CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 2 – CCUS)

from WTR Small-Cap Spotlight · host Water Tower Research

Send us Fan MailThis is the second episode in a three-part WTR Symposium Series on investment opportunities in industrial decarbonization and the circular resource economy. Shawn Severson and Peter Gastreich are joined by Gevo (GEVO), Alto Ingredients (ALTO), CapCO2, and LSB Industries (LXU) to explore how carbon has shifted from a compliance cost to a profit driver across aviation fuel, marine fuels, specialty alcohols, and fertilizers, and how regulatory tailwinds, accelerated by the Strait of Hormuz crisis, are reshaping the opportunity for investors in Carbon Capture, Utilization and Sequestration (CCUS).

What this episode covers

Send us Fan Mail This is the second episode in a three-part WTR Symposium Series on investment opportunities in industrial decarbonization and the circular resource economy. Shawn Severson and Peter Gastreich are joined by Gevo (GEVO), Alto Ingredients (ALTO), CapCO2, and LSB Industries (LXU) to explore how carbon has shifted from a compliance cost to a profit driver across aviation fuel, marine fuels, specialty alcohols, and fertilizers, and how regulatory tailwinds, accelerated by the Strai...

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CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 2 – CCUS)

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This episode was published on June 4, 2026.

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