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Join WTR's Tim Gerdeman and Peter Gastreich as they unpack key takeaways from WTR's Circular Economy Symposium (Part 1 – SAF) — and lay out why investors should be paying close attention to this sector right now — including high-level feedback from conversations with Kline + Company and CEOs from leading SAF companies or their subsidiaries (AGIG, CLMT, LODE, SAFX). Topics include: the persistent expected structural gap between mandated demand and available supply; why regulatory tailwinds are potentially the most favorable the industry has ever experienced; why the Strait of Hormuz crisis is pulling long-term demand forward and reshaping the energy security case for domestic SAF; and what separates the winners from the losers — including the critical importance of feedstock strategy and how carbon intensity directly impacts the value of SAF.

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In this episode of WTR Small Cap Spotlight, Al Petrie, Founder and Senior Partner at Al Petrie Advisors, joins Tim Gerdeman, Richard Tullis, and Jeff Robertson of Water Tower Research to preview what sets the Louisiana Energy Conference apart. They discuss the conference’s independent structure, all-panel format, broad industry reach, and why this year’s agenda—covering offshore and onshore E&P, oil services, LNG, carbon capture, infrastructure, power generation, and data center demand—offers a timely cross-section of today’s energy landscape.
www.louisianaenergyconference.com

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John Passalacqua, CEO of First Phosphate, joins host Tim Gerdeman and WTR’s Dmitry Silversteyn to break down the strategic significance of the €170M loan guarantee from a European government entity and its impact on advancing the company’s flagship Canadian project.