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S&P Global: GLOBAL GAS – US LNG supply buildout uncertainty tests global market as Gastech reconvenes
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S&P Global: Tellurian to finish commercialization of Driftwood LNG first phase in few weeks
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Webber Research & Advisory Continues Platform Expansion with Additions in Carbon Capture and Hydrogen Midstream
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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 (slide 6)
- Mariner East 2X (slide 8)
- Orbit Ethane Export Terminal(slide 9)
- Lone Star Express Pipeline (slide 11)
- Lake Charles LNG: Fighting Yesterday’s War? (slides 13-20)
Key Takeaways:
1. Does ET’s Frac 8 Have a Cost Advantage over EPD’s Frac 12?
2. Energy Transfer’s NGL BPD Frac Costs Keep Falling
3. Budget Cuts, COVID-19 Impact, & Schedule Delays
4. Lake Charles LNG – Fighting Yesterday’s War?
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