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Our most recent Webber Research & Advisory #LNG Project Deep Dive, focused on Cheniere Energy, Inc.'s Corpus Christi LNG expansion, including - Satellite Image Reviews of #CCLNG Phase 3 T1-7 - Estimated Timelines & Specific Dates (by Train) for a number of milestones, including: - Feed Gas - First LNG (and where/how we may differ from public guidance) - Full Production - In-Service - Updated Project, Labor, and Cost Curves - Cost Analysis For access information, contact us at info@webberresearch.com, or Walter Lobo.....#LETSGO Bechtel Corporation Chart Industries, Inc. #naturalgas #oilandgas #energy Chiyoda Corporation McDermott International, Ltd Zachry Group Air Products Baker Hughes #EPC #EnergyEPC #research #HenryHub #HHub Venture Global LNG Corpus Christi LNG, LLC Sempra Infrastructure #gastrading #energytrading #commodities ADNOC Group aramco Michael Webber, CFA Greg Wasikowski, CFA Eric Smith Robert Meaney Alexander Bidwell #energyresearch #equityresearch #energyinfrastructure Kiewit Fluor Corporation

🚀 North American Pipeline Boom: Key Projects and Opportunities 🚀 The North American pipeline sector is experiencing significant growth driven by the development of LNG infrastructure and hydrogen pipelines. With a significant increase in activity over the past year, here are some key projects shaping the landscape: 🔹 Rio Bravo Pipeline (Texas): Enbridge is constructing two 138-mile pipelines with a combined capacity of 4.5 Bcf/d to the Rio Grande LNG terminal. Construction is set to begin next year, with service starting in 2026. 🔹 ADCC Pipeline: WhiteWater Midstream is building a 43-mile pipeline with a capacity of 1.7 Bcf/d to the Corpus Christi Stage III project. 🔹 Corpus Christi Pipeline: Cheniere is constructing a 22-mile, 48-inch pipeline with a capacity of 1.5 Bcf/d, co-located with an existing 2.8 Bcf/d pipeline. 🔹 Gator Express Pipeline (Louisiana): Two 42-inch pipelines with a combined capacity of 2 Bcf/d to the Plaquemines LNG export terminal are part of this project. 🔹 Evangeline Pass Expansion Project: Tennessee Gas Pipeline Company is building a 13-mile pipeline with a capacity of 1.1 Bcf/d to the Plaquemines terminal. LNG export pauses may cause delays, however, the demand for natural gas pipelines to support LNG expansions remains strong, with the Gulf Coast witnessing a surge in acquisitions. Having recently wrapped up some large work in this space, let's connect to discuss how we can support your project staffing needs! 💼🔧 #EnergySector #PipelineConstruction #LNG #Hydrogen #Staffing #

A huge business opportunity is happening in Texas 👇 Over 20 billion ft³/d of natural gas pipeline capacity is under construction. Several liquefied natural gas (LNG) export terminals are underway. And there’s business to be made. To name a few key projects in South Texas alone… 𝗔𝗗𝗖𝗖 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲 39-mile pipeline slated to deliver natural gas to the Corpus Christi Stage III project. 𝗖𝗼𝗿𝗽𝘂𝘀 𝗖𝗵𝗿𝗶𝘀𝘁𝗶 𝗦𝘁𝗮𝗴𝗲 𝗜𝗜𝗜 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲 21-mile pipeline slated to deliver natural gas from pipeline interconnections. 𝗥𝗶𝗼 𝗕𝗿𝗮𝘃𝗼 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲 Two 138-mile pipelines to deliver natural gas from the Agua Dulce supply area to the Rio Grande LNG terminal. 𝗞𝗲𝘆 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀: Cheniere Energy, Inc. Bechtel Corporation NextDecade Enbridge There’s still massive opportunity for businesses to support and provide services to these projects. > Transportation Companies > Utility and Infrastructure Providers > Engineering and Construction Companies > Industrial Staffing Companies > Manufacturing Companies The list goes on. It’s a golden opportunity and I know not every business can service big projects like these. But it was also in Texas that we funded a transportation company $1M in just 3 days so they could service a new customer. Happy to fund more businesses like this to secure this opportunity. Send me a message with “CAPITAL” and let’s see how we can help. #construction #transportation #oil #gas #business #entrepreneurship Credit: Jessica Casey via LNG Industry

