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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 innovative mobility solutions for Asian megacities. Swin shares insights into Zapp's product design, sustainability efforts, ma…
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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’s Natural Resources and Energy Transition sector teams, to discuss: 1) how LSB is pursuing growth and hig…
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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 teams. WWR is the only publicly traded, US based graphite anode company with 100% domestic sourcing and p…
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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 leader in the fast growing sustainable aviation fuel (SAF) industry and how the company's new entry into low-carb…
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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 Fuel SAF Clearing for Take-Off in the US?" Global sustainable aviation fuel (SAF) production is tripling this year…
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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 discuss: 1) progress on phase 1 construction of WWR’s Kellyton graphite processing facility in Alabama; 2) new o…
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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 Soluna Cloud’s strategic partnership with Hewlett Packard Enterprise, its securing of NVIDIA H100 GPUs th…
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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 Granular Activated Carbon. He discusses how today Arq is a vertically integrated activated carbon producer wor…
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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 deliver multiple WAM-Vs to a US government agency, and the first batch of WAM-Vs (unmanned surface vehicles) to Sulmar…
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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 includes the structural rise in the cost of grid electricity and impact on demand for rooftop solar, the addre…
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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 and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The team also discusses th…
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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, hydrogen and other energy transition industries, the panelists discussed stress-testing business models for…
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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…
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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 …
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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 …
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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 l…
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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 …
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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 l…
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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.By Shawn Severson
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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 contr…
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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 cr…
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Chris Jones shares positive news for investors and Westwater with the results from the Definitive Feasibility Study (DFS) for their graphite site in Alabama. In this recap, Chris outlines the significance of the results and explains what this study means for Westwater shareholders and investors. Here’s a breakdown of the main points: 8:10 So, the d…
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It’s hard to believe Series 2 is coming to a close. Throughout this season, we’ve covered a range of material about Westwater’s graphite products and applications. Chris hosted conversations about the graphite market growth potential, the significance of graphite in the industry, and the partnership with local officials in Coosa County in Alabama. …
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On June 22nd, Westwater Resources and the State of Alabama officials announced the partnership for the Alabama Graphite Products construction site in Coosa County. The ceremony included Alabama Governor Kay Ivey, Alabama Department of Commerce Secretary Greg Canfield, and Westwater CEO Chris Jones among others. This marks the beginning of a joint p…
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Westwater Resources has started production of Purified Micronized Graphite or PMG. Cevat Er, Westwater’s Vice President of Technical Services, joins Chris Jones to discuss company procedures used to purify natural flake graphite to greater than 99.5% fixed carbon. In this episode, we discuss… Milling process could be, various milling techniques cou…
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This episode is the second part of a conversation from Jay Wago and Chris Jones covering one of Westwater's three products, PMG. From pacemakers to phones, PMG is a necessary graphite product in numerous daily use devices we all depend on. Subscribe to our newsletter to learn more. Submit a question to have answered on our show.…
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This episode features a conversation from Jay Wago and Chris Jones covering one of Westwater's three products, PMG. From pacemakers to phones, PMG is a necessary graphite product in numerous daily use devices we all depend on. Stay tuned for part 2 of this episode coming out soon! Subscribe to our newsletter to learn more. Submit a question to have…
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In this episode of Coosa Conversations with Chris, host Chris Jones talks with Cevat Er, the vice-president of Tech Services for Westwater Resources. Chris and Cevat talk about Cevat’s background, how he got started at Westwater and why Westwater is at ‘the right place at the right time’.By Westwater Resources
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In this bonus episode, Chris Jones of Westwater Resources sits down with Christine Corrado of Proactive NYC to discuss the updates on the Coosa Graphite project, WWR's flagship and crown jewel. Learn about how Chris thinks about the progress made on this project and Westwater's plans for 2021 and beyond. Subscribe to our Newsletter to learn more.…
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In this episode of Coosa Conversations with Chris, Chris Jones sits down with Dain McCoig, who is heading up Westwater’s Coosa Graphite project. They talk about Dain’s background, his work on the "Crown Jewel" Coosa Graphite project, and what both Dain and Chris are excited about for the future of Westwater Resources. Subscribe to our newsletter to…
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In this episode of Coosa Conversations with Chris, Chris Jones talks with Josh Holland, Manager of Government and Environmental Affairs for Westwater’s Alabama graphite project. Chris and Josh talk about the importance of building relationships in the community around the graphite project site and how important it is to have Josh and his colleagues…
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In This Episode of Coosa Conversations with Chris, Stephen Rosenthal serves as host and speaks to Vice President of Sales and Marketing at Westwater Resources, Jay Wago. They focus on Jay’s long-time history working with manufacturing organizations of essential ingredients to batteries across industries, the exciting developments in the green energ…
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Exciting news at Westwater! Thanks to SNN for this wonderful interview. Westwater is clearly putting their investment fully into the graphite battery market. We are poised to sell our uranium business, to Encore Energy of Vancouver, enabling a singular focus on our booming graphite business. Presently we are in construction a graphite pilot plant i…
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In the first episode of the Coosa Conversations with Chris, we meet our host, Stephen Rosenthal, and more importantly, the CEO of Westwater Resources, Chris Jones. Stephen and Chris give us a brief history of Chris’s career and his work with Westwater. They also talk about Westwater’s operations in the US and abroad, emphasizing that a majority of …
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