WTR Sustainable Investing Surveyor Podcast

Shawn Severson
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WTR Sustainable Investing Surveyor Podcast

A look at the key events and highlights happening in the world of Sustainable and ClimateTech Investing.

  1. FEB 12

    Why the Time is Right for Investors to Focus on CCS, SAF and Low-Carbon Ethanol (NEW REPORT!)

    Join Shawn Severson, Co-Founder and CEO at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss how carbon capture and storage (CCS) can enable a big growth opportunity for low carbon ethanol and sustainable aviation fuel (SAF) in the US. We quantify the growth potential and importance to the rural economy, detail what makes ethanol a low-cost candidate for CCS, explain why President Trump's "National Energy Emergency" executive order and appoin...

    21 min

  2. 10/23/2024

    Sustainable Mobility in Megacities: Zapp Electric Vehicles’ Vision and Strategy

    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, manufacturing approach, and go-to-market strategies. The conversation also covers the company’s funding, sales forecasts, and Swin’s vision for d...

    38 min

  3. 10/10/2024

    LSB Industries (LXU) CEO Mark Behrman on How CCS and Low Carbon Ammonia Drive “Sustainability as a Growth Engine” Strategy

    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 higher returns with carbon capture and sequestration (CCS) and low carbon ammonia; 2) the growing appeal of low carbon ammonia as a fuel for power gen...

    25 min

  4. 09/23/2024

    Westwater Executive Chairman Terence Cryan Discusses Reaching 100% Offtake on Graphite Processing Capacity

    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 processing. The podcast covers: 1) the latest offtake agreement milestones achieving 100% sold out status for the company’s graphite materials; 2) w...

    18 min

  5. 09/19/2024

    Gevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as Possible

    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-carbon ethanol and carbon capture and sequestration (CCS) fit into management's strategy.

    21 min

  6. 08/09/2024

    WTR Takes a Deep-Dive Into Sustainable Aviation Fuel (SAF) and the 100x Demand Growth Opportunity for Competitive North American Supply

    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 yet may need to expand by another 100x by 2050. This is creating a large opportunity for competitive North American supply. Politically speaki...

    22 min

  7. 07/25/2024

    Westwater Resources CFO Steve Cates on new developments at first domestic integrated battery-grade graphite project in the US

    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 offtake agreements announced this year with SK On (Feb) and Stellantis (July) and what the now 100% contracted volume means for lenders; 3) executin...

    22 min

  8. 07/24/2024

    Soluna Holding CEO John Belizaire on the company’s recent wins, its growth into AI and opportunities for future growth across its different business lines

    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 that will allow it to offer Generative AI workloads for enterprise customers and Generative AI labs.

    25 min
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    A look at the key events and highlights happening in the world of Sustainable and ClimateTech Investing.

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