WTR Circular Carbon Primer: 50 Overlooked Companies at an Inflection Point
About this episode
The episode discusses the circular carbon sector's inflection point and investment opportunities in overlooked companies.
Send us Fan Mail Join WTR's Tim Gerdeman and Peter Gastreich to unpack why the circular carbon and environmental solutions sector just hit an inflection point. After two rough years of oversupply and policy uncertainty, 2026 brings a structural reset, and the Strait of Hormuz crisis has reframed domestic renewable fuels and critical minerals. Drawing on WTR's new Primer covering approximately 50 public companies across five subsectors, Peter and Tim dig into the nine investment themes that ma...
People in this episode
Host: Tim Gerdeman
Guest: Peter Gastreich
Topics covered
- circular carbon
- environmental solutions
- investment themes
- public companies
- renewable fuels
Keywords
- circular carbon
- environmental solutions
- investment themes
- public companies
- renewable fuels
- critical minerals
Mentioned in this episode
Organizations: WTR
Places: Strait of Hormuz
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