𝙏𝙚𝙡𝙡𝙪𝙧𝙞𝙖𝙣 𝙂𝙧𝙖𝙣𝙩𝙚𝙙 𝘾𝙤𝙣𝙨𝙩𝙧𝙪𝙘𝙩𝙞𝙤𝙣 𝘿𝙚𝙖𝙙𝙡𝙞𝙣𝙚 𝙀𝙭𝙩𝙚𝙣𝙨𝙞𝙤𝙣 𝙛𝙤𝙧 𝘿𝙧𝙞𝙛𝙩𝙬𝙤𝙤𝙙 𝙇𝙉𝙂 𝙗𝙮 𝙁𝙀𝙍𝘾 The Federal Energy Regulatory Commission (FERC) has approved an extension for the construction deadline of Tellurian Inc.'s Driftwood LNG project near Lake Charles, Louisiana. This decision pushes the completion date to April 18, 2029, giving Tellurian additional time to construct all five plants within the facility. Tellurian CEO, Octavio Simoes, expressed gratitude towards FERC for their cooperation and detailed oversight, which included 19 site visits, ensuring the project's safe progression. With over a billion dollars already invested, Tellurian is fully equipped with export approval and all necessary construction permits, aiming to contribute significantly to global LNG exports. Driftwood LNG is planned as a 27.6 million tons per annum (mtpa) liquefaction export facility, with its first phase featuring two plants capable of exporting up to 11 mtpa of LNG. In a strategic move to ensure timely project advancement, Tellurian has partnered with Baker Hughes for the supply of eight main refrigerant compression packages essential for phase 1, underlining the project's steady march towards operational readiness and its role in enhancing global energy supplies. https://lnkd.in/gw79xdk3

🚢🌏 Exciting News in LNG Industry! 🌟 WISON OFFSHORE & MARINE (USA), INC, a leading EPC provider for the energy industry, has successfully installed the first Self-Supporting Prismatic Shape IMO Type B (SPB) tank on ENI's FLNG (Floating Liquefied Natural Gas) project, in collaboration with partners Eni and Lloyd's Register. This achievement underscores the innovative strides being made in LNG infrastructure, particularly in the rapidly growing Asian market. The SPB tank, designed by Wison Engineering Ltd., represents a cutting-edge approach to LNG containment, offering enhanced safety, efficiency, and reliability. Its installation on Eni's FLNG vessel showcases the industry's commitment to pushing boundaries and embracing technological advancements to meet the world's increasing demand for clean energy solutions. Eni's FLNG project is set to revolutionize the liquefied natural gas sector, providing a flexible and cost-effective solution for offshore gas monetization. With Wison Group's expertise and groundbreaking technology, this project is poised to redefine the future of LNG production and distribution in the Asia-Pacific region and beyond. #LNG #FLNG #EnergyIndustry #Innovation #AsiaPacific #CleanEnergy #Sustainability #Collaboration

𝙎𝙚𝙢𝙥𝙧𝙖 𝘼𝙙𝙫𝙖𝙣𝙘𝙚𝙨 𝙋𝙤𝙧𝙩 𝘼𝙧𝙩𝙝𝙪𝙧 𝙇𝙉𝙂 𝙀𝙭𝙥𝙖𝙣𝙨𝙞𝙤𝙣 𝙬𝙞𝙩𝙝 𝘽𝙚𝙘𝙝𝙩𝙚𝙡 𝙋𝙖𝙧𝙩𝙣𝙚𝙧𝙨𝙝𝙞𝙥 Sempra Infrastructure LLC has partnered with Bechtel Corporation to expand the Port Arthur LNG, LLC export plant in Texas, aiming to double its capacity. Originally tasked with the plant's initial construction, Bechtel will now also handle the expansion, set to increase production to 26 million tons annually, with operations starting in 2027 and 2028. The expansion, still awaiting final regulatory approval, could see Sempra selling a 25% stake to a Saudi aramco subsidiary and securing a supply agreement with INEOS Energy Trading Ltd. This move comes amid broader industry challenges, including project delays and regulatory freezes affecting LNG exports in the U.S. #EnergySector #LNGExpansion #SempraInfrastructure #BechtelEnergy #PortArthurLNG #InvestmentInEnergy https://lnkd.in/g-8fum5i

