Equity Research Highlights

Webber Research: Hydrogen Tracker Highlights:

Jul 29, 2020

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

Webber Research: Hydrogen Tracker

Jul 22, 2020

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

Jul 9, 2020

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

Jun 24, 2020

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

Jun 17, 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

May 31, 2020

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

May 21, 2020

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

May 4, 2020

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

Apr 29, 2020

https://www.freightwaves.com/news/tanker-stocks-could-emerge-as-covid-19-relapse-hedge/

Tankers: Moving From OPEC Trade, To Global COVID Relapse Hedge

Apr 29, 2020

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...

TPIC: Shuts Iowa/Juarez Facilities – Withdraws 2020 Guidance

Apr 24, 2020

We thought we'd pass along a snippet from our recent note on TPIC (4/23) - highlighting both its 2020 guidance withdraw, as well as the shutdown of its Iowa & Juarez facilities - which, while disclosed in subsequent filings, were not highlighted in the guidance...