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TPIC: Shuts Iowa/Juarez Facilities – Withdraws 2020 Guidance
We thought we'd pass along a snippet from our recent note on TPIC (4/23) - highlighting both its 2020 guidance withdraw, as well as the shutdown of its Iowa & Juarez facilities - which, while disclosed in subsequent filings, were not highlighted in the guidance...
Renewable Energy: The Next Generation
Initiating Coverage Of ENPH, TPIC, REGI, & ENS Executive Summary .......................................................Page 5 Industry Overviews........................................................Page 9 Near-Term...
Tankers: Floating Storage Scenario Analysis & Utilization Impact
Our 3-Stage Approach To Tankers For the Remainder Of 2020 Our 3-Stage Approach To The Remainder Of 2020 Pages 1-2 Floating Storage Scenario Analysis – Impact On Utilization Pages 2-3 Storage Arbitrage, Inventories, & Rate...
Tankers Reset As OPEC War Changes Economics
Market Updates & Thoughts....................Pages 1-3 Tanker Trade Dynamics...........................Page 4 Fuel Spreads, Economics........................Page 5 Crude/Product/LPG Rate Changes............Pages 6-9 LNG Arb, Freight...
OPEC+ Fallout: Contagion Everywhere From Looming Price War…
***From Sunday 3/8*** For access information please email us at [email protected] Tankers Among Few Eventual Beneficiaries Impact On Tankers: Page 1, 3-5 The 2015 Tanker Comp,...
Tellurian tightens belt amid dim short-term outlook for LNG industry
https://www.chron.com/business/energy/article/Tellurian-tightens-belt-amid-dim-short-term-15098792.php
LNG’s Black Friday
LNG’s Black Friday: Endgame For TELL, Magnolia (LNG-ASX) Gets Taken Out For access please email us at [email protected] The Walls Close In Around TELL – Stock Down 72% This Week As Liquidity & Commercial Realities Finally Overlap. TELL has traded down 52%...
The Golar Clean Up Trade – Let’s Get Schwifty
Golar Q4 Earnings Preview - Reorg Pressure Ramps GLNG/GMLP Equity Thesis, SOTP Valuation: Pages 1-2, 6 Our Expected Golar Reorg Solution: Pages 2-4 GMLP: Risk around Eskimo/Jordan Contract? Pages 2, 7...
LNG Update: Coronavirus Force Majeure — Context, Data, and Exposure
Corona-Related Force Majeure: Highlights From Our Recent LNG Update Chinese LNG Contractual Exposure - SPA Breakdown By Counterparty Pages 2, 5-9 Historical Context - SARS, 6 Previous Global Health Emergencies ...
Webber R|A Barge Week- Part 2: The M&A Menu
Barge Week Continues at Webber R|A with our Barge M&A Menu, out yesterday. The Barge M&A Menu: Assessing 2020 Consolidation Options includes: • The Elephant In The Room – Inland Special Situations (Page 2-3) • High Profile Coastal Distress (Pages 4-5) •...
It’s Barge Week At Webber R|A!
KEX: Previewing Q419 Earnings & 2020 Guidance Inland & Coastal Color: Page 3-4 Inland Spot & Term Pricing Data (Current/Historical): Page 5 Inland Barge Orderbook & Delivery...
US-China deal eases trade tensions, but tariffs still cloud LNG, ethanol flows
https://www.spglobal.com/platts/en/market-insights/latest-news/petrochemicals/011520-us-china-deal-eases-trade-tensions-but-tariffs-still-cloud-lng-ethanol-flows
Highlights From Webber R|A Call Series
LNG Project Risks: Tellurian, Venture Global, LNG Canada, Golden Pass North American EPC Updates: Last week we brought back our Vertical LNG Conference Call Series with guest Eric Smith of EPC Risks to run though updates on construction timelines for a number of North...
Tankers: 2020 Starts With A Bang
IMO 2020 Update: Scrubber Premiums Widen. Scrubber fitted vessels continue to command significant premiums as the clock effectively rolls to 2020 and the new IMO 2020 fuel regulations officially kick-in. Scrubber installed VLCCs are earnings $17k/day (~15%) more than...
US LNG projects on the bubble face possible shakeout year in 2020
https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/122419-commodities-2020-us-lng-projects-on-the-bubble-face-possible-shakeout-year-in-2020