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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…
Venture Global LNG: Costs Ramping At Calcasieu Pass?
March 2020Headcount, Parking Data Suggest Material EPC Inflation
Sempra Energy (SRE) March 2020 Oncor Capital Project Analysis
March 2020ERCOT is a non profit governed by a board of directors and oversight by the Public Utility Commission of Texas (“PUCT”) and Texas legislature In 2019 ERCOT energized 1 3…
LNG Canada Update: Fluor & JGC – Q120
March 2020In light of yesterday’s announcement that the Shell led LNG Canada project was cutting its staffing levels in half over the coming days, we felt it worthwhile to pass along…
Enterprise Products Partners (EPD) March 2020 Capital Project Analysis
March 2020Enterprise Products (EPD) is one of the largest publicly traded energy partnerships (~$28B Market Cap), with 21 consecutive years of distribution growth.
Commonwealth LNG: A Detailed Look At Calcasieu’s Noisy Neighbors
March 2020We’ve analyzed the CWLNG project and how the Project’s boundaries and shipping operations may be a kick to kiddlehopper for CPLNG, the State of Louisiana, and the U.S. Coast Guard.