Montana Renewables (Calumet NASDAQ: CLMT) CEO on First Mover Advantages and Imminent SAF Supply Squeeze episode artwork

EPISODE · Oct 8, 2025 · 33 MIN

Montana Renewables (Calumet NASDAQ: CLMT) CEO on First Mover Advantages and Imminent SAF Supply Squeeze

from WTR Sustainable Investing Surveyor Podcast · host Shawn Severson

On this week's episode of the WTR Sustainable Investing Surveyor Podcast, Bruce Fleming, Chief Executive Officer of Montana Renewables, an unrestricted subsidiary of Calumet (NASDAQ ticker CLMT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's role as the largest SAF producer in the Western Hemisphere; 2) key advantages including repurposing existing hardware for SAF production and proximity to carbon preference markets; 3) low cost expansion plans to reach up to 10x current SAF capacity by 2028; 4) the imminent squeeze in SAF markets and potential upward pressure on pricing; 5) the need for open feedstock policies and support of domestic agriculture and energy security; 6) top misconceptions about the SAF industry; and 7) other key topics.

Episode metadata supplied by the publisher feed · Published Oct 8, 2025

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On this week's episode of the WTR Sustainable Investing Surveyor Podcast, Bruce Fleming, Chief Executive Officer of Montana Renewables, an unrestricted subsidiary of Calumet (NASDAQ ticker CLMT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's role as the largest SAF producer in the Western Hemisphere; 2) key advantages includ...

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Montana Renewables (Calumet NASDAQ: CLMT) CEO on First Mover Advantages and Imminent SAF Supply Squeeze

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