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W|EPC: LNG Canada Update – Troubles Ahead For Shell’s LNG Flagship?
W|EPC: LNG Canada Update – Troubles Ahead For Shell’s LNG Flagship?
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.