Episode Details
Back to EpisodesJet Fuel for Thought: Investor Implications from SW Airlines' Synthetic Aviation Fuel (SAF) Divestment
Season 2
Episode 85
Published 7 months, 2 weeks ago
Description
On this week's episode of the WTR Small-Cap Spotlight, Peter Gastreich, Senior Energy Transition and Sustainable Investing analyst at Water Tower Research joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, to discuss: 1) implications from Southwest Airlines divesting its SAF venture; 2) investor sentiment toward SAF; 3) SAF's unique role in both energy and agriculture; 4) the critical role of SAF in meeting jet fuel demand and absorbing buoyant US crop yields; 5) questions investors should ask SAF project operators; and 6) companies advancing projects in the SAF supply chain (CLMT, DAR, GEVO, GPRE, HUSA, LODE, NESTE, REX, SAFX)