client log-in
Independent Research & Consulting
LNG & Energy Infrastructure
Utilities, Midstream & IOCs
Renewable Energy
Marine
Corporate & Buyside Consulting
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
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.
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
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
Managing Partner, W|EPC
Robert Meaney
Energy Engineering, W|EPC
Jason Smith
Project Execution, W|EPC
Walter Lobo
Institutional Sales
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
W|EPC: Mozambique LNG – Baseline Report & On-Site Satellite Image Analysis (Q121)
Mozambique LNG – Q121
Baseline Report & On-Site Satellite Image Analysis
Project Owners: Total, Mitsui, ENH, PTT, etc.
LNG Buyers: Tokyo Gas, JERA, Centrica, Shell, CNOOC, EDF, etc
For access information please contact us at [email protected]
Key Takeaways:
• Mozambique LNG (MZLNG): After A Sluggish Start…The Next 6 Months Are Critical
• Q320 & Q420 satellite images indications… (pgs. 15-18)
• 17-months after FID, meaningful piling, concrete, &/or structural steel erection [redacted]…
• Recent security issues (increasingly localized terrorism) could further hamper staffing levels and complicate the path forward (while also potentially creating the pretense for Force Majeure relief).
Fireside Chat W/ Ballard Power Systems (BLDP) CFO Tony Guglielmin (Tuesday 01/19)
Webber Research: Hydrogen Roadmap Part 2 – Future of Vehicle Transportation Alternative Fuels – Efficiency & Safety
Webber Research: Hydrogen Roadmap Part 2 – Future of Vehicle Transportation Alternative Fuels – Efficiency & Safety
Conference Call: Future Of Vehicle Transportation – Alternative Fuels Efficiency & Safety w/ Baker Risk, 12/17 @2PM
Webber Research: Renewables Weekly 12.15.20
Conference Call: Fireside Chat With Enersys (ENS) CFO Mike Schmidtlein – Thursday 12/17 @ 11AM
Client Conference Call: Ranking & Evaluating Alternative Fuels – The Future Of Vehicle Transportation H2 • BEV • Methanol • CNG Hybrid • Ethanol • Ammonia • Biofuels • Diesel
W|EPC: Future Of Transportation – Ranking & Evaluating Alternative Fuels – H2 ∙ BEV ∙ Methanol ∙ CNG Hybrid ∙ Ethanol ∙ Ammonia ∙ Diesel ∙ Biofuels
If you’re a current Webber Research subscriber you access this presentation via our Client Login above. If you’re not yet a subscriber, please contact us at [email protected] for access information. Alternative Fuel Analysis…Will History Repeat Itself? In...
W|EPC: Analyzing Energy Project Contract Terms – Risks, Strategies & Comps
Analyzing Energy Project Contract Terms - Part 1 – Risks, Strategies & Comps Across Stakeholder Groups - Q420 Analyzing EPC Risk Avoidance: Comps & Techniques For Investors, Owners, & Contractors W|EPC analyzed ~$20B of publicly available EPC lump sum...
Webber Research: Reviewing California’s Rollout Plans For A Hydrogen Fueling Network
Webber Research: Reviewing California’s Rollout Plans For A Hydrogen Fueling Network Evaluating Safety, Cost, & Implementation Data For full access information, email us at [email protected], or at [email protected] In mid-November the...
W|EPC: Enterprise (EPD) PDH-2 Q420 Project Monitor & Satellite Image Review
Key Takeaways: Enterprise (EPD) PDH-2 Q420 Project Monitor & Satellite Image Review EPD PDH 2 - Project Delay Analysis. In Q220, EPD announced a 3-month schedule slip (from Q123 to Q223), potentially limiting future change orders (i.e. cost escalation) related to...
Webber Research: Renewables Weekly
Webber Research: Renewables Weekly 11/18/2020 Highlights: • PLUG - $846MM Public Offering • ENPH ACM Partnership & Dist Agreement In The Philippines • BLNK Cable Management Solution • AMRC Completes Two Projects • FLR Collaboration With Sargent & Lundy On...
