Gevo, Inc. (NASDAQ:GEVO) Q3 2022 Results Conference Call November 8, 2022 4:30 PM ET Company Participants John Richardson - Director, IR Patrick Gruber - CEO Lynn Smull - CFO Conference Call Participants Amit Dayal - H.C. Wainwright Derrick Whitfield - Stifel Shawn Severson - Water Tower Research Operator Good day, and thank you for standing by. Welcome to the Gevo Third Quarter 2022 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now li ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the transition period from ________________ to ________________ Commission File Number 001-35073 GEVO, INC. (Exact name of registrant as specified in its charter) (State ...

Financial Data and Key Metrics Changes - Gevo ended Q2 2022 with a strong liquidity position of $546.8 million in cash, restricted cash, and other liquid investments [37] - The company realized $139 million of net proceeds from the issuance of common stock and common stock warrants in June 2022 [37] - Long-term debt outstanding was $67 million related to the Northwest Iowa RNG project [38] Business Line Data and Key Metrics Changes - Gevo has secured a total of over 350 million gallons per year of committed sustainable aviation fuel (SAF) offtake agreements, with an estimated hydrocarbon revenue value exceeding $2 billion per year [11][12] - The Northwest Iowa RNG project is now operational, with biogas production ongoing and sales managed by BP [14][39] - The Net-Zero 1 project is on schedule to produce 62 million gallons of low carbon fuels annually, with 55 million gallons designated for SAF, expected to deliver its first volumes in 2025 [17][18] Market Data and Key Metrics Changes - Demand for low-carbon SAF is projected to exceed supply by a factor of 12 times over the next decade, with the SAF market size estimated between 10 million to 30 billion gallons over the next two decades [30] - Currently announced SAF projects globally total approximately 2.4 billion gallons, indicating strong market absorption potential for Gevo's production goal of one billion gallons by 2030 [31] Company Strategy and Development Direction - Gevo's strategy focuses on securing additional plant locations and partnerships to meet the demand for SAF, with plans for both greenfield sites and existing ethanol plants [20][21] - The company aims to decarbonize energy sources for production, emphasizing the need to substitute fossil-based energy with renewable sources [22][23] - The company is also exploring the potential of its isobutanol platform to supply low-carbon renewable gasoline blendstocks and chemicals [31][32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding the pending Inflation Reduction Act, highlighting potential benefits from SAF blenders tax credits and clean fuel production credits [41][42] - The company is focused on building relationships with energy transition partners and traditional energy companies to accelerate growth [35][36] - Management emphasized the importance of capturing carbon and utilizing renewable energy sources to improve the carbon intensity (CI) score of their products [51][61] Other Important Information - The company plans to begin ordering long lead equipment for the Net-Zero 1 project in Q4 2022 and is actively engaged in discussions with potential equity partners [40][24] - The Senate's draft Inflation Reduction Act includes provisions that could significantly benefit Gevo's operations and financial outlook [41][45] Q&A Session Summary Question: Thoughts on potential benefits from the pending IRA legislation - Management discussed the potential benefits of the CCS and ITC elements in the IRA legislation, emphasizing the importance of capturing CO2 and improving CI scores [50][51] Question: Could the legislation change the preferred pathway for decarbonizing production processes? - Management indicated that the fundamental view for production plans remains unchanged, emphasizing the need to substitute fossil-based energy sources over time [57][58] Question: Market size and potential for low-carbon chemical products - Management explained that the business involves converting new raw materials into primary petrochemical building blocks, which can lead to massively carbon-negative products [62]

Gevo, Inc. (NASDAQ:GEVO) Q1 2022 Earnings Conference Call May 9, 2022 4:30 PM ET Company Participants John Richardson – Director-Investor Relations Patrick Gruber – Chief Executive Officer Chris Ryan – Chief Financial Officer Lynn Smull – Chief Financial Officer Conference Call Participants Derrick Whitfield – Stifel Shawn Severson – Water Tower Research Amit Dayal – H.C. Wainwright Derrick Whitfield – Stifel Operator Thank you for standing by and welcome to the Gevo Inc First Quarter 2022 Earnings Conferen ...

Gevo, Inc. (NASDAQ:GEVO) Q4 2021 Earnings Conference Call February 24, 2022 4:30 PM ET Company Participants Heather Manuel - Vice President of Investor Relations & Communications Patrick Gruber - Chief Executive Officer Lynn Smull - Chief Financial Officer John Richardson - Investor Relations Manager Conference Call Participants Shawn Severson - Water Tower Research Derrick Whitfield - Stifel Prashant Rao - Citi Group Amit Dayal - H.C. Wainwright Operator Welcome to Gevo's Fourth Quarter 2021 Earnings Confe ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K | (Mark One) | | | | --- | --- | --- | | ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | | | For the fiscal year ended December 31, 2021 | | | | or | | | | ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | | | FOR THE TRANSITION PERIOD FROM ____________ TO _________ | | | | Commission file number: 001-35073 | | | | Gevo, Inc ...

Gevo, Inc. (NASDAQ:GEVO) Q3 2021 Earnings Conference Call November 10, 2021 4:30 PM ET Company Participants Patrick Gruber – Chief Executive Officer Geoffrey Williams – Vice President, General Counsel, and Secretary Lynn Smull – Chief Financial Officer Paul Bloom – Chief Carbon and Innovation Officer Conference Call Participants Nathaniel Pendleton – Stifel Shawn Severson – WTR Amit Dayal – H.C. Wainwright Poe Fratt – Noble Capital Operator Welcome to Gevo's Third Quarter 2021 earnings conference call. My n ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period endedSeptember 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the transition period from ________________ to ________________ Commission File Number 001-35073 GEVO, INC. (Exact name of registrant as specified in its charter) Delaware ...

Gevo, Inc. (NASDAQ:GEVO) Q2 2021 Earnings Conference Call August 12, 2021 4:30 PM ET Company Participants Geoffrey Williams – Vice President, General Counsel and Secretary Patrick Gruber – Chief Executive Officer Carolyn Romero – Chief Accounting Officer Lynn Smull – Chief Financial Officer Conference Call Participants Sameer Joshi – H.C. Wainwright Poe Fratt – Noble Capital Markets Operator Welcome to Gevo’s Second Quarter 2021 Earnings Conference Call. My name is Liz, and I will be your operator for today ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 For the transition period from ________________ to ________________ Commission File Number 001-35073 (303) 858-8358 (Registrant's telephone number, including area code) GEVO, INC. ...