Project Database Archives - Webber Research

Project Database

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Southern Company (SO): Vogtle Nuclear Project Q220 Quarterly Monitor

June 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.

$1,900
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Sempra’s Costa Azul – Is ECA Different? Digging Into SRE’s Mighty Mouse

May 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.

$1,800
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Force Majeure & The LNG Supply Chain: Scenarios For BH, Kiewit, & Venture Global

April 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.

$1,900
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Sempra Energy (SRE) March 2020 Oncor Capital Project Analysis

March 2020

ERCOT 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

$1,500
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LNG Canada Update: Fluor & JGC – Q120

March 2020

In light of yesterday’s announcement that the Shell led LNG Canada project was cutting its staffing levels in half over the coming days, we felt it worthwhile to pass along our LNG Canada Update from late February, along with a slide on our updated thoughts.

$1,400