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: DOMINION ENERGY (D) – OFFSHORE WIND PROJECT MONITOR Q320
July 2020Dominion Energy (D) Q320 Capital Project Monitor: Key Takeaways
W|EPC Project Database
July 2020Our W|EPC Project Database includes relevant EPC, regulatory, and commercial data for across dozens of large-scale capital projects, along with our timeline and cost estimates, relevant diagrams, charts, supporting documentation, and detail that ultimately drive our one-of-of-kind project breakdowns and quarterly monitors.
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?
Southern Company (SO): Vogtle Nuclear Project Q220 Quarterly Monitor
June 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.
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.