Yesterday the Bureau of Ocean Energy Management (BOEM) held Gulf of Mexico Oil and Gas Lease Sale 261. The sale generated $382,168,507 in high bids for 311 tracts covering 1.7 million acres in federal waters of the Gulf of Mexico. A total of 26 companies participated in the lease sale, submitting 352 bids totaling $441,896,332. The Gulf of Mexico is a prime economic engine and investment area, and this was the last chance for companies to secure leases in the near term - No lease sales until 2025!!! POST SALE STATS HERE: https://lnkd.in/gJaWQhrS Bill Langin of Shell stated “Today’s Gulf of Mexico Lease Sale 261 was one of the most active and competitive lease sales we’ve seen in many years. 26 different companies participated and put a strong spotlight on this prolific region.” TDI-Brooks will have a vessel in the GOM soon performing seabed geotechnical sediment sampling projects. All of our vessels are fully fitted for G&G surveys. Reach out to Jim Brooks or myself regarding your awarded blocks. https://lnkd.in/gvARzKvE #gomleasesale261 #blocksurveys #routesurveys #G&Gsurveys

LNG Headlines: Energos Infrastructure acquires FSRUs from Dynagas 🌟📝 📝 Highlights: Energos Infrastructure has completed the acquisition of two state-of-the-art FSRUs from affiliates of Dynagas. 🔗 Read more: https://lnkd.in/gVyhQigU 🌐 Visit: https://lnkd.in/gvCrX7kR 🔍 Join the LNG Community: https://lnkd.in/gNsy94mG #Comment and share your views. 🗨️ #lng #news #newsletter

LNG Headlines: Energos Infrastructure acquires FSRUs from Dynagas 🌟📝 📝 Highlights: Energos Infrastructure has completed the acquisition of two state-of-the-art FSRUs from affiliates of Dynagas. 🔗 Read more: https://lnkd.in/gVNvviSP 🌐 Visit: https://lnkd.in/grCFA2SN 🔍 Join the LNG Community: https://lnkd.in/gW8ZbcP2 #Comment and share your views. 🗨️ #lng #news #newsletter

Our most recent Webber Research & Advisory quarterly #LNG project update, focused on Venture Global LNG's Plaquemines Parish and it's path toward production. Given the headlines around cool down cargoes and "First LNG" we believe a clear view around the timing of actual feedstock calls and the project's timeline is certainly relevant. Our Q324 update includes: - Updated Timeline Estimates & Specific Dates (by Block) for a number of milestones, including: - Feed Gas - First LNG (and where/how we may differ from public guidance) - Full Production - In-Service - Satellite Image Reviews: tracking physical progress and critical path - Updated Project, Labor, and Cost Curves - Labor Transition & Breakdown - Cost Analysis For access information, contact us at info@webberresearch.com, or Walter Lobo.....#LETSGO #naturalgas #natgas #Henryhub #HHub #oilandgas Baker Hughes KBR, Inc. Zachry Group Honeywell PGNiG EDF CNOOC International Shell New Fortress Energy ExxonMobil PETRONAS EnBW Energie Baden-Württemberg AG Chevron China Gas Holdings Ltd Eric Smith Alexander Bidwell Michael Webber, CFA Robert Meaney Greg Wasikowski, CFA Excelerate Energy CPC Corporation, Taiwan