id
string | message_id
string | from
list | to
list | date
string | subject
string | content
string | email_context
string | attachments
string | hypothetical_query_list
list | token_count_content
int32 | token_count_context
int32 | user
string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
534.
|
da715ac8-4368-424c-bdd5-5a6f56db798f
|
[
"john.arnold@enron.com"
] |
[
"michael.gapinski@ubspainewebber.com"
] |
Wed, 4 Apr 2001 15:23:00 -0700 (PDT)
|
Re: Monday Conference Call
|
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
|
Jarnold.nsf
|
[] | 145 | 0 |
arnold-j
|
|
535.
|
4df9fe47-2f8f-4140-9309-3b6b324d64b4
|
[
"john.arnold@enron.com"
] |
[
"caroline.abramo@enron.com"
] |
Wed, 4 Apr 2001 13:39:00 -0700 (PDT)
|
Re: Guggenheim/Enron Event May 24th
|
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,
per.sekse@enron.com, 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
|
Jarnold.nsf
|
[] | 63 | 875 |
arnold-j
|
536.
|
4948bd6e-167e-48b5-b469-906a4aff3f05
|
[
"john.arnold@enron.com"
] |
[
"stephen.piasio@ssmb.com"
] |
Wed, 4 Apr 2001 13:37:00 -0700 (PDT)
|
Re: credit facility...finally
|
good to hear. met john galperin today. give me a call soon to dicuss how
to most effectively use the line.
|
"Piasio, Stephen [FI]" <stephen.piasio@ssmb.com> on 03/30/2001 03:42:08 PM
To: "'jarnold@enron.com'" <jarnold@enron.com>
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.
|
Jarnold.nsf
|
[] | 33 | 212 |
arnold-j
|
537.
|
122c7b47-6647-4dfb-a458-62d56bcbcac5
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Wed, 4 Apr 2001 13:34:00 -0700 (PDT)
|
Date Revised: Your Invitation to Enron's Executive Forum - 1st
Quarter 2001
|
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 (gerry.gibson@enron.com). Gerry can also be reached at 713.345.6806=
.
Thank you.
|
Jarnold.nsf
|
[] | 2 | 1,733 |
arnold-j
|
538.
|
ce714fbf-41c3-4a38-aefe-8207c0339e40
|
[
"john.arnold@enron.com"
] |
[
"sarah.mulholland@enron.com"
] |
Wed, 4 Apr 2001 13:33:00 -0700 (PDT)
|
Re: us fuel 4/2/01
|
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
|
Jarnold.nsf
|
[] | 108 | 295 |
arnold-j
|
539.
|
e1756975-f8de-4542-8ad1-acba9a47bed4
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Wed, 4 Apr 2001 13:28:00 -0700 (PDT)
|
Re: Miami
|
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
|
Jarnold.nsf
|
[] | 45 | 89 |
arnold-j
|
54.
|
71d35bfb-4544-4d7a-9302-edfd56f5b6e0
|
[
"john.arnold@enron.com"
] |
[
"margaret.allen@enron.com"
] |
Thu, 2 Nov 2000 00:29:00 -0800 (PST)
|
Re: NYC rocks
|
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...
|
Jarnold.nsf
|
[] | 12 | 87 |
arnold-j
|
540.
|
1903e0f8-aa85-4a0d-a8c6-424600074713
|
[
"john.arnold@enron.com"
] |
[
"sharad.agnihotri@enron.com"
] |
Wed, 4 Apr 2001 13:28:00 -0700 (PDT)
|
Re: Gas Implied Volatility Smile
|
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
|
Jarnold.nsf
|
[] | 575 | 146 |
arnold-j
|
541.
|
71e2fa17-9f4c-4792-aaee-e250bd2cd1c9
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Wed, 4 Apr 2001 12:47:00 -0700 (PDT)
|
Re: moving on
|
Congrats, thought you were headed to aig. how long til you get to short
natty again?
|
slafontaine@globalp.com on 04/04/2001 02:05:52 PM
To: slafontaine@globalp.com
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 oakley2196@aol.com
regards,steve
|
Jarnold.nsf
|
[] | 25 | 192 |
arnold-j
|
547.
|
b000c012-caba-4cf3-abdb-2e00839a921e
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Tue, 3 Apr 2001 01:16:00 -0700 (PDT)
|
i've realized i'm too old to stay up til 1 on a school night
|
Jarnold.nsf
|
[] | 16 | 0 |
arnold-j
|
||
548.
|
10d3ed34-8161-4db0-a666-d8f8caaf9976
|
[
"john.arnold@enron.com"
] |
[
"margaret.allen@enron.com"
] |
Mon, 2 Apr 2001 07:32:00 -0700 (PDT)
|
Re:
|
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?
|
Jarnold.nsf
|
[] | 12 | 144 |
arnold-j
|
550.
|
6cc92c89-7fe2-421a-9af8-1ced646ee16a
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Fri, 30 Mar 2001 04:19:00 -0800 (PST)
|
Re: power gen
|
you're right though...it seems like bo and i are always on the opposite side
of each other.
|
Jarnold.nsf
|
[] | 23 | 0 |
arnold-j
|
|
551.
|
b623694c-e659-44ef-ba06-8c297fbe910b
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Fri, 30 Mar 2001 04:05:00 -0800 (PST)
|
Re: power gen
|
fyi : bo is a big put buyer and fence seller today. though he is trying to
defend j.
|
slafontaine@globalp.com on 03/29/2001 09:22:15 PM
To: John.Arnold@enron.com
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
John.Arnold@enron.com 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.
|
Jarnold.nsf
|
[] | 26 | 557 |
arnold-j
|
552.
|
c3f30a6f-d30b-4be2-ac94-2d284932ba5a
|
[
"john.arnold@enron.com"
] |
[
"tom.wilbeck@enron.com"
] |
Thu, 29 Mar 2001 11:10:00 -0800 (PST)
|
Re: technical help for interviewing traders
|
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
|
Jarnold.nsf
|
[] | 239 | 214 |
arnold-j
|
553.
|
9c4443f8-b3fd-40d3-8fce-fa4e06c61415
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Thu, 29 Mar 2001 10:57:00 -0800 (PST)
|
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
|
Jarnold.nsf
|
[] | 32 | 0 |
arnold-j
|
||
554.
|
75e8bddb-54ed-4ed0-b088-29ccc6181d03
|
[
"john.arnold@enron.com"
] |
[
"tom.moran@enron.com"
] |
Thu, 29 Mar 2001 10:51:00 -0800 (PST)
|
Re: ICE Trading Platform - Financial Gas Counterparties
|
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
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Jarnold.nsf
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[] | 1 | 144 |
arnold-j
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555.
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5ecbad5d-28af-48f4-a591-f6f7bc5b192d
|
[
"john.arnold@enron.com"
] |
[
"sales@cortlandtwines.com"
] |
Thu, 29 Mar 2001 10:46:00 -0800 (PST)
|
Re: Cortlandt Wines.Spirits Invoice - Thank you for your order!
|
I understand you are out of one of the wines. Please fill remaining order.
thanks, john
|
sales@cortlandtwines.com on 03/25/2001 06:16:00 PM
To: jarnold@enron.com
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: jarnold@enron.com
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: sales@cortlandtwines.com
WWW: http://www.cortlandtwines.com/
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Jarnold.nsf
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[] | 23 | 458 |
arnold-j
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556.
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3d6aad8e-f27a-467d-a29d-7b81e30ea191
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Thu, 29 Mar 2001 10:45:00 -0800 (PST)
|
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.
|
Jarnold.nsf
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[] | 159 | 0 |
arnold-j
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557.
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e2430d21-0b43-441f-9ad5-89183900536c
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[
"john.arnold@enron.com"
] |
[
"clayton.vernon@enron.com"
] |
Thu, 29 Mar 2001 10:38:00 -0800 (PST)
|
Re: ? about turf
|
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
|
Jarnold.nsf
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[] | 40 | 213 |
arnold-j
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558.
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7c025c89-4ab8-4667-99b9-d78069163e21
|
[
"john.arnold@enron.com"
] |
[
"john.lavorato@enron.com"
] |
Thu, 29 Mar 2001 10:36:00 -0800 (PST)
|
Re: Astro's Baseball Season Tickets
|
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.
|
Jarnold.nsf
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[] | 39 | 667 |
arnold-j
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559.
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aab5eccf-de64-4650-a198-b2df157a17ac
|
[
"john.arnold@enron.com"
] |
[
"trademup@yahoo.com"
] |
Wed, 28 Mar 2001 23:20:00 -0800 (PST)
|
Re: missing a couple jumbos?
|
thanks, i'll check it out
|
Fletcher Sturm <trademup@yahoo.com> on 03/28/2001 08:41:40 PM
To: john.arnold@enron.com
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.
|
Jarnold.nsf
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[] | 7 | 256 |
arnold-j
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56.
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2131ab75-dec2-4d95-9ed2-8166748ac382
|
[
"john.arnold@enron.com"
] |
[
"russell.dyk@enron.com"
] |
Wed, 1 Nov 2000 10:48:00 -0800 (PST)
|
Re: Credit Suisse First Boston
|
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
|
Jarnold.nsf
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[] | 2 | 227 |
arnold-j
|
560.
|
f728827f-0072-4bff-8ba3-505d79d0203f
|
[
"john.arnold@enron.com"
] |
[
"john.arnold@enron.com"
] |
Wed, 28 Mar 2001 10:16:00 -0800 (PST)
|
http://gasfundy.corp.enron.com/gas/framework/default.asp
|
Jarnold.nsf
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[] | 21 | 0 |
arnold-j
|
||
561.
