Demand for Sustainable, Affordable, Reliable, Available (SARA) feedstock is sky-high, especially for SAF, but it’s tough to find. Competition and pushback exist for conventional crops, necessitating more residues, like forest waste. Positively, new technologies for waste-to-fuels and intermediate crops are arriving, with new crops becoming available and marginal lands being utilized. The 2023 Billion-Ton Report […]
Consumer demand for biobased materials is strong, and innovation is rampant with first commercial products becoming more common. Chemicals and materials offer higher margins suitable for early-stage companies. However, the sector faces significant headwinds, including a lack of mandates or tax credits, immature capital markets, slow adoption by formulators, high costs, and scarce production capacity. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
