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Jindalee Lithium’s CEO Ian Rodger discusses the company’s McDermitt lithium resource in the context of developing a robust domestic critical metals ecosystem and provides an outline of milestones and deliverables stakeholders can look forward to as JLL  moves the project up the value chain. 

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SURG is excited about the opportunity to offer backend support, access to carrier network, and potentially, even outsourced customer care to virtual MVNOs that may have large subscriber bases, but don't have a direct relationship with a carrier. This Mobile Virtual Network Enabler (MVNE) market has opened up to SURG primarily because of its recent direct partnership with AT&T. 

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In our latest Small-Cap Spotlight flashcast, Jeff Robertson, Managing Director of Natural Resources at WTR breaks down his recent initiation of coverage report on Journey Energy Inc.

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Tune in to the latest Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Neste Corp. Neste produces renewable fuels on three continents and operates the world's largest renewable fuels platform. Learn how Neste's global footprint and feedstock sourcing serve as competitive advantages and how management are responding to the currently oversupplied renewable fuels markets, cutting costs and repositioning for structural long-term growth opportunities. Policy implications for the US and EU are also discussed. 

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We are joined by Al Petrie, Senior Partner at Al Petrie Advisors, and Jeff Robertson, Managing Director of Natural Resources at Water Tower Research to discuss the upcoming Louisiana Energy Conference. The conference will be held at the Four Seasons Hotel in New Orleans, Louisiana from May 27- 29, 2025. Water Tower Research is pleased to be a sponsor of the event which has been held annually for 25 years. The conference will include approximately 36 presentations, panels, and discussions led by representatives from more than 80 organizations that will address key domestic and international oil, natural gas, renewable, and clean energy developments and topics. The agenda includes a wide array of topics covering the offshore and onshore domestic and international oil and gas industry, financing issues, energy transition, and the impact emerging technologies could have on the way companies operate. Attendance is directed to investment professionals, including buy- and sell-side analysts and portfolio managers, private equity, and wealth management executives and trust officers along with energy industry participants. The full agenda and registration information can be found at the following link, LEC 2025

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This week we caught up with Hylton Karon, President and CEO of iFabric, to discuss the company’s recent strong results and continued outlook for double-digit top line growth.  Founded by Hylton in 1985, the Canadian textile company eschews fashion for performance.  iFabric today offers textile products and technologies that cover a wide range of consumer markets such as athleisure, lifestyle, swimwear, healthcare, hospitality and military applications.  Hylton also explains that while the company today is known as Intelligent Fabrics, it will soon be known as Intelligent Technologies as it begins to offer solutions for hard surfaces as well.  

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Water Tower Research Senior Analyst Dmitry Silversteyn discusses the deep-sea mining sector, specifically polymetallic nodules, including environmental and social aspects, role in enabling the energy transformation megatrend, and the ability to accelerate American self-reliance when it comes to critical metals. 

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Odyssey Marine Exploration’s CEO Mark Gordon discusses company’s prospects and opportunities post-NAFTA court decision, including potential development of phosphate resource off the coast of Mexico and progress portfolio companies are making in Cook Islands’ polymetallic nodule-rich EEZ.

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On this week's episode of WTR Small-Cap Spotlight, Richard MacPherson, President and CEO of Birchtech Corporation, joined Shawn Severson, CEO & Co-Founder of Water Tower Research, and Peter Gastreich, WTR Energy and Sustainability Analyst to discuss Birchtech’s: 1) proprietary technology and specialty activated carbon products; 2) sustainable and affordable approaches for mercury emission control and potable water treatment; 3) significant growth opportunities and strategic expansion into the water purification market; 4) world class R&D facilities; 5) benefits of having 100% domestic sourcing; and 7) significant outstanding financial awards from patent infringement litigation in federal court.

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SES AI CEO Qichao Hu sits down with Water Tower Research’s Tim Gerdeman and Brian Gordon to discuss the vision for the firm’s Molecular Universe AI-augmented battery materials discovery platform and the way that AI, more generally, is powering the firm’s business model. Hu also provides an update on SES AI’s progress in EVs, new products targeting drones, robotics, and urban air mobility, and the scale of the market opportunity for battery energy storage systems for data centers.