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.
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.
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 B in transmission projects