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Our research is primarily available on a subscription basis – which includes all of our industry research across the LNG, Energy Infrastructure, & Renewables sectors, on-demand access to our analyst teams and experts in New York & Houston, our W|EPC Database, relevant satellite images, and more. However, we do make certain reports available on a one-off basis, as highlighted below:
Energy Transfer (ET) Capital Project Monitor – Q220
June 2020NGL 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.
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.
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