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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>According to a recent report in Bloomberg, The Scientists Who Popularized Carbon Capture Have a Warning About It, scientists who pioneered carbon capture and sequestration (CCS) for negative emissions warn that many countries now over-rely on carbon removals to meet climate targets instead of cutting fossil fuel use.</li><li>Their idea was meant as a backup to offset unavoidable past emissions, not as a substitute for emission reductions. </li><li>According to the report, this approach, now central to climate plans, may delay necessary action and heighten climate risks. </li></ul>

According to a recent report in Bloomberg, The Scientists Who Popularized Carbon Capture Have a Warning About It, scientists who pioneered carbon capture and sequestration (CCS) for negative emissions warn that many countries now over-rely on carbon removals to meet climate targets instead of cutting fossil fuel use.Their idea was meant as a backup to offset unavoidable past emissions, not as a substitute for emission reductions. According to the report, this approach, now central to climate plans, may delay necessary action and heighten climate risks. 

WTR Renewable Fuels Focus : SAF and the Untapped Potential of Farming, Fuel...

Equity Bottom-Up

<ul><li>The WTR Sustainable Index was down 0.2% W/W versus the S&amp;P 500 Index (down 0.4%), the Russell 2000 Index (down 1.5%), and the Nasdaq Index (down 0.6%).</li><li>Energy Technology (13.1% of the index) was up 2.0%, while Industrial Climate and Ag Technology (47.9% of the index) was down 0.3%, ClimateTech Mining was down 0.3%, and Advanced Transportation Solutions (20.8% of the index) was down 1.5%.</li><li>Top 10 Performers: ZAPP, GPRE, PLUG, ALLIF, UMICF, OUST, HYSR, FFIE, MP, BNET</li></ul>

The WTR Sustainable Index was down 0.2% W/W versus the S&amp;P 500 Index (down 0.4%), the Russell 2000 Index (down 1.5%), and the Nasdaq Index (down 0.6%).Energy Technology (13.1% of the index) was up 2.0%, while Industrial Climate and Ag Technology (47.9% of the index) was down 0.3%, ClimateTech Mining was down 0.3%, and Advanced Transportation Solutions (20.8% of the index) was down 1.5%.Top 10 Performers: ZAPP, GPRE, PLUG, ALLIF, UMICF, OUST, HYSR, FFIE, MP, BNET

Sustainable Investing Surveyor Focus on Sono Group N.V. (SEVCF)

<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

<ul><li>The WTR Sustainable Index was up 3.0% W/W versus the S&amp;P 500 Index (up 3.9%), the Russell 2000 Index (up 2.9%) and the Nasdaq Index (up 5.4%).</li><li>Energy Technology (13.8% of the index) was up 3.8%, while Industrial Climate and Ag Technology (46.2% of the index) was up 2.9%, ClimateTech Mining was up 2.7%, and Advanced Transportation Solutions (20.1% of index) was up 2.7%.</li><li>Top 10 Performers: ZEV, ORGN, GIGA, GTEC, PSIX, GEVO, GCEI, COMM, ASPN, FF</li></ul>

The WTR Sustainable Index was up 3.0% W/W versus the S&amp;P 500 Index (up 3.9%), the Russell 2000 Index (up 2.9%) and the Nasdaq Index (up 5.4%).Energy Technology (13.8% of the index) was up 3.8%, while Industrial Climate and Ag Technology (46.2% of the index) was up 2.9%, ClimateTech Mining was up 2.7%, and Advanced Transportation Solutions (20.1% of index) was up 2.7%.Top 10 Performers: ZEV, ORGN, GIGA, GTEC, PSIX, GEVO, GCEI, COMM, ASPN, FF

Sustainable Investing Surveyor - Focus on Green Plains, Inc. (GPRE)

United States

Green Plains Inc. owns and operates ethanol plants located in the Midwest U.S. The Company also markets and distributes fuel grade ethanol, livestock feed and industrial grade corn oil. Green Plains provides grain handling, storage and complementary agronomy services to local grain producers through grain elevators located in Iowa, Missouri, Nebraska and Tennessee.

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Green Plains (GPRE US)

WTR Renewable Fuels Focus : SAF and the Untapped Potential of Farming, Fuel...

According to a recent report in Bloomberg, The Scientists Who Popularized Carbon Capture Have a Warning About It, scientists who pioneered carbon...

Water Tower Research

Sustainable Investing Surveyor Focus on Sono Group N.V. (SEVCF)

The WTR Sustainable Index was down 0.2% W/W versus the S&P 500 Index (down 0.4%), the Russell 2000 Index (down 1.5%), and the Nasdaq Index (down...

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

Sustainable Investing Surveyor - Focus on Green Plains, Inc. (GPRE)

The WTR Sustainable Index was up 3.0% W/W versus the S&P 500 Index (up 3.9%), the Russell 2000 Index (up 2.9%) and the Nasdaq Index (up 5.4%).

Water Tower Research

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