by wpdev | Jul 22, 2020 | Blog, Equity Research Highlights
For access information, email us at info@webberresearch.com 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...
by wpdev | Mar 17, 2020 | Press
http://www.prnewswire.com/news-releases/webber-research-partners-with-epc-risks-to-expand-industry-coverage-to-utilities-midstream–iocs-301025118.html?tc=eml_cleartime
by wpdev | Mar 10, 2020 | Blog, Equity Research Highlights
***From Sunday 3/8*** For access information please email us at info@webberresearch.com Tankers Among Few Eventual Beneficiaries Impact On Tankers: Page 1, 3-5 The 2015 Tanker Comp,...
by wpdev | Mar 9, 2020 | Press
https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/030920-us-tellurian-said-to-have-cut-almost-two-fifths-of-workforce-to-keep-driftwood-lng-alive
by wpdev | Mar 6, 2020 | Blog, W|EPC & LNG Highlights
Energy EPC: Venture Global’s Engineering Update & A Detailed Look At Their Commonwealth LNG Note 1: As expected (and highlighted in our Commonwealth LNG Report below – initially published nearly two weeks ago), Venture Global has filed motion to...
by wpdev | Mar 3, 2020 | Blog, W|EPC & LNG Highlights
Headcount, Parking Data Suggest Material EPC Inflation For access information, please email us at info@webberresearch.com Construction Details: Pages 1-2 Parking & Headcount estimates ...
by wpdev | Mar 2, 2020 | Equity Research Highlights, Press
https://www.chron.com/business/energy/article/Tellurian-tightens-belt-amid-dim-short-term-15098792.php
by wpdev | Feb 28, 2020 | Blog, Equity Research Highlights
LNG’s Black Friday: Endgame For TELL, Magnolia (LNG-ASX) Gets Taken Out For access please email us at info@webberresearch.com The Walls Close In Around TELL – Stock Down 72% This Week As Liquidity & Commercial Realities Finally Overlap. TELL has traded down 52%...
by wpdev | Feb 23, 2020 | Blog, Equity Research Highlights
Golar Q4 Earnings Preview – Reorg Pressure Ramps GLNG/GMLP Equity Thesis, SOTP Valuation: Pages 1-2, 6 Our Expected Golar Reorg Solution: Pages 2-4 GMLP: Risk around Eskimo/Jordan Contract? Pages 2,...
by wpdev | Feb 7, 2020 | Blog, Equity Research Highlights
Corona-Related Force Majeure: Highlights From Our Recent LNG Update Chinese LNG Contractual Exposure – SPA Breakdown By Counterparty Pages 2, 5-9 Historical Context – SARS, 6 Previous Global Health Emergencies ...
by wpdev | Feb 4, 2020 | Press
https://www.tradewindsnews.com/finance/michael-webbers-green-scorecard-designed-to-outlast-laggards/2-1-746179
by wpdev | Feb 4, 2020 | Press
https://www.tradewindsnews.com/finance/michael-webbers-manhattan-transfer-brings-new-found-flexibility-and-accessibility/2-1-746175
by wpdev | Jan 24, 2020 | Blog, Equity Research Highlights
Barge Week Continues at Webber R|A with our Barge M&A Menu, out yesterday. The Barge M&A Menu: Assessing 2020 Consolidation Options includes: • The Elephant In The Room – Inland Special Situations (Page 2-3) • High Profile Coastal Distress (Pages 4-5) •...
by wpdev | Jan 22, 2020 | Blog, Equity Research Highlights
KEX: Previewing Q419 Earnings & 2020 Guidance Inland & Coastal Color: Page 3-4 Inland Spot & Term Pricing Data (Current/Historical): Page 5 Inland Barge Orderbook & Delivery...
by wpdev | Jan 15, 2020 | Equity Research Highlights, Press
https://www.spglobal.com/platts/en/market-insights/latest-news/petrochemicals/011520-us-china-deal-eases-trade-tensions-but-tariffs-still-cloud-lng-ethanol-flows
by wpdev | Jan 12, 2020 | Blog, Equity Research Highlights
LNG Project Risks: Tellurian, Venture Global, LNG Canada, Golden Pass North American EPC Updates: Last week we brought back our Vertical LNG Conference Call Series with guest Eric Smith of EPC Risks to run though updates on construction timelines for a number of North...
by wpdev | Jan 3, 2020 | Blog, Equity Research Highlights
IMO 2020 Update: Scrubber Premiums Widen. Scrubber fitted vessels continue to command significant premiums as the clock effectively rolls to 2020 and the new IMO 2020 fuel regulations officially kick-in. Scrubber installed VLCCs are earnings $17k/day (~15%) more than...
by wpdev | Dec 27, 2019 | Equity Research Highlights, Press
https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/122419-commodities-2020-us-lng-projects-on-the-bubble-face-possible-shakeout-year-in-2020
by wpdev | Dec 17, 2019 | Blog, Equity Research Highlights
Updated Pricing Color For U.S. Developers: Cheniere, Shell, Venture Global, Next Decade, Freeport, Annova, Commonwealth, Delfin & More. Over the past week we’ve had several conversations with LNG buyers, project developers, and downstream operators, with the...
