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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,...
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...
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,...
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...