Author Archive: Jim Lane

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The Digest’s 2026 Multi-Slide Guide to Opal Fuels

The Digest’s 2026 Multi-Slide Guide to Opal Fuels

February 5, 2026 |

Opal Fuels reported a 30% year-over-year increase in third-quarter RNG production, though Adjusted EBITDA fell to $19.5 million due to lower RIN prices and expired pathways. The company currently operates 12 RNG facilities with four more under construction, representing significant capacity growth. Opal reaffirmed its full-year 2025 Adjusted EBITDA guidance of 90–110 million and highlighted […]

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The Digest’s 2026 Multi-Slide Guide to Novonesis

The Digest’s 2026 Multi-Slide Guide to Novonesis

February 4, 2026 |

Following its January 2024 creation, Novonesis unveiled its “Strategy 2030,” targeting 6–9% organic sales CAGR and an adjusted EBITDA margin of approximately 39% by the end of the decade. The company is expanding beyond its core 20 billion EUR playing field into a broader 60 billion EUR biosolutions market. Key growth drivers include investments in […]

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The Password is Swordfish: The Digest’s Guide to getting Money via 45Z tax credits

The Password is Swordfish: The Digest’s Guide to getting Money via 45Z tax credits

February 4, 2026 |

Groucho Marx once wrote Many Happy Returns, a tongue-in-cheek tax guide. If he were here for Section 45Z, he might add a subtitle: 
“Provided You Registered Before the IRS Looked.” The good news: Treasury has — wait for it — released the proposed regulations for the 45Z clean fuel production credit. The document contains proposed […]

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The Digest’s 2026 Multi-Slide Guide to Green Plains

The Digest’s 2026 Multi-Slide Guide to Green Plains

February 3, 2026 |

Green Plains reported strong 3Q 2025 progress, highlighting the completion of its Obion, Tennessee plant sale to repay $130.7 million in debt. The company’s decarbonization strategy is advancing with carbon capture fully operational at its York, Nebraska facility, while systems at Central City and Wood River are ramping up. Management executed a 45Z tax credit […]

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Marching as One:  How C1 Molecules Are Rewriting the Rules of Fuels and Chemicals

Marching as One: How C1 Molecules Are Rewriting the Rules of Fuels and Chemicals

February 3, 2026 |

It’s Oh-dark-thirty at Fort Methanol. Reveille has sounded. Intake complete. Heads shaved. Civilian clothes gone. Racks made. Fall in! “I don’t care where you came from,” the drill instructor shouts. “Corn stover. Landfill gas. Forest residues. Steel mill exhaust. Direct air capture. Doesn’t matter. I’m going to run you through heat, pressure, and current until […]

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Here’s How the U.S. Can Outcompete its Competitors: Part 2

Here’s How the U.S. Can Outcompete its Competitors: Part 2

February 3, 2026 |

By CJ Evans, Co-Founder, Alternative Fuels & Chemicals Coalition, Project Manager, Federal Funding Services Special to The Digest Editor’s Note: CJ Evans and his teams of subject matter experts have helped more than 250 companies of all sizes prepare applications for federal grants and loan guarantees over the past 20 years. He has seen far […]

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Here’s How the U.S. Can Outcompete its Competitors: Part 1

Here’s How the U.S. Can Outcompete its Competitors: Part 1

February 2, 2026 |

By CJ Evans, Co-Founder, Alternative Fuels & Chemicals Coalition, Project Manager, Federal Funding Services Special to The Digest Editor’s Note: CJ Evans and his teams of subject matter experts have helped more than 250 companies of all sizes prepare applications for federal grants and loan guarantees over the past 20 years. He has seen far […]

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Resilience Is the New Carbon: Khaki Is the New Green

Resilience Is the New Carbon: Khaki Is the New Green

February 2, 2026 |

Ten years ago, Visolis entered the federal innovation pipeline through Cyclotron Road—the DOE-backed fellowship that helped define the climate-tech generation. Founder Deepak Dugar was part of a wave of scientists trying to turn low-carbon chemistry into real industry. Today, Visolis is winning scale-up funding from the Department of Defense. Same company. Same core science. Different […]

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The Digest’s 2026 Multi-Slide Guide to Dyadic International

The Digest’s 2026 Multi-Slide Guide to Dyadic International

February 2, 2026 |

Dyadic is pivoting from R&D to revenue generation with recombinant protein product launches slated for 2025–2027. Highlights include successful Phase 1 results for their DYAI-100 COVID-19 vaccine candidate and significant funding wins—a $4.5 million CEPI grant and $3 million from the Gates Foundation—to accelerate affordable vaccine and mAb production for global health. The company is […]

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The Long Work: The People Who Stay

The Long Work: The People Who Stay

January 29, 2026 |

There’s a quiet bond among people who choose this work, the bioeconomy. You don’t end up here because it’s easy. If easy were the goal, there are cleaner career paths, simpler markets, less friction. Heck, go get rich working on petroleum. Here, progress comes with resistance. Every gain seems to arrive with a counterforce — […]

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