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

Equity Bottom-Up

<ul><li>The US energy transition accelerated in 2Q26 across storage, transport, and critical minerals. </li><li>A record 20.2 GWh of energy storage was installed, led by utility-scale projects and Arizona’s 6.2 GWh surge, prompting SEIA/Benchmark to raise 2030 forecasts to 683 GWh cumulative.</li><li>In EV charging, new data shows multi-connector, ~100 kW sites achieve higher utilization and revenue than ultra-high-power, low-plug stations.</li></ul>

The US energy transition accelerated in 2Q26 across storage, transport, and critical minerals. A record 20.2 GWh of energy storage was installed, led by utility-scale projects and Arizona’s 6.2 GWh surge, prompting SEIA/Benchmark to raise 2030 forecasts to 683 GWh cumulative.In EV charging, new data shows multi-connector, ~100 kW sites achieve higher utilization and revenue than ultra-high-power, low-plug stations.

Sustainable Investing Surveyor : Focus on Clean Energy Fuels Corp. (CLNE)