In this episode of Inside the Ticker, I sat down again with the CEO of Sky Quarry Inc (NASDAQ: SKYQ) to catch up on everything the company has been working on since our last conversation. When I had him on the show last year, Sky Quarry was still positioning itself as a waste-to-energy company focused on recycling asphalt shingles and oil-saturated soils. This time, the story feels completely different — the company has grown, the market around them has shifted, and there’s a major opportunity starting to form in California.
The CEO broke down what’s happening with the refinery changes and shutdowns in California, and how that’s opening doors for Sky Quarry to step into a market that’s being reshaped by cleaner technology and decentralized energy. With refineries either closing or moving away from older methods, Sky Quarry is positioning itself to become part of the solution — providing new, environmentally responsible ways to process and repurpose materials that once went to waste.
One of the most interesting parts of the conversation was about Skycrete, a new part of their business that could have a huge impact going forward. Skycrete takes the company’s core recycling and refining model and applies it directly to the construction and infrastructure markets. It’s built to serve the next generation of cleaner concrete and material production. From what the CEO explained, Sky Quarry already sees growing demand for this kind of product, especially in states like California where regulations and ESG standards are getting tighter every year.
We also talked about one of their newest developments — a twin-engine turbine gas system that could have far bigger implications than most people realize. This isn’t just about energy recovery anymore. The system they’re developing has potential use cases for AI data centers, which need massive and reliable power sources to run. The CEO explained that they’re already in early discussions with potential partners who see the same opportunity. If they can deliver on this, Sky Quarry could find itself sitting right in the middle of the AI infrastructure boom.
Throughout the interview, the CEO made it clear that the company isn’t standing still. They’re expanding operations, lining up potential clients, and building toward the kind of scale that could finally bring attention to what they’ve been working on quietly for the past few years.
From my perspective, Sky Quarry is still one of the most undervalued companies in the small-cap space right now. They’re sitting at the intersection of environmental innovation, clean energy, and now possibly the AI energy supply chain — three areas that are all seeing major capital inflows. If they execute on what we discussed, there’s a lot of upside here that the market hasn’t recognized yet.
For anyone who wants to understand where the next real industrial and energy shifts are happening, this is a conversation worth watching.
You can watch the full interview now on MarathonMoneyPlus.com or on YouTube.
This is not financial advice. Always do your own research before investing.
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