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f84f16ac-3511-46f9-b307-67a3a704ac44
|
[
"john.arnold@enron.com"
] |
[
"klarnold@flash.net"
] |
Tue, 27 Mar 2001 23:36:00 -0800 (PST)
|
Re: Devon
|
will call you tonight
|
Karen Arnold <klarnold@flash.net> on 03/27/2001 08:09:06 PM
To: john.arnold@enron.com
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!!!
|
Jarnold.nsf
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[] | 4 | 84 |
arnold-j
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563.
|
5a1b0897-b466-403f-b6df-44d8897e649a
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Mon, 26 Mar 2001 06:56:00 -0800 (PST)
|
Re: power gen
|
where are you getting those numbers?
|
slafontaine@globalp.com on 03/26/2001 12:56:07 PM
To: jarnold@enron.com
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.
|
Jarnold.nsf
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[] | 7 | 100 |
arnold-j
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564.
|
b10195e4-6e47-44ad-8817-b10a61616ca7
|
[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Mon, 26 Mar 2001 06:17:00 -0800 (PST)
|
Re: easter weekend
|
yes
i dont know. both have their merits
|
"Jennifer White" <jenwhite7@zdnetonebox.com> on 03/26/2001 01:41:38 PM
To: john.arnold@enron.com
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
|
Jarnold.nsf
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[] | 11 | 173 |
arnold-j
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566.
|
efd57dc9-8880-4122-8bc0-53b5071633b1
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Sun, 25 Mar 2001 13:25:00 -0800 (PST)
|
Re: distillates
|
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.
|
slafontaine@globalp.com on 03/25/2001 08:16:26 PM
To: John.Arnold@enron.com
cc:
Subject: Re: distillates
f puts?? you mean january? u mean june and january???
John.Arnold@enron.com 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.
slafontaine@globalp.com on 03/23/2001 01:44:10 PM
To: jarnold@enron.com
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
|
Jarnold.nsf
|
[] | 215 | 659 |
arnold-j
|
567.
|
177e4ca7-b1b9-4748-a4e6-be9879bcf10f
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Sun, 25 Mar 2001 10:30:00 -0800 (PST)
|
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.
|
slafontaine@globalp.com on 03/23/2001 01:44:10 PM
To: jarnold@enron.com
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
|
Jarnold.nsf
|
[] | 302 | 241 |
arnold-j
|
568.
|
6d71939b-9d4c-4602-9775-259eff09851e
|
[
"john.arnold@enron.com"
] |
[
"frank.hayden@enron.com"
] |
Sun, 25 Mar 2001 07:44:00 -0800 (PST)
|
Re: FW: Rick Buy Report Tomorrow--Your comments needed
|
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
|
Jarnold.nsf
|
[] | 29 | 377 |
arnold-j
|
57.
|
2b6521a9-4eac-4707-b047-476a4b094da8
|
[
"john.arnold@enron.com"
] |
[
"margaret.allen@enron.com"
] |
Wed, 1 Nov 2000 08:33:00 -0800 (PST)
|
hey podner:
where are you buying me dinner tonight?
|
Jarnold.nsf
|
[] | 13 | 0 |
arnold-j
|
||
570.
|
7265ec37-d6b6-4332-89ce-ee0501571773
|
[
"john.arnold@enron.com"
] |
[
"caroline.abramo@enron.com"
] |
Fri, 23 Mar 2001 03:00:00 -0800 (PST)
|
Re: today
|
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,...
|
Jarnold.nsf
|
[] | 6 | 115 |
arnold-j
|
571.
|
5d0c2b87-7450-4c03-9940-79abb79453a6
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Wed, 21 Mar 2001 09:51:00 -0800 (PST)
|
CONFIRMATION: March 30, 2001 Executive Forum
|
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
|
Jarnold.nsf
|
[] | 2 | 511 |
arnold-j
|
572.
|
c07806f4-8b03-4c1a-9019-3bbf71a0dc36
|
[
"john.arnold@enron.com"
] |
[
"herve.duteil@americas.bnpparibas.com"
] |
Wed, 21 Mar 2001 08:17:00 -0800 (PST)
|
Re: Cancellation of EOL Deal #1025253
|
confirm
|
herve.duteil@americas.bnpparibas.com on 03/21/2001 03:02:06 PM
To: John.arnold@enron.com
cc: anthony.lonardo@americas.bnpparibas.com,
carmen.martinez@americas.bnpparibas.com,
ranjeet.bhatia@americas.bnpparibas.com
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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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.
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----
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,
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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.
______________________________________________________________________________
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|
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[] | 2 | 583 |
arnold-j
|
573.
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8f84dc9e-26a1-4061-8386-945a43b2bafc
|
[
"john.arnold@enron.com"
] |
[
"margaret.allen@enron.com"
] |
Wed, 21 Mar 2001 08:16:00 -0800 (PST)
|
Re: Guggenheim Museum
|
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
|
Jarnold.nsf
|
[] | 25 | 376 |
arnold-j
|
574.
|
aa8d59c8-e2e0-4687-a807-24e5b59bb05d
|
[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Wed, 21 Mar 2001 07:58:00 -0800 (PST)
|
Re:
|
yes but getting haircut until 700. is it too dark then?
|
"Jennifer White" <jenwhite7@zdnetonebox.com> on 03/21/2001 03:29:37 PM
To: john.arnold@enron.com
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
|
Jarnold.nsf
|
[] | 14 | 113 |
arnold-j
|
576.
|
6ebc5559-bd59-4aaf-833a-a013d1600e15
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 21 Mar 2001 03:00:00 -0800 (PST)
|
RE: fundamentals thought dimensions
|
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 >>
|
Jarnold.nsf
|
[] | 1 | 527 |
arnold-j
|
577.
|
5e395acd-d11e-47e9-84a4-ad1535748086
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 21 Mar 2001 02:33:00 -0800 (PST)
|
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 >>
|
Jarnold.nsf
|
[] | 5 | 400 |
arnold-j
|
578.
|
aca82c7a-53d1-4c09-8fa7-0d546ecad092
|
[
"john.arnold@enron.com"
] |
[
"mike.maggi@enron.com"
] |
Tue, 20 Mar 2001 13:38:00 -0800 (PST)
|
Re: Guggenheim Museum
|
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
|
Jarnold.nsf
|
[] | 35 | 403 |
arnold-j
|
579.
|
e78b3394-502e-44c9-b409-b5505904ee25
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Tue, 20 Mar 2001 13:34:00 -0800 (PST)
|
Re: SCS Daily Volatility Report as of 3/19/01
|
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
|
slafontaine@globalp.com on 03/20/2001 03:21:41 PM
To: John.Arnold@enron.com
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
John.Arnold@enron.com 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
slafontaine@globalp.com on 03/20/2001 10:48:43 AM
To: jarnold@enron.com
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 ---------------------------
Scsotc@aol.com on 03/20/2001 08:18:54 AM
To: Scsotc@aol.com
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:
|
Jarnold.nsf
|
[] | 239 | 3,464 |
arnold-j
|
580.
|
a0ba7e8b-d201-4b2c-95f1-daa58f41df44
|
[
"john.arnold@enron.com"
] |
[
"debbie.nowak@enron.com"
] |
Tue, 20 Mar 2001 12:46:00 -0800 (PST)
|
Re: Your Invitation to Enron's Executive Forum - 1st Quarter 2001
|
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
=09
|
From: 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 (gerry.gibson@enron.com). Gerry can also be reached at 713.345.6806=
.
Thank you.
|
Jarnold.nsf
|
[] | 66 | 1,801 |
arnold-j
|
581.
|
be27bfa3-2bd4-43af-9fdb-ee990730b6c0
|
[
"john.arnold@enron.com"
] |
[
"ted.bland@enron.com"
] |
Tue, 20 Mar 2001 12:43:00 -0800 (PST)
|
Dinner Invitation - April 10, 2001 (For Trading Track)
|
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.
|
Jarnold.nsf
|
[] | 4 | 526 |
arnold-j
|
582.
|
1e880dac-a206-4ebe-a3b7-e5ede6769141
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Tue, 20 Mar 2001 12:36:00 -0800 (PST)
|
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
|
Jarnold.nsf
|
[] | 183 | 56 |
arnold-j
|
583.
|
1ca0def0-3805-4e38-a3ed-41c44b0f5cbe
|
[
"john.arnold@enron.com"
] |
[
"andrew.fairley@enron.com"
] |
Tue, 20 Mar 2001 12:22:00 -0800 (PST)
|
Re: Trip to Houston
|
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
|
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|
[] | 271 | 727 |
arnold-j
|
584.
|
75d3f560-8e13-4988-985b-2f376c124791
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Tue, 20 Mar 2001 07:06:00 -0800 (PST)
|
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=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
|
slafontaine@globalp.com on 03/20/2001 10:48:43 AM
To: jarnold@enron.com
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 ---------------------------
Scsotc@aol.com on 03/20/2001 08:18:54 AM
To: Scsotc@aol.com
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:
|
Jarnold.nsf
|
[] | 148 | 2,913 |
arnold-j
|
586.
|
98a75c89-8400-45a0-8b2f-6418b5dd17c7
|
[
"john.arnold@enron.com"
] |
[
"matthew.arnold@enron.com"
] |
Mon, 19 Mar 2001 08:30:00 -0800 (PST)
|
Re:
|
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
|
Jarnold.nsf
|
[] | 13 | 98 |
arnold-j
|
587.
|
47d364aa-5719-47e6-a6aa-47103797032e
|
[
"john.arnold@enron.com"
] |
[
"michael.gapinski@painewebber.com"
] |
Mon, 19 Mar 2001 07:23:00 -0800 (PST)
|
Re: Receipt of Hedge Fund Information
|
just got it today. thanks
|
"Gapinski, Michael" <michael.gapinski@painewebber.com> on 03/15/2001 03:54:42
PM
To: "Arnold John (E-mail)" <john.arnold@enron.com>
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.
|
Jarnold.nsf
|
[] | 8 | 305 |
arnold-j
|
59.
|
5f9228a5-5999-4aa1-9c64-047ea4973dba
|
[
"john.arnold@enron.com"
] |
[
"heather.alon@enron.com"
] |
Wed, 1 Nov 2000 06:36:00 -0800 (PST)
|
Re: video shoot
|
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
|
Jarnold.nsf
|
[] | 11 | 85 |
arnold-j
|
590.
|
ec38766b-7af9-42e4-8256-bdcd25e237e8
|
[
"john.arnold@enron.com"
] |
[
"margaret.allen@enron.com"
] |
Mon, 19 Mar 2001 03:22:00 -0800 (PST)
|
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
|
Jarnold.nsf
|
[] | 39 | 155 |
arnold-j
|
591.
|
32d917fc-8e1d-41f2-8ca8-9f6b972507c4
|
[
"john.arnold@enron.com"
] |
[
"shirley.sklar@idrc.org"
] |
Sun, 18 Mar 2001 10:56:00 -0800 (PST)
|
Re: Attached Invitation from IDRC Houston Chapter
|
remove me from your email list
|
Shirley Sklar <shirley.sklar@idrc.org> on 03/15/2001 01:13:13 PM
To: stshouston@mailman.enron.com
cc: Ed Jarboe <ed.jarboe@idrc.org>, Shirley Sklar <shirley.sklar@idrc.org>
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
|
Jarnold.nsf
|
[] | 6 | 247 |
arnold-j
|
592.
|
83ee2e4b-c903-4ce7-b30b-3b66a851c8b9
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Thu, 15 Mar 2001 01:57:00 -0800 (PST)
|
Re: hub cash?
|
cash goes out trading +1 to +3 j/k a piece
|
slafontaine@globalp.com on 03/15/2001 08:31:31 AM
To: John.Arnold@enron.com
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.
