Codexis is positioning its ECO Synthesis® platform to capture the growing RNAi therapeutics market, recently demonstrating process reproducibility with partners like Bachem and Nitto Avecia. Technical highlights include a new proprietary machine learning tool for optimized enzymatic ligation and the ability to control stereochemistry in siRNA synthesis. Commercially, the company reported a cash runway extending […]
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 Andersons targets a run-rate EPS of $7.00 by 2028, a significant jump from $2.56 in 2025, driven by organic growth and renewables. The company anticipates a cumulative impact of over $300 million from 45Z clean fuel tax credits through 2028. As the 5th largest U.S. ethanol producer, they merchandised 1.6 billion pounds of renewable […]
Aemetis outlines a five-year plan projecting Adjusted EBITDA growth from $31.2 million in 2024 to $644.6 million in 2028. The strategy hinges on expanding dairy RNG digesters from 8 in 2023 to 75 by 2028 and completing a 78 million gallon per year renewable jet/diesel plant. With $3.8 billion in signed SAF offtake agreements, the […]
BASF’s “Winning Ways” strategy targets shareholder distributions of at least €12 billion between 2025 and 2028 through dividends and buybacks. The company announced the sale of its coatings business to Carlyle for ~€5.8 billion and is preparing its €9.8 billion Agricultural Solutions unit for a minority IPO by 2027. BASF reduced Capex for its Zhanjiang […]
Bayer Crop Science projects over €32 billion in peak sales potential from its innovation pipeline, including next-generation traits like Preceon Smart Corn. In its May 2025 update, the company targeted >€25 billion in net sales and a mid-20s cEBITDA margin by 2029. A new efficiency program aims to free >€1.5 billion in cash and improve […]
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 […]
Gilly has launched its first dairy pilot in Modesto, CA, converting 200 tons of tomato pomace into high-protein animal feed using proprietary fungi. This low-CapEx process utilizes standard farming equipment to reduce farmer feed costs by up to 10%. Notably, the team achieved a 75% improvement in thermotolerance in just one three-week breeding cycle using […]
Presented at ABLC Next 2025, Grey Heron provides a roadmap for securing investor-grade offtake agreements for first-of-its-kind projects. CEO Steve Weiss emphasizes moving beyond “vanilla” LOIs by capturing precise terms like volume, pricing formulas, and target close dates to build enterprise value. The strategy focuses on threading the needle between investor requirements for binding, long-term […]
AlkaLi Labs is leveraging bioengineered microbes to unlock critical minerals from industrial waste, specifically targeting Lithium extraction from oil and gas produced water. With Permian Basin water volumes projected to hit 25 million barrels daily by 2025, the company’s proprietary biosorbents offer a scalable solution for domestic mineral security. Their joint venture model allows for […]
