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>The domestic US energy storage industry has reached a milestone, now capable of supplying 100% of US projects with American-made systems, a move expected to create 350,000 jobs by 2030.</li><li>Conversely, automakers are pivoting toward hybrids and PHEVs to navigate charging infrastructure gaps and consumer price sensitivity.</li><li>This pragmatic approach mirrors the conflict in Louisiana, where local groups are battling carbon capture expansion over land and safety concerns. </li></ul>

The domestic US energy storage industry has reached a milestone, now capable of supplying 100% of US projects with American-made systems, a move expected to create 350,000 jobs by 2030.Conversely, automakers are pivoting toward hybrids and PHEVs to navigate charging infrastructure gaps and consumer price sensitivity.This pragmatic approach mirrors the conflict in Louisiana, where local groups are battling carbon capture expansion over land and safety concerns. 

Sustainable Investing Surveyor : Focus on Montauk Renewables, Inc. (MNTK) - 23 March 2026

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>Illinois’ recent mega battery storage procurement marks meaningful progress toward its 3,000-MW 2030 target, although regional grid connection constraints limited participation.</li><li>In transportation, President Trump’s openness to Chinese automakers manufacturing in the US—provided they employ American workers—signals a potential shift in EV policy, despite congressional opposition, tariffs, and existing restrictions.</li><li>Meanwhile, the EPA’s proposed rollback of power plant carbon rules could weaken incentives for carbon capture and hydrogen. </li></ul>

Illinois’ recent mega battery storage procurement marks meaningful progress toward its 3,000-MW 2030 target, although regional grid connection constraints limited participation.In transportation, President Trump’s openness to Chinese automakers manufacturing in the US—provided they employ American workers—signals a potential shift in EV policy, despite congressional opposition, tariffs, and existing restrictions.Meanwhile, the EPA’s proposed rollback of power plant carbon rules could weaken incentives for carbon capture and hydrogen. 

NGVT  - Sustainable Investing Surveyor : Focus on Ingevity Corporation

<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>We launched our inaugural WTR Symposium Series “Sustainable Aviation Fuel and Low-Carbon Ethanol Ready for Take-Off” on last week’s WTR Small-Cap Spotlight.</li><li>We were joined by senior management of four leading companies operating in farm-to-fuel and waste-to-fuel supply chains.</li><li>Our guests represented the following leading-edge companies: Continuum Ag (CEO Mitchell Hora), Gevo (VP Corporate Development Eric Frey), LanzaTech (CEO Dr. Jennifer Holmgren), and Synata Bio (CEO Tim Cesarek). </li></ul>

We launched our inaugural WTR Symposium Series “Sustainable Aviation Fuel and Low-Carbon Ethanol Ready for Take-Off” on last week’s WTR Small-Cap Spotlight.We were joined by senior management of four leading companies operating in farm-to-fuel and waste-to-fuel supply chains.Our guests represented the following leading-edge companies: Continuum Ag (CEO Mitchell Hora), Gevo (VP Corporate Development Eric Frey), LanzaTech (CEO Dr. Jennifer Holmgren), and Synata Bio (CEO Tim Cesarek). 

Sustainable Aviation Fuel (SAF) And Low- Carbon Ethanol "Ready for Takeoff"

United States

Montauk Renewables, Inc. operates as a renewable energy company. The Company specializes in the recovery and processing of environmentally detrimental methane from landfills and other non-fossil fuel sources for use as a replacement to fossil fuels. Montauk Renewables serves customers in the United States.

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Montauk Renewables (MNTK US)

Sustainable Investing Surveyor : Focus on Montauk Renewables, Inc. (MNTK) - 23 March 2026

The domestic US energy storage industry has reached a milestone, now capable of supplying 100% of US projects with American-made systems, a move...

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

NGVT - Sustainable Investing Surveyor : Focus on Ingevity Corporation

Illinois’ recent mega battery storage procurement marks meaningful progress toward its 3,000-MW 2030 target, although regional grid connection...

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

Sustainable Aviation Fuel (SAF) And Low- Carbon Ethanol "Ready for Takeoff"

We launched our inaugural WTR Symposium Series “Sustainable Aviation Fuel and Low-Carbon Ethanol Ready for Take-Off” on last week’s WTR Small-Cap...

Water Tower Research

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