Paul-
Here is the one they asked me to send them.  Per our discussion, numbers look similar.
Dan
---------------------- Forwarded by Dan Masters/HOU/ECT on 04/27/2001 05:22 PM ---------------------------


Dan Masters
04/27/2001 05:15 PM
To:	Greg Curran/CA/Enron@Enron, Rick Sierra/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc:	 
Subject:	Eco LNG

Greg/Rick-
Per our discussion, here are the inventory projection numbers given the various scenarios.  I think the overall strategy should be to buy as much Cabot LNG at this year's prices as possible with the price increase we will see next year (current projection for commodity charge is $4.83 vs $3.48 this year) while still looking at optimising through diversion.

 

Give me a call to discuss,
Dan