Montana Renewables (Calumet NASDAQ: CLMT) CEO on First Mover Advantages and Imminent SAF Supply Squeeze
Description
On this week's episode of the WTR Small-Cap Spotlight, 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.
United States
