mwebber, Author at Webber Research

W|Carbon: Trump Administration Energy Policies Sharpen Focus, UCO Imports, & Credit Price/Volume Updates

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Venture Global IPO Coverage

W|EPC: Costa Azul LNG – Q424 Project Review

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Venture Global IPO & Trump 2.0: Assessing The Impact Across 35 LNG Projects

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W|EPC: LNG Canada Project Update – Q424

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W|Carbon: Trump Impact On Clean Fuels & CARB Approval Of 2024 LCFS Amendments

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W|EPC: Qatar LNG North Field Expansion (NFE) East – Q424 Project Update

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W|EPC: Predicting Every Material LNG Project Delay Since 2019

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W|Carbon: Clean Fuels & Carbon Market Research – CARB LCFS Amendments Votes

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W|EPC: Corpus Christi LNG Project Update – Q424

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W|EPC: Port Arthur LNG Quarterly Project Update – Q4234

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Webber Research: Renewables Weekly – 04.06.21

W|EPC: Plaqumines Parish LNG Project Update – Q123

Kicking around ESG: Why analyst Mike Webber prefers goalposts that don’t move

https://www.tradewindsnews.com/finance/kicking-around-esg-why-analyst-mike-webber-prefers-goalposts-that-don-t-move/2-1-1722205

Webber Research: Celebrating Our 5-Year Anniversary

Webber Research: 2024 Shipping ESG Scorecard

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Tradewinds: Webber Research’s 2024 ESG Scorecard – Genco reigns, CMB.Tech tumbles and Imperial Petroleum lags

https://www.tradewindsnews.com/finance/webber-s-esg-scorecard-genco-reigns-cmb-tech-tumbles-and-imperial-petroleum-lags/2-1-1719569

W|EPC: Golden Pass LNG Q324 Project Review – Client Call Weds 09/25 @11AM EST

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W|EPC: Plaquemines Parish LNG Project Update – Q324

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W|EPC: Costa Azul LNG – Project Update Q324

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W|EPC: Rio Grande LNG – Vacated FERC Permit Q324 – Analyzing Impact & Scenarios

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W|EPC: LNG Canada Q324 Project Update – Updated Timeline Ests, Satellite Image Review, & Analysis

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KEX: Q224 Preview – Calibrating Strong Inland Market, Historical Spot & Term Pricing, Orderbook

W|EPC: Qatar LNG North Field Expansion – Q324 Update & Project Estimates

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W|EPC: Cheniere’s Corpus Christi LNG – Q224 Project Update

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W|EPC: Client Call – Golden Pass LNG & Zachry Bankruptcy Impact – Weds 06/05 @11am

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W|EPC: Sempra’s Costa Azul (ECA) LNG Project Update – Q224

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Webber Research & Advisory Expands LNG & Energy Infrastructure Platform With Addition Of LNG Industry Veteran Alexander Bidwell

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W|EPC: Golden Pass LNG Project Update – Q224

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W|EPC Client Call: Venture Global’s Plaquemines Parish LNG – Tuesday 04/02 @11AM EST

W|EPC: Venture Global’s Plaquemines LNG Project Update – Q224

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Golar (GLNG): Pump The Brakes On The Hilli To Argentina Speculation

W|EPC: LNG Canada Project Update – Q124

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W|EPC: Qatar LNG – North Field Expansion – Q124 Project Update

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W|EPC: Dow Chemical’s $7B Net Zero Ethylene Cracker, Early Analysis – Q124

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Webber Research: Impact of DOE’s Pause In LNG Approvals – Assessing 34 NA LNG Projects

W|EPC: Plaquemines Parish LNG – Q124 Update

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Webber Research Expands Platform with Addition of LNG Industry Veteran Kamran Javed

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Financial Times: LNG pioneer Charif Souki leaves Tellurian with $8mn after ousting

https://www.ft.com/content/1b2e7fed-28c8-4c01-9302-63007d8276bd

Webber Research & Advisory Co-Founder Highlighted Among The 30 Leaders Driving Energy Transition In Shipping

https://www.tradewindsnews.com/sustainability/green-power-the-people-driving-shipping-s-sustainability-transition/2-1-1563392

W|EPC: Forecasted LNG Project Timelines – Q423 Update

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W|EPC: Golden Pass LNG Project Update – Q423

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W|EPC: LNG Canada Project Update – Q423

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Webber Research: Global LNG Project Rankings Client Call – Friday 10/20 @11AM EST

Webber Research: Global LNG Project Rankings & S/D Model Refresh – Q423

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W|EPC: Sempra’s Costa Azul (ECA) Phase 1 Project Update – Q423

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Webber Research: Fireside Chat Series – CoolCo LNG CEO Richard Tyrell, Thurs 9/28 @ 11am EST

Webber Research: Golden Pass LNG Project Update – Q323

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Webber Research: Fireside Chat Series – NextDecade (NEXT) CEO Matt Schatzman, Tues. 08/08 @11AM EST

