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Sempra’s Costa Azul – Is ECA Different? Digging Into SRE’s Mighty Mouse
May 2020Mighty Mouse? Sempra’s (SRE) Costa Azul LNG (ECA, 2.4mtpa Phase-1) might be the only North American LNG project with a realistic chance at FID in 2020. As we saw last cycle, being small (and cheap) can be an advantage in difficult markets. As we note below, we’ve included our key takeaways around 1) Project viability in the current environment, 2) Site & Permitting Issues, 3) our independent project timeline & cost estimates, and 4) our Independent assessment of ECA’s project economics.
American Electric Power (AEP) April 2020 Capital Project Analysis
May 2020American Electric Power AEP has a market cap of 42 B), been in business for 114 years, and has 5 5 MM customers in 11 states, which includes Texas
Golden Pass LNG Q220 Project Update
May 2020We’ve updated our EPC monthly progress schedule to include Implementation Plans (IP) recently submitted to FERC, increased on-site craft labor forecasts, construction activities, and Chiyoda’s reported project completion percentages.
Venture Global – Calcasieu Pass LNG – PHMSA Tank Issues
May 2020PHMSA Objects to Calcasieu Pass LNG’s Storage Tank Design
Force Majeure & The LNG Supply Chain: Scenarios For BH, Kiewit, & Venture Global
April 2020Regulatory Background: Vogtle is regulated by the Georgia Public Service Commission (GPSC). GPSC’s primary role is to protect rate payers & determine if project costs can be justifiably passed-through via utility rates.
Venture Global LNG: Costs Ramping At Calcasieu Pass?
March 2020Headcount, Parking Data Suggest Material EPC Inflation