by wpdev | Dec 6, 2019 | Press
https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/120619-commodities-2020-annova-lng-seeks-to-break-out-of-crowded-export-field-with-competitive-marketing-pitch
by wpdev | Dec 5, 2019 | Blog, Equity Research Highlights
Keeping An Eye On Budgeting Process For Arctic 2 Who Picks Up The Check For Arctic 2? The timeline for Novatek’s high-profile Arctic LNG 2 (19.8mpta) may have hit a modest speedbump, as the ~$1.9BN request to help finance critical aspects of Arctic 2 [the Utrenneye...
by wpdev | Dec 2, 2019 | Blog, Equity Research Highlights
Golar Treading Water Post Q3 Earnings. GLNG traded up ~1% late last week after posting relatively tepid Q3 results, regaining some early lost-ground following a disappointing headline number (below). While we continue to think GLNG looks washed out here ( ~0.7x our...
by wpdev | Nov 24, 2019 | Press
https://www.bloomberg.com/news/articles/2019-11-25/gas-witch-s-brew-has-u-s-exporters-facing-worst-case-scenario
by wpdev | Nov 22, 2019 | Blog, Equity Research Highlights
FERC Approves 4 Texas LNG Projects: On 11/21 The Federal Energy Regulatory Commission (FERC) voted in favor (2-1) of all three Brownsville LNG export terminals (below), along with Cheniere’s CC Stage – 3 expansion – granting all 4 projects final approval. Among...
by wpdev | Nov 15, 2019 | Blog, Equity Research Highlights
Russia May Delay IMO 2020 Compliance: Russia, a large producer and exporter of high sulfur fuel oil, intends to delay full implementation of IMO 2020 regulations until 2024. This will only be in effect within local waters (including Belarus, Kazakhstan, Armenia and...
by wpdev | Nov 6, 2019 | Blog, Equity Research Highlights
First USG Cargo (Technically) Shut-In, After Pavilion Fails To Lift. We believe one of the first LNG cargoes from Sempra’s Cameron LNG T-1 was technically shut-in, after Pavilion Energy (via Mitsui) effectively chose to eat the liquefaction fee while failing to lift...
by wpdev | Oct 30, 2019 | Blog, Equity Research Highlights
Cheniere – Getting Ahead Of LNG/CQP Q319 Earnings… Earlier this week we put our deep dive into Cheniere’s Q319 results (LNG/CQP), with a focus on 1) Narrow export arbs and the impact on CMI margins 2) A look at early peak season and floating...
by wpdev | Oct 29, 2019 | Press
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/55100671
by wpdev | Oct 20, 2019 | Blog, Equity Research Highlights
Highlights From Webber R|A Conference Call Series W/ EPC Risks CEO, Eric Smith Diving Into EPC Risk: Friday we hosted Eric Smith, CEO of EPC Risks for our inaugural Webber R|A LNG Conference Call Series – which we think was particularly timely as the market...
by wpdev | Oct 14, 2019 | Blog
We’re once again honored to be ranked as the #1 Shipping & LNG Research team by Institutional Investor (I.I.), which surveys asset managers controlling ~$2.0 Trillion every year to determine each sector’s top analysts. We’re extremely proud to...
by wpdev | Oct 8, 2019 | Press
https://www.tradewindsnews.com/finance/star-analyst-webber-tries-on-one-for-the-thumb/2-1-685279
by wpdev | Oct 7, 2019 | Press
https://www.institutionalinvestor.com/article/b1hh704f92fsnf/The-All-America-Research-Team-JPMorgan-Triumphs-Again
by wpdev | Oct 2, 2019 | Press
https://www.freightwaves.com/news/ocean-rate-report-sanctions-still-stoking-supertankers
by wpdev | Oct 1, 2019 | Press
https://www.prnewswire.com/news-releases/webber-research–advisory-llc-launches-global-export-infrastructure-research-services-300928529.html
by wpdev | Oct 1, 2019 | Blog, Equity Research Highlights
As part our launch materials for Webber Research & Advisory, we introduced our Vertical LNG presentation series, which includes a full overview of the entire LNG value chain, from Liquefaction to Regas, including our Global Project Rankings, individual company...
by wpdev | Oct 1, 2019 | Blog, Equity Research Highlights
Coverage Launch & Updated London Agenda: We’re very excited to have formally launched coverage of the LNG space (LNG, CQP, TELL, NEXT, LNGL, GLNG, GLOG, GMLP, GLOP, TGP, etc), Tankers (FRO, DHT, EURN, ASC), LPG Exports (NVGS, LPG), Containers (TRTN, CAI, etc), and...
by wpdev | Oct 1, 2019 | Blog, Equity Research Highlights
Webber Research Q219 ESG Scorecard New Logo, Same Idea. Along with our launch, we also included our Webber Research ESG Scorecard, as we’ll be incorporating additional factors that broadens our models score to include carbon disclosures (below). The scorecard that...
