WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms.
WTR Small-Cap Spotlight
Deep Isolation Nuclear, Inc.: Isolated from Competition, Enriched with Opportunity
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In this episode of the WTR Small‑Cap Spotlight podcast, Rod Baltzer, CEO of Deep Isolation Nuclear, Inc., joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, along with WTR Analyst Eric Goldstein.
Deep Isolation is an innovative nuclear waste disposal technology company focused on protecting human health and the environment by addressing one of the most persistent challenges of the nuclear age. The company has pioneered a patented, directionally drilled deep‑borehole disposal system that places spent nuclear fuel and high‑level radioactive waste approximately one mile underground — twice the depth of a traditional mined repository, at roughly 70% lower cost, and achievable in months rather than decades.
At the core of the platform is Deep Isolation’s Universal Canister System, a single integrated solution for storage, transportation, and permanent disposal. By eliminating the need to repackage waste, the system helps avoid a potential $30 billion liability embedded in the current U.S. dry‑cask stockpile. With more than 100 patents; strategic partnerships with Halliburton, Amentum, Navarro, and Westinghouse; over $6 million in DOE and ARPA‑E grants; and no direct global competitor in the borehole disposal space, Deep Isolation sits at the nexus of the nuclear renaissance, the SMR buildout, and a $155 billion global waste backlog expected to nearly double by 2050.