Message-ID: <22006255.1072121615187.JavaMail.evans@thyme>
Date: Wed, 18 Jul 2001 14:32:57 -0700 (PDT)
From: rika.imai@enron.com
To: rika.imai@enron.com, lloyd.will@enron.com, kelly.holman@enron.com, 
	michael.roan@enron.com, vikas.dwivedi@enron.com, 
	jeffrey.keeler@enron.com, stacey.bolton@enron.com, 
	allan.schoen@enron.com, hicham.benjelloun@enron.com, 
	kevin.cline@enron.com, steve.gim@enron.com, jaime.gualy@enron.com, 
	jason.kaniss@enron.com, grace.kim@enron.com, peter.makkai@enron.com, 
	seung-taek.oh@enron.com, anna.santucci@enron.com, 
	paul.schiavone@enron.com, gulay.soykok@enron.com, 
	d..thomas@enron.com, cory.willis@enron.com, 
	moises.benchluch@enron.com, john.grace@enron.com, 
	andrew.kandolha@enron.com, randy.katz@enron.com, iris.mack@enron.com, 
	preston.ochsner@enron.com, joseph.wagner@enron.com, 
	jubran.whalan@enron.com, jeffrey.wilson@enron.com, 
	jeff.wolfe@enron.com, benjamin.woods@enron.com
Subject: Fundamentals Meeting
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MEETING ROOM : eb49C1


1. Weather Update

2.  Technical Analysis Update

3.  Environmental Regulation and Competition - <true_name> Lisa Jacobson  </true_name> -  Enron Environmental Strategies  (3:00 - 4:30)
"Env"
	
		Introduction and Overview of Environmental Strategies Competition"

		Current Air Quality Regulations Impacting the Power Sector
                        
			-U.S. Federal/Regional Cap and Trade Programs
					?     Requirements, Impacts/Costs
					?    Power Generation Responses to Date 

				 -U.S. National Ambient Air Quality Standards/Local Non-attainment Programs  
					? Requirements, Impacts/Costs
					? Lessons learned from California 
				? Prospects for Texas (Houston/Galveston, DFW SIPs) and beyond

			-New Source Review (NSR)  
				? Requirements, Role of Enforcement 
				? Impacts/Costs 	
				? Power Sector approaches

		Future Air Quality Regulations and Likely Changes in Focus Under the Bush Administration in the Next 3 (or 7) Years

			-U.S. Trends under the Bush Administration 
				 ? Future/Uncertain Regulatory Requirements (Mercury, Particulates)
 				? Role of NSR Reform and Multipollutant Strategies in National Energy Policy (short & long term prospects)

			-U.S. and International Greenhouse Gas Emissions and Offsets Issues 
				 ? Regulatory Landscape (US, CA, EU, UK) and possible scenarios  
				? Impacts/opportunities 
				? Industry positioning & Enron's role

		Discussion - Questions & Answers



Following Week

July 31- Oil   <true_name> Vikas Dwivedi </true_name> 