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Webber Research: Hydrogen Tracker

Webber Research: Hydrogen Tracker

Webber Research: Hydrogen Tracker 09/09/2020 Recent News (page 1) M&A Tracker (page 3) Valuation Summaries (page 3) Hydrogen Production Costs (page 4) Industry/Background (page 6) LH2 Carrier Progress (page 7) • GM Forms Strategic Alliance With Nikola: On 9/8, GM...

W|EPC: Venture Global LNG – August 2020 Update

W|EPC: Venture Global LNG – August 2020 Update

W|EPC: Venture Global & Calcasieu Pass LNG - Satellite Image Review (ICA & Fluor) & More Engineering Changes. Key Points: Calcasieu Pass Revises Key Engineering Documents (Again). Over the past two weeks Calcasieu Pass (CPLNG) submitted engineering updates...

W|EPC: Gorgon LNG’s Propane Kettle Cracks – Early Read

W|EPC: Gorgon LNG’s Propane Kettle Cracks – Early Read

Overview:On July 23, 2020, Reuters reported Australia’s Department of Mines, Industry Regulation & Safety (DMIRS) said “it plans to inspect Chevron’s Gorgon LNG plant as soon as possible following calls by a trade union to shut the plant.”1. During routine...

Webber Research: Hydrogen Tracker Highlights:

Webber Research: Hydrogen Tracker Highlights:

Recent Highlights                                                   (page 1) LH2 Carrier Progress                                             (page 3) M&A Tracker                                                          (page 4) Valuation Summaries               ...

Webber Research: Hydrogen Tracker

Webber Research: Hydrogen Tracker

For access information, email us at [email protected] Highlights: • Recent News (page 1) • LH2 Carrier Progress (page 3) • M&A Tracker (page 4) • Valuation Summaries (page 5) • Hydrogen Production Costs (page 7) • Industry Dynamics (page 9) PLUG Launches...

Webber Research Hydrogen Tracker

Webber Research Hydrogen Tracker

Introducing the Webber Research Hydrogen Tracker Yesterday we launched our Hydrogen Tracker – a weekly research product dedicated to the build out of Hydrogen production, technologies, and associated markets. For information about access to our Hydrogen Research,...

W|EPC: Dominion Energy (D) –  Offshore Wind Project Monitor Q320

W|EPC: Dominion Energy (D) – Offshore Wind Project Monitor Q320

W|EPC: Dominion Energy (D) - Q320 Offshore Wind Project Monitor Dominion Energy (D) Q320 Capital Project Monitor: Key Takeaways (slide 2) Virginia Clean Energy Act – Why Should You Care? (slide 3) Energy Costs vs. Benefits (slide 4) Coastal Virginia Offshore Wind...

Webber Research: Renewables Weekly

Webber Research: Renewables Weekly

Renewable Energy Highlights: For access information email us at [email protected] 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...