If there’s one refrain running through this week’s sustainable aviation fuel headlines, it’s that Rudy Clark had it right all along in Got My Mind Set on You, which most of us remember from the George Harrison cover version: It’s gonna take timeWhole lot of precious timeIt’s gonna take patience and time, mmmTo do it, […]
ADM’s Q1 2025 saw a significant decrease in financial performance, with reported EPS down 57% to $0.61 and adjusted EPS down 52% to $0.70. Total Segment Operating Profit also dropped 38% to $747M. For FY 2025, the company expects adjusted EPS at the lower end of $4.00-$4.75. Strategic “self-help” initiatives include organizational actions for SG&A […]
On July 4, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a sprawling piece of legislation as flamboyant as its title. Ostensibly a tax and immigration package, OBBBA has triggered some of the most polarized reactions in recent memory from the clean energy and fuels sector, the Defossilistas. To supporters, it […]
Europe’s dual playbook—scaling the proven while seeding the radical—offers a lesson for everyone who cares about defossilization: sometimes the future arrives without trumpets. It slides under doors. It settles in the corners. It smells faintly of something fresh. Yes, electric vehicles glide past you without a sound. Solar panels sit silent on the roof. Yet […]
This presentation highlights the vast potential of 180-220 million tons of waste for energy, addressing rising disposal costs and significant GHG emissions. Key innovations include AMP Robotics’ AI-powered MSW sorting with 99% accuracy and improved MSW feeding designs. Hydrothermal Liquefaction (HTL) converts wet waste to biocrude oil with 94-99% conversion and achieves >10,000x PFAS/PFOS reduction, […]
Twist Bioscience aims for $1 billion in revenue and is crossing the threshold to Adjusted EBITDA breakeven, reporting Q2 FY2025 revenue of $92.8M. The company emphasizes continued product innovation, including mRNA and milligram scale plasmid, and enzymology capabilities for higher margins and differentiation. With capacity in place and low variable costs, they are poised for […]
Senate passage sets the stage for House vote, reshaping renewable incentives along partisan and regional lines In Washington DC, the US Senate’s hard-fought budget bill delivered an emphatic victory this week for America’s biofuels industry—while exposing a growing fault line in U.S. clean energy policy. On Tuesday morning, after more than 24 hours of amendments, […]
OPAL Fuels reported a 32% higher Adjusted EBITDA and 38% RNG production growth in Q1 2025 compared to Q1 2024. The company is delivering one of North America’s largest and most profitable integrated RNG platforms. Key highlights include over 80% EBITDA growth in Fuel Station Services, maintaining 2025 Adjusted EBITDA guidance of $90-$110 million, and […]
George, George, George of the Jungle, Strong as he can be. (Yell) Watch out for that tree! (“Oooh!”) Lately, it feels like we—investors, journalists, grantmakers, the yearning public, idealists, politicos—are all a little like George of the Jungle. We mean well. We want to rescue the world from climate disaster, energy insecurity and collapse. But […]
The National Marine Manufacturers Association (NMMA) published the first peer-reviewed lifecycle assessment for recreational boats, concluding no “one size fits all” solution for carbon emission reduction. Given boats’ 30-50 year useful life, sustainable solutions are vital. Sustainable marine fuels are identified as a critical American energy source for the global marine industry. A Sustainable Marine […]