John.Arnold@enron.com 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?
slafontaine@globalp.com on 03/15/2001 08:17:02 AM
To: John.Arnold@enron.com
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
|
Jarnold.nsf
|
[] | 15 | 332 |
arnold-j
|
593.
|
ee94ddd1-0feb-44c6-8b9a-0deb611bf121
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Thu, 15 Mar 2001 00:36:00 -0800 (PST)
|
Re: hub cash?
|
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
|
slafontaine@globalp.com on 03/15/2001 08:31:31 AM
To: John.Arnold@enron.com
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.
John.Arnold@enron.com 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?
slafontaine@globalp.com on 03/15/2001 08:17:02 AM
To: John.Arnold@enron.com
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
|
Jarnold.nsf
|
[] | 44 | 332 |
arnold-j
|
594.
|
906845f6-eadc-4be5-b183-20ab9edd0ff4
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Thu, 15 Mar 2001 00:27:00 -0800 (PST)
|
Re: utilites?
|
so argument more switching than outright lost demand? where are petro
prices on a comparable equivalence?
|
slafontaine@globalp.com on 03/15/2001 08:17:02 AM
To: John.Arnold@enron.com
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
|
Jarnold.nsf
|
[] | 26 | 137 |
arnold-j
|
596.
|
86d4a88e-cf1a-4157-80d2-c823e4730813
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Thu, 15 Mar 2001 00:08:00 -0800 (PST)
|
Re: utilites?
|
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.
|
slafontaine@globalp.com on 03/15/2001 07:50:59 AM
To: John.Arnold@enron.com
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.
|
Jarnold.nsf
|
[] | 171 | 311 |
arnold-j
|
599.
|
9ae06dc6-74fb-4494-9c52-d088d73071d7
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 14 Mar 2001 08:52:00 -0800 (PST)
|
Re: how are your broker relationships?
|
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
|
Jarnold.nsf
|
[] | 12 | 106 |
arnold-j
|
6.
|
487a4d2e-b60f-4f01-8fb3-ae9b4a97ce37
|
[
"john.arnold@enron.com"
] |
[
"caroline.abramo@enron.com"
] |
Tue, 12 Dec 2000 09:14:00 -0800 (PST)
|
Re: HARVARD
|
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
|
Jarnold.nsf
|
[] | 2 | 95 |
arnold-j
|
60.
|
3839d77d-dc61-48d1-9e47-29bf2b293cd0
|
[
"john.arnold@enron.com"
] |
[
"david.forster@enron.com"
] |
Wed, 1 Nov 2000 03:21:00 -0800 (PST)
|
Dave:
Can you do the same printout today of children for product #33076
Thanks
John
|
Jarnold.nsf
|
[] | 22 | 0 |
arnold-j
|
||
600.
|
949ddcc9-a34c-4e17-9c6f-820ac7ad66b8
|
[
"john.arnold@enron.com"
] |
[
"george.ellis@americas.bnpparibas.com"
] |
Wed, 14 Mar 2001 01:40:00 -0800 (PST)
|
Re: BNP PARIBAS Commodity Futures Weekly AGA Survey
|
71
|
george.ellis@americas.bnpparibas.com on 03/14/2001 08:18:25 AM
To: george.ellis@americas.bnpparibas.com
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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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.
______________________________________________________________________________
_______________________________________________________
|
Jarnold.nsf
|
[] | 1 | 495 |
arnold-j
|
601.
|
f8e908d4-e862-4d05-ad56-9f9849b866ad
|
[
"john.arnold@enron.com"
] |
[
"ann.schmidt@enron.com"
] |
Wed, 14 Mar 2001 01:39:00 -0800 (PST)
|
Re: Question
|
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
|
Jarnold.nsf
|
[] | 6 | 161 |
arnold-j
|
602.
|
1acf857d-e78e-4107-b10b-0f5f53638082
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Tue, 13 Mar 2001 23:30:00 -0800 (PST)
|
Re: utilites?
|
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.
|
slafontaine@globalp.com on 03/13/2001 11:07:13 AM
To: jarnold@enron.com
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.
|
Jarnold.nsf
|
[] | 130 | 121 |
arnold-j
|
606.
|
cc260d95-949d-4f4d-b3e3-5dc6c94dc8e4
|
[
"john.arnold@enron.com"
] |
[
"jennifer.shipos@enron.com"
] |
Thu, 8 Mar 2001 05:22:00 -0800 (PST)
|
Re:
|
just a vicious rumor... my birthday's not till next year.
Jennifer Shipos
|
03/08/2001 12:22 PM
To: john.arnold@enron.com
cc:
Subject:
Tomorrow, eh! How old are you going to be... 20?
|
Jarnold.nsf
|
[] | 19 | 47 |
arnold-j
|
607.
|
907c9ab5-fcff-4131-98d5-5bd15f446211
|
[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Thu, 8 Mar 2001 03:53:00 -0800 (PST)
|
Re: ooops....
|
it was almost worth buying a ticket
|
"Jennifer White" <jenwhite7@zdnetonebox.com> on 03/08/2001 07:30:39 AM
To: john.arnold@enron.com
cc:
Subject: ooops....
Someone did win the lottery. Perhaps I shouldn't watch the news on mute
if I want to get the story straight.
Also...another La Strada brunch this Sunday. Will it ever end???
---- "Jennifer Brugh" <jmb@triadresources.com> wrote:
> Hi everyone!
>
> It's that time again, yep La Strada time! On Sunday, March 11th we
> are
> meeting at La Strada on Westheimer at 11:00 to wish farewell to Courtney.
>
> Let me know if you can make it!
>
> Jennifer
>
>
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
|
Jarnold.nsf
|
[] | 7 | 239 |
arnold-j
|
61.
|
bae805d9-a5d5-4150-9291-a2162dc418f1
|
[
"john.arnold@enron.com"
] |
[
"andy.zipper@enron.com"
] |
Wed, 1 Nov 2000 02:17:00 -0800 (PST)
|
Re: Adam Resources
|
thanks
|
Andy Zipper@ENRON
11/01/2000 08:00 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Adam Resources
FYI
---------------------- Forwarded by Andy Zipper/Corp/Enron on 11/01/2000
07:59 AM ---------------------------
From: Bob Shults@ECT on 10/31/2000 03:56 PM
To: Andy Zipper/Corp/Enron@Enron
cc: Daniel.Diamond@enron.com
Subject: Adam Resources
I talked to Jay Surles and Kenny Policano at Adams Resources and concerning
CATDADDY and POWERTRADE. I informed Jay that it was in violation of their
agreement to "sell, lease, retransmit, redistribute or provide directly or
indirectly,any portion of the content of the Website to any third party."
They indicated that they had provided the id to one of their marketers in New
England. They also suggested that they had a broker that watched spreads for
a commission therefore theoretically the broker was an employee of the
company. After all the bull they agreed to have them shut down and they
would refrain from doing it again.
|
Jarnold.nsf
|
[] | 1 | 275 |
arnold-j
|
611.
|
f5da9e4c-c6ba-4154-9c70-dc26de17e2fd
|
[
"john.arnold@enron.com"
] |
[
"george.ellis@americas.bnpparibas.com"
] |
Wed, 7 Mar 2001 02:01:00 -0800 (PST)
|
Re: BNP PARIBAS Commodity Futures Weekly AGA Survey
|
67
|
george.ellis@americas.bnpparibas.com on 03/07/2001 09:39:04 AM
To: george.ellis@americas.bnpparibas.com
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 -37
Last Week -101
Thanks,
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.
------------------------------------------------------------------------------
----
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.
______________________________________________________________________________
_______________________________________________________
|
Jarnold.nsf
|
[] | 1 | 494 |
arnold-j
|
612.
|
a2ce68b7-c607-46b2-b40f-b710e67aec68
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 7 Mar 2001 01:42:00 -0800 (PST)
|
Re: rebuttal
|
confused... what are you disagreeing with me in regards to demand destruction?
|
From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 08:55 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: rebuttal
I am definitely a bigger fan of the crude complex for the next few months.
Agree the defcon 5 bubble has burst for natgas. Disagree about the demand
destruction.
? I think some demand is just permanently gone ( i.3. cheaper BTUs in ASIA-
Pacific and plants just wont run here anymore). But I think that we are
underestimating the structural changes in energy demand. Just as the economy
is less dependent on heavy industry for its health, energy demand is
changing. Since just about everyone missed the boat on the increased power
demand as a result of Silicon Valley, I think we don't have a good handle on
what the drivers of the new power generation really are.So what i'm saying
is that industrial demand will weaken, demand in service based industries
will increase. Also energy is a much smaller component of the cost structure
in service industries.
? Also I think in 2000, people had sticker shock-- they couldn't have
imagined 10$ gas, but now that volatility and higher prices are firmly
entrenched in their minds --- they will find ways of running their factories.
Also they will budget for these prices instead of $2.50
? See NG Week (3/5/01) Nevada power price hikes affecting casinos ---
increases of 20%. When asked the implication for missed earnings and their
plans for demand conservation, one casino official replied 'We're in the
bright lights business'
? I don't believe the economic doom and gloom
First of all no one wants a repeat of the 1990 recession ( which was much
worse outside of the US) Every central bank in the G7 has or will cut rates
this week. The US will follow suit or it will have a very expensive dollar
which will blow exports. With all of the monetary slack, consumer credit will
not tighten and thus buying will continue ( witness the lack of destruction
in big ticket items purchasing). Heavy manufacturing is contracting but this
is not everything. Productivity gains are strong. The economy is becoming
more service based and traditional industrial barometers are not telling the
whole story.
? Finally, I am London and it is not doom and gloom over here.
well there's my 2 cents.
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, March 07, 2001 2:31 PM
To: Fraser, Jennifer
Subject: RE:
i think jv strip prices to where we price out enough demand to get to 2.8.
whther that price level is 425 or 725 is arguable. i think it's close to
here. but when we get to november and we have 2.8 and don;'t repeat the
weather of this past winter and we have 2.5 bcf more supply and people
realize that we have 2.3 bcf to withdraw before there are any
problems...bombs away.
