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Montana Renewables (Calumet NASDAQ: CLMT) CEO on First Mover Advantages and Imminent SAF Supply Squeeze

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Manage episode 512265273 series 3486351
Content provided by Water Tower Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Water Tower Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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On this week's episode of the WTR Small-Cap Spotlight, Bruce Fleming, Chief Executive Officer of Montana Renewables, an unrestricted subsidiary of Calumet (NASDAQ ticker CLMT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's role as the largest SAF producer in the Western Hemisphere; 2) key advantages including repurposing existing hardware for SAF production and proximity to carbon preference markets; 3) low cost expansion plans to reach up to 10x current SAF capacity by 2028; 4) the imminent squeeze in SAF markets and potential upward pressure on pricing; 5) the need for open feedstock policies and support of domestic agriculture and energy security; 6) top misconceptions about the SAF industry; and 7) other key topics.

  continue reading

158 episodes

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Manage episode 512265273 series 3486351
Content provided by Water Tower Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Water Tower Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

On this week's episode of the WTR Small-Cap Spotlight, Bruce Fleming, Chief Executive Officer of Montana Renewables, an unrestricted subsidiary of Calumet (NASDAQ ticker CLMT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's role as the largest SAF producer in the Western Hemisphere; 2) key advantages including repurposing existing hardware for SAF production and proximity to carbon preference markets; 3) low cost expansion plans to reach up to 10x current SAF capacity by 2028; 4) the imminent squeeze in SAF markets and potential upward pressure on pricing; 5) the need for open feedstock policies and support of domestic agriculture and energy security; 6) top misconceptions about the SAF industry; and 7) other key topics.

  continue reading

158 episodes

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