FreightWaves: Corporate governance in shipping

https://www.freightwaves.com/news/shipping-corporate-governance-whos-been-naughty-or-nice

W|EPC: Venture Global’s Plaquemines Parish LNG – Q323 Project Update

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Webber Research: 2023 ESG Scorecard

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New for 2023: Company Specific Model Displays

New for 2023: Sector Specific ESG Rankings

W|EPC: Kinder Morgan’s Elba Island – Analyzing ~$350MM In Project Claims vs. EPC LSTK Wraps (May 2023)***

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Webber Research: Fireside Chat Series w/ TPIC CEO Bill Siwek

Webber Research Fireside Chat Series: Kirby Corp (KEX) CEO David Grzebinski – Weds, May 10th @10am EST

Conference Call Replay: Changes To DOE’s Non-FTA Process: Impact on Global LNG

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W|EPC: DOE Non-FTA Reg Changes & LNG Project Database Update Summary

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W|EPC: Golden Pass LNG – Project Timeline & Cost Estimates, Satellite Image Review – Q223

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W|EPC: LNG Canada Project Update Q123 – Data & Satellite Image Review

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W|EPC: Freeport LNG Train 4 – Project Update Q123

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Webber Research Recognized by Institutional Investor As Leading Boutique Research Firm – 2022 All America Research Team

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Webber Research: Client Call – LNG Project Rankings & Outlook, Fri 01/27 @11AM

Webber Research: Fireside Chat Series – H2 Funding w/ Edward Rios – Commercialization Executive for the DOE Office of Energy Transitions

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Webber Research: Freeport LNG Project Update – Restart Analysis & Review Q123

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Pages: 1-8

S&P Global: US Freeport LNG keeps January restart target amid market expectations of further delay

https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/natural-gas/011223-us-freeport-lng-keeps-january-restart-target-amid-market-expectations-of-further-delay

Webber Research: Fireside Chat w/ Plug Power (PLUG) CSO Sanjay Shrestha – Weds 01/11 @ 12:30PM EST

Webber Research: Venture Global LNG – Plaquemines Parish Q422 Project Update

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Webber Research: Golden Pass LNG Project Update Q422

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Bloomberg: Race Is On to Be the Next Big US Supplier of LNG to Fuel-Starved Europe

https://www.bloomberg.com/news/articles/2022-11-15/new-lng-supplies-from-us-to-europe-will-take-two-more-years?leadSource=uverify%20wall#xj4y7vzkg

Webber Research: LNG Canada Q422 Project Update – Satellite Image Review, Revised Timeline, Cost Ests

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Webber Research H222 – Alternative Fuel Vehicle Rankings & Multi-Factor Model

Webber Research: LNG Weekly – VG Expands SPA, CC-Stage 3 Construction, & Tracking The Global Arb

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Webber Research: PLUG – 2022 Symposium Preview – Guidance Revision & What To Expect Next Week

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Pages 1-8

Preview Pages 1-18

Venture Global’s expanded 20-year contract a sign of revived LNG market as buyers avoid Russia

https://www.ft.com/content/064437a4-2c60-4962-b722-d669d71e914a

Webber Research: Fireside Chat – Next Hydrogen (NXH-CA) CEO Raveel Afzaal – Tuesday 10/4 @ 11AM EST

W|EPC: Energia Costa Azul (ECA) Phase 1 – Q422 Project Update

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Webber Research: LNG Weekly – Takeaways From Gastech 2022 in Milan

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Webber Research: LNG Weekly 09.02.2022

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Webber Research: Renewables Weekly 08/26/2022 (10 Pages)

Webber Research: Qatar LNG NFE Expansion – Q322 Project Update

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Webber Research: LNG Weekly – Keeping Tabs On Global Commerical Progress

The Wall Street Transcript: Despite Near-Term Volatility, Renewables Hold Long-Term Promise

https://www.twst.com/interview/despite-near-term-volatility-renewables-hold-long-term-promise

Webber Research: ESG Scorecard 2022

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Webber Research: Updated LNG Project Rankings & Outlook – Q222

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Webber Research Fireside Chat Series: Ameresco (AMRC) CFO Doran Hole

Webber Research Fireside Chat Series – Kirby Corp (KEX) CEO David Grzebinski & CFO Raj Kumar – Weds, 5/4 @ 11AM EST

Webber Research: Golden Pass LNG (XOM, QP) Project Update & Cost Analysis – Q222

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Webber Research: Renewables Refresh – 04.20.22

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Webber Research: LNG Weekly 04.08.2021

Webber Research: Venture Global Calcasieu Pass LNG & Implications For Plaquemines – Project Update (H122)

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Webber Research: Hydrogen Tracker 02.20.22

Webber Research Promotes Gregory Wasikowski To Leadership Role And Expands Equity Platform

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Fireside Chat: Alternative Fuel Vehicle Rankings – Updating Our Multi-Factor Model H122

Webber Research: Alternative Fuel Vehicle Rankings – Multi-Factor Model Update H122

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