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LNG Projects
Sempra’s Costa Azul – Is ECA Different? Digging Into SRE’s Mighty Mouse
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.
Golden Pass LNG Q220 Project Update
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.
Venture Global – Calcasieu Pass LNG – PHMSA Tank Issues
PHMSA Objects to Calcasieu Pass LNG’s Storage Tank Design
Force Majeure & The LNG Supply Chain: Scenarios For BH, Kiewit, & Venture Global
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.
Venture Global LNG: Costs Ramping At Calcasieu Pass?
Headcount, Parking Data Suggest Material EPC Inflation
LNG Canada Update: Fluor & JGC – Q120
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.
Commonwealth LNG: A Detailed Look At Calcasieu’s Noisy Neighbors
We’ve analyzed the CWLNG project and how the Project’s boundaries and shipping operations may be a kick to kiddlehopper for CPLNG, the State of Louisiana, and the U.S. Coast Guard.