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

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<ul><li>The US clean energy sector is surging: energy storage deployments hit a record 57.6 GWh in 2025 (up 30% Y/Y), led by utility-scale projects in “red states” like Texas and projected to reach 70 GWh in 2026 despite supply chain shifts from OBBBA/FEOC rules;</li><li>Trump’s EPA plans to reallocate more than 2 billion gallons of waived biofuel obligations to big refiners under RFS by late March, boosting ethanol demand; Iowa’s Senate File 2067 champions CCS to add $1.50-3.00 per bushel to corn via 45Z credits, mirroring ethanol’s past boom for low-carbon fuels and rural jobs;</li><li>and Nevada’s Silver Peak lithium mine (Albemarle) gained BLM approval to expand to 8,058 acres as a FAST-41 project, doubling recovery efficiency for EV batteries amid domestic production pushes.</li></ul>

The US clean energy sector is surging: energy storage deployments hit a record 57.6 GWh in 2025 (up 30% Y/Y), led by utility-scale projects in “red states” like Texas and projected to reach 70 GWh in 2026 despite supply chain shifts from OBBBA/FEOC rules;Trump’s EPA plans to reallocate more than 2 billion gallons of waived biofuel obligations to big refiners under RFS by late March, boosting ethanol demand; Iowa’s Senate File 2067 champions CCS to add $1.50-3.00 per bushel to corn via 45Z credits, mirroring ethanol’s past boom for low-carbon fuels and rural jobs;and Nevada’s Silver Peak lithium mine (Albemarle) gained BLM approval to expand to 8,058 acres as a FAST-41 project, doubling recovery efficiency for EV batteries amid domestic production pushes.

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