Company Transition - The primary focus of the meeting is the transition of management, with Patrick Gruber stepping down as CEO and Paul Bloom taking over as the new CEO [2] - Patrick Gruber expresses his deep connection to the company, highlighting his long-term commitment and investment in Gevo [2] Presentation Details - The virtual non-deal roadshow is hosted by Renmark Financial Communications, with a presentation duration of approximately 20 to 25 minutes, followed by a Q&A session [1]

Bloom said near-term priorities center on continued profitability and increasing adjusted EBITDA at Gevo, North Dakota (the company’s acquired ethanol facility with carbon capture). He described last year as “transformational” following the acquisition and said the company has been monetizing tax credits and carbon while operating the commodity business.Bloom thanked the board and Gruber for the appointment and outlined his background as a chemist with experience commercializing bio-based technologies. He c ...

Summary of Gevo, Inc. Conference Call Company Overview - **Company**: Gevo, Inc. - **Ticker Symbol**: GEVO - **Industry**: Renewable energy, specifically focusing on sustainable aviation fuel (SAF) and low carbon ethanol production Key Points and Arguments Management Transition - Patrick Gruber is transitioning from CEO to Executive Chair, with Paul Bloom taking over as the new CEO [2][6] - Gruber expressed confidence in Bloom's leadership and experience, highlighting Bloom's background in chemistry and business [5][9] Technological Advancements - Gevo has developed technology to convert renewable resources into hydrocarbons, including jet fuel, gasoline, and diesel from alcohols [3][4] - The company has achieved low-cost technology and is beginning to monetize carbon value, which is crucial for profitability [3][4] Strategic Acquisitions - Gevo acquired a plant in North Dakota, which is pivotal for producing low carbon ethanol, the feedstock for jet fuel [4][6] - The acquisition aligns with the company's strategy to scale operations and meet growing demand for sustainable aviation fuel [4][18] Market Opportunities - The U.S. is projected to need an additional 2.3 billion gallons of jet fuel by 2035, with Gevo positioned to meet this demand through its technology [19][42] - Gevo's technology allows for the production of energy-dense liquids, which are essential for aviation fuel [16][19] Financial Performance and Projections - Gevo aims to achieve positive adjusted EBITDA for the first time, driven by selling tax credits and monetizing carbon [17][30] - The company anticipates that the Alcohol-to-Jet 30 (ATJ30) plant could generate approximately $150 million in adjusted EBITDA annually, with a total investment of around $500 million [46][48] Carbon Monetization - Gevo is focused on monetizing carbon dioxide produced during ethanol production, which can be sold for various applications, including enhanced oil recovery and food carbonation [25][34] - The carbon business is expected to grow significantly, with potential revenues from carbon sales projected to reach $30 million [37][32] Sustainability and Agricultural Impact - Gevo emphasizes working with farmers to improve agricultural practices, which can lead to better soil health and increased yields [20][21] - The company aims to create a sustainable business model that benefits both energy production and agricultural output [20][21] Future Growth and Expansion - Gevo plans to replicate its successful model by building multiple ATJ plants, potentially up to 70 facilities to meet market demand [19][49] - The company is committed to operational excellence and maximizing efficiencies in production to support growth [38][41] Competitive Landscape - Gevo believes its technology is among the lowest cash cost options for producing jet fuel, making it competitive against traditional petroleum sources [44][46] - The company is not just a replacement strategy but aims to supplement existing fuel supplies with sustainable alternatives [43][44] Additional Important Insights - The transition in leadership is seen as a strategic move to ensure continuity and leverage Bloom's experience in scaling technology [2][9] - Gevo's focus on carbon intensity reduction is not only about compliance but also about creating a more efficient production system [20][21] - The company has a robust patent portfolio of over 400 patents, which supports its innovative capabilities in the renewable energy sector [19] This summary encapsulates the key discussions and strategic directions outlined during the conference call, highlighting Gevo's commitment to sustainable energy solutions and its proactive approach to market demands.

ENGLEWOOD, Colo., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO), a leader in renewable fuels and chemicals and carbon management, today announced that President and incoming CEO of Gevo, Paul Bloom, and long-time leader and current CEO, Patrick Gruber, will participate in a virtual fireside chat on Friday, January 23, 2026 at 10:00am ET. Topics to be covered will include recently announced leadership transition plans, the future of Gevo, and how these plans help the company achieve its goals. ...

The Gevo North Dakota site is believed to be the largest producer of engineered carbon removal credits and the only ethanol carbon capture and storage project issuing Puro.earth-certified certificates with thousand-year permanenceENGLEWOOD, Colo., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO), a leader in renewable fuels and chemicals and carbon management, is pleased to announce that it’s Gevo North Dakota plant has issued more than 500,000 engineered carbon-dioxide removal certificates, know ...

