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Energy Transfer (ET) Capital Project Monitor – Q220June 2020
NGL Frac’s 7/8 BPD cost is ~36% lower than NGL Frac #1’s ($2,233 vs. $3,500) even though construction wages increased ~18% ($56.1K vs.
$66.2K). Note: an optimized engineering design, lessons learned, shorter schedule, and/ or sharing of common utilities and offsite facilities are
possible explanations for this improvement.
Southern Company (SO): Vogtle Nuclear Project Q220 Quarterly MonitorJune 2020
Regulatory 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.
Sempra’s Costa Azul – Is ECA Different? Digging Into SRE’s Mighty MouseMay 2020
Mighty 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 AnalysisMay 2020
American 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 UpdateMay 2020
We’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 IssuesMay 2020
PHMSA Objects to Calcasieu Pass LNG’s Storage Tank Design