Episode Details
Back to EpisodesWTR Analyst Perspectives | Renewable Fuels Decoded: Geopolitics, Mandates, and the Carbon Payday
Published 2 weeks ago
Description
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 closes with the key catalysts to watch, including EPA volume reallocation and the 45Z final rule. For additional content, visit www.watertowerresearch.com.