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-assembled solar module prices held at $0.30/W in Q2 2026 amid FEOC enforcement that forced Chinese divestitures and a new petition against South Korean imports, while global component sourcing remain dominant.</li><li>Michigan regained $51 million in NEVI funds to add 60 highway charging sites, but needs about 100,000 chargers by 2030 to meet EV targets as consumer demand softens.</li><li>Illinois approved a thermostat-based virtual power plant to shave peak load. USGS found ~2.5 million tons of Appalachian lithium—strategic but technically and environmentally challenging to develop.</li></ul>

US-assembled solar module prices held at $0.30/W in Q2 2026 amid FEOC enforcement that forced Chinese divestitures and a new petition against South Korean imports, while global component sourcing remain dominant.Michigan regained $51 million in NEVI funds to add 60 highway charging sites, but needs about 100,000 chargers by 2030 to meet EV targets as consumer demand softens.Illinois approved a thermostat-based virtual power plant to shave peak load. USGS found ~2.5 million tons of Appalachian lithium—strategic but technically and environmentally challenging to develop.

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