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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: DOMINION ENERGY (D) – OFFSHORE WIND PROJECT MONITOR Q320
July 2020Dominion Energy (D) Q320 Capital Project Monitor: Key Takeaways
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…
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…
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…
American Electric Power (AEP) April 2020 Capital Project Analysis
May 2020American Electric Power AEP has a market cap of 42 B), been in business for 114 years, and has 5 5 MM customers in 11 states, which includes Texas
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…