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LNG Update: Shut-In Cargo At Sempra LNG’s Cameron T1 – How A Freight Fiasco & Narrow Arb Killed A Cargo
First USG Cargo (Technically) Shut-In, After Pavilion Fails To Lift. We believe one of the first LNG cargoes from Sempra’s Cameron LNG T-1 was technically shut-in, after Pavilion Energy (via Mitsui) effectively chose to eat the liquefaction fee while failing to lift...
Cheniere: Previewing Q319 Earnings
Cheniere - Getting Ahead Of LNG/CQP Q319 Earnings... Earlier this week we put our deep dive into Cheniere's Q319 results (LNG/CQP), with a focus on 1) Narrow export arbs and the impact on CMI margins 2) A look at early peak season and floating storage/global...
Webber R|A Call Series: EPC Risks – KMI’s New Elba Island LNG Timeline Likely Slips Materially
Highlights From Webber R|A Conference Call Series W/ EPC Risks CEO, Eric Smith Diving Into EPC Risk: Friday we hosted Eric Smith, CEO of EPC Risks for our inaugural Webber R|A LNG Conference Call Series - which we think was particularly timely as the market gradually...
Webber R|A: Vertical LNG
As part our launch materials for Webber Research & Advisory, we introduced our Vertical LNG presentation series, which includes a full overview of the entire LNG value chain, from Liquefaction to Regas, including our Global Project Rankings, individual company...
Initiating Coverage On The Full Export Infrastructure Spectrum
Coverage Launch & Updated London Agenda: We’re very excited to have formally launched coverage of the LNG space (LNG, CQP, TELL, NEXT, LNGL, GLNG, GLOG, GMLP, GLOP, TGP, etc), Tankers (FRO, DHT, EURN, ASC), LPG Exports (NVGS, LPG), Containers (TRTN, CAI, etc), and...
Webber Research: Q219 ESG Scorecard
Webber Research Q219 ESG Scorecard New Logo, Same Idea. Along with our launch, we also included our Webber Research ESG Scorecard, as we’ll be incorporating additional factors that broadens our models score to include carbon disclosures (below). The scorecard that...