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WTR Analyst Perspectives | Renewable Fuels Decoded: Geopolitics, Mandates, and the Carbon Payday
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In this inaugural episode of WTR Analyst Perspectives, Peter Gastreich, Managing Director for Energy Transition and Sustainable Investing, joins Tim Gerdeman to share his read on the renewable fuels sector coming off its strongest earnings season in years. Peter unpacks the five themes most relevant to investors: record mandates and August policy noise, the geopolitical supply squeeze driving margins, carbon intensity emerging as a durable revenue line, a demand-rich but supply-short SAF market that favors first movers, and a renewed focus on capital discipline. The episode…
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