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>Virginia’s huge solar farm still cannot meet fast-growing data center demand, highlighting the need for reliable grid power beyond solar.</li><li>California is using state rebates to revive EV sales after federal incentives ended, while carbon storage in Indiana shows how climate solutions can spark local resistance when subsidies, safety, and land-use concerns collide.</li><li>Meanwhile, the IEA says critical mineral investment fell in 2025, with lithium and graphite especially weak despite strong long-term demand. </li></ul>

Virginia’s huge solar farm still cannot meet fast-growing data center demand, highlighting the need for reliable grid power beyond solar.California is using state rebates to revive EV sales after federal incentives ended, while carbon storage in Indiana shows how climate solutions can spark local resistance when subsidies, safety, and land-use concerns collide.Meanwhile, the IEA says critical mineral investment fell in 2025, with lithium and graphite especially weak despite strong long-term demand. 

Sustainable Investing Surveyor : Focus on OPAL Fuels Inc. (OPAL) - 20 July 2026