From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 01:00 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
Why do you think nov mar is worth $3.75?
Also whats your schedule looking like next week----care to meet for a
beverage?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 06, 2001 5:03 PM
To: Fraser, Jennifer
Subject: Re:
What it's trading what I think it's really worth
apr oct 540 500
nov mar 547 375
cal 2 491 400
cal 3 460 325
Obviously most bearish the further out you go. However, the game right now
is not sell and hold...although it will be soon. The game is where will it
be tomorrow and next week and next month. The market is structurally short
term gas thanks to our friends from california. where ca is buying power,
williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500
or 525. irrelevant. so term is not going down in the short term unless the
front comes into the 400's and scares some producers to start hedging or we
or el paso can find fixed price lng to the tune of 250,000 a day for 10 years.
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
what are your thoughts on
ap-oct
nov-mar
02
03
price levels and outlooks
thanks
Jen Fraser
713-853-4759
|
Jarnold.nsf
|
[] | 16 | 1,174 |
arnold-j
|
613.
|
6c6f57ef-3c51-4857-83d4-71c677581241
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 7 Mar 2001 00:31:00 -0800 (PST)
|
RE:
|
i think jv strip prices to where we price out enough demand to get to 2.8.
whther that price level is 425 or 725 is arguable. i think it's close to
here. but when we get to november and we have 2.8 and don;'t repeat the
weather of this past winter and we have 2.5 bcf more supply and people
realize that we have 2.3 bcf to withdraw before there are any
problems...bombs away.
|
From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 01:00 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
Why do you think nov mar is worth $3.75?
Also whats your schedule looking like next week----care to meet for a
beverage?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 06, 2001 5:03 PM
To: Fraser, Jennifer
Subject: Re:
What it's trading what I think it's really worth
apr oct 540 500
nov mar 547 375
cal 2 491 400
cal 3 460 325
Obviously most bearish the further out you go. However, the game right now
is not sell and hold...although it will be soon. The game is where will it
be tomorrow and next week and next month. The market is structurally short
term gas thanks to our friends from california. where ca is buying power,
williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500
or 525. irrelevant. so term is not going down in the short term unless the
front comes into the 400's and scares some producers to start hedging or we
or el paso can find fixed price lng to the tune of 250,000 a day for 10 years.
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
what are your thoughts on
ap-oct
nov-mar
02
03
price levels and outlooks
thanks
Jen Fraser
713-853-4759
|
Jarnold.nsf
|
[] | 116 | 446 |
arnold-j
|
616.
|
1a7122b7-54c8-42c5-b561-048a32d5a973
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Tue, 6 Mar 2001 07:08:00 -0800 (PST)
|
Re: eia power demand
|
any reaction to this?
|
slafontaine@globalp.com on 03/06/2001 01:16:41 PM
To: jarnold@enron.com
cc:
Subject: eia power demand
(Recasts, adds details)
WASHINGTON, March 6 (Reuters) - U.S. electricity demand
will grow by about 2.3 percent in 2001, down from 3.6 percent
growth last year due to the nation's slowing economy, the U.S.
Energy Information Administration said on Tuesday.
Natural gas demand will also grow at about 2.3 percent this
year, the EIA said in its monthly supply and demand report.
Natural gas is the third most popular fuel used by U.S.
electricity generating plants after nuclear and coal.
U.S. electricity demand in the first quarter of 2001 was
forecast at about 896 billion kilowatt hours (kwh), the EIA
said. That is slightly higher than the 895.8 billion kwh
forecast by the agency last month.
For the entire winter heating season of October through
March, electricity demand was forecast to rise by 4.6 percent
from the previous year, the EIA said. The increase was driven
by the residential and commercial sectors, which were forecst
to be higher by 8 and 4 percent, respectively.
More electricity plants were expected to switch from
natural gas back to fuel oil as oil prices drift lower, the
government report said.
"This trend is expected to continue through the first
quarter 2001," the EIA said. "Although the favorable price
differential for oil relative to gas is expected to continue
through the forecast period, by the second half of 2001,
expected increases in gas-fired capacity are expected to keep
gas demand for power generation growing."
The monthly report also said that mild weather has eased
natural gas prices in California, but the state still faces gas
supply and deliverability bottlenecks affecting its electricity
plants.
California has been fighting all winter to maintain
|
Jarnold.nsf
|
[] | 5 | 463 |
arnold-j
|
617.
|
a590b15d-6abe-487d-9f12-ae86964c5866
|
[
"john.arnold@enron.com"
] |
[
"greg.whalley@enron.com"
] |
Tue, 6 Mar 2001 04:05:00 -0800 (PST)
|
Re: Greg's Bill
|
i dont know sounds good to me
Greg Whalley
|
02/28/2001 05:32 PM
Sent by: Liz M Taylor
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Greg's Bill
Johnny,
What does Greg owe you for the champagne? Is it $896.00?
Liz
|
Jarnold.nsf
|
[] | 16 | 65 |
arnold-j
|
618.
|
57071882-5916-4263-8cb0-96c772834a85
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Tue, 6 Mar 2001 03:42:00 -0800 (PST)
|
RE:
|
i loved them in that i thought they were going to go up...i think they still
might
3 weeks ago now
short term very bullish neutral
medium term neutral neutral
longer term neutral bearish
|
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 11:34 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
what changed your mind re 02 and 03 --2 weeks ago you told me you loved
them....why are bearish out the back?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 06, 2001 5:03 PM
To: Fraser, Jennifer
Subject: Re:
What it's trading what I think it's really worth
apr oct 540 500
nov mar 547 375
cal 2 491 400
cal 3 460 325
Obviously most bearish the further out you go. However, the game right now
is not sell and hold...although it will be soon. The game is where will it
be tomorrow and next week and next month. The market is structurally short
term gas thanks to our friends from california. where ca is buying power,
williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500
or 525. irrelevant. so term is not going down in the short term unless the
front comes into the 400's and scares some producers to start hedging or we
or el paso can find fixed price lng to the tune of 250,000 a day for 10 years.
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
what are your thoughts on
ap-oct
nov-mar
02
03
price levels and outlooks
thanks
Jen Fraser
713-853-4759
|
Jarnold.nsf
|
[] | 51 | 439 |
arnold-j
|
619.
|
739db0dd-e3de-4b73-aa24-7d8400fcea44
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Tue, 6 Mar 2001 03:02:00 -0800 (PST)
|
Re:
|
What it's trading what I think it's really worth
apr oct 540 500
nov mar 547 375
cal 2 491 400
cal 3 460 325
Obviously most bearish the further out you go. However, the game right now
is not sell and hold...although it will be soon. The game is where will it
be tomorrow and next week and next month. The market is structurally short
term gas thanks to our friends from california. where ca is buying power,
williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500
or 525. irrelevant. so term is not going down in the short term unless the
front comes into the 400's and scares some producers to start hedging or we
or el paso can find fixed price lng to the tune of 250,000 a day for 10 years.
|
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
what are your thoughts on
ap-oct
nov-mar
02
03
price levels and outlooks
thanks
Jen Fraser
713-853-4759
|
Jarnold.nsf
|
[] | 219 | 82 |
arnold-j
|
62.
|
ce22e82a-25e5-4627-b9ee-d0935184f757
|
[
"john.arnold@enron.com"
] |
[
"margaret.allen@enron.com"
] |
Fri, 27 Oct 2000 09:30:00 -0700 (PDT)
|
Re: The date
|
it just wasn't the same without you. how was el doritos?
|
From: Margaret Allen@ENRON on 10/26/2000 05:33 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: The date
Oh, I got it -- you must have had a good date. So tell me about it since I
missed it.
|
Jarnold.nsf
|
[] | 19 | 68 |
arnold-j
|
620.
|
157e5611-d806-4cf0-aa98-c1dc0e075ff8
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Tue, 6 Mar 2001 02:28:00 -0800 (PST)
|
Re: contangos vs winter putspds
|
theres only one thing i can think of... storage field turning around gives
cash market completely different feel. instead of utilities looking to sell
gas everday, they look to buy it. huge difference in feel of mrket. not so
much actual gas but completely different economics of how marginal mmbtu gets
priced. tightening cash market causes cash players to buy futures... hence
the tendency for a spring rally every year. read heffner today...even he
talks about it
|
slafontaine@globalp.com on 03/06/2001 10:22:18 AM
To: John.Arnold@enron.com
cc:
Subject: Re: contangos vs winter putspds
so let me ask you-if they dont buy flat px wfrom here with mega cold east
weather, cash contangos,px only 25 cts from lows, after huge apr/oct
buying-what
would take us to much higher levels?? ie whats the risk of being short today?
clueless and confused
John.Arnold@enron.com on 03/06/2001 10:51:13 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: contangos vs winter putspds
no real bias today positive numbers sell negative numbers buy...
looking into other stuff
slafontaine@globalp.com on 03/06/2001 09:15:40 AM
To: John.Arnold@enron.com
cc:
Subject: Re: contangos vs winter putspds
agreewith all, im mega bear summer 2nd q but for the time being weather and
as u
said uncertainy likely to lend itself so little downside until either
weather
gets warm or injections get big. i dont see the flow as you know but i talk
to a
cupla utitlities and the bias same as you menioned. ive neutralized bear
book a
bit cuz i cant afford to fite this thing. with deep pockets tho-i scale up
sell
next 2-3 weeks take a bet on 200 ish injections in april and 400 in may-ie
records
aug/oct-yes-low risk-wasnt substantially more inverted when we were 4
bucks
higher-low risk but not a great reward. oct/nov-yea-wont make much for
another
few months on that so it range trades but ill cont to bersd it cuz if end
summer
that strong im always always more bullish the front of winter.
other thing i wonder is how wide these summer contangos cud get-as
everyone so
bullish futs for the next few weeks at least.
weather here sucks to day-tree almost fell on me driving into work-close
one,sahud be about 2 ft of white stuff when its said and done. dunno how
long i
can stay but doesnt look all that great for me getting out to steamboat
manana!!
heres a hypothetical.... we agree that demand loss y on y somwhere from 4.5
to
5.0 today, do you guys think that we can see a substantial demand recovery
if
prices dont retreat? my ffeeling is no for at least another 90 days or
more.thots?
any thots on flat px today-im slitely long vs bearsds?
