Investing.comQwen · 实盘不做把握 2/10不做原因:风险收益比不佳
北京时间·🕒 发布 18:04:35·⟳ 抓取 18:05:23 +48s·⚡ 决策 08-31 20:32:53 +2h27m·56.9 天前
KBR获Live Oak联盟选为内布拉斯加电制天然气项目前端工程设计服务商
KBR是年营收约70亿美元、全球37000人的大型工程服务公司。FEED(前端工程设计)合同是项目最早期、金额最小的阶段(通常为项目总投的1-3%)，未披露金额但即使乐观估计也不超过5000万美元，占KBR年营收不足1%。项目FID在2027年，后续设备采购和EPC至少2-3年后才可能落地。这是KBR日常业务中的常规小型设计合同，不构成短线交易催化。
📄 原文Investing.com↗ 原文
KBR selected for e-methane project design in Nebraska
Oil rises 3% as U.S. strikes on Iran revive Hormuz supply disruption concerns HOUSTON - KBR (NYSE:KBR) announced today…
不做 KBR（KBR.US）
FEED合同是项目最早期最小金额阶段，对KBR(年营收~70亿美元、市值百亿美元级)的边际收入影响不足1%；FID在2027年，无近期收入兑现；属于KBR日常例行小型设计合同，不构成可交易催化
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研究档案
结论摘要
KBR获选为内布拉斯加e-NG示范项目提供FEED设计服务。FEED是项目最早期最小金额阶段，KBR作为百亿美元市值大型工程公司，该合同对收入/利润边际影响极小(<1%)。项目FID在2027年、运营在2030年，无近期可执行催化。A股/其他市场设备商距离采购窗口至少2-3年，当前无交易机会。结论：不做。
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原文全文
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Oil rises 3% as U.S. strikes on Iran revive Hormuz supply disruption concerns
HOUSTON - KBR (NYSE:KBR) announced today it has been selected by the Live Oak consortium to provide front-end engineering design services for a proposed electric natural gas production facility in Norfolk, Nebraska.
The Live Oak consortium comprises TotalEnergies, Osaka Gas, Toho Gas, ITOCHU Corporation and Tree Energy Solutions. The project is subject to a final investment decision in 2027, with commercial operations scheduled to begin by 2030. The facility plans to export e-NG to Japan.
KBR will execute the design scope for the facility, which is expected to produce e-NG using renewable hydrogen generated through approximately 250 MW of water electrolysis and biogenic carbon dioxide. The hydrogen and captured biogenic CO₂ will be combined to produce synthetic methane.
"We are pleased to support the Live Oak consortium and its partners on this strategically important project," said Jay Ibrahim, President, KBR Sustainable Technology Solutions.
The e-NG produced will be chemically identical to conventional natural gas and can be integrated into existing LNG infrastructure, including liquefaction, transportation, regasification and distribution, according to the press release statement.
KBR employs approximately 37,000 people worldwide with customers in more than 85 countries and operations in over 28 countries.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
HOUSTON - KBR (NYSE:KBR) announced today it has been selected by the Live Oak consortium to provide front-end engineering design services for a proposed electric natural gas production facility in Norfolk, Nebraska.
The Live Oak consortium comprises TotalEnergies, Osaka Gas, Toho Gas, ITOCHU Corporation and Tree Energy Solutions. The project is subject to a final investment decision in 2027, with commercial operations scheduled to begin by 2030. The facility plans to export e-NG to Japan.
KBR will execute the design scope for the facility, which is expected to produce e-NG using renewable hydrogen generated through approximately 250 MW of water electrolysis and biogenic carbon dioxide. The hydrogen and captured biogenic CO₂ will be combined to produce synthetic methane.
"We are pleased to support the Live Oak consortium and its partners on this strategically important project," said Jay Ibrahim, President, KBR Sustainable Technology Solutions.
The e-NG produced will be chemically identical to conventional natural gas and can be integrated into existing LNG infrastructure, including liquefaction, transportation, regasification and distribution, according to the press release statement.
KBR employs approximately 37,000 people worldwide with customers in more than 85 countries and operations in over 28 countries.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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