Independent Research & Advisory
LNG & Energy Infrastructure
Utilities, Midstream & IOCs
Renewable Energy
NGL Exports, Box Leasing, Containerships, Barges
Marine
Crude Tankers, Product Tankers, LPG
Advisory & Consulting
Who We Are
Webber Research & Advisory provides independent research and advisory services for institutional investors, corporates, project developers, and private capital. We sit at the nexus of Renewables, Energy, & Industrials, with a focus Hydrogen Infrastructure & Mobility, Emerging Renewable Technologies, LNG & Energy Infrastructure, and other avenues of alpha generation.
We are committed to adding value through a mosaic of context, insight, thought leadership, hard work, and diligence – creating unparalleled research and tailored, bespoke solutions for our research and consulting clients.
Our team
Michael Webber, CFA
Managing partner
Michael Webber, CFA
Managing Partner – Export Infrastructure
Mike co-founded Webber Research & Advisory in 2019, and has spent the past 13 years in equity research covering Export Infrastructure, Shipping, & Transportation at Wells Fargo & Deutsche Bank. Mike has been named to Institutional Investor’s (I.I.) All-America Research Team in each of the past 5 years, finishing as the #1 ranked Shipping & LNG analyst in 2019, 2018, 2017, 2016, & 2015, and part of the #1 ranked Natural Gas team in 2019. He was named the sector’s best stock picker by the FT 2013, #2 in 2012, named in Business Insiders: Rising Stars Of Equity Research Under 35 in 2017, and is a NAMEPA award winner for his work in ESG. Mike graduated from the University of Virginia in 2004.
Greg Wasikowski, CFA
Associate Partner
Greg Wasikowski, CFA
Associate Partner & Co-Founder
Greg was a senior member of the #1 I.I. ranked Wells Fargo LNG, Shipping, & Equipment Leasing team from 2017-2019, prior to which he worked in Consulting for RSM US LLP. Greg attended Bucknell University where he majored in Accounting and Financial Management and was a member of the baseball team. Greg holds the CFA designation.
Walter Lobo
Institutional Sales
Walter Lobo
Director of Institutional Sales
Walter Lobo joined Webber Research in September 2020 as Director of Institutional Sales. From 2007 to 2017 Mr. Lobo was a Director of Institutional Sales at Wells Fargo Securities. While at Wells Fargo he managed a diverse book of institutional clients in Europe, New York and the Midwest.
Prior to Wells Fargo, Mr. Lobo was a Director of Institutional Research Sales at A. G. Edwards from 1999 to 2007. From 2005 to 2007 Mr. Lobo ran the A.G. Edwards Sales Office in Geneva, Switzerland. Mr. Lobo earned a B.S. in Business Administration from Villanova University.
Alexander Bidwell
Associate Analyst
Alexander Bidwell
Associate Analyst
Alexander (Alec) joined Webber Research & Advisory in 2024. Prior to joining Webber R|A, Alec was an analyst with New Fortress Energy (NFE) where he focused on development, execution, and commissioning of LNG carrier conversions for import and export terminals around the world. Prior to joining New Fortress Energy, Alec began his career with Excelerate Energy (EE), where he focused on floating regasification unit (FSRU) technical operations, commercial structuring and compliance, and project development. Alec brings extensive technical and strategic experience across the entire LNG value chain, particularly within high-spec marine assets, project commissioning, and LNG logistics.
Alec holds a degree in Naval Architecture and Marine Engineering from the Webb Institute, and works in both our New York and Houston offices.
Eric Smith
Director, W|EPC
Robert Meaney
Energy Engineering, W|EPC
Stefan Unnasch
Director | Carbon Research
Brian D. Healy
Director | Carbon Economics
Toni Soria
H2 Midstream & Emissions
Dr. Bruno Cateni
Process Engineering | H2 & Ammonia
Dr. Cateni has more than 25 years of work experience in downstream and midstream Energy Chemicals & Refining (renewables, Ethanol, Gasification, Hydrogen, Carbon Monoxide, Ammonia, Urea, Nitric Acid, UAN, steam system, power generation, Linear Alpha Olefins, and O&G (Refinery open art, Naphta HydroTreater, Diesel HydroTreater, Natural Gas Liquids, and Liquid Natural Gas plants). His duties have included leadership and engineering support roles in all phases of projects, from conceptual design to detailed engineering and commissioning ISBL and OSBL, capital investment planning, project management, resource planning and financial justification for large scale engineering projects.
