mwebber, Author at Webber Research

Webber Research: U.S. LNG Feed Gas Outlook & Estimates – Q225

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W|EPC: Sempra’s Costa Azul (ECA) LNG – Q225 Update & Client Call Weds 04/09 @11AM EST

W|EPC: Qatar Energy’s North Field Expansion (NFE) LNG – Q125 Project Update

W|EPC: Client Call – Port Arthur LNG Project Update Q125 – Thurs 03/20 @11AM EST

W|EPC: Plaquemines Parish LNG Interim Project Update: Q125

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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

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Venture Global IPO: What’s Really Going On Here? Valuation Estimates & Strategy

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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|Carbon – Full Presentation, 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

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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

For our full Q324 Project Review, please visit our Downloads section. 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 at [email protected].

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

https://www.prnewswire.com/news-releases/webber-research–advisory-expands-lng–energy-infrastructure-platform-with-addition-of-lng-industry-veteran-alexander-bidwell-302137736.html

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

https://www.prnewswire.com/news-releases/webber-research-expands-platform-with-addition-of-lng-industry-veteran-kamran-javed-302027888.html

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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