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Gevo
Gevo (GEVO) investor relations material
Gevo Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary23 Jan, 2026
Management transition and leadership
CEO transition from Patrick Gruber to Paul Bloom, with Gruber remaining as Executive Chairman to support the team.
Paul Bloom brings extensive experience in bio-based technology, commercialization, and carbon business development.
The leadership team is highlighted for its expertise in sustainability, carbon management, and operational excellence.
Strategic vision and growth opportunities
Focus on commercializing renewable jet fuel using low carbon ethanol, with a major opportunity in meeting the projected 2.3 billion gallon U.S. jet fuel shortfall by 2035.
Project Northstar (ATJ30) aims to build a 30 million gallon alcohol-to-jet plant, with ongoing efforts to secure Department of Energy (DOE) financing.
The company is developing a scalable, modular business model to replicate plants domestically and internationally.
Financial performance and operational updates
Achieved positive adjusted EBITDA for the first time, with revenue growth from $20 million to an expected $150–$200 million annually.
Monetization of tax credits and carbon sales, including a $26 million multi-year deal with Biorecro, are key drivers.
Debottlenecking efforts at the North Dakota plant aim to increase capacity to 75 million gallons, further boosting EBITDA.
ATJ-30 financing: key hurdles and timeline?
Gevo ND: path to $60M+ EBITDA without ATJ?
ETO patent: capital/operating cost reduction impact?
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Next Gevo earnings date
Q4 202527 Mar, 2026
Gevo
Next Gevo earnings date
Q4 202527 Mar, 2026
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Frequently asked questions
Gevo, Inc. operates as a renewable fuels company. The company provides technologies for the cost-effective conversion of non-food, non-feed agricultural and forestry materials into isobutanol and ethanol. Its chief technology is a process for producing isobutanol from renewable, non-food sources including switchgrass and corn kernel fiber; it also produces ethanol from fermented sugarcane and sugarcane bagasse. The company offers proprietary technology, AgriCleanseTM; IsoFlexSM, consisting of isobutanol tolerant gasoline line filler hardware and gasoline specification bio-naphtha blendstock; and Bio Energia SecaTM Renewable Diesel, an isooctane, renewable diesel fuel derived from the Fischer Tropsch process that uses only natural gas as a feedstock. It also provides bio diesel in bulk and finished product through third party distributors in the United States and Europe.
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