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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:
W|EPC: Golden Pass LNG – Delay & Contingency Fund Estimates Continue To Ramp – Updated Project & Satellite Image Review
August 2020W|EPC: Golden Pass LNG (XOM, QP) – Delay & Contingency Fund Estimates Continue To Ramp – Updated Project & Satellite Image Review
W|EPC: LNG Canada Q320 Monitor – Labor Dynamics & Baseline Satellite Image Review
August 2020LNG 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 – Q320
July 2020Directly 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.
W|EPC: LNG Canada Update – Troubles Ahead For Shell’s LNG Flagship?
June 2020W|EPC: LNG Canada Update – Troubles Ahead For Shell’s LNG Flagship?
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.