Research from Water Tower Research, Water Tower Research

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.

Research from Water Tower Research

Equity Research Firm

Thematic (Sector/Industry)

United states Energy / Thematic (Sector/Industry)

<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)