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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>The WTR Sustainable Index was down by 1.9% W/W versus the S&amp;P 500 Index (down 0.1%), the Russell 2000 Index (down 2.1%), and the Nasdaq Index (down 1.2%).</li><li>Energy Technology (12.5% of the index) was down by 6.2%, while Industrial Climate and Ag Technology (55.5% of the index) was down by 1.2%, ClimateTech Mining was down 3.7% and Advanced Transportation Solutions (26% of index) was down 1.8%.</li><li>Top 10 Performers<span style="font-size: var(--content-font-size);">: LICY, ADES, ARVL, SMR, EH, EGT, RIDE, FF, CVW, LIS</span></li></ul>

The WTR Sustainable Index was down by 1.9% W/W versus the S&amp;P 500 Index (down 0.1%), the Russell 2000 Index (down 2.1%), and the Nasdaq Index (down 1.2%).Energy Technology (12.5% of the index) was down by 6.2%, while Industrial Climate and Ag Technology (55.5% of the index) was down by 1.2%, ClimateTech Mining was down 3.7% and Advanced Transportation Solutions (26% of index) was down 1.8%.Top 10 Performers: LICY, ADES, ARVL, SMR, EH, EGT, RIDE, FF, CVW, LIS

Weekly Sustainable Investing Surveyor - Week Ended March 15, 2024

United States

FutureFuel Corporation produces biobased products, including biofuels, (biodiesel, bioethanol and lignin/biomass solid fuels) and biobased specialty products (biobased lubricants, solvents and intermediates). FutureFuel also has a chemicals and lithium ion business.

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Futurefuel Corp (FF 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

Weekly Sustainable Investing Surveyor - Week Ended March 15, 2024

The WTR Sustainable Index was down by 1.9% W/W versus the S&P 500 Index (down 0.1%), the Russell 2000 Index (down 2.1%), and the Nasdaq Index (down...

Water Tower Research

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