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W|EPC: Renewable Biofuel Analysis - Refinery Conversions, Crack Spreads, & Risks -Q420. Key Takeaways. Renewable Fuel Production… Just in Time or Too Late? (Pages 4 - 8). California & Oregon…
W|EPC: Renewable Methanol & Hydrogen - Analyzing Methanex's (MEOH) Geismar Facilities. Lower-Cost Hydrogen Will Produce Cost Competitive Renewable Methanol: Pipe Dream or Reality? Global methanol demand sits near ~75 MTPA;…
W|EPC: Gorgon LNG – Assessing Potential Operational Contributors To Kettle Cracks, Mid-October A More Likely RestartAugust 2020
Gorgon LNG - Pump The Breaks On Crack Narrative: While potential fabrication errors have been the primary narrative around the Propane Kettle cracks that shut down Gorgon LNG, it’s feasible that…
W|EPC: Golden Pass LNG – Delay & Contingency Fund Estimates Continue To Ramp – Updated Project & Satellite Image ReviewAugust 2020
W|EPC: Golden Pass LNG (XOM, QP) – Delay & Contingency Fund Estimates Continue To Ramp – Updated Project & Satellite Image Review
LNG Canada: Detailed Labor Review, Project Estimates, & Baseline Satellite Image Analysis (Shell, Petronas Kogas, Petrochina, Mitsubishi)
Venture Global & The Approaching Nexus – Drone & Satellite Image Analysis, Engineering Changes – Q320July 2020
Directly or indirectly, we believe the ultimate resolution to Calcasieu Pass will impact several aspects of the LNG supply chain – including competing projects, technology providers, and EPC partners.