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***Conference Call: Alternative Fuels – Emissions, Feedstock, & Gas Stations, Thurs 2/4 @ 2PM EST – Future Of Transport (Part 3)***
Hydrogen Roadmap – Fuel Comparisons: Emissions, Feedstock, & Gas Stations – Future Of Transportation (Part 3)
For access information, email us at [email protected], or at [email protected]
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...
***Conference Call: Alternative Fuels – Emissions, Feedstock, & Gas Stations, Thurs 2/4 @ 2PM EST – Future Of Transport (Part 3)***
Hydrogen Roadmap – Fuel Comparisons: Emissions, Feedstock, & Gas Stations – Future Of Transportation (Part 3)
For access information, email us at [email protected], or at [email protected]
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...