WTR Sustainable Investing Surveyor Podcast

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

GEVO's Eric Frey and Lindsay Fitzgerald and WTR's Shawn Severson and Peter Gastreich

Gevo’s VP of Finance and Strategy Eric Frey and VP of Government Affairs Lindsay Fitzgerald join Shawn Severson and Peter Gastreich to discuss the recently announced Section 40B tax credit for sustainable aviation fuel (SAF) and detail how Gevo expects the credit to enhance the value of the company’s Net-Zero 1 production facility and benefit their supply chain and farmers in particular.

05-09
38:44

How Soluna’s Renewable Powered Data Centers Can Help Meet the Power Needs of AI

Soluna Holdings CEO John Belizaire joins us for a discussion about the company’s recent growth and how its green-powered data centers are helping to support renewable energy development and provide a solution to the power demands from AI.

04-25
30:21

Base Carbon and its Role in the Growing Voluntary Carbon Markets

Base Carbon President Wes Fulford joins us for a discussion about the voluntary carbon markets and how Base Carbon provides development capital for projects that produce carbon credits that can then be purchased and used by third parties to meet their climate goals.

04-18
21:21

Deep Sea Mining's Role in Helping to Shift the World to Sustainable Energy

Dmitry joins us to talk about the Deep Sea Mining industry, how the industry has evolved as of late, and how it can play a major role in helping to supply the materials needed for the shift towards electrification. He talks about how deep sea mining can produce higher quality minerals at far less of an environmental footprint than land base mining which has a major environmental impact and is often located in difficult geopolitical locations.

04-15
22:51

Addressing Commonly Asked Investor Questions on Gevo (GEVO) with Eric Frey, VP of Finance & Strategy at Gevo (GEVO)

This podcast reviews several common investor questions that are outside the usual ones focused on operating fundamentals and not addressed in regular company events or materials. These topics include the accurate picture around the shorting of Gevo's shares, the latest on the company’s previously announced share repurchase program, concerns around the company’s status with NASDAQ, and updates on Praj, Axens, Chevron, and Phillips 66.

04-08
31:48

A Discussion with Peter Leighton, COO and Co-Founder of RE Royalties, and the Company’s Unique Business Strategy of Leveraging the Royalty Model in the Fast-Growing Renewable Energy Industry

In this episode, we sit down with Peter Leighton, COO and Co-Founder of RE Royalties, and dig deeper into the company’s innovative royalty financing solutions for renewable energy clients. The company focuses on acquiring long-term, recurring royalty streams and high capital reinvestment to drive growth combined with strong capital protection and low operating costs. Some key topics we hit include the strategy behind the company’s founding, how the royalty model works, case studies, and the o...

03-28
34:20

Looking at the GREET Model and Its Implications for GEVO and Its Renewable Hydrocarbons Business Model and Technologies

In this episode, we look at the latest developments in the GREET model and its impact on Gevo and its renewable energy liquid hydrocarbons and Sustainable Aviation Fuel (SAF) business. We also take the opportunity to discuss Gevo’s innovative Verity Carbon Solutions, a tracking system that monitors carbon emissions from feedstock to end-use, which is another high-growth initiative focused on the carbon economy.

03-22
24:14

Talking Distributed Energy Generation with Aaron Ratner – Executive Director at Alternus Clean Energy, and Jon Vasconcellos – Executive VP of Finance at Hover Energy, LLC

In this episode, we take a look at the latest trends and market for distributed energy generation (DEG) and the role renewables are now playing. With increasing strain on the conventional grid, in combination with carbon reduction goals, the DEG market is in an increasingly exciting investment environment along with the companies and technologies leading this drive. With additional strain expected from electrification, the microgrid market is likely to remain a megatrend in the coming years.

03-15
29:34

Natural Gas Trends and Its Impact and Opportunities in the Cleantech Space

Join Graham Mattison and Shawn Severson for a discussion on natural gas, including its role as a bridge fuel, its significant impact on the economics of many renewable industries, and opportunities for new and existing technologies to benefit from the natural gas market dynamics.

03-08
28:11

Looking at Mission-Critical Building Climate Solutions with Limbach CEO Mike McCann

In our podcast, we reviewed how Limbach has evolved to be a leading integrated building solution company that partners with its customers to deliver, maintain, and optimize mission-critical MEP systems. The company has shifted its business toward higher-margin owner direct work that also provides recurring revenue from service and maintenance contracts.

02-29
26:01

Looking at Lithium Ion Battery Recycling with Aqua Metals CEO Steve Cotton

In our podcast, we review how Aqua Metals is developing a cleaner and safer metals recycling process to reduce the carbon footprint of the energy storage industry, which we view as an emerging megatrend across the sector. The company believes its proprietary process is environmentally responsible and economically competitive and will help retain critical strategic metals within the US, while lowering reliance on unsafe and toxic mining operations.

02-20
22:46

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