Webber Research | Advisory • LNG & Energy Infrastructure Research & Consulting

Webber Research & Advisory

Webber Research & Advisory

Webber Research & Advisory

Webber Research & Advisory

Webber Research & Advisory

Webber Research & Advisory

Webber Research & Advisory

Independent Research & Consulting

LNG & Energy Infrastructure

Large Scale Export Projects, LNG Carriers, Small-Scale LNG Solutions, Floating Regas, Gas-To-Power

Utilities, Midstream & IOCs

Proprietary ESG Overlay

Renewable Energy

NGL Exports, Box Leasing, Containerships, Barges

Marine

Crude Tankers, Product Tankers, LPG

Corporate & Buyside Consulting

Crude Tankers, Product Tankers, LPG

Who We Are

Webber Research & Advisory provides independent research and consulting services for institutional investors, corporates, project developers, private equity, and family offices. We focus on providing market leading coverage and analysis across the LNG & Energy Infrastructure, Renewable Energy, Utility, Midstream, IOCs, and Marine industries.

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

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

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.

Chris Tsung, CFA

Chris Tsung, CFA

Associate Analyst

Chris Tsung, CFA
Associate Export – Infrastructure

Chris joined Webber Research & Advisory in 2019. Prior to joining Webber R|A, Chris was an AVP at DWS in Strategic Planning & Analysis for their Alternatives platform. Prior to that, Chris spent 6-years at Deutsche Bank in their private equity group as a key member of the investment management team overseeing $4.9B in AUM. Chris began his career with Citigroup in private equity fund administration. Chris is a graduate from the Zicklin School of Business at Baruch College and holds the CFA designation.

Tim Biggins

Tim Biggins

Operating Partner

Tim Biggins
Operational Partner

Tim Biggins has over twenty years of leadership experience in technology consulting, healthcare equity research and institutional equity sales. In that time, he has led multinational technology projects, co-authored numerous company and industry equity research reports, and driven sales efforts at top equity accounts for several multinational banks.

Eric Smith

Eric Smith

Managing Partner, EPC Risks

Robert Meaney

Robert Meaney

Managing Director, EPC Risks

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

Consulting: Financial, Commercial & Technical Analysis, Bespoke Engagements

Consulting: Market Research, Board Presentations

Consulting: Independent Valuations, Fairness Opinions

​Recent Highlights

Webber Research: Hydrogen Tracker

Webber Research: Hydrogen Tracker

Webber Research: Hydrogen Tracker 09/09/2020 Recent News (page 1) M&A Tracker (page 3) Valuation Summaries (page 3) Hydrogen Production Costs (page 4) Industry/Background (page 6) LH2 Carrier Progress (page 7) • GM Forms Strategic Alliance With Nikola: On 9/8, GM...

W|EPC: Venture Global LNG – August 2020 Update

W|EPC: Venture Global LNG – August 2020 Update

W|EPC: Venture Global & Calcasieu Pass LNG - Satellite Image Review (ICA & Fluor) & More Engineering Changes. Key Points: Calcasieu Pass Revises Key Engineering Documents (Again). Over the past two weeks Calcasieu Pass (CPLNG) submitted engineering updates...

W|EPC: Gorgon LNG’s Propane Kettle Cracks – Early Read

W|EPC: Gorgon LNG’s Propane Kettle Cracks – Early Read

Overview:On July 23, 2020, Reuters reported Australia’s Department of Mines, Industry Regulation & Safety (DMIRS) said “it plans to inspect Chevron’s Gorgon LNG plant as soon as possible following calls by a trade union to shut the plant.”1. During routine...

Webber Research: Hydrogen Tracker Highlights:

Webber Research: Hydrogen Tracker Highlights:

Recent Highlights                                                   (page 1) LH2 Carrier Progress                                             (page 3) M&A Tracker                                                          (page 4) Valuation Summaries               ...

Webber Research: Hydrogen Tracker

Webber Research: Hydrogen Tracker

For access information, email us at [email protected] Highlights: • Recent News (page 1) • LH2 Carrier Progress (page 3) • M&A Tracker (page 4) • Valuation Summaries (page 5) • Hydrogen Production Costs (page 7) • Industry Dynamics (page 9) PLUG Launches...

