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Webber Research: Renewables Weekly

Webber Research: Renewables Weekly

Renewable Energy Highlights: For access information email us at info@webberresearch.com Wild Week For ENPH (page 1) PLUG Acquires United Hydrogen & Giner ELX (page 2) BLDP Follow-On Order From Wrightbus (page 2) JinkoSolar To Supply Bifacial Modules In Chile (page...

Webber Research ESG Scorecard: 2020

Webber Research ESG Scorecard: 2020

*We've included a link to our full length 2020 ESG Scorecard Report in the text below, as we do not believe the data and information within this report should be behind a paywall. Report Link: Webber Research ESG Scorecard: 2020 2020 ESG Scorecard – Updated Model,...

LNG Canada Update: Trouble Ahead For Shell’s LNG Flagship?

LNG Canada Update: Trouble Ahead For Shell’s LNG Flagship?

An Empty Module Yard & Mounting Schedule Delays • Key Takeaways (pages 1, 5) • Estimated LNG Canada Schedule Shifts (page 2-3) • Satellite Image Review: COOEC Fluor Module Yard Layout (May 17, 2020) (page 4) • Satellite Image Review: Module Layout Descriptions...

W|EPC Risks: Venture Global – Keeping An Eye On Pile Design Changes

W|EPC Risks: Venture Global – Keeping An Eye On Pile Design Changes

W|EPC Risks: Venture Global - Calcasieu Pass LNG - Keeping An Eye On Pile Design Changes Key Takeaways: • An engineering design change at Calcasieu Pass (CPLNG) required additional piling and out of sequence construction activities. • Meaningful engineering changes...

EPC Risks: Energy Transfer (ET) Capital Project Monitor – Q220

EPC Risks: Energy Transfer (ET) Capital Project Monitor – Q220

W|EPC: Energy Transfer (ET) Capital Project Monitor - Q220 Energy Transfer (ET) Q220 Capital Project Monitor: Key Takeaways (slide 2) Energy Transfer Capital Budget Overview (slide 3) Energy Transfer: NGL Fractionation History (slide 5) Tale of the Tape: ETvs. EPD...

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

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

Southern Company (SO) Q2 Vogtle Nuclear Project Monitor - Key Highlights: • Vogtle Expansion: 6-Years Late…And ~$13-$16 Billion Over Budget? (Slides 2-5) • How Much Will SO Be On The Hook For? (Slides 3-6) • Something’s Gotta Give: Key Commissioning Milestones Appear...

Webber R|A Renewables Weekly

Webber R|A Renewables Weekly

Webber Research: Renewable Energy Highlights: Orsted JV To Develop Clean Hydrogen In Copenhagen (page 1) US Extends Safe Harbor Deadlines (page 1) Next Generation EU (page 2) Saudi's Alfanar Rumored To Be Senvion India Buyer (page 2) ENPH Collaboration With University...

Webber R|A Renewables Weekly

Webber R|A Renewables Weekly

Renewable Energy Weekly *REGI (Outperform) – Virtual NDR Weds 5/27 To participate email us directly or at info@webberresearch.com Renewables - Weekly Highlights: • GE To Add 193MW Onshore Wind In Turkey – Blades Built In-House (page 1) • SPWR Sells O&M Business,...

W|EPC: Objections To Venture Global’s Storage Tank Design

W|EPC: Objections To Venture Global’s Storage Tank Design

Venture Global –  PHMSA Objects to Calcasieu Pass LNG’s Storage Tank Design A day after Venture Global successfully raised the first LNG storage tank roof (4/27/20) at its Calcasieu Pass LNG facility, PHMSA issued a memo (4/25/20) to FERC objecting to the LNG storage...

Webber Research: Renewable Energy Weekly

Webber Research: Renewable Energy Weekly

ENPH Partners With 5B In Australia GE Renewable Energy Q1 Earnings Sunpower COVID Updates Safe Harbor Deadline Extension Brought To Treasury BNEF Semi-Annual LCOE Update (Page 2, Charts On Page 4) New York Approves Offshore Wind Plans, But Delays Action Due To COVID...

Tankers: Moving From OPEC Trade, To Global COVID Relapse Hedge

Tankers: Moving From OPEC Trade, To Global COVID Relapse Hedge

Tanker Q120 Preview & Storage Update Thesis (EURN, DHT, FRO, ASC, etc) .....................Pages 1-2 Floating Storage Scenario Analysis......................Pages 2-5 Tanker Rates Reactions & Implications .................Page 5 Multi-Factor Supply/Demand...

Exxon, Qatar & Golden Pass: Something’s Gotta Give

Exxon, Qatar & Golden Pass: Something’s Gotta Give

Analyzing Project Costs & Logistics In The COVID Era (Part 1 of 2 - Satellite Image Analysis Later This Week) Golden Pass: 4 Key Takeaways..........................................Page 2 EPC: Monthly Progress Evolution...................................... Page 3...

TPIC: Shuts Iowa/Juarez Facilities – Withdraws 2020 Guidance

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

Renewable Energy: The Next Generation

Initiating Coverage Of ENPH, TPIC, REGI, & ENS Executive Summary .......................................................Page  5 Industry Overviews........................................................Page 9 Near-Term...

W|EPC: AEP Capital Project Analysis – Q220

W|EPC: AEP Capital Project Analysis – Q220

Digging Into AEP's Capital Project Backlog AEP Company Overview                                                       Page 2 Key Takeaways                                                                         Page 3 ERCOT Overview                                   ...

Tankers: Floating Storage Scenario Analysis & Utilization Impact

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...

W|EPC Utilities & Energy – Sempra Deep Dive – Oncor, March 2020

W|EPC Utilities & Energy – Sempra Deep Dive – Oncor, March 2020

 Sempra (SRE) Capital Project Analysis – Oncor March 2020. As part of our W|EPC Utility & Energy Project coverage, we’ve put together a deep dive into a number of large public utilities, including SRE, SO, D, AEP, CNP, ENB, EPD, ET, KMI, XOM, TOT, RDS:A, and...

Tankers Reset As OPEC War Changes Economics

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...

LNG Canada Update: Shell, Fluor, JGC, & Force Majeure

LNG Canada Update: Shell, Fluor, JGC, & Force Majeure

**March 18 Update........................................Page 2 Executive Summary.......................................Page 3 COVID-19 Impact..........................................Page 4 EPC Schedule Analysis...................................Page 5 Site Labor...