WTR Sustainable Investing Surveyor Podcast

Shawn Severson

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A look at the key events and highlights happening in the world of Sustainable and ClimateTech Investing.

23/10/2024

Sustainable Mobility in Megacities: Zapp Electric Vehicles’ Vision and Strategy

In this episode of the WTR Sustainable Investing Surveyor Podcast, WTR CEO &co-Founder Shawn Severson sits down with Swin Chatsuwan, Founder and CEO of Zapp Electric Vehicles, discussing Zapp’s growth strategy, focusing on innovative mobility solutions for Asian megacities. Swin shares insights into Zapp's product design, sustainability efforts, manufacturing approach, and go-to-market strategies. The conversation also covers the company’s funding, sales forecasts, and Swin’s vision for d...

38 min
10/10/2024

LSB Industries (LXU) CEO Mark Behrman on How CCS and Low Carbon Ammonia Drive “Sustainability as a Growth Engine” Strategy

On this week's episode of WTR Sustainable Investing Surveyor Podcast, Mark Behrman, CEO of LSB Industries (LXU), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) how LSB is pursuing growth and higher returns with carbon capture and sequestration (CCS) and low carbon ammonia; 2) the growing appeal of low carbon ammonia as a fuel for power gen...

25 min
23/09/2024

Westwater Executive Chairman Terence Cryan Discusses Reaching 100% Offtake on Graphite Processing Capacity

Terence Cryan, Executive Chairman of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams. WWR is the only publicly traded, US based graphite anode company with 100% domestic sourcing and processing. The podcast covers: 1) the latest offtake agreement milestones achieving 100% sold out status for the company’s graphite materials; 2) w...

18 min
19/09/2024

Gevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as Possible

Tune in to the latest Sustainable Investing Surveyor FlashCast! Join WTR CEO & Co-Founder Shawn Severson and Energy Transition and Sustainability Analyst Peter Gastreich as they discuss Gevo, Inc. Discover why Gevo is emerging as a cost leader in the fast growing sustainable aviation fuel (SAF) industry and how the company's new entry into low-carbon ethanol and carbon capture and sequestration (CCS) fit into management's strategy.

21 min
09/08/2024

WTR Takes a Deep-Dive Into Sustainable Aviation Fuel (SAF) and the 100x Demand Growth Opportunity for Competitive North American Supply

In this episode of the Sustainable Investing Surveyor Podcast, WTR CEO & Co-Founder Shawn Severson and WTR Sustainability and Energy Transition sector analyst Peter Gastreich discuss Peter's new Biofuels Focus report "Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off in the US?" Global sustainable aviation fuel (SAF) production is tripling this year yet may need to expand by another 100x by 2050. This is creating a large opportunity for competitive North American supply. Politically speaki...

22 min
25/07/2024

Westwater Resources CFO Steve Cates on new developments at first domestic integrated battery-grade graphite project in the US

Steve Cates, CFO of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) progress on phase 1 construction of WWR’s Kellyton graphite processing facility in Alabama; 2) new offtake agreements announced this year with SK On (Feb) and Stellantis (July) and what the now 100% contracted volume means for lenders; 3) executin...

22 min
24/07/2024

Soluna Holding CEO John Belizaire on the company’s recent wins, its growth into AI and opportunities for future growth across its different business lines

CEO John Belizaire joins us to talk about the multiple milestones recently reached, including financing for the 50 MW Project Dorothy 2, a PPA agreement for 166 MW Project Kati and the funding and launch of Soluna Cloud. The podcast delves into Soluna Cloud’s strategic partnership with Hewlett Packard Enterprise, its securing of NVIDIA H100 GPUs that will allow it to offer Generative AI workloads for enterprise customers and Generative AI labs.

25 min
11/07/2024

Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets

CEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activated carbon producer working to provide innovative environmental solutions for a cleaner future. The company is focused on improving its foundational and cash genera...

21 min

Tout afficher (23)

A look at the key events and highlights happening in the world of Sustainable and ClimateTech Investing.

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Shawn Severson
Années d’activité

2 k
Épisodes

23
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WTR Sustainable Investing Surveyor Podcast

WTR Sustainable Investing Surveyor Podcast

Sustainable Mobility in Megacities: Zapp Electric Vehicles’ Vision and Strategy

LSB Industries (LXU) CEO Mark Behrman on How CCS and Low Carbon Ammonia Drive “Sustainability as a Growth Engine” Strategy

Westwater Executive Chairman Terence Cryan Discusses Reaching 100% Offtake on Graphite Processing Capacity

Gevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as Possible

WTR Takes a Deep-Dive Into Sustainable Aviation Fuel (SAF) and the 100x Demand Growth Opportunity for Competitive North American Supply

Westwater Resources CFO Steve Cates on new developments at first domestic integrated battery-grade graphite project in the US

Soluna Holding CEO John Belizaire on the company’s recent wins, its growth into AI and opportunities for future growth across its different business lines

Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets

À propos

Informations

WTR Sustainable Investing Surveyor Podcast

Épisodes

Sustainable Mobility in Megacities: Zapp Electric Vehicles’ Vision and Strategy

LSB Industries (LXU) CEO Mark Behrman on How CCS and Low Carbon Ammonia Drive “Sustainability as a Growth Engine” Strategy

Westwater Executive Chairman Terence Cryan Discusses Reaching 100% Offtake on Graphite Processing Capacity

Gevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as Possible

WTR Takes a Deep-Dive Into Sustainable Aviation Fuel (SAF) and the 100x Demand Growth Opportunity for Competitive North American Supply

Westwater Resources CFO Steve Cates on new developments at first domestic integrated battery-grade graphite project in the US

Soluna Holding CEO John Belizaire on the company’s recent wins, its growth into AI and opportunities for future growth across its different business lines

Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets

À propos

Informations