WTR Sustainable Investing Surveyor Podcast
A look at the key events and highlights happening in the world of Sustainable and ClimateTech Investing.
Episodes
23 episodes
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...
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Season 1
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Episode 22
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37:56
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...
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Season 1
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Episode 21
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24:40
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...
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Season 1
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Episode 20
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18:21
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 lea...
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Season 1
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Episode 19
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21:01
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 ...
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Season 1
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Episode 18
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22:29
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 discus...
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Season 1
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Episode 17
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22:18
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...
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Season 1
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Episode 16
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24:46
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 Gran...
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Season 1
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Episode 15
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20:42
Ocean Power Technologies CEO Philipp Stratmann Reviews Recent Announcements with Water Tower Research CEO Shawn Severson
CEO Philipp Stratmann reviews several recent announcements by the company, including OPT's partnership with Unique Group, an OEM agreement with Teledyne Marine, the company's focus on "turnkey systems," an agreement in principle to delive...
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Season 1
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Episode 14
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11:01
Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy
In this week’s WTR Sustainable Investing Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion ...
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Season 1
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Episode 14
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11:31
Canadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar Markets
In this week’s WTR Sustainable Investing Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison a...
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Season 1
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Episode 13
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30:04
Sustainability Panels at the Louisiana Energy Conference Reveal Cooperation is Key
Join Peter Gastreich and Graham Mattison as they discuss the sustainability panel track at the recent Louisiana Energy Conference, hosted by Al Petrie Advisors. In the context of biofuel, EV battery, offshore wind, geothermal, carbon capture, h...
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Season 1
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Episode 12
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20:57
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...
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Season 1
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Episode 11
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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.
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Season 1
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Episode 10
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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 mee...
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Season 1
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Episode 9
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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 m...
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Season 1
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Episode 8
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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 ...
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Season 1
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Episode 7
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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 r...
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Episode 6
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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 V...
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Season 1
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Episode 5
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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 DE...
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Episode 4
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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 ben...
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Season 1
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Episode 3
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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 towa...
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Season 1
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Episode 2
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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 i...
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Season 1
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Episode 1
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22:46