one thing clayton agree would happen insufficient pipeline capacity move gas market developments describe happen quite often one reasons want model working vince vince clayton vernon enron 01 17 2000 09 30 vince j kaminski hou ect ect cc subject one thing vince forgot mention one development propose theory call uncoupling basis example severe cold weather specific midwest result elevation spot market prices henry hub prices elsewhere northeast basis appears less commodity charge ship gas louisiana northeast happen gas moved spot market louisiana northeast time notion equilibrium view always assume spot gas flowing along nodes network clayton