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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) •...
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: Renewable Biofuels – Refinery Conversions, Crack Spreads, & Risks Q420
Renewable Biofuels - Refinery Conversions, Crack Spreads, & Risks Q420 Key Takeaways (page 2) Biofuels - Costs, Risks, & Incentives (page 3) Renewable Fuels vs. Traditional Refining Economics (page 4) Crack Spread Analysis – Ratios Matter (page 5) The...
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...
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
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
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,...
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
2020 ESG Scorecard – Updated Model, Same Idea. Before we delve into our updated rankings, framework, and company specific changes, we want to reiterate the idea that underpins this entire endeavor, which is that we believe there is no longer a place in the public...
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...
Webber R|A Renewables Weekly
Renewable Energy Weekly *REGI (Outperform) – Virtual NDR Weds 5/27 To participate email us directly or at [email protected] Renewables - Weekly Highlights: • GE To Add 193MW Onshore Wind In Turkey – Blades Built In-House (page 1) • SPWR Sells O&M Business,...
Webber Research: Renewable Energy Weekly
ENPH Partners With 5B In Australia GE Renewable Energy Q1 Earnings Sunpower COVID Updates Safe Harbor Deadline Extension Brought To Treasury BNEF Semi-Annual LCOE Update (Page 2, Charts On Page 4) New York Approves Offshore Wind Plans, But Delays Action Due To COVID...
Tanker Stock Could Emerge As COVID-19 Relapse Hedge
https://www.freightwaves.com/news/tanker-stocks-could-emerge-as-covid-19-relapse-hedge/
Tankers: Moving From OPEC Trade, To Global COVID Relapse Hedge
Tanker Q120 Preview & Storage Update Thesis (EURN, DHT, FRO, ASC, etc) .....................Pages 1-2 Floating Storage Scenario Analysis......................Pages 2-5 Tanker Rates Reactions & Implications .................Page 5 Multi-Factor Supply/Demand...