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    Michael Webber

    Research Analyst at Webber Research & Advisory

    Michael Webber is the Managing Partner and co-founder of Webber Research & Advisory, specializing in energy infrastructure, renewables, and transportation finance with a particular focus on shipping and LNG. He has covered leading companies across these sectors, consistently ranking as the #1 Shipping & LNG analyst by Institutional Investor from 2015 to 2019, and recognized as the sector’s best stock picker by the Financial Times in 2013. Webber began his career after graduating from the University of Virginia in 2004, with prior senior roles at Wells Fargo as Managing Director & Head of LNG, Shipping, & Equipment Leasing Research, and on the Transportation Equity Research team at Deutsche Bank, before co-founding Webber Research & Advisory and Armistead Street Capital Partners in 2019. He is a CFA Charterholder, holds multiple industry awards including Business Insider’s Rising Star of Equity Research under 35, and recognized in ESG initiatives with the NAMEPA award.

    Michael Webber's questions to GOLAR LNG (GLNG) leadership

    Michael Webber's questions to GOLAR LNG (GLNG) leadership • Q1 2025

    Question

    Michael Webber of Webber Research & Advisory asked about the gas treatment requirements for the Argentina projects, specifically if new capacity needs to be built and whether its timing poses a risk to the charter start dates.

    Answer

    CEO Karl Fredrik Staubo responded that the Vaca Muerta gas is very lean, requiring minimal treatment, and the necessary facilities are mostly in place. He stated that the construction timeline for any associated infrastructure is well within the project schedule and does not pose a significant risk, as over a year of planning is already complete.

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    Michael Webber's questions to Cheniere Energy Partners (CQP) leadership

    Michael Webber's questions to Cheniere Energy Partners (CQP) leadership • Q3 2020

    Question

    Michael Webber of Webber Research sought details on the Foran Energy deal, questioning if it signals a new class of Chinese buyers emerging from market reforms. He also asked about the impact of ESG concerns, specifically around frac gas sourcing, on securing future European contracts.

    Answer

    EVP & CCO Anatol Feygin and President & CEO Jack Fusco confirmed the Foran deal is a direct result of Chinese market reforms and is not a one-off. Regarding ESG, Fusco and Feygin stated they are proactively addressing decarbonization by quantifying their emissions and engaging with European partners, viewing it as a tailwind for their business.

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    Michael Webber's questions to Cheniere Energy Partners (CQP) leadership • Q1 2020

    Question

    Michael Webber inquired about the likelihood of force majeure claims on long-term contracts across the broader LNG industry. He also asked what conditions would prompt Cheniere to consider acquiring a struggling greenfield project to add optionality and diversity.

    Answer

    President & CEO Jack Fusco expressed confidence in Cheniere's contracts, stating they have no force majeure risk due to built-in cancellation flexibility. On acquisitions, Jack Fusco and EVP & CFO Michael Wortley emphasized that the company's organic growth projects at Corpus Christi and Sabine Pass are economically and strategically superior to external opportunities they have reviewed.

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