Webber Research: Renewables Weekly
Webber Research: Renewables Weekly 11/05/2020 Baker Hughes (BKR) Buys Carbon Capture Platform Dominion (D )Proposes 9 New Solar Facilities For ~500MW AMRC - 2 New Contracts In Oregon Neste Acquires Neighboring Refinery Plant ITRI Deploys AMI In Canada AGR Investor Day...
Webber Research Call Series – Monday, October 26th – Vogtle Nuclear Project Monitor – Key Decisions That Could Haunt Cost Prudency
Please join us for the latest Webber Research Client Call on Monday, 10/26 at 12PM, when we'll discuss our latest deep dive into Southern Company's Vogtle Nuclear expansion. For access information, please contact us at [email protected], or our Institutional...
W|EPC: Southern Company (SO) – Q420 Vogtle Project Monitor – Key Decisions That Could Haunt Cost Prudency
Key Takeaways: Vogtle Q420 Monitor - Key Decisions That Could Haunt Cost Prudency Who Will Be Getting Stuck With +$2.1B In Cost Overruns? Once Vogtle Unit 4 reaches “fuel load”, Georgia Power/Southern Company (GP/SO) can request a cost prudency determination to push...
Webber Research: Renewables Weekly
Webber Research: Renewables Weekly 10.20.20 Highlights: • CEC Releases Clean Transportation Plan (page 1) • New York Set 70% Renewable Energy Mandate By 2030 (page 1) • ENPH Partners With Natura Living In Thailand (page 1) • ENS Partners With alpha-Encorp (page 2) •...
Webber Research: LNG Canada Q420 Update Call – Wednesday 10/21 at 12PM (EST)
Please join us for the latest Webber Research Client Call on Wednesday, 10/21 at 12PM, when we'll discuss our latest thoughts on LNG Canada. For access information, please contact us at [email protected], or our Institutional Sales Desk at...
W|EPC: LNG Canada – Updated Satellite Image Analysis & Construction Progress – Q420 Project Monitor
Shell ∙ Fluor ∙ Mitsubishi ∙ PetroChina ∙ PETRONAS ∙ KOGAS Table Of Contents: LNG Canada Q4 Monitor: Key Takeaways……………………........….…Page 2 LNG Canada Cost & Schedule Updates Updated Estimates…………………………..……………….….……..Page 4 Project...
Hydrogen (H2) – The Production Process Roadmap – Upstream, Midstream, & Downstream – Q420
Hydrogen ∙ Ammonia ∙ Methanol Table Of Contents: Key Takeaways And Flow Of H2 & CO2………………………………………Page 2 Hydrogen’s Upstream Electrolysis Technologies & Market Leaders…………………….…..…Page 6 Blue Hydrogen CO2 Issue………………………………………….…….Page 7 Hydrogen Is...
Renewable Energy: Expanding Our Hydrogen & Solar Coverage
Initiating Coverage Of PLUG, BLDP, & SEDG Plug Power (PLUG) Company Overview - Page 5 Plug Symposium (Raw Notes) - Page 10 Investment Rationale / Key Points - Page 12 Primary Risks - Page 14 Valuation - Page 15 Ballard Power Systems (BLDP) Company Overview - Page...
Webber Research: Technical & Commercial Project Consulting
Webber Research Technical & Commercial Project Consulting Overview – detailing our expertise across a wide variety capabilities, services and experience. If you’re a project stakeholder, developer, creditor, or operator, we’re heard to add value and minimize risk from your process.
Our Focus: LNG, Biofuels, Renewables, Petrochemicals, and broader Energy Infrastructure
Contact us
For access and pricing information, please email us at [email protected]
- Webber Research & Advisory
150 E52nd St, Suite 14001
New York, NY, 10022 - (646) 993-0693
- [email protected]