Jeff,

JP Morgan is comparing a file of calculated daily curve shift to actual P&L.  Gas P&L for 2001 was 1.2 Billion but the theoretical curve shift was -13 million.  This is from a file assembled by David Port which is attached.  The biggest difference is 9/14 ($500 million).  This is probably money coming out of reserves.  Besides that day there are many smaller differences.  Can you help me by pulling the P&L packets from some of the larger days?  The answer might be that the file from RAC is bogus.  

Phillip 


 -----Original Message-----
From: 	Port, David  
Sent:	Monday, December 10, 2001 11:28 AM
To:	Allen, Phillip K.
Subject:	Curve Shift File