Category: Multi-Slide Guides

The Digest’s 2025 Multi-Slide Guide to Syngas for Recarbonization of Industry

July 15, 2025 | Jim Lane

Hard-to-electrify industries require green carbon via REcarbonization, with biomass a sustainable source. Green syngas from lignocellulosic biomass through gasification and pyrolysis is a platform chemical for Sustainable Aviation Fuels (SAF), Green Methanol, and Green Hydrogen. Challenges include scaling FT SAF via green syngas economically/technically, high CAPEX for methanol, and complex biomass pre-treatment and syngas cleanup […]

The Digest’s 2025 Multi-Slide Guide to Renewable Diesel

July 14, 2025 | Jim Lane

Global planned RD/SAF capacity is rising, supported by international mandates like RFS and ReFuelEU Aviation, with accelerating deployment and diverse technologies. Feedstock is generally affordable and available. Major headwinds include slower adoption than goals, a “mandate lite” market, and forecast confusion. A significant headwind is “cost hysteria,” as SAF is much more expensive, with Spanish […]

The Digest’s 2025 Multi-Slide Guide to Bunge

July 13, 2025 | Jim Lane

Bunge reported a strong start to Q1 2025 with adjusted net income per share of $1.81. Key strategic actions include preparing for the Viterra transaction closing, terminating the CJ Selecta acquisition, and agreeing to sell U.S. corn milling and European margarines businesses. Bunge maintains its FY2025 adjusted EPS forecast of approximately $7.75. The company demonstrates […]

The Digest’s 2025 Multi-Slide Guide to LanzaTech

July 9, 2025 | Jim Lane

LanzaTech’s 3Q 2024 saw revenue of $9.9 million and a gross margin of 18%, with an Adjusted EBITDA Loss of $(27.1) million. Newsworthy strategic actions include launching Project Drake, a 30M gallon/year SAF facility, and a two-stage ethanol off-take agreement with ArcelorMittal. The company anticipates a wide range of Q4 2024 revenue outcomes, with significant […]

The Digest’s 2025 Multi-Slide Guide to Green Plains

July 8, 2025 | Jim Lane

Green Plains reported a Q1 2025 net loss of $72.9 million and Adjusted EBITDA of $(24.2) million, alongside a $(14.7) million consolidated ethanol crush margin. Despite producing 195.3 million gallons of ethanol at 100% capacity, the company faces financial headwinds. Key business updates include forming an Executive Committee for CEO search, a Cooperation Agreement with […]

The Digest’s 2025 Multi-Slide Guide to ADM

July 7, 2025 | Jim Lane

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 […]

The Digest’s 2025 Multi-Slide Guide to Verde Clean Fuels

July 6, 2025 | Jim Lane

Verde aims to produce low-cost, carbon-negative gasoline using its proprietary STG+ process with “stranded energy” and “waste feedstocks”. The company highlights that STG+ gasoline has a lower lifecycle carbon intensity than an EV. A significant milestone is the joint development agreement with Diamondback for a Permian Basin natural gas-to-gasoline plant, with FEED study underway. This […]

The Digest’s 2025 Multi-Slide Guide to Waste-to-Energy Innovations for SAF

July 2, 2025 | Jim Lane

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, […]

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

July 1, 2025 | Jim Lane

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 […]

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

June 30, 2025 | Jim Lane

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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