Canadian Climate Investor Conference Preview / Outlooks For Voluntary Carbon And Solar Markets WTR Sustainable Investing Surveyor podcast

21:29

Join Shawn Severson, Co-Founder and CEO at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss how carbon capture and storage (CCS) can enable a big growth opportunity for low carbon ethanol and sustainable aviation fuel (SAF) in the US. We quantify the growth potential and importance to the rural economy, detail what makes ethanol a low-cost candidate for CCS, explain why President Trump's "National Energy Emergency" executive order and appointments look supportive, and review eight listed companies with CCS, SAF and low carbon ethanol projects. For more, see our new WTR report "What Carbon Capture & Storage Could Mean for US Ethanol-Based Biofuels".…

WTR Sustainable Investing Surveyor Podcast

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Sustainable Mobility in Megacities: Zapp Electric Vehicles’ Vision and Strategy 37:56

20 weeks之前37:56

37:56

In this episode of the WTR Sustainable Investing Surveyor Podcast, WTR CEO &co-Founder Shawn Severson sits down with Swin Chatsuwan, Founder and CEO of Zapp Electric Vehicles, discussing Zapp’s growth strategy, focusing on innovative mobility solutions for Asian megacities. Swin shares insights into Zapp's product design, sustainability efforts, manufacturing approach, and go-to-market strategies. The conversation also covers the company’s funding, sales forecasts, and Swin’s vision for driving product quality and market momentum. Don’t miss this exciting look into the future of urban mobility!…

WTR Sustainable Investing Surveyor Podcast

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LSB Industries (LXU) CEO Mark Behrman on How CCS and Low Carbon Ammonia Drive “Sustainability as a Growth Engine” Strategy 24:40

22 weeks之前24:40

24:40

On this week's episode of WTR Sustainable Investing Surveyor Podcast, Mark Behrman, CEO of LSB Industries (LXU), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) how LSB is pursuing growth and higher returns with carbon capture and sequestration (CCS) and low carbon ammonia; 2) the growing appeal of low carbon ammonia as a fuel for power generation and marine transport; 3) implications from the recent landmark Woodside Energy acquisition of low carbon ammonia assets in Texas; and 4) how agricultural-based low carbon supply chains like sustainable aviation fuel (SAF) may increase demand for low carbon fertilizer.…

WTR Sustainable Investing Surveyor Podcast

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Westwater Executive Chairman Terence Cryan Discusses Reaching 100% Offtake on Graphite Processing Capacity 18:21

24 weeks之前18:21

18:21

Terence Cryan, Executive Chairman of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams. WWR is the only publicly traded, US based graphite anode company with 100% domestic sourcing and processing. The podcast covers: 1) the latest offtake agreement milestones achieving 100% sold out status for the company’s graphite materials; 2) what this means for progress on debt financing; 3) favorable pricing terms to WWR and the value to customers for having domestically produced IRA compliant battery materials; and 4) construction progress including 85% of processing equipment now onsite.…

WTR Sustainable Investing Surveyor Podcast

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Gevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as Possible 21:01

25 weeks之前21:01

21:01

Tune in to the latest Sustainable Investing Surveyor FlashCast! Join WTR CEO & Co-Founder Shawn Severson and Energy Transition and Sustainability Analyst Peter Gastreich as they discuss Gevo, Inc. Discover why Gevo is emerging as a cost leader in the fast growing sustainable aviation fuel (SAF) industry and how the company's new entry into low-carbon ethanol and carbon capture and sequestration (CCS) fit into management's strategy.…

WTR Sustainable Investing Surveyor Podcast

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WTR Takes a Deep-Dive Into Sustainable Aviation Fuel (SAF) and the 100x Demand Growth Opportunity for Competitive North American Supply 22:29

31 weeks之前22:29

22:29

In this episode of the Sustainable Investing Surveyor Podcast, WTR CEO & Co-Founder Shawn Severson and WTR Sustainability and Energy Transition sector analyst Peter Gastreich discuss Peter's new Biofuels Focus report " Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off in the US? " Global sustainable aviation fuel (SAF) production is tripling this year yet may need to expand by another 100x by 2050. This is creating a large opportunity for competitive North American supply. Politically speaking, certain characteristic of the SAF industry may be seen as attractive to both sides of the aisle in the US.…

WTR Sustainable Investing Surveyor Podcast

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Westwater Resources CFO Steve Cates on new developments at first domestic integrated battery-grade graphite project in the US 22:18

