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, […]
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 […]
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 […]
Idaho National Laboratory’s Biomass Feedstock National User Facility (BFNUF) is crucial for de-risking bioeconomy scale-up. Key innovations include the ~$10M WAVES project for wet agricultural waste processing. An MSW separation system achieved 80% separation of unrecyclable materials, optimizing gasification feedstocks. Collaborative research with GTI Energy on waste gasification and biomass to entrained flow gasification has […]
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 […]
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, […]
