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Mighty Mouse? Sempra’s (SRE) Costa Azul LNG (ECA, 2.4mtpa Phase-1) might be the only North American LNG project with a realistic chance at FID in 2020. As we saw last cycle, being small (and cheap) can be an advantage in difficult markets. As we note below, we’ve included our key takeaways around 1) Project viability in the current environment, 2) Site & Permitting Issues, 3) our independent project timeline & cost estimates, and 4) our Independent assessment of ECA’s project economics.

American Electric Power AEP has a market cap of 42 B), been in business for 114 years, and has 5 5 MM customers in 11 states, which includes Texas

We’ve updated our EPC monthly progress schedule to include Implementation Plans (IP) recently submitted to FERC, increased on-site craft labor forecasts, construction activities, and Chiyoda’s reported project completion percentages.

PHMSA Objects to Calcasieu Pass LNG’s Storage Tank Design

Regulatory Background: Vogtle is regulated by the Georgia Public Service Commission (GPSC). GPSC’s primary role is to protect rate payers & determine if project costs can be justifiably passed-through via utility rates.

Headcount, Parking Data Suggest Material EPC Inflation

ERCOT is a non profit governed by a board of directors and oversight by the Public Utility Commission of Texas (“PUCT”) and Texas legislature In 2019 ERCOT energized 1 3 B in transmission projects

In light of yesterday’s announcement that the Shell led LNG Canada project was cutting its staffing levels in half over the coming days, we felt it worthwhile to pass along our LNG Canada Update from late February, along with a slide on our updated thoughts.

Enterprise Products (EPD) is one of the largest publicly traded energy partnerships (~$28B Market Cap), with 21 consecutive years of distribution growth.