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WTR Insights Conference Takeaways: Energy Transition and Sustainable Investing
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In this episode of the Small Cap Spotlight, Peter Gastreich, Managing Director of Energy Transition and Sustainable Investing at Water Tower Research, joins host Tim Gerdeman to recap the eight companies he hosted at the WTR Insights Conference, spanning renewable fuels and carbon management, waste to value, clean tech, environmental solutions, and metallurgical coal.
Peter Gastreich breaks down five themes that emerged across the sessions: compliance rather than carbon as the demand engine, security of supply, tight markets that reward proven capacity, the shift from promise…
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