W|EPC: Energy & Utility Project Coverage - Webber Research

W|EPC: Energy & Utility Project Coverage

W|EPC focuses on providing unparalleled detail around the development of capital projects at major Utilities and Energy companies through the lens of technical, commercial, engineering, and financial expertise. Our W|EPC coverage includes:

  • Independent project timeline assessments and slippage estimates
  • Detailed cost breakdowns, identifying cost overruns – before the rest of the market
  • Engineering and regulatory submission analysis – what’s been disclosed, what should have been disclosed and when
  • Highlighting differences between company guidance and EPC reality – before the surprise
  • Identifying the most important technical, commercial, and financial questions for the primary growth drivers among the Energy & Utility sector’s largest players

Detailed Analysis & Insights

We strive to provide timely and relevant analysis and insights for our clients. In an opaque industry with complicated commercial and operational challenges, we bring clarity to our customers on the points that matter most.

Satellite Imagery

W|EPC combines boots on the ground research, deep dives into primary and secondary municipal filings, and third-party satellite imagery to deliver a more in-depth project status.

Project Tracking

W|EPC analyzes the major obstacles and accelerators for +30 projects, looking for scheduling or timing issues, potential cost overruns, and material deviations from expectations or guidance.

Company Project & Backlog Coverage:

Utilities:

  • Southern Company (SO)
  • Sempra Energy (SRE)
  • Dominion (D)

Midstream Companies

  • Enbridge (ENB)
  • Enterprise Product Partners (EPD)
  • Kinder Morgan (KMI)
  • Energy Transfer (ET)

International Oil Companies (IOCs):

  • Exxon (XOM)
  • Royal Dutch Shell (RDS:A, RDS:B)
  • Total S.A. (TOT)

LNG Project Coverage:

  • LNG Canada – Shell
  • Calcasieu Pass – Venture Global
  • Plaquemines – Venture Global
  • Driftwood – Tellurian (TELL)
  • Rio Grande – NextDecade (NEXT)
  • Cameron (T1-3) – Sempra (SRE)
  • Commonwealth LNG – Commonwealth
  • Golden Pass – Exxon, Qatar Petroleum

#1 Ranking by Institutional Investor

Our research and consulting process has continued to gain recognition from our clients and the broader market, earning First-Team All America honors from Institutional Investor, and the #1 Ranking in Shipping & LNG for the past 5 years – 2019, 2018, 2017, 2016, and 2015, while also ranking us as part of the #1 Natural Gas team in 2019. Our model is simple – we are solely committed to adding value through a mosaic of context, insight, thought leadership, hard work, and diligence – creating unparalleled research and tailored, bespoke solutions for our research and consulting clients.

Recent Research Examples

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