WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is your weekly guide to uncovering hidden value in the world of small-cap stocks. Each episode features insightful interviews with C-level executives, industry thought leaders, and Water Tower’s expert analysts. Tune in for actionable investment ideas and in-depth discussions on under-the-radar opportunities that can make a big impact on your portfolio
WTR Small-Cap Spotlight
Kline & Company Director of Energy Addresses Opportunities and Challenges in Clearing SAF for Take-Off
This week on the WTR Small-Cap Spotlight, Ruella Menezes , Director of Energy with the Management Consulting Practice at Kline & Company , sits down with 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. Together, they dive into the game-changing potential of sustainable aviation fuel (SAF) for slashing airline emissions, zero in on what’s fueling the explosive growth in SAF demand, and unpack the real-world hurdles of getting new projects off the ground. The conversation also takes on the tough question of how airlines can afford SAF when it’s still much pricier than fossil jet fuel, explores feedstock bottlenecks and the rise of new production methods, and breaks down the biggest risks ahead—from the need for unified policy to the crucial role of industry collaboration and ongoing innovation.