment
prepared for transmission using the Internet MIME message format.
If you are using Pegasus Mail, or any another MIME-compliant system,
you should be able to save it or view it from within your mailer.
If you cannot, please ask your system administrator for assistance.
---- File information -----------
File: HOUSTON41001.doc
Date: 15 Mar 2001, 13:59
Size: 71680 bytes.
Type: Unknown
- HOUSTON41001.doc
| ||
arnold-j/_sent_mail/592.
|
subject: Re: hub cash?
content: cash goes out trading +1 to +3 j/k a piece
[email protected] on 03/15/2001 08:31:31 AM
To: [email protected]
cc:
Subject: Re: hub cash?
hey i cant get eol on my hotel int connection. cud u tell me what delta for
hub
cash was yest am and this am??? thanks
ps also saw u in fortune magazine-back of your head. your famous dude.
[email protected] on 03/15/2001 09:27:09 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: utilites?
so argument more switching than outright lost demand? where are petro
prices on a comparable equivalence?
[email protected] on 03/15/2001 08:17:02 AM
To: [email protected]
cc:
Subject: Re: utilites?
enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to
recover esp with failing econ growth. the one thing concerns me about bear
side
is implied demand for us petro products is huge. doesnt seem to suggest an
econmic impact on that side. having said that absulte px for petro much
much
lower relative to natgas
| ||
arnold-j/_sent_mail/593.
|
subject: Re: hub cash?
content: i have a very pretty back of the head
cash went out around 2-4 back yesterday.
today it is 3 back right now
bo trying to sell j/k at 4.5 on the open
[email protected] on 03/15/2001 08:31:31 AM
To: [email protected]
cc:
Subject: Re: hub cash?
hey i cant get eol on my hotel int connection. cud u tell me what delta for
hub
cash was yest am and this am??? thanks
ps also saw u in fortune magazine-back of your head. your famous dude.
[email protected] on 03/15/2001 09:27:09 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: utilites?
so argument more switching than outright lost demand? where are petro
prices on a comparable equivalence?
[email protected] on 03/15/2001 08:17:02 AM
To: [email protected]
cc:
Subject: Re: utilites?
enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to
recover esp with failing econ growth. the one thing concerns me about bear
side
is implied demand for us petro products is huge. doesnt seem to suggest an
econmic impact on that side. having said that absulte px for petro much
much
lower relative to natgas
| ||
arnold-j/_sent_mail/594.
|
subject: Re: utilites?
content: so argument more switching than outright lost demand? where are petro
prices on a comparable equivalence?
[email protected] on 03/15/2001 08:17:02 AM
To: [email protected]
cc:
Subject: Re: utilites?
enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to
recover esp with failing econ growth. the one thing concerns me about bear
side
is implied demand for us petro products is huge. doesnt seem to suggest an
econmic impact on that side. having said that absulte px for petro much much
lower relative to natgas
| ||
arnold-j/_sent_mail/595.
|
subject: Re: utilites?
content: heffner a little bullish, eh?
| ||
arnold-j/_sent_mail/596.
|
subject: Re: utilites?
content: agree with contango story . cash to futures pretty bullish but a picture
where agressive inj now are bearish later. so curve should flatten. also
back of curve (cal2,3) under a lot of pressure now. customers will be buying
all the way down and will get fucked just like last year. contango has been
under considerable pressure even with the front falling...any rally should
result in those snapping in to 4. good scalp in my opinion.
definitely seeing your side on the $5 level. surprised we havent gotten more
demand back as we sit at these lower levels.
off to cabo today for a long weekend. kind of exhausted at work right now so
a much needed break.
[email protected] on 03/15/2001 07:50:59 AM
To: [email protected]
cc:
Subject: Re: utilites?
i wud think apr shud also start to find support from contangos, storage
players,
ie pretty attractive contangos given the bullsih mkt sentiment, and spec a
little short will eventually roll. i bullspd a little little at 5.5 just for a
scalp. if cash converges which it shud as we fall in px then shud see sprds
find
support at the 5-6 ct level/month? ?
other than that-im still bearish-5 bucks not sustainable longer term and
nothing yet telling me otherwise. economy and oil curve also not going to help
ngas. buying 4.00 summer puts
thanks for comments on utilites-i'll bet they buy all the way down but i
think
theyll have so much gas coming at em if we stay at these levels the mkt will
ultiamtely force em to back down.
in ny yest and today-saw the red hot chili peppers last nite , was awsome,
small place about 1000 fans,maybe for a charity. also here for some of those
covert operations we talked about a while back. wkup.
| ||
arnold-j/_sent_mail/597.
|
subject: Yahoo! Sports Tournament Pick'em
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 03/15/2001 07:28
AM ---------------------------
"[email protected]" <jfk51272 on 03/14/2001 11:13:41 AM
To: [email protected]
cc:
Subject: Yahoo! Sports Tournament Pick'em
Wednesday, March 14, 09:13:39 AM PT
Hello [email protected],
You have been invited to join jfk51272's Private Group in Yahoo!