|
Jarnold.nsf
|
[] | 116 | 672 |
arnold-j
|
621.
|
8ca92f05-b6f8-4b26-8f71-d303eb14bc63
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Tue, 6 Mar 2001 01:51:00 -0800 (PST)
|
Re: contangos vs winter putspds
|
no real bias today positive numbers sell negative numbers buy...
looking into other stuff
|
slafontaine@globalp.com on 03/06/2001 09:15:40 AM
To: John.Arnold@enron.com
cc:
Subject: Re: contangos vs winter putspds
agreewith all, im mega bear summer 2nd q but for the time being weather and
as u
said uncertainy likely to lend itself so little downside until either weather
gets warm or injections get big. i dont see the flow as you know but i talk
to a
cupla utitlities and the bias same as you menioned. ive neutralized bear book
a
bit cuz i cant afford to fite this thing. with deep pockets tho-i scale up
sell
next 2-3 weeks take a bet on 200 ish injections in april and 400 in may-ie
records
aug/oct-yes-low risk-wasnt substantially more inverted when we were 4 bucks
higher-low risk but not a great reward. oct/nov-yea-wont make much for another
few months on that so it range trades but ill cont to bersd it cuz if end
summer
that strong im always always more bullish the front of winter.
other thing i wonder is how wide these summer contangos cud get-as everyone
so
bullish futs for the next few weeks at least.
weather here sucks to day-tree almost fell on me driving into work-close
one,sahud be about 2 ft of white stuff when its said and done. dunno how long
i
can stay but doesnt look all that great for me getting out to steamboat
manana!!
heres a hypothetical.... we agree that demand loss y on y somwhere from 4.5 to
5.0 today, do you guys think that we can see a substantial demand recovery if
prices dont retreat? my ffeeling is no for at least another 90 days or
more.thots?
any thots on flat px today-im slitely long vs bearsds?
|
Jarnold.nsf
|
[] | 17 | 461 |
arnold-j
|
623.
|
7f2c1bd7-8589-424d-abd3-c13f82e3d984
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Mon, 5 Mar 2001 23:15:00 -0800 (PST)
|
Re: ecommerce
|
Hard to believe , huh
|
slafontaine@globalp.com on 03/05/2001 11:31:02 AM
To: John.Arnold@enron.com
cc:
Subject: Re: ecommerce
just saw your picture ion that magazine-one would never imagione that smart
guy
was doing the " rerun" dance at the edf man pary just over a year ago!!!
|
Jarnold.nsf
|
[] | 5 | 89 |
arnold-j
|
624.
|
45d98884-fec9-4967-9642-4a25b180d602
|
[
"john.arnold@enron.com"
] |
[
"sales@popswine.com"
] |
Mon, 5 Mar 2001 23:08:00 -0800 (PST)
|
RE: Pops Order Number 20267 John Arnold
|
I ordered 3 different things...I thought your "wine inventory listings are
updated DAILY" ???
|
sales@popswine.com (Pops wine Sales) on 03/05/2001 02:28:38 PM
To: <jarnold@enron.com>
cc:
Subject: RE: Pops Order Number 20267 John Arnold
Thank You for your on-line order!
The item(s) you ordered are currently out-of-stock. You will be
automatically notified when they become available.
Thanks!!
Pop's Wines & Spirits
256 Long Beach Road
Island Park, New York 11558
516.431.0025
516.432.2648, fax
sales@popswine.com
www.popswine.com
|
Jarnold.nsf
|
[] | 21 | 159 |
arnold-j
|
625.
|
338890d1-56e5-4944-ad19-e9806f897d85
|
[
"john.arnold@enron.com"
] |
[
"matthew.arnold@enron.com"
] |
Mon, 5 Mar 2001 23:06:00 -0800 (PST)
|
RE: Pops Order Number 20267 John Arnold
|
Not impressive
|
---------------------- Forwarded by John Arnold/HOU/ECT on 03/06/2001 07:06
AM ---------------------------
sales@popswine.com (Pops wine Sales) on 03/05/2001 02:28:38 PM
To: <jarnold@enron.com>
cc:
Subject: RE: Pops Order Number 20267 John Arnold
Thank You for your on-line order!
The item(s) you ordered are currently out-of-stock. You will be
automatically notified when they become available.
Thanks!!
Pop's Wines & Spirits
256 Long Beach Road
Island Park, New York 11558
516.431.0025
516.432.2648, fax
sales@popswine.com
www.popswine.com
|
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arnold-j
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626.
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80afa82e-f4e4-4348-8229-a30fa732c06a
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[
"john.arnold@enron.com"
] |
[
"jeanie.slone@enron.com"
] |
Mon, 5 Mar 2001 05:30:00 -0800 (PST)
|
yes...please change griffith to trading.
thanks,
john
|
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arnold-j
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04c8240f-7473-4cb8-8e58-b9a35347900c
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[
"john.arnold@enron.com"
] |
[
"gary.hickerson@enron.com"
] |
Mon, 5 Mar 2001 05:04:00 -0800 (PST)
|
Re: CANCELLED - Trader's Roundtable
|
probably because jeff's out,, but let's go ahead and have it
|
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: CANCELLED - Trader's Roundtable
Yes, I'm around all week and, I don't know why the Tuesday meeting was
cancelled.
Gary
|
Jarnold.nsf
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[] | 15 | 60 |
arnold-j
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629.
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f5857cfe-40c3-4595-b59b-4ea3328c3c9e
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[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Sun, 4 Mar 2001 08:31:00 -0800 (PST)
|
Re: contangos vs winter putspds
|
So my point shown a little bit right now.. Weather a little cooler for this
week. Overall normal for 6-10. JV up 12 cents. Think just as customers got
totally fucked last year selling into the rally, they are going to buy all
the way down. Differnence is last year trade very happy to take in all the
length. This year trade not ready to get really short. Not until healthy
inj in April anyways. I think money from here will be made being short,
just question of what and when. Think there'll be enough hedging demand to
keep curve very strong unless phys market just totally rejects price level.
With amount of inj capacity available, hard to believe phys market is going
to dictate prices for next couple months. I think it will be spec and
hedgers dictating. Spec staying on sidelines right now and hedgers buying.
Leads to more upside potential in short term.
My point in V/X was that jv would be strong and cal2 hedging was from sell
side leading to pressure on those spreads. The california term power sales
have totally changed that. Before, the only thing customers were selling was
cal 2. Now, customer interest much more from buyside in cal 2,3 solely from
california. Now turning neutral v/x and x/z. You have very valid points.
i like q/v more though. I think you could have 10 cents of upside in that
with little downside. Thoughts?
|
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arnold-j
|
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63.
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b57588fa-931e-4044-b57e-c0e6a888605a
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[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Thu, 26 Oct 2000 10:26:00 -0700 (PDT)
|
Re: good morning
|
very interesting.... i've been looking for new activities. maybe i was born
to be a knight
|
"Jennifer White" <jenwhite7@zdnetonebox.com> on 10/26/2000 12:45:17 PM
To: John.Arnold@enron.com
cc:
Subject: Re: good morning
http://www.kofc.org/ (I can find anything!)
It looks like they are an organization of Catholic men (with 'Vote for
life' on their web site - scarry!). I'm voting at a middle school.
Let's hope I don't get shot.
---- John.Arnold@enron.com wrote:
>
> my polling location is the knights of columbus hall.
>
> what exactly is a knight of columbus?
>
>
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
|
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[] | 22 | 214 |
arnold-j
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630.
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466bac80-f8b3-4200-9c48-34859dcb0c27
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[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Sat, 3 Mar 2001 12:10:00 -0800 (PST)
|
Re: friday
|
so according to your analysis, had we been at $2.5 gas and we were not
bordering on a recession, we would have had the highest AGA number of
recorded history for this week, last week, or next week by 15 bcf? seems a
little far fetched to me. Our analysis is saying: gas at 2.50 we would have
had 4.5 bcf a day more demand. that includes commercial residential
industrial switching processing...
as far as 2 bcf/d power gen demand- that counts the fact that last year was
extremely mild versus expectation of normal summer this year, west will be
running every gas unit virtually all hours as power demand is growing maybe
5% still and hydro way down. every molecule that can will flow west from
waha this summer versus little last year. east power prices really havent
reached point of priceing out demand and heat rates healthy enough to where
gas can go up without raising power prices to cut demand. some concern of
more efficient replacing less but hard to quantify. we're trying to build
the stack now to estimate.
frac margins now positive for all but most inefficient processors. will
continue coming back. a little concerned about 2 oil prices. bordering
right there now for places like florida and actually saw fl demand rise
100,000 last week as gas got to parity.
let me look into inj capability. definitely bigger when field is empty from
engineering standpoint so any problems really wont arise until fall when gen
demand low and inj capacity lower...my initial thoughts.
bo seems as neutral as everyone else in the market right now. really
inactive.
to clarify, not raging bull. i like everybody want to see what the inj
numbers in april look like. nobody putting a position on until that starts
to clarify. just think that hedging demand is making market a little short
right now making next move up more likely. would be scale up seller though
not really sure why cash trades at 10-15 back. doesnt make any sense.
however as more fields start turning around throughout month, the stg arb to
great in my opinion to keep spread there. must close one way or the other.
notice that spread tightened to 6-8 towards end of trading friday?
in general think that gas is reaching the elasticity stage right here. 50
cents lower and no switching, no processing, and gain back some demand.
market needs to see some big stg numbers first.
i think the best play right now is to start buying longer term put spreads.
