WTR Circular Carbon Primer: 50 Overlooked Companies at an Inflection Point

Send us Fan MailJoin WTR's Tim Gerdeman and Peter Gastreich to unpack why the circular carbon and environmental solutions sector just hit an inflection point. After two rough years of oversupply and policy uncertainty, 2026 brings a structural reset, and the Strait of Hormuz crisis has reframed domestic renewable fuels and critical minerals. Drawing on WTR's new Primer covering approximately 50 public companies across five subsectors, Peter and Tim dig into the nine investment themes that matter most right now, why carbon intensity has become a direct revenue driver rather than a sustainability checkbox, and what separates the winners from the losers, from feedstock security to balance sheet strength through commissioning. They close with the near-term catalysts every investor should be watching.