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 clean and climate tech entered 2026 with mixed momentum.</li><li>Energy storage was the standout winner of 2025, supported by preserved tax credits, rising power demand from data centers, and rapid deployment across grid and behind-the-meter uses, with 204 GW of new capacity projected.</li><li>Wind and solar hit record output but remain off track for 2030 targets due to grid and permitting constraints.</li></ul>

US clean and climate tech entered 2026 with mixed momentum.Energy storage was the standout winner of 2025, supported by preserved tax credits, rising power demand from data centers, and rapid deployment across grid and behind-the-meter uses, with 204 GW of new capacity projected.Wind and solar hit record output but remain off track for 2030 targets due to grid and permitting constraints.

Sustainable Investing Surveyor : Focus on XCF Global (SAFX) - January 5, 2026