Jan 4/3.5 look great to me. if we get back to 2.8 and don't match last
year's early weather, bombs away.
|
slafontaine@globalp.com on 03/03/2001 07:03:14 AM
To: jarnold@enron.com
cc:
Subject: friday
this doesnt allow for new generation demand-which is unclear cuz it requires
power px, also doesnt accrue for more eficient gen replacing inneficient,
weather of course. but 2bcf/d sounds hi-esp shudnt happen until loads peak in
july-shud be marginal in apr-jun
if you notice im not alot diff than your guys-4.6 demand destruction is
implied but im including a factor for R/C energy conservation-ie poor guys
like
me turning lites off and thermostat down-its making a difference- that will be
less factor in shoulder demand months-reason why i think y on y s&d swing will
be closer to 5 bcf apr-jun, if px doesnt fall and electricity spikes i think
we'll see conservation return cuz i wont turn on my air cnditioner
now rember the 7.4 is vs gas at sub 6.00 ie february which is approx
where
we are today
all that being said yes some demand has come back-but it is as i consider
extraordinary demand destruction-those things which never really have occured
before-like the level for fuel switching in jan and fractionation margins(ie
liquids) which were all non existent a year ago save for residual fuel. some
ammonia/fert prod has come back as well. but when you get down to 2 -3 bcf/d
industrial in the more i think of it-may not be destruction anymore as mucha
unction of an economic slowdown.
anyway -i think i only know two guys that are bearish-me and one of your
big
fund customers(ospraie). we'll see. is collins bullish as well-he seems
quieter
in the mkt lately.
heres another one-what you guys think the industry capacity for injection is
on a weekly basis? we sud test it...in other words if the max is say 105 then
means the basis will uttery colpase on daily cuz mkt will keep futs too hi and
be unable to inject all the gas available? thots
also, you any idea why cash at the hub alway seems to hold a 10-15 ct
discount lately daily vs next month futs? why not 5 or 30 cts? i dont get it
bt
wondering if its transportation or storage cost related.
have a good weekdn my man
---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/03/2001
07:38 AM ---------------------------
From: Steve LaFontaine on 03/01/2001 05:01 PM
To: sulliacd@bc.edu, Terry Sullivan/GlobalCo@GlobalCo
cc:
Fax to:
Subject: friday
i think you are done with hhd/cdd stuff -ie did you complete the cdds vs
utilites demand? also monthly hdds vs residential and commercial
demand?(combined)?, cdds vs total stock change??
if all these are done add them to the summary sheet in usable formula
form-ill
show you what i mean
then we start our price data base from bloom berg
check this out-using the regression you did for nov-march 99/00 came to a draw
of 155 with 195 gw hdds, i decreased the draw by the amount i beleive is the
y
on y supply demand swing. ie 1.5 bcf prod
1.1 bcf./d import
3 bcf/d industrial
1.16 fuel switching
.5 ngl neg processing
1.3 r/c conservation
---------------------------------
=7.4* 7=103 aga came in at 101, so excellant, back testing vs the week prior
cam
to 81, vs aga 81!!!
nt bad-is a very bearish s&d is this continues cuz says injections will be
enoromous in the spring
|
Jarnold.nsf
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[] | 645 | 1,247 |
arnold-j
|
631.
|
58bb1b52-c269-4444-a31f-c145c1149920
|
[
"john.arnold@enron.com"
] |
[
"gary.hickerson@enron.com"
] |
Fri, 2 Mar 2001 08:23:00 -0800 (PST)
|
CANCELLED - Trader's Roundtable
|
Are you around next Tuesday?
|
---------------------- Forwarded by John Arnold/HOU/ECT on 03/02/2001 04:22
PM ---------------------------
From: Jennifer Burns/ENRON@enronXgate on 03/02/2001 03:29 PM
To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Michael
Bradley/HOU/EES@EES, Jennifer Fraser/ENRON@enronXgate, Mike
Grigsby/HOU/ECT@ECT, Adam Gross/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect,
Kevin McGowan/Corp/Enron@ENRON, Vince J Kaminski/HOU/ECT@ECT, John L
Nowlan/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT,
Hunter S Shively/HOU/ECT@ECT, Bill White/NA/Enron@Enron, Gary
Hickerson/HOU/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, John J
Lavorato/ENRON@enronXgate
cc: Ina Rangel/HOU/ECT@ECT, Judy Zoch/NA/Enron@ENRON, Gloria
Solis/ENRON@enronXgate, Helen Marie Taylor/HOU/ECT@ECT, Tamara Jae
Black/HOU/ECT@ECT, Angie Collins/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT,
Kimberly Hillis/ENRON@enronXgate
Subject: CANCELLED - Trader's Roundtable
The trader's roundtable meeting for Tuesday, March 6 at 4:00PM has been
cancelled.
Thanks!
Jennifer
|
Jarnold.nsf
|
[] | 6 | 400 |
arnold-j
|
632.
|
96207538-3df9-44f9-8ef2-9ab4b3561da0
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Fri, 2 Mar 2001 08:22:00 -0800 (PST)
|
Re: silverman
|
I think you need to check your AGA model. 7.2 bcf/d seems awfully high.
That's saying that had gas been at $2.5, the AGA for the week would have been
151. Look at the AGA history for last week, this week and next week.
94 95 96 97 98 99 00 01
3rd week of Feb -64 -46 -64 -63 -77 -97 -136 -81
4th week of Feb -132 -118 -62 -76 -47 -128 -74 -101
1st week of Mar -27 -132 -118 -57 -54 -69 -37 ??
Do you really think the # would have been 151 with no demand destruction? It
wasn't even really cold. That would have been the highest AGA # of the three
weeks by 15 bcf.
Our guys are thinking 4.5 bcf/d. Pira is saying that Feb as a whole averages
3.5-4 bcf/d. That's just destruction and does not include new production, if
any. Further Pira estimates that March destruction will be about half of
Feb. Assuming that gets to equilibrium: 2 bcf/d demand destruction, 2 bcf/d
more production, 2 bcf/d more gas generation demand. Start with a 400 b
deficit and 200 injection days gets you to flat against last years storage in
current price environment. I think we are fairly priced fundamentally, but
with huge customer imbalance for hedging from buy side, surprises in the
market right now are to the upside in my view. Course hard to imagine $6 for
J. Just sell vol.
|
slafontaine@globalp.com on 03/02/2001 10:54:14 AM
To: John.Arnold@enron.com
cc:
Subject: Re: silverman
my next aga number is 75-sllitely more than pira and assumes 7.2 bcf/d y on y
s&d swing-the higher prices now the uglier it'll be later.
contmaplating buying some 4.00 puts for lat 2nd q or early 3q for a few
pennies.
so whaen we go above last years stx in may!!
beleive it or not pero been worse chop fest than gas-all i know is going to
steamboat co skiing next wed-sunday with mans refined prod groups next week so
taking postion down to the stuff i really like, dont have to worry too much
about.
John.Arnold@enron.com on 03/02/2001 11:44:50 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: silverman
i think this is the biggest chopfest in nat gas history. scale up seller,
scale down buyer.
reviewing my aga model and assumptions later today. i'll see if i have any
new inspirations.
slafontaine@globalp.com on 03/02/2001 10:25:45 AM
To: John.Arnold@enron.com
cc:
Subject: Re: silverman
he will be if we cut him off for a week i bet he gets some inspiration.
have a
good weekdn. any view here? i think short term range stuff-med-longer term
you
know what i think.
sprds/front to backs range-bear em at -2 bull em at -5 till they go
prompt.
John.Arnold@enron.com on 03/02/2001 11:22:30 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: silverman
ok.
i would not describe him as the hardest working man in the energy business.
slafontaine@globalp.com on 03/02/2001 08:54:44 AM
To: jarnold@enron.com
cc:
Subject: silverman
i say we make a pact, next time silver man calls in sick on a friday after
a
typical nite out you and i cut him off for the entire next week. deal?
|
Jarnold.nsf
|
[] | 390 | 613 |
arnold-j
|
633.
|
e5703fc1-ce17-4ddd-9a8e-9d61805e2e3b
|
[
"john.arnold@enron.com"
] |
[
"chris.gaskill@enron.com"
] |
Fri, 2 Mar 2001 02:45:00 -0800 (PST)
|
are you free at 3:00 today to go over the aga model?
|
Jarnold.nsf
|
[] | 16 | 0 |
arnold-j
|
||
634.
|
9f5efa62-67fd-4752-963c-01bf6752d6ff
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Fri, 2 Mar 2001 02:44:00 -0800 (PST)
|
Re: silverman
|
i think this is the biggest chopfest in nat gas history. scale up seller,
scale down buyer.
reviewing my aga model and assumptions later today. i'll see if i have any
new inspirations.
|
slafontaine@globalp.com on 03/02/2001 10:25:45 AM
To: John.Arnold@enron.com
cc:
Subject: Re: silverman
he will be if we cut him off for a week i bet he gets some inspiration. have a
good weekdn. any view here? i think short term range stuff-med-longer term you
know what i think.
sprds/front to backs range-bear em at -2 bull em at -5 till they go prompt.
John.Arnold@enron.com on 03/02/2001 11:22:30 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: silverman
ok.
i would not describe him as the hardest working man in the energy business.
slafontaine@globalp.com on 03/02/2001 08:54:44 AM
To: jarnold@enron.com
cc:
Subject: silverman
i say we make a pact, next time silver man calls in sick on a friday after
a
typical nite out you and i cut him off for the entire next week. deal?
|
Jarnold.nsf
|
[] | 50 | 293 |
arnold-j
|
635.
|
1365f396-f127-4f71-b5b1-099562997396
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Fri, 2 Mar 2001 02:22:00 -0800 (PST)
|
Re: silverman
|
ok.
i would not describe him as the hardest working man in the energy business.
|
slafontaine@globalp.com on 03/02/2001 08:54:44 AM
To: jarnold@enron.com
cc:
Subject: silverman
i say we make a pact, next time silver man calls in sick on a friday after a
typical nite out you and i cut him off for the entire next week. deal?
|
Jarnold.nsf
|
[] | 18 | 85 |
arnold-j
|
636.
|
9de637b4-3179-4cec-88a7-5b2850186371
|
[
"john.arnold@enron.com"
] |
[
"caroline.abramo@enron.com"
] |
Fri, 2 Mar 2001 02:21:00 -0800 (PST)
|
Re: thanks/ follow up
|
maybe cal 2.
|
Caroline Abramo@ENRON
03/02/2001 08:00 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: thanks/ follow up
Thanks for talking to Catequil...
any chance we get 02 and 03 on-line soon?
|
Jarnold.nsf
|
[] | 4 | 65 |
arnold-j
|
637.
|
0460527a-4fca-45ee-ace5-baf10b9a991f
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Wed, 28 Feb 2001 03:15:00 -0800 (PST)
|
Re: mkts
|
freak show. cash started -7 then to -15 then -7 ended -15.
|
Jarnold.nsf
|
[] | 19 | 0 |
arnold-j
|
|
638.
|
60e76694-1215-4bef-921f-d6c9b46e0681
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Wed, 28 Feb 2001 02:50:00 -0800 (PST)
|
Re: cash mkts
|
freak show. started at -7. went to -15 then -7 then finishing out -15
|
slafontaine@globalp.com on 02/28/2001 08:32:27 AM
To: John.Arnold@enron.com
cc:
Subject: Re: cash mkts
john wud you mind terrbly telling me how hen hub and east etc cash mkts are
this
am as a delta to the screen? im working from home and my connection too slow
to
get eol??? appreciate it alot-i bot some apr/jul (bulls sprd) for a short
term
play.
|
Jarnold.nsf
|
[] | 24 | 125 |
arnold-j
|
639.
|
002010af-0e3a-468d-bf2b-dc3bb711bf66
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Wed, 28 Feb 2001 00:23:00 -0800 (PST)
|
Re: mkts
|
industrial demand the scary thing. no question there are some steel mills
and auto factories and plastics plants that were on last november that arent
coming up now and its not due to gas prices. the economy sucks and it will
affect ind demand.
|
slafontaine@globalp.com on 02/28/2001 08:03:43 AM
To: John.Arnold@enron.com
cc:
Subject: Re: mkts
at least a myn dollars-need to talk to pira on that. excellant point. need to
do
some margin analyses . having said all that look at corporate earnings from
last
year to this year regardless of natgas costs as a feed industrials will be
running slower and consumers just now feeling the pinch as rate increases have
only just recently gotten approved and passed to the likes of us and people
less
fortunate than us.
