Ginkgo Bioworks continues to reduce cash burn while expanding its “Lab-as-a-Service” automation offerings and frontier autonomous lab in Boston. Key commercial highlights include a $22.1 million BARDA award for onshoring medical countermeasures and an extended strategic partnership with Bayer to develop next-generation biologicals like nitrogen-fixing microbes. Despite ongoing restructuring, Ginkgo maintains a strong balance sheet […]
Bunge announced a major re-segmentation effective Q3 2025 to provide greater transparency into commodity-specific drivers. The new reporting structure breaks the former Agribusiness segment into Soybean, Softseed, and Other Oilseeds Processing & Refining, alongside Grain Merchandising & Milling. This change aligns reporting with their end-to-end value chain operations and the integration of Viterra. While noting […]
The “Wolfpack” experts delivered a comprehensive due diligence analysis on the 2025 bioeconomy, utilizing a point/counter-point format to evaluate emerging technologies. Key discussions highlighted the US recycling rate’s lag at 6% compared to international leaders and the high non-compliance costs for eSAF under European regulations. The panel examined point source carbon capture for hard-to-abate sectors […]
Anellotech’s Plas-TCat technology converts “unrecyclable” mixed plastic waste into circular light olefins and BTX aromatics. Commercial manufacturing at the TCat-8 facility began in August 2025, targeting 4,000 L/month of high-octane aromatics while achieving a 65% greenhouse gas reduction compared to fossil fuels. The company’s scaling roadmap moves from 200,000 kg/year at TCat-8 to a 200,000 […]
Geno licenses carbon-efficient technologies for the $31 billion combined BDO and nylon markets. Their BDO technology powers a 65,000−ton plant in Iowa and a 50,000−ton plant in Vietnam supported by Hyosung’s1 billion investment. Geno’s joint venture, Future Origins, provides a palm alternative achieving a 60% or greater carbon reduction. Partnerships with Sojitz and Lululemon (utilizing […]
GranBio utilizes its patented AVAP™ technology to produce Sustainable Aviation Fuel (SAF) from various biomass residues, establishing a Net-Zero solution without immediate carbon capture. GranBio targets 1 billion gallons per year (GPY) capacity by 2040 by repurposing ten shuttered Pulp and Paper (P&P) mills. The first commercial plant, ENZ, is a $275 million project in […]
SunGas deploys the proven UGAS® S1000 biomass gasification technology to transform forest residues into low- to negative-carbon fuels. The S1000 efficiently processes biomass to high-purity syngas, achieving greater than 97% overall carbon conversion. The flagship Beaver Lake Renewable Energy project, supported by C2X’s $100MM investment, is key to commercial scaling. Located in Louisiana, it will […]
NexantECA compellingly argues that carbon credit markets are crucial for financing climate innovation, particularly bridging the “Valley of Death”. The novel finding is that corporate pre-purchase and offtake agreements provide early, non-dilutive capital, reducing technology and investment risk for climate tech start-ups. This mechanism provides revenue certainty, accelerating scale-up. Ambitious new structures, like SAFc Credits, […]
Iogen provides compelling reflections on achieving commercial success in biofuels, noting that market opportunities, not just technology, drive breakthroughs. The most ambitious vision is the integration of 2G biofuel processes with Carbon Capture and Storage (BECCS). This novel approach promises to triple the climate benefit, allowing every gallon of carbon-negative fuel to erase three gallons […]
Rimba.ai offers compelling AI automation and analytics to optimize biofuel operations. Their novel solution addresses limited plant visibility and messy manual traceability burdens. An ambitious finding showed AI replicating seven operational spreadsheets with live data, enabling instant, actionable insights. This allows VPs of Operations to build custom dashboards in five minutes. Furthermore, the system automates […]
