Author Archive: Jim Lane

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The Digest’s 2025 Multi-Slide Guide to Twist Bioscience

The Digest’s 2025 Multi-Slide Guide to Twist Bioscience

July 1, 2025 |

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 […]

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The Big Beautiful Bill: Biofuels Win Big as Clean Energy Fractures

The Big Beautiful Bill: Biofuels Win Big as Clean Energy Fractures

July 1, 2025 |

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, […]

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The Digest’s 2025 Multi-Slide Guide to OPAL Fuels

The Digest’s 2025 Multi-Slide Guide to OPAL Fuels

June 30, 2025 |

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 […]

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Watch out for that Tree! The journey to a cleaner economy through the Jungle of Hype and Stealth

Watch out for that Tree! The journey to a cleaner economy through the Jungle of Hype and Stealth

June 30, 2025 |

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 […]

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The Digest’s 2025 Multi-Slide Guide to Sustainable Marine Propulsion Technologies

The Digest’s 2025 Multi-Slide Guide to Sustainable Marine Propulsion Technologies

June 26, 2025 |

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 […]

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The Digest’s 2025 Multi-Slide Guide to Liberation Labs

The Digest’s 2025 Multi-Slide Guide to Liberation Labs

June 25, 2025 |

Liberation Labs is addressing the biomanufacturing capacity gap with a new 600 M3 multi-use facility in Richmond, Indiana, purpose-built for modern organisms. Long-lead equipment has been ordered and received, and environmental permits are secured. Slated for EOY 2025 completion with a $115MM budget, this facility signifies a concrete step in building out US biomanufacturing capabilities, […]

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High Noon at the Strait of Hormuz, Part 2: Biofuels, the swing producer, the market stabilizer

High Noon at the Strait of Hormuz, Part 2: Biofuels, the swing producer, the market stabilizer

June 24, 2025 |

This is Part 2 of our two-part series — part one is here. The Strait Is Still Open. But the Signal Is Clear. The Strait of Hormuz remains navigable—for now. But the headlines are unmistakable: armed exchanges between Israel and Iran, U.S. warnings of retaliation, and a cease-fire that could dissolve overnight. This time, oil […]

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The Digest’s 2025 Multi-Slide Guide to Carbon Recycling International’s Advanced Methanol Production

The Digest’s 2025 Multi-Slide Guide to Carbon Recycling International’s Advanced Methanol Production

June 24, 2025 |

Carbon Recycling International (CRI) operates the first certified e-fuel plant and the largest, most efficient CO2 to Methanol plant, producing over 210,000 tonnes. Their patented, flexible reactor design handles diverse CO2 and hydrogen feedstocks. Methanol is crucial for maritime decarbonization, with vessel orders soaring. CRI’s proven Emissions-to-Liquids (ETL) technology is a commercially deployed solution for […]

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The Digest’s 2025 Multi-Slide Guide to Carbon Recycling International’s Scalable Fuel Solutions

The Digest’s 2025 Multi-Slide Guide to Carbon Recycling International’s Scalable Fuel Solutions

June 23, 2025 |

Carbon Recycling International (CRI) offers Emissions-to-Liquids (ETL) technology that converts CO2 and H2 into practical, low-carbon fuels like methanol. Methanol demand is projected to grow from 97MT (2020) to over 500MT by 2050, driven by shipping and aviation. CRI, with 15+ years of experience, provides a proven, commercially deployed solution that integrates seamlessly into existing […]

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High Noon for energy supply at the Strait of Hormuz

High Noon for energy supply at the Strait of Hormuz

June 23, 2025 |

This is Part 1 of our two-part series, Part 2 is here. It’s High Noon at the Strait of Hormuz. Iran’s parliament has voted to close it, and while the final decision now rests with its national security council, the message is already echoing through global oil markets. One-fifth of the world’s oil moves through […]

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