John.Arnold@enron.com on 02/27/2001 11:05:40 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: mkts
but that's my point. the demand destruction roared its ugly head beginning
of Jan. The price level was $9. Of course there is a lag. Let's make up
a lag time...say one month. On Dec 1 cash was trading $6.70. Probably a
similar lag on the way down. Cash is $5.20 today. How much lost demand
will there be in a month if we're still $5.2? million dollar question if
you can answer that.
slafontaine@globalp.com on 02/27/2001 08:12:32 PM
To: John.Arnold@enron.com
cc:
Subject: Re: mkts
off the cuff i wud say tho same goes for 5.00 gas-currently 6-7 bcf/day
swing y
on y too much, to buy this level you need to take the view that industrial
america and residential and end users will be able to get back on their
feet and
recocover a lion share of the 4-4.5 bcf/d demand destruction(this assumes
as
current. very little if any dist fuel switching. i think the answer is
no-not
unless the economy was jump starter quickly-2nd q is gone,so maybe th 4q.
remember the demand destruction and industrial shit really just started
only 6
weeks ago-me thinks it will take longer than that to get back into full
swing.
we all trade the y on y gap...all things remaining equal(ie term px for the
summer), starting april we'll have a surplus the other way by july barring
a
greenhouse in the ohio valley
good to hear your view pt as always-even if it is wrong!!! ha
John.Arnold@enron.com on 02/27/2001 08:23:22 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: mkts
Good to hear from you.
After a great F, had an okay G. Held a lot of term length on the
risk/reward play. Figured if we got no weather, all the customer and
generator buying would be my stop. It was. Amazing that for the drop in
price in H, the strips have really gone nowhere. just a big chop fest.
i here your arguments, but think they are way exagerated. Agree with 1.5-2
bcf/d more supply. Call it 2 with LNG. Imports from Canada should be
negligible. Now let's assume price for the summer is $4. No switching,
full liquids extraction, methanol and fertilizer running. Electric
generation demand, considering problems in west and very low hydro, around
1.5 bcf/d greater this year with normal weather. Means you have to price 2
bcf/d out of market. Don't think $4 does that. What level did we start
really losing demand last year? It was higher than 4. concerned about
recession in industrial sector thats occuring right now.
Think gas is fairly valued here. Dont think we're going to 7. But I think
fear of market considering what happened this past year will keep forward
curve very well supported through spring. we're already into storage
economics so the front goes where the forward curve wants to go.
slafontaine@globalp.com on 02/26/2001 04:48:06 PM
To: jarnold@enron.com
cc:
Subject: mkts
its been a while-hope all is well. not a great few weeks for me in ngas-not
awful just nothing really working for me and as you know got in front of
march/apr a cupla times, no disasters.
well im bearish-i hate to be so after a 4 buck drop but as i said a
month ago
to you-and now pira coming around. 5.00 gas is a disaster for the natgas
demand.
now production up strongly y on y...you guys agree on the production side?
i know youve been bullish the summer-think im stll in the minority-but
here
you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day
y on
y swing . then i submit as we started to see due huge rate increases R/C
demandd
energy conservation will be even more dramatic this summer which will
effect
utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan
for
this factor i say it cud be bigger this summer as ute loads increase, power
pxes
rise and consumers become poorer. there will be more demand flexibilty in
the
summer part in the midcon and north as AC is more of a luxury item than
heat. i
say 5-6% lower use in residentail/utilty power consumption due rationing is
another .7/1bcf/d loss.
put all this together we wud build an addional 1284 apr thru oct on top
of
last years 1715 build basis last year temps and todays prices. takes us to
3.6
tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to
restore demand??? thots.
as far as that other thing, the p&c its still alive, shud know more soon
and ill
keep you posted.
|
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|
[] | 59 | 1,496 |
arnold-j
|
64.
|
ac490eac-b5b2-4a85-8827-e640c3da005e
|
[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Thu, 26 Oct 2000 04:12:00 -0700 (PDT)
|
Re: good morning
|
my polling location is the knights of columbus hall.
what exactly is a knight of columbus?
|
Jarnold.nsf
|
[] | 25 | 0 |
arnold-j
|
|
640.
|
7597e69b-ef2b-4bfb-be4a-c1527bdba2c3
|
[
"john.arnold@enron.com"
] |
[
"michael.byrne@americas.bnpparibas.com"
] |
Tue, 27 Feb 2001 23:20:00 -0800 (PST)
|
Re: BNP PARIBAS Commodity Futures Weekly AGA Survey
|
94
|
michael.byrne@americas.bnpparibas.com on 02/28/2001 07:13:22 AM
To: michael.byrne@americas.bnpparibas.com
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 -74
Last Week -81
Thanks,
Michael Byrne
BNP PARIBAS Commodity Futures
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
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recevez ce message par erreur, merci de le detruire et d'en avertir
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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.
------------------------------------------------------------------------------
----
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.
______________________________________________________________________________
_______________________________________________________
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Jarnold.nsf
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[] | 1 | 491 |
arnold-j
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641.
|
34d5c82c-577a-4df1-bb8d-d6f84f185a6c
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Tue, 27 Feb 2001 22:54:00 -0800 (PST)
|
Invoice for advisory work
|
Ina:
Can you get this paid on a rush basis?
thanks,john
|
---------------------- Forwarded by John Arnold/HOU/ECT on 02/28/2001 06:53
AM ---------------------------
"Mark Sagel" <msagel@home.com> on 02/02/2001 10:39:38 AM
To: "John Arnold" <jarnold@enron.com>
cc:
Subject: Invoice for advisory work
Attached is an invoice that covers the three-month trial period.? Hope all
is well.
?
Mark Sagel
- invoice enron 9938.doc
|
Jarnold.nsf
|
[] | 18 | 124 |
arnold-j
|
642.
|
1f61554b-1a53-4149-812a-e3174c7b7ab4
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Tue, 27 Feb 2001 14:05:00 -0800 (PST)
|
Re: mkts
|
but that's my point. the demand destruction roared its ugly head beginning
of Jan. The price level was $9. Of course there is a lag. Let's make up a
lag time...say one month. On Dec 1 cash was trading $6.70. Probably a
similar lag on the way down. Cash is $5.20 today. How much lost demand will
there be in a month if we're still $5.2? million dollar question if you can
answer that.
|
slafontaine@globalp.com on 02/27/2001 08:12:32 PM
To: John.Arnold@enron.com
cc:
Subject: Re: mkts
off the cuff i wud say tho same goes for 5.00 gas-currently 6-7 bcf/day swing
y
on y too much, to buy this level you need to take the view that industrial
america and residential and end users will be able to get back on their feet
and
recocover a lion share of the 4-4.5 bcf/d demand destruction(this assumes as
current. very little if any dist fuel switching. i think the answer is no-not
unless the economy was jump starter quickly-2nd q is gone,so maybe th 4q.
remember the demand destruction and industrial shit really just started only
6
weeks ago-me thinks it will take longer than that to get back into full swing.
we all trade the y on y gap...all things remaining equal(ie term px for the
summer), starting april we'll have a surplus the other way by july barring a
greenhouse in the ohio valley
good to hear your view pt as always-even if it is wrong!!! ha
John.Arnold@enron.com on 02/27/2001 08:23:22 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: mkts
Good to hear from you.
After a great F, had an okay G. Held a lot of term length on the
risk/reward play. Figured if we got no weather, all the customer and
generator buying would be my stop. It was. Amazing that for the drop in
price in H, the strips have really gone nowhere. just a big chop fest.
i here your arguments, but think they are way exagerated. Agree with 1.5-2
bcf/d more supply. Call it 2 with LNG. Imports from Canada should be
negligible. Now let's assume price for the summer is $4. No switching,
full liquids extraction, methanol and fertilizer running. Electric
generation demand, considering problems in west and very low hydro, around
1.5 bcf/d greater this year with normal weather. Means you have to price 2
bcf/d out of market. Don't think $4 does that. What level did we start
really losing demand last year? It was higher than 4. concerned about
recession in industrial sector thats occuring right now.
Think gas is fairly valued here. Dont think we're going to 7. But I think
fear of market considering what happened this past year will keep forward
curve very well supported through spring. we're already into storage
economics so the front goes where the forward curve wants to go.
slafontaine@globalp.com on 02/26/2001 04:48:06 PM
To: jarnold@enron.com
cc:
Subject: mkts
its been a while-hope all is well. not a great few weeks for me in ngas-not
awful just nothing really working for me and as you know got in front of
march/apr a cupla times, no disasters.
well im bearish-i hate to be so after a 4 buck drop but as i said a
month ago
to you-and now pira coming around. 5.00 gas is a disaster for the natgas
demand.
now production up strongly y on y...you guys agree on the production side?
i know youve been bullish the summer-think im stll in the minority-but
here
you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day
y on
y swing . then i submit as we started to see due huge rate increases R/C
demandd
energy conservation will be even more dramatic this summer which will
effect
utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan
for
this factor i say it cud be bigger this summer as ute loads increase, power
pxes
rise and consumers become poorer. there will be more demand flexibilty in
the
summer part in the midcon and north as AC is more of a luxury item than
heat. i
say 5-6% lower use in residentail/utilty power consumption due rationing is
another .7/1bcf/d loss.
put all this together we wud build an addional 1284 apr thru oct on top
of
last years 1715 build basis last year temps and todays prices. takes us to
3.6
tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to
restore demand??? thots.
as far as that other thing, the p&c its still alive, shud know more soon
and ill
keep you posted.
|
Jarnold.nsf
|
[] | 120 | 1,166 |
arnold-j
|
643.
|
edf8a495-3a44-4672-8854-7271169631b8
|
[
"john.arnold@enron.com"
] |
[
"john.lavorato@enron.com"
] |
Tue, 27 Feb 2001 11:25:00 -0800 (PST)
|
Forgot, I'm leaving town tomorrow afternoon. Will be back Thursday morn.
