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Renewable Energy: The Next Generation
Initiating Coverage Of ENPH, TPIC, REGI, & ENS Executive Summary .......................................................Page 5 Industry Overviews........................................................Page 9 Near-Term...
W|EPC: AEP Capital Project Analysis – Q220
Digging Into AEP's Capital Project Backlog AEP Company Overview Page 2 Key Takeaways Page 3 ERCOT Overview ...
W|EPC: Sempra’s Costa Azul – Is ECA Different? A Deep Dive Into SRE’s Mighty Mouse
Sempra LNG’s Costa Azul – Analysis & Risks As Larger Projects Falter Overview Pages 1-3 ECA Phase 1 & 2 Structures Pages 3-4 Supply Dynamics...
Tankers: Floating Storage Scenario Analysis & Utilization Impact
Our 3-Stage Approach To Tankers For the Remainder Of 2020 Our 3-Stage Approach To The Remainder Of 2020 Pages 1-2 Floating Storage Scenario Analysis – Impact On Utilization Pages 2-3 Storage Arbitrage, Inventories, & Rate...
W|EPC: Force Majeure & The LNG Supply Chain: Scenarios For BH, Kiewit, & Venture Global
Reviewing Satellite Images Of Italian Fabrication Yards & Force Majeure Flow Charts • Supply Chain Overview Pages 1-2 • Satellite Images: BH’s Fabrication Yard In Avenza, Italy ...
W|EPC Utilities & Energy – Sempra Deep Dive – Oncor, March 2020
Sempra (SRE) Capital Project Analysis – Oncor March 2020. As part of our W|EPC Utility & Energy Project coverage, we’ve put together a deep dive into a number of large public utilities, including SRE, SO, D, AEP, CNP, ENB, EPD, ET, KMI, XOM, TOT, RDS:A, and...
Tankers Reset As OPEC War Changes Economics
Market Updates & Thoughts....................Pages 1-3 Tanker Trade Dynamics...........................Page 4 Fuel Spreads, Economics........................Page 5 Crude/Product/LPG Rate Changes............Pages 6-9 LNG Arb, Freight...
LNG Canada Update: Shell, Fluor, JGC, & Force Majeure
**March 18 Update........................................Page 2 Executive Summary.......................................Page 3 COVID-19 Impact..........................................Page 4 EPC Schedule Analysis...................................Page 5 Site Labor...
OPEC+ Fallout: Contagion Everywhere From Looming Price War…
***From Sunday 3/8*** For access information please email us at [email protected] Tankers Among Few Eventual Beneficiaries Impact On Tankers: Page 1, 3-5 The 2015 Tanker Comp,...
Noisy Neighbors: A Commonwealth LNG Deep Dive & Venture Global’s Engineering Update
Energy EPC: Venture Global's Engineering Update & A Detailed Look At Their Commonwealth LNG Note 1: As expected (and highlighted in our Commonwealth LNG Report below - initially published nearly two weeks ago), Venture Global has filed motion to intervene in...
Venture Global LNG: Costs Ramping At Calcasieu?
Headcount, Parking Data Suggest Material EPC Inflation For access information, please email us at [email protected] Construction Details: Pages 1-2 Parking & Headcount estimates ...
Tellurian tightens belt amid dim short-term outlook for LNG industry
https://www.chron.com/business/energy/article/Tellurian-tightens-belt-amid-dim-short-term-15098792.php
LNG’s Black Friday
LNG’s Black Friday: Endgame For TELL, Magnolia (LNG-ASX) Gets Taken Out For access please email us at [email protected] The Walls Close In Around TELL – Stock Down 72% This Week As Liquidity & Commercial Realities Finally Overlap. TELL has traded down 52%...
The Golar Clean Up Trade – Let’s Get Schwifty
Golar Q4 Earnings Preview - Reorg Pressure Ramps GLNG/GMLP Equity Thesis, SOTP Valuation: Pages 1-2, 6 Our Expected Golar Reorg Solution: Pages 2-4 GMLP: Risk around Eskimo/Jordan Contract? Pages 2, 7...
LNG Update: Coronavirus Force Majeure — Context, Data, and Exposure
Corona-Related Force Majeure: Highlights From Our Recent LNG Update Chinese LNG Contractual Exposure - SPA Breakdown By Counterparty Pages 2, 5-9 Historical Context - SARS, 6 Previous Global Health Emergencies ...