Bruno obtained his B.S. and M.S. in Process Engineering from ENSIA in Paris, France, and earned his Ph.D. in Process Engineering from Oklahoma State University. From 2014-2020 he was a Process Supervisor with Worley in Houston, TX, serving as a Lead Process Engineer, and an Ammonia & Hydrogen Specialist on projects in the UAE, Bahrain, South Korea, Singapore, and the United States. Prior to Worley, Dr. Cateni worked in similar capacities for Technip USA, SKEC America, Ventech, and Volgelbusch.
What we do
Equity Research: Leading Coverage Of The LNG, Marine, Renewable Energy Sectors
Industry Research: Thematic, Detailed Analysis of Sector Trends & Market Dynamics
W|EPC: Detailed Energy & Utility Project Coverage
Advisory: Buy-Side, Sell-Side, Corporates, Developers, & Private Capital
Consulting: Market Research, Board Presentations, Valuations
Technical Consulting: Independent Engineering & Due Diligence Services
Recent Highlights
W|EPC: Client Call – Port Arthur LNG Project Update Q125 – Thurs 03/20 @11AM EST
W|EPC: Plaquemines Parish LNG Interim Project Update: Q125
To access the full presentation, please visit our Research Library, or contact us at [email protected] or [email protected].
W|EPC Client Call: Golden Pass LNG Project Update – Q125 Thurs 02/06 @11AM
W|EPC: Golden Pass LNG Project Update – Q125
For the full deck, please visit our Downloads page. If you're already a Webber Research subscriber, you can access this report via our Research Library. For access information please contact us at [email protected], or [email protected]. ...
W|EPC: Client Call – Cheniere’s (LNG) Corpus Christi LNG Q125 Update – Thurs 02/27 @11AM EST
W|EPC: Corpus Christi Stage 3 – Q125 Project Review, Updated Estimates
Webber Research: Global LNG Project Tiers, Rankings Outlook, & Balance Model + Trump & LNG: Leveraging The Pizzazz
W|Carbon: Client Call – 45Z & IRA Fate Under Trump Administration Tues 02/25 @11AM EST
W|Carbon: 45Z & IRA Fate Under Trump Administration – Final Rules & Stakeholder Analysis
W|EPC: Costa Azul LNG Project Update- Q125
W|EPC: LNG Canada Project Update – Q125
Venture Global (VG): Initiating Formal Equity Coverage – MP Rating, $16 PT
If you're already a Webber Research subscriber, you can access this full presentation via our Research Library. For access information, email us at [email protected] or [email protected].
Venture Global IPO: What’s Really Going On Here? Valuation Estimates & Strategy
If you're already a Webber Research subscriber, you can access this presentation via our Research Library. Otherwise, for the full presentation, please visit our Downloads page. For access and subscription information, email us at [email protected], or at...
Client Call: Venture Global (VG) IPO – Valuation & What’s Really Going On Here…
W|Carbon: 45V Guidance Analysis – EVs & Renewable Power Lead DOE Loan Guarantee Awards – January 2025
...
W|EPC: Client Call 01/15 @11AM – Venture Global’s Plaquemines Parish – Q125 Project Review
W|EPC: Venture Global’s Plaquemines Parish LNG – Q125 Project Review
If you're already a Webber Research client, you can access this via our Library. If you're not yet a Webber Research client, you can access the full report on our Downloads page, or contact us for access information at [email protected] or...
W|Carbon: Trump Administration Energy Policies Sharpen Focus, UCO Imports, & Credit Price/Volume Updates
For access information, email us at [email protected], or at [email protected]
Venture Global IPO Coverage
https://www.canva.com/design/DAGab1c_ZhU/iUqoNgLM-ckQfEulgC3u7A/view
W|EPC: Costa Azul LNG – Q424 Project Review
If you're already a Webber Research client, you can access this report via our Research Library. For access information, please contact us at [email protected] or [email protected]. For the full report, please visit our Downloads page.
Venture Global IPO & Trump 2.0: Assessing The Impact Across 35 LNG Projects
If you're already a Webber Research client, you can access this 8-page report via our Research Library. For access information please contact us [email protected], or at [email protected].
Contact us
For access and pricing information, please email us at [email protected]
- Webber Research & Advisory
767 3rd Avenue, Suite 2102
New York, NY, 10017 - (646) 993-0693
- [email protected]