We'll do it some other time.
|
Jarnold.nsf
|
[] | 29 | 0 |
arnold-j
|
||
644.
|
8104cb96-71a0-4c4f-a2ad-1ca7e36f765b
|
[
"john.arnold@enron.com"
] |
[
"slafontaine@globalp.com"
] |
Tue, 27 Feb 2001 11:23:00 -0800 (PST)
|
Re: mkts
|
Good to hear from you.
After a great F, had an okay G. Held a lot of term length on the risk/reward
play. Figured if we got no weather, all the customer and generator buying
would be my stop. It was. Amazing that for the drop in price in H, the
strips have really gone nowhere. just a big chop fest.
i here your arguments, but think they are way exagerated. Agree with 1.5-2
bcf/d more supply. Call it 2 with LNG. Imports from Canada should be
negligible. Now let's assume price for the summer is $4. No switching, full
liquids extraction, methanol and fertilizer running. Electric generation
demand, considering problems in west and very low hydro, around 1.5 bcf/d
greater this year with normal weather. Means you have to price 2 bcf/d out
of market. Don't think $4 does that. What level did we start really losing
demand last year? It was higher than 4. concerned about recession in
industrial sector thats occuring right now.
Think gas is fairly valued here. Dont think we're going to 7. But I think
fear of market considering what happened this past year will keep forward
curve very well supported through spring. we're already into storage
economics so the front goes where the forward curve wants to go.
|
slafontaine@globalp.com on 02/26/2001 04:48:06 PM
To: jarnold@enron.com
cc:
Subject: mkts
its been a while-hope all is well. not a great few weeks for me in ngas-not
awful just nothing really working for me and as you know got in front of
march/apr a cupla times, no disasters.
well im bearish-i hate to be so after a 4 buck drop but as i said a month
ago
to you-and now pira coming around. 5.00 gas is a disaster for the natgas
demand.
now production up strongly y on y...you guys agree on the production side?
i know youve been bullish the summer-think im stll in the minority-but here
you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day y
on
y swing . then i submit as we started to see due huge rate increases R/C
demandd
energy conservation will be even more dramatic this summer which will effect
utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan for
this factor i say it cud be bigger this summer as ute loads increase, power
pxes
rise and consumers become poorer. there will be more demand flexibilty in the
summer part in the midcon and north as AC is more of a luxury item than heat.
i
say 5-6% lower use in residentail/utilty power consumption due rationing is
another .7/1bcf/d loss.
put all this together we wud build an addional 1284 apr thru oct on top of
last years 1715 build basis last year temps and todays prices. takes us to
3.6
tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to
restore demand??? thots.
as far as that other thing, the p&c its still alive, shud know more soon and
ill
keep you posted.
|
Jarnold.nsf
|
[] | 341 | 497 |
arnold-j
|
645.
|
f7d8730e-7515-48d2-8285-18f530042b20
|
[
"john.arnold@enron.com"
] |
[
"andy.zipper@enron.com"
] |
Tue, 27 Feb 2001 10:58:00 -0800 (PST)
|
Re: Suspend switch
|
Would prefer a stand alone button as sometimes the problem is I can't operate
stack manager. I need the ability to force everybody out of the website so
people don't try to click numbers that are old.
On a similar topic, what's the status of the out of credit message? Still a
very frustrating problem for both counterparties and me.
Do I need to follow up with Bradford about lowering sigma?
Grab me Thursday afternoon to talk.
|
From: Andy Zipper/ENRON@enronXgate on 02/27/2001 06:03 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Suspend switch
I asked them to permission on your stack manager this function. You might
want to have it as a stand alone icon on your desktop in case you can't
operate stack manager.
When you have a second I'd like to talk about the broker EOL product and ED F
Man.
Congrats on a big day. Total EOL gas volume was 425BcF (!!).
|
Jarnold.nsf
|
[] | 107 | 134 |
arnold-j
|
647.
|
39bcd92e-8e7c-4ab1-9990-f57ce648aaf9
|
[
"john.arnold@enron.com"
] |
[
"jeanie.slone@enron.com"
] |
Tue, 27 Feb 2001 07:26:00 -0800 (PST)
|
Re: john griffith
|
true
Jeanie Slone
|
02/27/2001 10:06 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: john griffith
true or false-John Griffith should be moved into your cost center with the
same salary, same title effective Feb. 01.
|
Jarnold.nsf
|
[] | 8 | 61 |
arnold-j
|
648.
|
f564dae5-8bd0-4a37-a9e3-0bec69769c4e
|
[
"john.arnold@enron.com"
] |
[
"jennifer.white@oceanenergy.com"
] |
Mon, 26 Feb 2001 12:38:00 -0800 (PST)
|
Re: when are you free for scuba next week?
|
i'm free all week right now. prefer early in the week
|
"White, J. (Jennifer)" <Jennifer.White@OceanEnergy.com> on 02/26/2001
02:57:45 PM
To: "'john.arnold@enron.com'" <john.arnold@enron.com>
cc:
Subject: when are you free for scuba next week?
I just talked to Henry about another pool session. What evenings are you
available next week so that we can coordinate with Jeff (instructor)?
The information contained in this communication is confidential and
proprietary information intended only for the individual or entity to whom
it is addressed. Any unauthorized use, distribution, copying, or disclosure
of this communication is strictly prohibited. If you have received this
communication in error, please contact the sender immediately. If you
believe this communication is inappropriate or offensive, please contact
Ocean Energy`s Human Resources Department.
|
Jarnold.nsf
|
[] | 13 | 199 |
arnold-j
|
65.
|
279b69d4-d33c-4bb5-9160-8dd8eb47f47d
|
[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Thu, 26 Oct 2000 02:21:00 -0700 (PDT)
|
Re: good morning
|
where's the site that i can sell my vote?
|
"Jennifer White" <jenwhite7@zdnetonebox.com> on 10/26/2000 08:36:29 AM
To: john.arnold@enron.com
cc:
Subject: good morning
Here is the site that tells you where to vote:
http://www.co.harris.tx.us/cclerk/elect.htm
Go Yankees! :)
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
|
Jarnold.nsf
|
[] | 11 | 139 |
arnold-j
|
651.
|
d7237415-3843-4028-b722-275aedf1f066
|
[
"john.arnold@enron.com"
] |
[
"michael.gapinski@painewebber.com"
] |
Mon, 26 Feb 2001 12:30:00 -0800 (PST)
|
RE: Buying back calls
|
How about drinks at 5:30 on Thursday. I try not to interrupt work with
personal business.
|
"Gapinski, Michael" <michael.gapinski@painewebber.com> on 02/25/2001 03:13:29
PM
To: "'John.Arnold@enron.com'" <John.Arnold@enron.com>
cc:
Subject: RE: Buying back calls
John -
I completely understand your point of view. PaineWebber knows affluent
investors such as yourself want access to alternative investments such as
private equity and hedge funds. Our group has also found that high net
worth individuals prefer a consultative relationship where we help you
structure a complete asset allocation based on your objectives. We then
provide you with access to, and help you select, third-party institutional
money managers to make the day-to-day investment decisions. We also provide
the ongoing performance monitoring of those managers, including correlations
to the appropriate indices.
I believe you will find our approach to be appreciably different from your
previous contacts with financial advisors, where you have felt the advisor
was 'pushing' a house fund or stock du jour. If your schedule permits, I
would like to meet with you on Thursday afternoon to discuss this in more
detail. How does 4 PM sound?
- Mike
-----Original Message-----
From: John.Arnold@enron.com [mailto:John.Arnold@enron.com]
Sent: Saturday, February 24, 2001 10:41 AM
To: michael.gapinski@painewebber.com
Subject: RE: Buying back calls
Michael:
Thanks for putting the paperwork together.
I would have interest in meeting if you can present unique investment
opportunities that I don't have access to now. Most of my contact with
financial advisors in the past has consisted of them suggesting a mutual
fund, telling me to invest in Home Depot, Sun, and Coke, or trying to pass
off their banks' biased research reports as something valuable. The above
services provide no value to me personally. If you can present
opportunities such as access to private equity or hedge funds, or other
ideas with strong growth potential and low correlation to the S@P, I'd
listen.
John
"Michael Gapinski" <michael.gapinski@painewebber.com> on 02/21/2001
08:23:04 AM
To: "'John.Arnold@enron.com'" <John.Arnold@enron.com>
cc: "'Rafael Herrera'" <rafael.herrera@painewebber.com>
Subject: RE: Buying back calls
John -
We'll get the paperwork together and sent to you for naked options. At
some point, I'd like to talk about the diversification strategy in more
detail -- perhaps over dinner or a quick meeting after the markets close?
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
-----Original Message-----
From: John.Arnold@enron.com [SMTP:John.Arnold@enron.com]
Sent: Tuesday, February 20, 2001 10:14 PM
To: michael.gapinski@painewebber.com
Subject: Re: Buying back calls
Michael:
Appreciate the idea. However, with my natural long, I'm not looking to
really trade around the position. I believe ENE will continue to be range
bound, but in case it is not, I don't want to forgo 50% of my option
premium.
I have price targets of where I would like to lighten up exposure to ENE
and will use calls to implement the stategy. To that regards, I noticed I
was not approved to sell naked calls. I would like that ability in order
to hedge some exposure I have of unexercised vested options. Please look
into that for me.
John.
"Michael Gapinski" <michael.gapinski@painewebber.com> on 02/20/2001
06:28:27 PM
To: "'Arnold, John'" <john.arnold@enron.com>
cc:
Subject: Buying back calls
John -
I was looking at the recent pullback in ENE and thinking it might be an
opportunity to buy back the calls you sold. Of course, you would then be
in a position to sell calls again if the stock makes a bounce. I'm not
sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're
interested.
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.
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.
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.
|
Jarnold.nsf
|
[] | 24 | 1,515 |
arnold-j
|
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