Arq, Inc. (ARQ): The Science, Setbacks, and Path Forward at Red River

from WTR Small-Cap Spotlight · host Water Tower Research

Send us Fan MailIn this episode of the WTR Small Cap Spotlight podcast, Eric Robinson, Senior Vice President of Operations, and Joe Wong, Chief Technology Officer of Arq, Inc. (Nasdaq: ARQ), join Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and Peter Gastreich (Managing Director, Water Tower Research).In a technical deep-dive into operations, Eric and Joe shared views on the science and commercial applications of activated carbon, the engineering challenges Arq encountered in scaling granular activated carbon (GAC) production at its Red River facility, the surging demand for GAC in PFAS drinking water treatment, the competitive dynamics and supply-side barriers in the activated carbon market, Arq's path forward on GAC capacity decisions, and the strategic optionality remaining at the idled Corbin facility.Subscribe and visit watertowerresearch.com for open-access small cap research, podcasts, and conference schedules.

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This episode was published on June 24, 2026.

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