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)
  • American Electric Power (AEP)
  • Centerpoint Energy ( CNP)

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
  • Annova LNG – Exelon
  • Costa Azul LNG – Sempra
  • Tortue FLNG – BP/Golar
  • And Many More

Recent Research Examples

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