Core Insights - Gevo, Inc. has appointed Alex Clayton as Chief Carbon Officer, transitioning from his previous role as Chief Business Development Officer, as part of a strategic organizational realignment to support the company's growth plan [1] - The company views its carbon management business as a key component of long-term revenue growth, with a focus on establishing itself as a leader in the voluntary carbon markets [2] - Gevo's North Dakota facility is recognized as the largest producer of engineered carbon dioxide removal credits and is unique in issuing credits with thousand-year permanence [2] Company Overview - Gevo is a diversified energy company focused on renewable fuels, chemicals, and carbon management, aiming to enhance energy security and economic growth in rural communities [4] - The company operates an ethanol plant with an adjacent carbon capture and sequestration facility, and one of the largest dairy-based renewable natural gas facilities in the U.S. [4] - Gevo has developed the world's first production facility for specialty ATJ fuels and chemicals and is currently working on a large-scale ATJ facility at its North Dakota site [4] Business Model and Strategy - Gevo employs a multi-faceted business model that includes developing, financing, and operating production facilities to create jobs and revitalize communities [4] - The company emphasizes a market-driven "pay-for-performance" approach regarding carbon and sustainability attributes, aiming to deliver value to local economies [4] - Through its Verity subsidiary, Gevo provides transparency and efficiency in tracking and verifying various sustainability attributes throughout the supply chain [4]

Core Insights - Gevo, Inc. has been awarded U.S. Patent No. 12,486,207 B2, which enhances protections for various catalyst combinations and specifically covers the use of Ethanol-to-Olefins (ETO) technology for fuel production [1][2] Group 1: Technology and Development - Gevo is collaborating with LG Chem, Axens, and IFP Energies nouvelles (IFPEN) to advance its ETO process for renewable chemical and fuel applications [2] - The patented ETO process can produce light olefins from ethanol, which can then be converted into transportation fuels using established Alcohol-to-Jet (ATJ) technologies [2] - ETO technology is projected to reduce capital and operating costs by up to 35% compared to existing technologies [2] Group 2: Strategic Positioning - The patent acquisition strengthens Gevo's proprietary technology position and aims to establish a cost-leadership in ATJ for the foreseeable future [3] - Gevo plans to be a pioneer in deploying its ETO technology in North America, contributing to economic development and job creation in rural areas [3] Group 3: Company Overview - Gevo is focused on producing cost-effective, renewable fuels and chemicals that enhance energy security and support rural economic growth [4] - The company operates an ethanol plant with a carbon capture and sequestration facility and one of the largest dairy-based renewable natural gas facilities in the U.S. [4] - Gevo is developing the world's first large-scale ATJ facility at its North Dakota site, furthering its commitment to renewable energy solutions [4]

Core Insights - Gevo, Inc. has appointed Greg Hanselman as executive vice president of operations and engineering, marking a strategic move in the company's growth and succession planning as current COO Chris Ryan plans to retire in June 2026 [1][4] Company Overview - Gevo is a leader in renewable fuels and chemicals, focusing on cost-effective, drop-in fuels that enhance energy security and support rural economic growth [5] - The company operates an ethanol plant with a carbon capture and sequestration facility and one of the largest dairy-based renewable natural gas facilities in the U.S. [5] - Gevo has developed the world's first production facility for specialty alcohol-to-jet fuels and is currently working on a large-scale ATJ facility in North Dakota [5] Leadership Background - Greg Hanselman has extensive experience in agribusiness, previously serving as vice president of global engineering for Ingredion and senior vice president of global manufacturing for Tate & Lyle [2] - His expertise includes agriprocessing, precision fermentation, operations, engineering, and supply chain management, which are expected to benefit Gevo's growth initiatives [3] Future Expectations - Hanselman is anticipated to take over as COO following Dr. Ryan's retirement, bringing a track record of operational excellence and safety leadership to the role [4][3]

Core Viewpoint - Gevo's North Dakota facility has received an "A" rating from BeZero Carbon Ltd., which is expected to enhance the value of its carbon dioxide removal credits [1][3]. Group 1: Company Overview - Gevo is a leader in the voluntary carbon markets, focusing on producing carbon dioxide removal certificates (CORCs) under the Puro.earth standard [2]. - The North Dakota facility is the largest producer of technology-based carbon dioxide removal credits and is unique in issuing credits for thousand-year permanence [2]. - Gevo's business model includes developing and operating production facilities that create jobs and support local economies [4]. Group 2: Carbon Credits and Market Position - CORCs are gaining traction in the voluntary carbon markets and are anticipated to provide significant co-product revenue for Gevo [3]. - The facility has a Class VI carbon-storage well with a capacity of 1 million tons per year, positioning Gevo as a consistent source of CORCs at scale [3]. - The BeZero Carbon "A" rating simplifies the due diligence process for buyers, enhancing Gevo's competitive position relative to other carbon projects [3]. Group 3: Sustainability Initiatives - Gevo is piloting a sustainable biomass sourcing and management program to gather detailed data on agricultural practices through its Verity platform [4]. - The company is committed to maintaining high environmental integrity, which is expected to increase the value of its carbon credits and benefit farmers [4].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and positioned to capitalize on the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which provides a strong financial foundation [8] - It also has a substantial equity stake in another AI-related company, offering investors indirect exposure to multiple growth opportunities without the associated premium costs [9][10] Market Trends - The article discusses the broader trends of AI infrastructure supercycles, the onshoring boom due to tariffs, and a surge in U.S. LNG exports, all of which are interconnected with the company's operations [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI [12] Future Outlook - The company is positioned at the heart of America's next-generation power strategy, particularly in nuclear energy, which is seen as a clean and reliable power source for the future [7][14] - The potential for significant returns is emphasized, with projections of over 100% returns within 12 to 24 months for investors who act now [15]