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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
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
2020 ESG Scorecard – Updated Model, Same Idea. Before we delve into our updated rankings, framework, and company specific changes, we want to reiterate the idea that underpins this entire endeavor, which is that we believe there is no longer a place in the public...
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 - 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
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) 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 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
Renewable Energy Weekly *REGI (Outperform) – Virtual NDR Weds 5/27 To participate email us directly or at [email protected] 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
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
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...
Tanker Stock Could Emerge As COVID-19 Relapse Hedge
https://www.freightwaves.com/news/tanker-stocks-could-emerge-as-covid-19-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
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
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...
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
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
2020 ESG Scorecard – Updated Model, Same Idea. Before we delve into our updated rankings, framework, and company specific changes, we want to reiterate the idea that underpins this entire endeavor, which is that we believe there is no longer a place in the public...
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 - 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
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) 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 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
Renewable Energy Weekly *REGI (Outperform) – Virtual NDR Weds 5/27 To participate email us directly or at [email protected] 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
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
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...
Tanker Stock Could Emerge As COVID-19 Relapse Hedge
https://www.freightwaves.com/news/tanker-stocks-could-emerge-as-covid-19-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
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
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...