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The way out – bright spots in uncertain times

Since the explosion of unconventional oil and gas production began in 2013, the US has faced a new energy challenge: too much of everything. This has become increasingly true over time, particulary following the post-2015 low price cycle that temporarily slowed production growth but led to greater efficiencies and reduced breakeven prices, enabling a new surge in growth.

2013년 석유와 가스의 생산이 폭발적으로 증가한 이후, 미국은 새로운 에너지 문제에 직면했다: 모든 것이 너무 많아 졌다는 것. 그리고 이것은 시간이 지날수록 더욱 현실이 되고 있다. 일시적으로 생산 증가가 둔화되었지만, 효율성 향상과 손익분기 가격 하락을 이끌어 새로운 폭발적 증가가 가능했던 2015년 이후의 저가격 사이클이 특히 그러하다.

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Case Study: #2 Commercial Advisory

xemc

Background: Chinese wind turbine manufacturer, XEMC, approached Orchid to advise it on a brownfield wind power project in California that the firm was considering purchasing and re-powering with its own turbines.

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Case Study: #1 Commercial Advisory

kosep

Background: Korea South-East Power Co. (“KOSEP”) was considering the acquisition of a greenfield CCGT project in Pennsylvania within the PJM market and hired Korea Ratings (“KR”) to assess the feasibility of the project. On behalf of KOSEP, KR hired Orchid to lead due diligence from on the ground.

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Case Study: #2 Market Research

Background: The Electricity Generating Public Company Limited wished to bid on the sale of a 49% stake in an 1800 MW CCGT in South Korea and needed an adviser to forecast power market prices and advise on issues related to LNG supply agreements and a terminal use agreement.

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Case Study: #1 Market Research

Background: A confidential client was required by the lenders to two of its gas-fired power projects to demonstrate the competitiveness of its LNG supply agreements. Orchid Group was engaged to conduct the study.

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Case Study: Deal Origination

Background: Energy Initiative Japan (EIJ), a Japanese developer of solar projects hired Orchid to lead the sale of a portfolio of greenfield solar projects developed under the Feed-in-Tariff (FIT) established under the “Act on Special Measures Concerning the Procurement of Renewable Electrical Energy by Operators of Electric Utilities” in Japan.

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Case Study: Strategy Consulting

doosan

Background: Doosan Heavy Industries (DHI) was eyeing the United States as their key market for selling wind turbines, but wanted to understand whether they could compete there, what models were most competitive the logistical network required for them to compete in the USA. They hired Orchid to help them work through developing market entry strategy.

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Orchid provided DHI with a comprehensive package complete with strategic options for entering the USA.

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