Renewable Energy: The Next Generation
Initiating Coverage Of ENPH, TPIC, REGI, & ENS Executive Summary .......................................................Page 5 Industry Overviews........................................................Page 9 Near-Term...
W|EPC: AEP Capital Project Analysis – Q220
Digging Into AEP's Capital Project Backlog AEP Company Overview Page 2 Key Takeaways Page 3 ERCOT Overview ...
W|EPC: Sempra’s Costa Azul – Is ECA Different? A Deep Dive Into SRE’s Mighty Mouse
Sempra LNG’s Costa Azul – Analysis & Risks As Larger Projects Falter Overview Pages 1-3 ECA Phase 1 & 2 Structures Pages 3-4 Supply Dynamics...
Tankers: Floating Storage Scenario Analysis & Utilization Impact
Our 3-Stage Approach To Tankers For the Remainder Of 2020 Our 3-Stage Approach To The Remainder Of 2020 Pages 1-2 Floating Storage Scenario Analysis – Impact On Utilization Pages 2-3 Storage Arbitrage, Inventories, & Rate...
W|EPC: Force Majeure & The LNG Supply Chain: Scenarios For BH, Kiewit, & Venture Global
Reviewing Satellite Images Of Italian Fabrication Yards & Force Majeure Flow Charts • Supply Chain Overview Pages 1-2 • Satellite Images: BH’s Fabrication Yard In Avenza, Italy ...
W|EPC Utilities & Energy – Sempra Deep Dive – Oncor, March 2020
Sempra (SRE) Capital Project Analysis – Oncor March 2020. As part of our W|EPC Utility & Energy Project coverage, we’ve put together a deep dive into a number of large public utilities, including SRE, SO, D, AEP, CNP, ENB, EPD, ET, KMI, XOM, TOT, RDS:A, and...
Tankers Reset As OPEC War Changes Economics
Market Updates & Thoughts....................Pages 1-3 Tanker Trade Dynamics...........................Page 4 Fuel Spreads, Economics........................Page 5 Crude/Product/LPG Rate Changes............Pages 6-9 LNG Arb, Freight...
LNG Canada Update: Shell, Fluor, JGC, & Force Majeure
**March 18 Update........................................Page 2 Executive Summary.......................................Page 3 COVID-19 Impact..........................................Page 4 EPC Schedule Analysis...................................Page 5 Site Labor...
OPEC+ Fallout: Contagion Everywhere From Looming Price War…
***From Sunday 3/8*** For access information please email us at [email protected] Tankers Among Few Eventual Beneficiaries Impact On Tankers: Page 1, 3-5 The 2015 Tanker Comp,...
Noisy Neighbors: A Commonwealth LNG Deep Dive & Venture Global’s Engineering Update
Energy EPC: Venture Global's Engineering Update & A Detailed Look At Their Commonwealth LNG Note 1: As expected (and highlighted in our Commonwealth LNG Report below - initially published nearly two weeks ago), Venture Global has filed motion to intervene in...
Venture Global LNG: Costs Ramping At Calcasieu?
Headcount, Parking Data Suggest Material EPC Inflation For access information, please email us at [email protected] Construction Details: Pages 1-2 Parking & Headcount estimates ...
Tellurian tightens belt amid dim short-term outlook for LNG industry
https://www.chron.com/business/energy/article/Tellurian-tightens-belt-amid-dim-short-term-15098792.php
LNG’s Black Friday
LNG’s Black Friday: Endgame For TELL, Magnolia (LNG-ASX) Gets Taken Out For access please email us at [email protected] The Walls Close In Around TELL – Stock Down 72% This Week As Liquidity & Commercial Realities Finally Overlap. TELL has traded down 52%...
The Golar Clean Up Trade – Let’s Get Schwifty
Golar Q4 Earnings Preview - Reorg Pressure Ramps GLNG/GMLP Equity Thesis, SOTP Valuation: Pages 1-2, 6 Our Expected Golar Reorg Solution: Pages 2-4 GMLP: Risk around Eskimo/Jordan Contract? Pages 2, 7...
LNG Update: Coronavirus Force Majeure — Context, Data, and Exposure
Corona-Related Force Majeure: Highlights From Our Recent LNG Update Chinese LNG Contractual Exposure - SPA Breakdown By Counterparty Pages 2, 5-9 Historical Context - SARS, 6 Previous Global Health Emergencies ...