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Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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<ul><li>The alcohol-to-jet (AtJ) production pathway for sustainable aviation fuel (SAF) has the best potential to be a long-term scalable solution for decarbonizing the aviation industry.</li><li>Recent news that Airbus has delayed its hydrogen-powered aircraft initiative by up to a decade (Wall Street Journal) provides evidence that at least one leading alternative to SAF is losing ground.</li><li>Airbus has not changed its commitment to producing all aircraft capable of flying with up to 100% SAF by 2030. </li></ul>

The alcohol-to-jet (AtJ) production pathway for sustainable aviation fuel (SAF) has the best potential to be a long-term scalable solution for decarbonizing the aviation industry.Recent news that Airbus has delayed its hydrogen-powered aircraft initiative by up to a decade (Wall Street Journal) provides evidence that at least one leading alternative to SAF is losing ground.Airbus has not changed its commitment to producing all aircraft capable of flying with up to 100% SAF by 2030. 

Airbus Hydrogen Delay Broadens the Runway for Sustainable Aviation Fuel (SAF)

<ul><li>Will carbon capture &amp; storage (CCS) enable a boom in low- carbon ethanol and sustainable aviation fuel (SAF)?</li><li>CCS involves capturing CO2 emissions, purifying, transporting, and permanently storing in geological formations underground.</li><li>Low- carbon ethanol and SAF offer among the most compelling opportunities for CCS and are worth attention as (1) ethanol carbon capture is among the lowest-cost CCS applications,</li></ul>

Will carbon capture &amp; storage (CCS) enable a boom in low- carbon ethanol and sustainable aviation fuel (SAF)?CCS involves capturing CO2 emissions, purifying, transporting, and permanently storing in geological formations underground.Low- carbon ethanol and SAF offer among the most compelling opportunities for CCS and are worth attention as (1) ethanol carbon capture is among the lowest-cost CCS applications,

WTR Ethanol-Carbon Capture & Storage Primer

<ul><li>Despite the US biofuels industry facing challenges in 2024, including oversupplied renewable credit markets, lower-than- expected voluntary demand, election uncertainty, and a drop in profits, the industry made progress in many areas, including the advancement of sustainable aviation fuel (SAF) projects and hubs.</li><li>We highlight five biofuel trends that will continue to have an impact in 2025.</li><li>In 2024, the lack of guidance from the US Treasury Department on the 45Z clean fuel tax credit continued to be a key source of concern among biofuels producers, SAF project developers, and farmers.</li></ul>

Despite the US biofuels industry facing challenges in 2024, including oversupplied renewable credit markets, lower-than- expected voluntary demand, election uncertainty, and a drop in profits, the industry made progress in many areas, including the advancement of sustainable aviation fuel (SAF) projects and hubs.We highlight five biofuel trends that will continue to have an impact in 2025.In 2024, the lack of guidance from the US Treasury Department on the 45Z clean fuel tax credit continued to be a key source of concern among biofuels producers, SAF project developers, and farmers.

US Biofuels Outlook - Five Trends to Watch in 2025

United States

Archer-Daniels-Midland Company procures, transports, stores, processes, and merchandises agricultural commodities and products. The Company processes oilseeds, corn, milo, oats, barley, peanuts, and wheat. Archer-Daniels-Midland also processes produce products which have primarily two end uses including food or feed ingredients.

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Archer Daniels Midland Co (ADM US)

Airbus Hydrogen Delay Broadens the Runway for Sustainable Aviation Fuel (SAF)

The alcohol-to-jet (AtJ) production pathway for sustainable aviation fuel (SAF) has the best potential to be a long-term scalable solution for...

Water Tower Research

WTR Ethanol-Carbon Capture & Storage Primer

CCS involves capturing CO2 emissions, purifying, transporting, and permanently storing in geological formations underground.

Water Tower Research

US Biofuels Outlook - Five Trends to Watch in 2025

In 2024, the lack of guidance from the US Treasury Department on the 45Z clean fuel tax credit continued to be a key source of concern among...

Water Tower Research

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