Oct. 31 at 10:08 AM
BNN Bloomberg interviewed Shawn Severson, CEO & Co-Founder of Water Tower Research, on the next wave of energy transition leaders creating durable, contracted returns.
🔹 Liberty Energy (LBRT) – expanding into distributed power generation with long-term take-or-pay contracts.
🔹 REX American Resources (REX) – driving low-carbon ethanol growth through carbon capture and new U.S. tax incentives.
🔹 Gevo, Inc. (GEVO) – leading in sustainable aviation fuel (SAF) with major airline partnerships and scalable tech.
As Shawn shared, “Cleaner fuels and predictable revenue models are defining the next phase of the energy transition.”
Watch the full interview on BNN Bloomberg:
https://www.bnnbloomberg.ca/investing/hot-picks/2025/10/30/hot-picks-energy-transition-fuels-new-opportunities-in-power-ethanol-and-sustainable-aviation/
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