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Recent Highlights

W|EPC: Mozambique LNG – Baseline Report & On-Site Satellite Image Analysis (Q121)

W|EPC: Mozambique LNG – Baseline Report & On-Site Satellite Image Analysis (Q121)

Mozambique LNG – Q121
Baseline Report & On-Site Satellite Image Analysis
Project Owners: Total, Mitsui, ENH, PTT, etc.
LNG Buyers: Tokyo Gas, JERA, Centrica, Shell, CNOOC, EDF, etc

For access information please contact us at [email protected]

Key Takeaways:
• Mozambique LNG (MZLNG): After A Sluggish Start…The Next 6 Months Are Critical
• Q320 & Q420 satellite images indications… (pgs. 15-18)
• 17-months after FID, meaningful piling, concrete, &/or structural steel erection [redacted]…
• Recent security issues (increasingly localized terrorism) could further hamper staffing levels and complicate the path forward (while also potentially creating the pretense for Force Majeure relief).

Webber Research: Renewables Weekly

Webber Research: Renewables Weekly

Webber Research: Renewables Weekly 11/18/2020 Highlights: • PLUG - $846MM Public Offering • ENPH ACM Partnership & Dist Agreement In The Philippines • BLNK Cable Management Solution • AMRC Completes Two Projects • FLR Collaboration With Sargent & Lundy On...

Webber Research: Renewables Weekly

Webber Research: Renewables Weekly

Webber Research: Renewables Weekly 11/05/2020 Baker Hughes (BKR) Buys Carbon Capture Platform Dominion (D )Proposes 9 New Solar Facilities For ~500MW AMRC - 2 New Contracts In Oregon Neste Acquires Neighboring Refinery Plant ITRI Deploys AMI In Canada AGR Investor Day...