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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 Nuclear Regulatory Commission proposes replacing the ALARA radiation standard with objective, risk-based dose limits to speed reactor permits, drawing safety criticism.</li><li>Electric school buses are being used for Vehicle-to-Grid (V2G) support during heat waves; ~230 buses provide ~8 MWh now, with California leading deployments amid regulatory and scaling challenges.</li><li>California’s first operational carbon capture site, Carbon TerraVault I, will sequester up to 100,000 tons of CO2 annually but faces litigation and regulatory scrutiny. </li></ul>

The Nuclear Regulatory Commission proposes replacing the ALARA radiation standard with objective, risk-based dose limits to speed reactor permits, drawing safety criticism.Electric school buses are being used for Vehicle-to-Grid (V2G) support during heat waves; ~230 buses provide ~8 MWh now, with California leading deployments amid regulatory and scaling challenges.California’s first operational carbon capture site, Carbon TerraVault I, will sequester up to 100,000 tons of CO2 annually but faces litigation and regulatory scrutiny. 

Sustainable Investing Surveyor : Focus on LSB Industries, Inc. - 6 July 2026

<div><ul><li>LSB is turning what was an emissions liability into a cash flow generator. </li><li>A CCS project expected to complete by year-end will capture 400,000 to 500,000 tons of CO2 annually, injected into a sequestration well on the company’s own property.</li><li>The 45Q tax credit provides a return on the capital invested and the resulting low-carbon ammonia can be sold at a premium over conventional product.</li></ul></div>

LSB is turning what was an emissions liability into a cash flow generator. A CCS project expected to complete by year-end will capture 400,000 to 500,000 tons of CO2 annually, injected into a sequestration well on the company’s own property.The 45Q tax credit provides a return on the capital invested and the resulting low-carbon ammonia can be sold at a premium over conventional product.

LSB CEO Mark Behrman on Turning Ammonia's Carbon Liability into a Competitive Advantage

<ul><li>LSB currently operates three downstream integrated ammonia production facilities.</li><li>Behrman said key competitive advantages include a cost structure underpinned by access to low-cost US natural gas feedstock, strategic proximity with plants located in three states (OK, AK, and AL), and good logistics with access to waterways, truck, and rail.</li><li>About half of LSB’s output is geared toward agricultural applications (fertilizers), while the remaining is geared toward various industrial applications.</li></ul>

LSB currently operates three downstream integrated ammonia production facilities.Behrman said key competitive advantages include a cost structure underpinned by access to low-cost US natural gas feedstock, strategic proximity with plants located in three states (OK, AK, and AL), and good logistics with access to waterways, truck, and rail.About half of LSB’s output is geared toward agricultural applications (fertilizers), while the remaining is geared toward various industrial applications.

LSB Industries, Inc. - WTR Small-Cap Spotlight Recap

United States

LSB Industries, Inc., through its subsidiaries, manufactures and sells chemical products for the mining, agricultural, and industrial markets.  The Company also manufactures and sells commercial and residential climate control products, as well as provides specialized engineering services and other activities.

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Lsb Industries (LXU US)

Sustainable Investing Surveyor : Focus on LSB Industries, Inc. - 6 July 2026

The Nuclear Regulatory Commission proposes replacing the ALARA radiation standard with objective, risk-based dose limits to speed reactor permits,...

Water Tower Research

LSB CEO Mark Behrman on Turning Ammonia's Carbon Liability into a Competitive Advantage

A CCS project expected to complete by year-end will capture 400,000 to 500,000 tons of CO2 annually, injected into a sequestration well on the...

Water Tower Research

LSB Industries, Inc. - WTR Small-Cap Spotlight Recap

According to Behrman, this leads to the willingness of some industrial customers to pay a premium for low-carbon ammonia relative to standard gray...

Water Tower Research

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