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Webber Research Call Series – Monday, October 26th – Vogtle Nuclear Project Monitor – Key Decisions That Could Haunt Cost Prudency
Please join us for the latest Webber Research Client Call on Monday, 10/26 at 12PM, when we'll discuss our latest deep dive into Southern Company's Vogtle Nuclear expansion. For access information, please contact us at [email protected], or our Institutional...
W|EPC: Southern Company (SO) – Q420 Vogtle Project Monitor – Key Decisions That Could Haunt Cost Prudency
Key Takeaways: Vogtle Q420 Monitor - Key Decisions That Could Haunt Cost Prudency Who Will Be Getting Stuck With +$2.1B In Cost Overruns? Once Vogtle Unit 4 reaches “fuel load”, Georgia Power/Southern Company (GP/SO) can request a cost prudency determination to push...
Webber Research: Renewables Weekly
Webber Research: Renewables Weekly 10.20.20 Highlights: • CEC Releases Clean Transportation Plan (page 1) • New York Set 70% Renewable Energy Mandate By 2030 (page 1) • ENPH Partners With Natura Living In Thailand (page 1) • ENS Partners With alpha-Encorp (page 2) •...
Webber Research: LNG Canada Q420 Update Call – Wednesday 10/21 at 12PM (EST)
Please join us for the latest Webber Research Client Call on Wednesday, 10/21 at 12PM, when we'll discuss our latest thoughts on LNG Canada. For access information, please contact us at [email protected], or our Institutional Sales Desk at...
W|EPC: LNG Canada – Updated Satellite Image Analysis & Construction Progress – Q420 Project Monitor
Shell ∙ Fluor ∙ Mitsubishi ∙ PetroChina ∙ PETRONAS ∙ KOGAS Table Of Contents: LNG Canada Q4 Monitor: Key Takeaways……………………........….…Page 2 LNG Canada Cost & Schedule Updates Updated Estimates…………………………..……………….….……..Page 4 Project...
Hydrogen (H2) – The Production Process Roadmap – Upstream, Midstream, & Downstream – Q420
Hydrogen ∙ Ammonia ∙ Methanol Table Of Contents: Key Takeaways And Flow Of H2 & CO2………………………………………Page 2 Hydrogen’s Upstream Electrolysis Technologies & Market Leaders…………………….…..…Page 6 Blue Hydrogen CO2 Issue………………………………………….…….Page 7 Hydrogen Is...
Renewable Energy: Expanding Our Hydrogen & Solar Coverage
Initiating Coverage Of PLUG, BLDP, & SEDG Plug Power (PLUG) Company Overview - Page 5 Plug Symposium (Raw Notes) - Page 10 Investment Rationale / Key Points - Page 12 Primary Risks - Page 14 Valuation - Page 15 Ballard Power Systems (BLDP) Company Overview - Page...
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...
Webber Research Call Series – Monday, October 26th – Vogtle Nuclear Project Monitor – Key Decisions That Could Haunt Cost Prudency
Please join us for the latest Webber Research Client Call on Monday, 10/26 at 12PM, when we'll discuss our latest deep dive into Southern Company's Vogtle Nuclear expansion. For access information, please contact us at [email protected], or our Institutional...
W|EPC: Southern Company (SO) – Q420 Vogtle Project Monitor – Key Decisions That Could Haunt Cost Prudency
Key Takeaways: Vogtle Q420 Monitor - Key Decisions That Could Haunt Cost Prudency Who Will Be Getting Stuck With +$2.1B In Cost Overruns? Once Vogtle Unit 4 reaches “fuel load”, Georgia Power/Southern Company (GP/SO) can request a cost prudency determination to push...
Webber Research: Renewables Weekly
Webber Research: Renewables Weekly 10.20.20 Highlights: • CEC Releases Clean Transportation Plan (page 1) • New York Set 70% Renewable Energy Mandate By 2030 (page 1) • ENPH Partners With Natura Living In Thailand (page 1) • ENS Partners With alpha-Encorp (page 2) •...
Webber Research: LNG Canada Q420 Update Call – Wednesday 10/21 at 12PM (EST)
Please join us for the latest Webber Research Client Call on Wednesday, 10/21 at 12PM, when we'll discuss our latest thoughts on LNG Canada. For access information, please contact us at [email protected], or our Institutional Sales Desk at...
W|EPC: LNG Canada – Updated Satellite Image Analysis & Construction Progress – Q420 Project Monitor
Shell ∙ Fluor ∙ Mitsubishi ∙ PetroChina ∙ PETRONAS ∙ KOGAS Table Of Contents: LNG Canada Q4 Monitor: Key Takeaways……………………........….…Page 2 LNG Canada Cost & Schedule Updates Updated Estimates…………………………..……………….….……..Page 4 Project...
Hydrogen (H2) – The Production Process Roadmap – Upstream, Midstream, & Downstream – Q420
Hydrogen ∙ Ammonia ∙ Methanol Table Of Contents: Key Takeaways And Flow Of H2 & CO2………………………………………Page 2 Hydrogen’s Upstream Electrolysis Technologies & Market Leaders…………………….…..…Page 6 Blue Hydrogen CO2 Issue………………………………………….…….Page 7 Hydrogen Is...
Renewable Energy: Expanding Our Hydrogen & Solar Coverage
Initiating Coverage Of PLUG, BLDP, & SEDG Plug Power (PLUG) Company Overview - Page 5 Plug Symposium (Raw Notes) - Page 10 Investment Rationale / Key Points - Page 12 Primary Risks - Page 14 Valuation - Page 15 Ballard Power Systems (BLDP) Company Overview - Page...
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...