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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...
Webber Research Call Series – Monday, October 26th – Vogtle Nuclear Project Monitor – Key Decisions That Could Haunt Cost Prudency
Please join us for the latest Webber Research Client Call on Monday, 10/26 at 12PM, when we'll discuss our latest deep dive into Southern Company's Vogtle Nuclear expansion. For access information, please contact us at [email protected], or our Institutional...
W|EPC: Southern Company (SO) – Q420 Vogtle Project Monitor – Key Decisions That Could Haunt Cost Prudency
Key Takeaways: Vogtle Q420 Monitor - Key Decisions That Could Haunt Cost Prudency Who Will Be Getting Stuck With +$2.1B In Cost Overruns? Once Vogtle Unit 4 reaches “fuel load”, Georgia Power/Southern Company (GP/SO) can request a cost prudency determination to push...
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) •...
Webber Research: LNG Canada Q420 Update Call – Wednesday 10/21 at 12PM (EST)
Please join us for the latest Webber Research Client Call on Wednesday, 10/21 at 12PM, when we'll discuss our latest thoughts on LNG Canada. For access information, please contact us at [email protected], or our Institutional Sales Desk at...
W|EPC: LNG Canada – Updated Satellite Image Analysis & Construction Progress – Q420 Project Monitor
Shell ∙ Fluor ∙ Mitsubishi ∙ PetroChina ∙ PETRONAS ∙ KOGAS Table Of Contents: LNG Canada Q4 Monitor: Key Takeaways……………………........….…Page 2 LNG Canada Cost & Schedule Updates Updated Estimates…………………………..……………….….……..Page 4 Project...
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...
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...
Webber Research Call Series – Monday, October 26th – Vogtle Nuclear Project Monitor – Key Decisions That Could Haunt Cost Prudency
Please join us for the latest Webber Research Client Call on Monday, 10/26 at 12PM, when we'll discuss our latest deep dive into Southern Company's Vogtle Nuclear expansion. For access information, please contact us at [email protected], or our Institutional...
W|EPC: Southern Company (SO) – Q420 Vogtle Project Monitor – Key Decisions That Could Haunt Cost Prudency
Key Takeaways: Vogtle Q420 Monitor - Key Decisions That Could Haunt Cost Prudency Who Will Be Getting Stuck With +$2.1B In Cost Overruns? Once Vogtle Unit 4 reaches “fuel load”, Georgia Power/Southern Company (GP/SO) can request a cost prudency determination to push...
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) •...
Webber Research: LNG Canada Q420 Update Call – Wednesday 10/21 at 12PM (EST)
Please join us for the latest Webber Research Client Call on Wednesday, 10/21 at 12PM, when we'll discuss our latest thoughts on LNG Canada. For access information, please contact us at [email protected], or our Institutional Sales Desk at...
W|EPC: LNG Canada – Updated Satellite Image Analysis & Construction Progress – Q420 Project Monitor
Shell ∙ Fluor ∙ Mitsubishi ∙ PetroChina ∙ PETRONAS ∙ KOGAS Table Of Contents: LNG Canada Q4 Monitor: Key Takeaways……………………........….…Page 2 LNG Canada Cost & Schedule Updates Updated Estimates…………………………..……………….….……..Page 4 Project...
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...