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Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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<ul><li>Despite the US biofuels industry facing challenges in 2024, including oversupplied renewable credit markets, lower-than- expected voluntary demand, election uncertainty, and a drop in profits, the industry made progress in many areas, including the advancement of sustainable aviation fuel (SAF) projects and hubs.</li><li>We highlight five biofuel trends that will continue to have an impact in 2025.</li><li>In 2024, the lack of guidance from the US Treasury Department on the 45Z clean fuel tax credit continued to be a key source of concern among biofuels producers, SAF project developers, and farmers.</li></ul>

Despite the US biofuels industry facing challenges in 2024, including oversupplied renewable credit markets, lower-than- expected voluntary demand, election uncertainty, and a drop in profits, the industry made progress in many areas, including the advancement of sustainable aviation fuel (SAF) projects and hubs.We highlight five biofuel trends that will continue to have an impact in 2025.In 2024, the lack of guidance from the US Treasury Department on the 45Z clean fuel tax credit continued to be a key source of concern among biofuels producers, SAF project developers, and farmers.

US Biofuels Outlook - Five Trends to Watch in 2025

<ul><li>WTR attended the North American SAF Conference in St. Paul, Minnesota, which included close to 500 participants from government agencies, industry associations, and companies along the entire SAF supply chain, as well as financial and legal service providers.</li><li>For background, see WTR’s report, Biofuels Focus: Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off In the US?.</li><li>SAF capacity proposed in the US is already massive. </li></ul>

WTR attended the North American SAF Conference in St. Paul, Minnesota, which included close to 500 participants from government agencies, industry associations, and companies along the entire SAF supply chain, as well as financial and legal service providers.For background, see WTR’s report, Biofuels Focus: Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off In the US?.SAF capacity proposed in the US is already massive. 

Key Takeaways: The North American Sustainable Aviation Fuel (SAF) Conference

United States

Calumet Specialty Products Partners, L.P. produces specialty hydrocarbon products for domestic and international customers.  The Company processes crude oil into a variety of customized lubricating oils, solvents, and waxes.  Calumet also processes crude oil into a variety of fuel and fuel-related products, including unleaded gasoline, diesel fuel, and jet fuel.

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Calumet Specialty Products Par (CLMT US)

US Biofuels Outlook - Five Trends to Watch in 2025

In 2024, the lack of guidance from the US Treasury Department on the 45Z clean fuel tax credit continued to be a key source of concern among...

Water Tower Research

Key Takeaways: The North American Sustainable Aviation Fuel (SAF) Conference

The Commercial Aviation Alternative Fuels Initiative (CAAFI) said at least 200 entities have approached the association with SAF projects.

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