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. ...

| --- | --- | --- | |--------------------------------------|-------|--------| | | | | | Beyond Net-Zero — June Investor Deck | | | | June 2021 | | % gevo | | | | | | | | | FORWARD LOOKING STATEMENTS Any statements in this presentation about our future expectations, plans, outlook and prospects, and other statements containing the words "believes," "anticipates," "plans," "estimates," "expects," "intends," "may" and similar expressions, constitute forward-looking statements within the meaning of The Private ...

Gevo, Inc. (NASDAQ:GEVO) Q1 2021 Earnings Conference Call May 13, 2021 4:30 PM ET Company Participants Geoff Williams - Vice President, General Counsel & Secretary Patrick Gruber - Chief Executive Officer Carolyn Romero - Chief Accounting Officer Lynn Smull - Chief Financial Officer Conference Call Participants Amit Dayal - H.C. Wainwright Shawn Severson - Water Tower Research Craig Irwin - ROTH Capital Partners Operator Hello and welcome to Gevo's First Quarter 2021 Earnings Conference Call. My name is Tow ...

Gevo, Inc. (NASDAQ:GEVO) Q4 2020 Earnings Conference Call March 17, 2021 4:30 PM ET Company Participants Geoff Williams - Vice President, General Counsel & Secretary Patrick Gruber - Chief Executive Officer Carolyn Romero - Chief Accounting Officer Lynn Smull - Chief Financial Officer Conference Call Participants Amit Dayal - H.C. Wainwright Poe Fratt - Noble Capital Markets Operator Welcome to Gevo's Fourth Quarter 2020 Earnings Conference Call. My name is Carmen, and I will be your operator for today’s ca ...

Dr. Patrick Gruber, CEO INVESTOR PRESENTATION – JANUARY 2021 FORWARD LOOKING STATEMENTS Any statements in this presentation about our future expectations, plans, outlook and prospects, and other statements containing the words "believes," "anticipates," "plans," "estimates," "expects," "intends," "may" and similar expressions, constitute forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by such for ...

Gevo, Inc. (NASDAQ:GEVO) Q3 2020 Results Earnings Conference Call November 10, 2020 4:30 PM ET Company Participants Geoffrey Williams - Vice President, General Counsel and Secretary Patrick Gruber - Chief Executive Officer Lynn Smull - Chief Financial Officer Carolyn Romero - Vice President and Controller Conference Call Participants Shawn Severson - Water Tower Research Amit Dayal - H.C. Wainwright Poe Fratt - NOBLE Capital Markets Operator Welcome to Gevo Third Quarter 2020 Earnings Conference Call. My na ...

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, 2020 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) Delawar ...

Financial Data and Key Metrics Changes - Gevo reported revenue of $1 million in Q2 2020, down from $5.1 million in Q2 2019 [16] - Hydrocarbon revenue increased to $0.9 million in Q2 2020 from $0.1 million in Q2 2019 due to higher shipments from the demonstration plant [16] - Revenue from ethanol sales at the Luverne facility dropped to $0.1 million in Q2 2020 from $5.0 million in Q2 2019, attributed to COVID-19 impacts [17] - Cost of goods sold decreased to $2.6 million in Q2 2020 from $8.5 million in Q2 2019 [17] - Gross loss improved to $1.7 million in Q2 2020 from $3.3 million in Q2 2019 [18] - Net loss was $6.0 million in Q2 2020, compared to a loss of $7.1 million in Q2 2019 [20] - Non-GAAP adjusted net loss was $5.8 million in Q2 2020, compared to $7.2 million in Q2 2019 [20] Business Line Data and Key Metrics Changes - Hydrocarbon sales increased significantly due to higher shipments from the demonstration plant [16] - Ethanol production was terminated in March 2020, leading to a significant drop in related revenue [17] Market Data and Key Metrics Changes - The company is focusing on expanding its hydrocarbon product offerings in response to market demand for renewable fuels [10][11] - There is a growing interest in high-octane renewable gasoline, driven by the shift towards higher compression engines [25][40] Company Strategy and Development Direction - Gevo aims to transition to a project developer and technology licensor model, requiring additional plant sites to meet contract demand [11] - The company is exploring off-balance sheet financing for new plant projects, working with Citigroup to raise necessary capital [12] - Gevo is focused on commercializing hydrocarbons, particularly renewable gasoline and jet fuel, as part of its core strategy [29][40] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about securing new contracts and expanding production capabilities despite challenges posed by COVID-19 [10][15] - The company anticipates significant announcements regarding project financing and licensing agreements in the near future [14][15] - There is a recognition of the increasing pressure on companies to address greenhouse gas emissions, which may drive demand for Gevo's products [43][45] Other Important Information - Gevo ended Q2 2020 with approximately $6.3 million in cash and reported a cash burn rate of about $1 million per month [55] - The company received approximately $1 million in SBA loans as part of the PPP loan process, which are potentially forgivable [64] Q&A Session Summary Question: Any color on the two commercial agreements highlighted in the press release? - Management confirmed that the agreements relate to off-take and licensing agreements, emphasizing the ongoing demand for renewable fuels [24] Question: Are these agreements expected in Q3 or Q4? - Management indicated that while they expected to finalize agreements sooner, delays have occurred [27] Question: Are there plans to produce high-quality alcohols or hand sanitizers? - Management stated that such production would not align with their core strategy and would not be economically viable [29] Question: Can you expand on how isooctane renewable gasoline will be used? - Management explained that isooctane is a major component of gasoline and can be blended or used as a complete fuel replacement, fitting well with market demands for higher octane fuels [39][40] Question: What is the current status of project financing? - Management confirmed that they are targeting project financing in the $700 million range, with a mix of equity and debt [52] Question: What is the current cash burn rate? - Management indicated a cash burn rate of about $1 million per month, which could increase depending on production activities [55] Question: What is the current number of shares outstanding? - Management confirmed approximately 53.8 million shares outstanding as of the latest update [62]

Call Start: 16:30 January 1, 0000 5:01 PM ET Gevo, Inc. (NASDAQ:GEVO) Q1 2020 Earnings Conference Call May 12, 2020 04:30 PM ET Company Participants Geoffrey Williams Jr. - General Counsel Patrick Gruber - Chief Executive Officer Carolyn Romero - Vice President and Controller Lynn Smull - Chief Financial Officer Conference Call Participants Amit Dayal - H.C. Wainwright & Co., LLC Poe Fratt - Noble Capital Markets Operator Ladies and gentlemen, thank you for standing by and welcome to the Gevo Incorporated F ...

Gevo, Inc. (NASDAQ:GEVO) Q4 2019 Earnings Conference Call March 17, 2020 4:30 PM ET Company Participants Geoffrey Williams Jr. - General Counsel Patrick Gruber - Chief Executive Officer Lynn Smull - Chief Financial Officer Carolyn Romero - Vice President and Controller Conference Call Participants Amit Dayal - H.C. Wainwright Poe Fratt - NOBLE Capital Markets Operator Welcome to the Gevo Incorporated Q4 2019 Earnings Conference Call. My name is Adrian and I will be your operator for today’s call. At this ti ...