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Woodside's $17.5B Louisiana LNG bet

April 29, 2025

Woodside approves $17.5B Louisiana LNG project targeting 2029 start

Three-train project cements Woodside’s role as a top global LNG supplier.

  • Initial 16.5 Mtpa capacity, expandable to 27.6 Mtpa with future trains

  • Projected to deliver >5% of global LNG supply in the 2030s

  • Forecast IRR >13%, with $2B+ in annual net operating cash at full run-rate

  • Woodside's share of capex: $11.8B; Stonepeak to invest $5.7B

  • Largest single FDI in Louisiana history; construction to create ~15,000 jobs

  • First greenfield US LNG project to FID since 2023

  • Focused on serving growing Asia and Europe gas demand without altering emissions targets

Eni, UK Gov't reach financial close on Liverpool Bay CCS project

Project enters construction phase, unlocking 2,000 jobs and major decarbonization push.

  • £21.7B committed over 25 years for UK’s first CCS clusters

  • Liverpool Bay to store 4.5M tonnes CO₂/year initially, expandable to 10M

  • Involves offshore platform repurposing and new 35km CO₂ pipeline

  • Part of HyNet, one of the world’s most advanced CCS initiatives

Stonepeak acquires 46.3% stake in Repsol’s $795M U.S. solar-storage portfolio

Repsol’s first U.S. renewables partnership unlocks growth in New Mexico and Texas.

  • Stonepeak invests $340M for stake in 777 MW portfolio (solar + storage)

  • Includes Frye (632 MW) and Jicarilla (145 MW solar + storage) projects

  • All assets backed by long-term revenue contracts

ALTÉRRA invests $100M in Evren to accelerate India’s 11GW renewables pipeline

Strategic capital backs solar, wind, and storage buildout to support India’s 2030 goals.

  • Funds will drive 11GW of projects in Rajasthan and Andhra Pradesh

  • Part of Brookfield’s Global Transition Fund II with ALTÉRRA as a key partner

  • Supports India’s target of 500GW installed renewables by 2030

  • Strengthens domestic supply chains for wind turbines and solar modules

  • Reflects $300B renewable investment ambition for India’s fast-growing economy

Schneider Electric facilitates $1.7B in clean energy tax credit transfers

Accelerates capital deployment for solar, battery, and renewables projects.

  • 18 deals closed since late 2023 across multiple sectors

  • Key collaborators: Silfab Solar, Kimberly-Clark, ENGIE, Crux

  • Advisory services cover tax credit optimization, financial structuring, and decarbonization strategy

  • Seen as a catalyst for scaling corporate renewable energy investments

Doral Renewables secures tax equity for 48 MW Great Bend Solar in Ohio

Project to power ~9,000 homes and generate $400K+ annually in local tax revenue.

  • Located in Meigs County; single-axis PV system design

  • Energy off-take secured via long-term PPA with major utility

  • Commercial operations targeted for Q4 2025

  • Part of Doral’s 16 GW U.S. development portfolio

Amplify and Juniper terminate merger amid market volatility

Amplify pivots to strategic alternatives following canceled $800K settlement.

  • Amplify cancels special stockholder meeting and merger proposals

  • Juniper receives $800K cash payment; no termination fee beyond that

  • Company to update business and cash flow outlook during Q1 earnings

  • Exploring portfolio optimization to enhance shareholder value

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.