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.

  1. NOV 7

    Westport Fuel Systems (WPRT) CEO on Strategic Shift and Technology for Low-Cost, Low-Emissions Heavy-Duty Trucking

    On this week's episode of the WTR Small-Cap Spotlight, Dan Sceli, CEO of Westport Fuel Systems (NASDAQ: WPRT) (TSX: WPRT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) Westport’s leading position as a supplier of advanced, affordable, low-emission technologies for the global transportation and industrial sectors; 2) how the company’s HPDI™ technology enables diesel engines to run on clean fuels like CNG, RNG, LNG, and hydrogen, at lower cost and reducing CO2 emissions by 20-30% and by up to 100% with bioLNG; 3) the strategic value of its joint venture with Volvo Group; 4) how divesting its light-duty business enhances focus on heavy-duty applications and strengthened its financial position; and 5) WPRT’s growth strategy and key signposts ahead.

    14 min

  2. OCT 23

    CapCO2 Solutions CEO on What Makes Green Methanol a Game-Changer for Midwest Ethanol and its Role in Supporting SAF

    On this week's episode of the Sustainable Investing Surveyor Podcast, Jeff Bonar, Chief Executive Officer of privately held CapCO2 Solutions, joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) how CapCO2 Solutions uses biogenic CO2 captured from ethanol biorefineries and intermittent wind power to produce low-cost, high volume green methanol; 2) what makes the process more efficient and cost-effective than traditional or competing methods; 3) how the technology also can support the production of SAF; 4) why and by how much green methanol demand is rising; 5) how the technology benefits the economics of ethanol plants, reduces emissions, and supports rural communities; and 5) how strategic partnerships and modular design enable rapid scaling and integration into existing ethanol facilities.

    22 min

  3. OCT 20

    Eco Wave Power (WAVE) CEO on Transforming Ocean Energy Into Opportunity Across Four Continents

    On this week's episode of the WTR Sustainable Investing Surveyor, Inna Braverman, Chief Executive Officer of Eco Wave Power Global (NASDAQ ticker WAVE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) WAVE's technology that generates stable, cost-efficient renewable energy from ocean and sea waves; 2) the company's global footprint with projects located across four continents including most recently in the US Port of Los Angeles; 3) competitive advantages like having extremely limited periods of intermittency; 4) the scalable attributes including the simplicity of the technology; 5) the importance of having "skin in the game" with management holding nearly 50% of company shares; and 6) key milestones for investors to focus on.

    21 min

  4. OCT 8

    Montana Renewables (Calumet NASDAQ: CLMT) CEO on First Mover Advantages and Imminent SAF Supply Squeeze

    On this week's episode of the WTR Sustainable Investing Surveyor Podcast, Bruce Fleming, Chief Executive Officer of Montana Renewables, an unrestricted subsidiary of Calumet (NASDAQ ticker CLMT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's role as the largest SAF producer in the Western Hemisphere; 2) key advantages including repurposing existing hardware for SAF production and proximity to carbon preference markets; 3) low cost expansion plans to reach up to 10x current SAF capacity by 2028; 4) the imminent squeeze in SAF markets and potential upward pressure on pricing; 5) the need for open feedstock policies and support of domestic agriculture and energy security; 6) top misconceptions about the SAF industry; and 7) other key topics.

    33 min

  5. APR 16

    WTR Symposium Series Podcast: FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS)

    In this WTR Symposium Series podcast, "FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS)", managment of Gevo, Inc, (GEVO) and Rex American Resources (REX) join Shawn Severson, WTR CEO and Co-founder, and Peter Gastreich, WTR Senior Energy and Sustainability Analyst to discuss how low carbon ethanol, CCS, and SAF tie into the companies strategies and growth outlooks. The management of these companies are leading the way with their low-carbon strategies, growing operations and generating investment returns by helping industries, including aviation, meet their decarbonization objectives. At the same time, the companies are contributing to US energy abundance and playing a key role in supporting farmers, rural communities and the US agricultural economy.

    49 min

  6. FEB 12

    Why the Time is Right for Investors to Focus on CCS, SAF and Low-Carbon Ethanol (NEW REPORT!)

    Join Shawn Severson, Co-Founder and CEO at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss how carbon capture and storage (CCS) can enable a big growth opportunity for low carbon ethanol and sustainable aviation fuel (SAF) in the US.  We quantify the growth potential and importance to the rural economy, detail what makes ethanol a low-cost candidate for CCS, explain why President Trump's "National Energy Emergency" executive order and appointments look supportive, and review eight listed companies with CCS, SAF and low carbon ethanol projects. For more, see our new WTR report "What Carbon Capture & Storage Could Mean for US Ethanol-Based Biofuels".

    21 min

  7. 10/23/2024

    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 driving product quality and market momentum. Don’t miss this exciting look into the future of urban mobility!

    38 min

  8. 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 generation and marine transport; 3) implications from the recent landmark Woodside Energy acquisition of low carbon ammonia assets in Texas;  and 4) how agricultural-based low carbon supply chains like sustainable aviation fuel (SAF) may increase demand for low carbon fertilizer.

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

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