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>US electricity generation is projected to reach 4,423 BkWh by 2027, driven by solar’s rapid growth from 290 BkWh in 2025 to 424 BkWh via 70 GW of new capacity, especially in Texas ERCOT (56 to 106 BkWh), with battery storage expanding to 37 GW. </li><li>The Trump administration will likely delay cuts to imported biofuel credits in 2026 RFS, preserving quotas near 24 billion gallons amid refiner opposition.</li><li>National Grid will roll out smart meters to 120,000 Buffalo homes for real-time grid management and renewables integration, despite billing concerns. </li></ul>

US electricity generation is projected to reach 4,423 BkWh by 2027, driven by solar’s rapid growth from 290 BkWh in 2025 to 424 BkWh via 70 GW of new capacity, especially in Texas ERCOT (56 to 106 BkWh), with battery storage expanding to 37 GW. The Trump administration will likely delay cuts to imported biofuel credits in 2026 RFS, preserving quotas near 24 billion gallons amid refiner opposition.National Grid will roll out smart meters to 120,000 Buffalo homes for real-time grid management and renewables integration, despite billing concerns. 

Sustainable Investing Surveyor : Focus on Polar Power, Inc. (POLA) - 20 January 2026