client log-in
LNG Canada construction delay creates cost uncertainty, clouds world supply
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/lng-canada-construction-delay-creates-cost-uncertainty-clouds-world-supply-60534296
Webber Research: Technical & Commercial Project Consulting
Webber Research Technical & Commercial Project Consulting Overview – detailing our expertise across a wide variety capabilities, services and experience. If you’re a project stakeholder, developer, creditor, or operator, we’re heard to add value and minimize risk from your process.
Our Focus: LNG, Biofuels, Renewables, Petrochemicals, and broader Energy Infrastructure
Webber Research: Renewable Biofuels – Refinery Conversions, Crack Spreads, & Risks Q420
Renewable Biofuels - Refinery Conversions, Crack Spreads, & Risks Q420 Key Takeaways (page 2) Biofuels - Costs, Risks, & Incentives (page 3) Renewable Fuels vs. Traditional Refining Economics (page 4) Crack Spread Analysis – Ratios Matter (page 5) The...
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: Renewable Methanol & Hydrogen – Analyzing Methanex’s (MEOH) Geismar Facilities
Renewable Methanol & Hydrogen - Analyzing Methanex’s (MEOH) Geismar Facilities - September 2020 Methanex & Renewable Methanol - Key Takeaways (page 2) Renewable Methanol (page 3) Methanol Feedstock & Applications (page 4) Hydrogen is Getting Cheaper (page...
W|EPC: Golden Pass LNG (XOM, QP) – Project Update & On-Site Satellite Image Analysis – Q320
Golden Pass LNG: Our Delay & Contingency Fund Estimates Continue to Ramp Key Takeaways:• Chiyoda’s Engineering Delays Continue. We believe engineering delays have eroded a significant portion of the EPC risk, contingency, and profit, with the likelihood of ramping...
W|EPC: Assessing Force Majeure Impact on Calcasieu (Venture Global), Golden Pass (Exxon, QP) & Sabine (Cheniere)
Webber Research - Energy EPC Marco & Laura Impact Could Last 7 to 14 Days…Depending on Damage & Craft Labor RetentionEPC contractors receive schedule relief for Force Majeure (FM) events (i.e. named storms such as Marco & Laura) in industry standard EPC...
W|EPC: Gorgon LNG – Operational Breakdown Could Have Contributed To Kettle Cracks – Mid-October A More Likely Restart Timeline
W|EPC: Gorgon LNG - Operational Breakdown Could Have Contributed To Kettle CracksMid-October May Be A More Likely Restart Timeline Key Takeaways:Pump The Brakes: While potential fabrication errors have been the primary narrative around the Propane Kettle cracks that...
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: LNG Canada Q320 Monitor – Labor Dynamics & Baseline Satellite Image Review
LNG Canada Q320 Monitor - Labor Dynamics & Baseline Satellite Image Review Shell • Petrochina • Mitsubishi • Kogas • Petronas 1) Union Craft Avg. Wage Rate Escalators & Impact On JGC/Fluor, and broader project cost... What’s Happened/Changed: Part of our...
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:
Recent Highlights (page 1) LH2 Carrier Progress (page 3) M&A Tracker (page 4) Valuation Summaries ...
W|EPC: Venture Global & The Approach Nexus – Drone & Satellite Image Analysis, Engineering Changes Q320
W|EPC: Venture Global - Nexus Approaching Drone &Satellite Image Analysis, Engineering Changes Q320 For access information, visit our New Online Store, or email us at [email protected] • Calcasieu Pass Update - Key Takeaways (slide 2)• Calcasieu Pass LNG...
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
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,...
LNG Canada construction delay creates cost uncertainty, clouds world supply
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/lng-canada-construction-delay-creates-cost-uncertainty-clouds-world-supply-60534296
Webber Research: Technical & Commercial Project Consulting
Webber Research Technical & Commercial Project Consulting Overview – detailing our expertise across a wide variety capabilities, services and experience. If you’re a project stakeholder, developer, creditor, or operator, we’re heard to add value and minimize risk from your process.
Our Focus: LNG, Biofuels, Renewables, Petrochemicals, and broader Energy Infrastructure
Webber Research: Renewable Biofuels – Refinery Conversions, Crack Spreads, & Risks Q420
Renewable Biofuels - Refinery Conversions, Crack Spreads, & Risks Q420 Key Takeaways (page 2) Biofuels - Costs, Risks, & Incentives (page 3) Renewable Fuels vs. Traditional Refining Economics (page 4) Crack Spread Analysis – Ratios Matter (page 5) The...
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: Renewable Methanol & Hydrogen – Analyzing Methanex’s (MEOH) Geismar Facilities
Renewable Methanol & Hydrogen - Analyzing Methanex’s (MEOH) Geismar Facilities - September 2020 Methanex & Renewable Methanol - Key Takeaways (page 2) Renewable Methanol (page 3) Methanol Feedstock & Applications (page 4) Hydrogen is Getting Cheaper (page...
W|EPC: Golden Pass LNG (XOM, QP) – Project Update & On-Site Satellite Image Analysis – Q320
Golden Pass LNG: Our Delay & Contingency Fund Estimates Continue to Ramp Key Takeaways:• Chiyoda’s Engineering Delays Continue. We believe engineering delays have eroded a significant portion of the EPC risk, contingency, and profit, with the likelihood of ramping...
W|EPC: Assessing Force Majeure Impact on Calcasieu (Venture Global), Golden Pass (Exxon, QP) & Sabine (Cheniere)
Webber Research - Energy EPC Marco & Laura Impact Could Last 7 to 14 Days…Depending on Damage & Craft Labor RetentionEPC contractors receive schedule relief for Force Majeure (FM) events (i.e. named storms such as Marco & Laura) in industry standard EPC...
W|EPC: Gorgon LNG – Operational Breakdown Could Have Contributed To Kettle Cracks – Mid-October A More Likely Restart Timeline
W|EPC: Gorgon LNG - Operational Breakdown Could Have Contributed To Kettle CracksMid-October May Be A More Likely Restart Timeline Key Takeaways:Pump The Brakes: While potential fabrication errors have been the primary narrative around the Propane Kettle cracks that...
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: LNG Canada Q320 Monitor – Labor Dynamics & Baseline Satellite Image Review
LNG Canada Q320 Monitor - Labor Dynamics & Baseline Satellite Image Review Shell • Petrochina • Mitsubishi • Kogas • Petronas 1) Union Craft Avg. Wage Rate Escalators & Impact On JGC/Fluor, and broader project cost... What’s Happened/Changed: Part of our...
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:
Recent Highlights (page 1) LH2 Carrier Progress (page 3) M&A Tracker (page 4) Valuation Summaries ...
W|EPC: Venture Global & The Approach Nexus – Drone & Satellite Image Analysis, Engineering Changes Q320
W|EPC: Venture Global - Nexus Approaching Drone &Satellite Image Analysis, Engineering Changes Q320 For access information, visit our New Online Store, or email us at [email protected] • Calcasieu Pass Update - Key Takeaways (slide 2)• Calcasieu Pass LNG...
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
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,...