33 weeks之前22:18

22:18

Steve Cates, CFO of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) progress on phase 1 construction of WWR’s Kellyton graphite processing facility in Alabama; 2) new offtake agreements announced this year with SK On (Feb) and Stellantis (July) and what the now 100% contracted volume means for lenders; 3) executing a supply agreement between the Coosa mine and Kellyton processing project; and 4) the value of delivering domestically produced low carbon footprint graphite to customers in the US.…

WTR Sustainable Investing Surveyor Podcast

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Soluna Holding CEO John Belizaire on the company’s recent wins, its growth into AI and opportunities for future growth across its different business lines 24:46

33 weeks之前24:46

24:46

CEO John Belizaire joins us to talk about the multiple milestones recently reached, including financing for the 50 MW Project Dorothy 2, a PPA agreement for 166 MW Project Kati and the funding and launch of Soluna Cloud. The podcast delves into Soluna Cloud’s strategic partnership with Hewlett Packard Enterprise, its securing of NVIDIA H100 GPUs that will allow it to offer Generative AI workloads for enterprise customers and Generative AI labs.…

WTR Sustainable Investing Surveyor Podcast

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Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets 20:42

35 weeks之前20:42

20:42

CEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activated carbon producer working to provide innovative environmental solutions for a cleaner future. The company is focused on improving its foundational and cash generating Powered Activated Carbon business through improved operations, better contracting terms and penetrating new markets while using it as a springboard into the higher growth and more profitable granulated active carbon markets.…

WTR Sustainable Investing Surveyor Podcast

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Ocean Power Technologies CEO Philipp Stratmann Reviews Recent Announcements with Water Tower Research CEO Shawn Severson 11:01

35 weeks之前11:01

11:01

CEO Philipp Stratmann reviews several recent announcements by the company, including OPT's partnership with Unique Group, an OEM agreement with Teledyne Marine, the company's focus on "turnkey systems," an agreement in principle to deliver multiple WAM-Vs to a US government agency, and the first batch of WAM-Vs (unmanned surface vehicles) to Sulmara. The company continues to move ahead with more commercial deliveries, growing deployments, and a strong pipeline.…

WTR Sustainable Investing Surveyor Podcast

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Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy 11:31

37 weeks之前11:31

11:31

In this week’s WTR Sustainable Investing Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop solar, the addressable market for Spruce, opportunistic M&A strategy, competitive advantages including Spruce "power as a service" business model, and capital light strategy including Spruce Pro.…

WTR Sustainable Investing Surveyor Podcast

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Canadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar Markets 30:04

38 weeks之前30:04

30:04

In this week’s WTR Sustainable Investing Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The team also discusses the current trends and outlooks for voluntary carbon markets and the US residential solar industry.…

WTR Sustainable Investing Surveyor Podcast

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Sustainability Panels at the Louisiana Energy Conference Reveal Cooperation is Key 20:57

39 weeks之前20:57

20:57

Join Peter Gastreich and Graham Mattison as they discuss the sustainability panel track at the recent Louisiana Energy Conference, hosted by Al Petrie Advisors. In the context of biofuel, EV battery, offshore wind, geothermal, carbon capture, hydrogen and other energy transition industries, the panelists discussed stress-testing business models for regulatory scenarios, the importance of forming partnerships, demand pull as customers willingness to pay rises, the use of "off-the-shelf" technologies in renewable operations, and the power of individual states in defining energy transition plans. Also tune in to find out what state a panelist called the "wild-wild West of energy transition" - it might surprise you!…

WTR Sustainable Investing Surveyor Podcast

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GEVO's Eric Frey and Lindsay Fitzgerald and WTR's Shawn Severson and Peter Gastreich 38:44

44 weeks之前38:44

38:44

Gevo’s VP of Finance and Strategy Eric Frey and VP of Government Affairs Lindsay Fitzgerald join Shawn Severson and Peter Gastreich to discuss the recently announced Section 40B tax credit for sustainable aviation fuel (SAF) and detail how Gevo expects the credit to enhance the value of the company’s Net-Zero 1 production facility and benefit their supply chain and farmers in particular.…

WTR Sustainable Investing Surveyor Podcast

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How Soluna’s Renewable Powered Data Centers Can Help Meet the Power Needs of AI 30:21

46 weeks之前30:21