Research from Water Tower Research, Water Tower Research

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.

Equity Research Firm

Equity Bottom-Up

<ul><li>Solar capacity now serves electricity demand equivalent to more than 50 million homes, with utility-scale projects and storage driving most new generation, although residential installations have weakened after tax credit expiry.</li><li>Pennsylvania’s $11-million NEVI allocation will broaden EV charging access across 26 central counties, supporting adoption and regional commerce.</li><li>Conversely, the EPA’s repeal of carbon standards removes key incentives for carbon capture at coal and gas plants. </li></ul>

Solar capacity now serves electricity demand equivalent to more than 50 million homes, with utility-scale projects and storage driving most new generation, although residential installations have weakened after tax credit expiry.Pennsylvania’s $11-million NEVI allocation will broaden EV charging access across 26 central counties, supporting adoption and regional commerce.Conversely, the EPA’s repeal of carbon standards removes key incentives for carbon capture at coal and gas plants. 

Sustainable Investing Surveyor : Focus on LanzaTech Global (LNZA)

<div><ul><li>In layman’s terms, LanzaTech ferments waste carbon into ethanol much as brewers ferment sugar.</li><li>Its bioreactors take carbon emissions captured at industrial sites such as steel mills.</li><li>Holmgren noted the fermentation runs continuously, with gas in at the top and ethanol out at the bottom, making it “more like a refinery.”</li></ul></div>

In layman’s terms, LanzaTech ferments waste carbon into ethanol much as brewers ferment sugar.Its bioreactors take carbon emissions captured at industrial sites such as steel mills.Holmgren noted the fermentation runs continuously, with gas in at the top and ethanol out at the bottom, making it “more like a refinery.”

WTR Small-Cap Spotlight Recap (LNZA) : Licensor to Project Owner

Thematic (Sector/Industry)

<div><ul><li>The Circular Carbon and Environmental Solutions sector offers investors a structural, multi-decade opportunity set.</li><li>This is driven by tightening clean fuel mandates, domestic energy and resource security priorities, and mandatory environmental remediation.</li><li>After a 2024–25 period defined by oversupply, policy uncertainty, and capital discipline, the industry has surfaced in 2026 with a structurally improved setup. </li></ul></div>

The Circular Carbon and Environmental Solutions sector offers investors a structural, multi-decade opportunity set.This is driven by tightening clean fuel mandates, domestic energy and resource security priorities, and mandatory environmental remediation.After a 2024–25 period defined by oversupply, policy uncertainty, and capital discipline, the industry has surfaced in 2026 with a structurally improved setup. 

Primer: Energy Transition : Circular Carbon and Environmental Solutions - 17 June 2026

<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...

<ul><li>This week, we are introducing modifications to our WTR Sustainable Investing Index.</li><li>Please see “About the WTR Index” on this page for the new description.</li><li>Aside from changes to the sector and sub-sector groupings, we now include only stocks with market caps greater than $2.0 million and less than $10 billion, so the new index reflects small- cap and mid-cap companies.</li></ul>

This week, we are introducing modifications to our WTR Sustainable Investing Index.Please see “About the WTR Index” on this page for the new description.Aside from changes to the sector and sub-sector groupings, we now include only stocks with market caps greater than $2.0 million and less than $10 billion, so the new index reflects small- cap and mid-cap companies.

Sustainable Investing Surveyor - Focus on BNRG - Jul 28, 2025

United States

LanzaTech Global, Inc. provides carbon recycling technology. The Company develops gas fermentation technology designed to offer a profitable pathway for alleviating the significant carbon problem of heavy industry and manufacturing. LanzaTech Global transforms waste carbon into materials such as sustainable fuels, fabrics, packaging, and other products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

LanzaTech Global (LNZA US)

Sustainable Investing Surveyor : Focus on LanzaTech Global (LNZA)

Solar capacity now serves electricity demand equivalent to more than 50 million homes, with utility-scale projects and storage driving most new...

Water Tower Research

WTR Small-Cap Spotlight Recap (LNZA) : Licensor to Project Owner

In layman’s terms, LanzaTech ferments waste carbon into ethanol much as brewers ferment sugar. Its bioreactors take carbon emissions captured at...

Water Tower Research

Primer: Energy Transition : Circular Carbon and Environmental Solutions - 17 June 2026

After a 2024–25 period defined by oversupply, policy uncertainty, and capital discipline, the industry has surfaced in 2026 with a structurally...

Water Tower Research

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 BNRG - Jul 28, 2025

This week, we are introducing modifications to our WTR Sustainable Investing Index. Please see “About the WTR Index” on this page for the new...

Water Tower Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)