Sports Tournament Pick'em.
In order to join the group, just go to
http://tournament.fantasysports.yahoo.com/men, sign up and
choose to Join a Private Group. Then, when prompted, enter the
following information...
Group ID#: 36853
Password: done
We will send you a confirmation with further details once you
have completed the registration process.
Note from jfk51272:
Entry Fee is U.S. $50.00 WINNER TAKE ALL!!!!
--Tournament Pick'em Commissioner
http://tournament.fantasysports.yahoo.com/men
| ||
arnold-j/_sent_mail/598.
|
subject: Yahoo! Sports Tournament Pick'em
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 03/14/2001 05:16
PM ---------------------------
"[email protected]" <jfk51272 on 03/14/2001 11:13:41 AM
To: [email protected]
cc:
Subject: Yahoo! Sports Tournament Pick'em
Wednesday, March 14, 09:13:39 AM PT
Hello [email protected],
You have been invited to join jfk51272's Private Group in Yahoo!
Sports Tournament Pick'em.
In order to join the group, just go to
http://tournament.fantasysports.yahoo.com/men, sign up and
choose to Join a Private Group. Then, when prompted, enter the
following information...
Group ID#: 36853
Password: done
We will send you a confirmation with further details once you
have completed the registration process.
Note from jfk51272:
Entry Fee is U.S. $50.00 WINNER TAKE ALL!!!!
--Tournament Pick'em Commissioner
http://tournament.fantasysports.yahoo.com/men
| ||
arnold-j/_sent_mail/599.
|
subject: Re: how are your broker relationships?
content: houston would be easy ireland kinda tough
From: Jennifer Fraser/ENRON@enronXgate on 03/13/2001 12:51 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: how are your broker relationships?
what is the probability of you procuring some U2 tickets? We would dearly
love to attend the concert in ireland at slane castle in august....I couldn't
dial fast enough to get them
Jen Fraser
713-853-4759
| ||
arnold-j/_sent_mail/6.
|
subject: Re: HARVARD
content: yep
Caroline Abramo@ENRON
12/12/2000 03:59 PM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron
cc:
Subject: HARVARD
J/M- I have Jason Hotra- their trader coming in tomorrow- maybe I can drag
you 2 away for a few minutes after 3.
see you tomorrow,
ca
| ||
arnold-j/_sent_mail/60.
|
subject:
content: Dave:
Can you do the same printout today of children for product #33076
Thanks
John
| ||
arnold-j/_sent_mail/600.
|
subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey
content: 71
[email protected] on 03/14/2001 08:18:25 AM
To: [email protected]
cc:
Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey
Good Morning,
Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY.
Last Year -31
Last Week -73
Thank You,
George Ellis
BNP PARIBAS Commodity Futures, Inc.
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
a l'intention exclusive de ses destinataires et sont confidentiels. Si vous
recevez ce message par erreur, merci de le detruire et d'en avertir
immediatement l'expediteur.
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diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
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addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
either whole or partial, is prohibited except formal approval.
The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
| ||
arnold-j/_sent_mail/601.
|
subject: Re: Question
content: Sorry, have no idea.
From: Ann M Schmidt@ENRON on 03/14/2001 08:43 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Question
Hi John,
I work in Corp. PR and Eric Thode recommended that I drop you and email with
respect to a question I have about specific trade types that no one seems to
know the answer to. I wanted to know if you knew what ST and MLT trades are
and just so you know, in case it makes a difference, these are in context to
French power trading. I know you are extremely busy but if you get a chance
I would greatly appreciate your comments.
Thanks, Ann
x54694
| ||
arnold-j/_sent_mail/602.
|
subject: Re: utilites?
content: very funny today...during the free fall, couldn't price jv and xh low enough
on eol, just kept getting cracked. when we stabilized, customers came in to
buy and couldnt price it high enough. winter versus apr went from +23 cents
when we were at the bottom to +27 when april rallied at the end even though
it should have tightened theoretically. however, april is being supported
just off the strip. getting word a lot of utilities are going in front of
the puc trying to get approval for hedging programs this year.
[email protected] on 03/13/2001 11:07:13 AM
To: [email protected]
cc:
Subject: utilites?
hey johnny. hope all is well. what u think hrere? utuilites buying this break
down? charts look awful but 4.86 ish is next big level.
jut back from skiing in co, fun but took 17 hrs to get home and a 1.5 days to
get there cuz of twa and weather.
| ||
arnold-j/_sent_mail/603.
|
subject: Re: ooops....
content: what are you doing tonight?
| ||
arnold-j/_sent_mail/604.
|
subject:
content: what are you doing tonight
| ||
arnold-j/_sent_mail/605.
|
subject: Re: ooops....
content: how about benjys?
|
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