Webber Research Hydrogen Tracker

Webber Research Hydrogen Tracker

Introducing the Webber Research Hydrogen Tracker Yesterday we launched our Hydrogen Tracker – a weekly research product dedicated to the build out of Hydrogen production, technologies, and associated markets. For information about access to our Hydrogen Research,...

W|EPC: Dominion Energy (D) –  Offshore Wind Project Monitor Q320

W|EPC: Dominion Energy (D) – Offshore Wind Project Monitor Q320

W|EPC: Dominion Energy (D) - Q320 Offshore Wind Project Monitor Dominion Energy (D) Q320 Capital Project Monitor: Key Takeaways (slide 2) Virginia Clean Energy Act – Why Should You Care? (slide 3) Energy Costs vs. Benefits (slide 4) Coastal Virginia Offshore Wind...

Webber Research: Renewables Weekly

Webber Research: Renewables Weekly

Renewable Energy Highlights: For access information email us at [email protected] Wild Week For ENPH (page 1) PLUG Acquires United Hydrogen & Giner ELX (page 2) BLDP Follow-On Order From Wrightbus (page 2) JinkoSolar To Supply Bifacial Modules In Chile (page...

Webber Research ESG Scorecard: 2020

Webber Research ESG Scorecard: 2020

*We've included a link to our full length 2020 ESG Scorecard Report in the text below, as we do not believe the data and information within this report should be behind a paywall. Report Link: Webber Research ESG Scorecard: 2020 2020 ESG Scorecard – Updated Model,...

LNG Canada Update: Trouble Ahead For Shell’s LNG Flagship?

LNG Canada Update: Trouble Ahead For Shell’s LNG Flagship?

An Empty Module Yard & Mounting Schedule Delays • Key Takeaways (pages 1, 5) • Estimated LNG Canada Schedule Shifts (page 2-3) • Satellite Image Review: COOEC Fluor Module Yard Layout (May 17, 2020) (page 4) • Satellite Image Review: Module Layout Descriptions...

W|EPC Risks: Venture Global – Keeping An Eye On Pile Design Changes

W|EPC Risks: Venture Global – Keeping An Eye On Pile Design Changes

W|EPC Risks: Venture Global - Calcasieu Pass LNG - Keeping An Eye On Pile Design Changes Key Takeaways: • An engineering design change at Calcasieu Pass (CPLNG) required additional piling and out of sequence construction activities. • Meaningful engineering changes...

EPC Risks: Energy Transfer (ET) Capital Project Monitor – Q220

EPC Risks: Energy Transfer (ET) Capital Project Monitor – Q220

W|EPC: Energy Transfer (ET) Capital Project Monitor - Q220 Energy Transfer (ET) Q220 Capital Project Monitor: Key Takeaways (slide 2) Energy Transfer Capital Budget Overview (slide 3) Energy Transfer: NGL Fractionation History (slide 5) Tale of the Tape: ETvs. EPD...

Southern Company (SO): Vogtle Nuclear Project Q220 Quarterly Monitor

Southern Company (SO): Vogtle Nuclear Project Q220 Quarterly Monitor

Southern Company (SO) Q2 Vogtle Nuclear Project Monitor - Key Highlights: • Vogtle Expansion: 6-Years Late…And ~$13-$16 Billion Over Budget? (Slides 2-5) • How Much Will SO Be On The Hook For? (Slides 3-6) • Something’s Gotta Give: Key Commissioning Milestones Appear...

Webber R|A Renewables Weekly

Webber R|A Renewables Weekly

Webber Research: Renewable Energy Highlights: Orsted JV To Develop Clean Hydrogen In Copenhagen (page 1) US Extends Safe Harbor Deadlines (page 1) Next Generation EU (page 2) Saudi's Alfanar Rumored To Be Senvion India Buyer (page 2) ENPH Collaboration With University...

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For access and pricing information, please email us at [email protected]

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