Carbon capture and sequestration

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CF(CF) - 2025 Q2 - Earnings Call Presentation
2025-08-07 15:00
Financial Performance Highlights - Q2 2025 net earnings reached $386 million[9] - Q2 2025 adjusted EBITDA was $761 million[11], while the last twelve months (LTM) adjusted EBITDA totaled $25 billion[11] - First half (1H) 2025 net earnings amounted to $698 million[13] - First half (1H) 2025 adjusted EBITDA was $14 billion[13], a 16% increase compared to 1H 2024[18] - Last twelve months (LTM) free cash flow for Q2 2025 was $17 billion[13] - The company returned $19 billion to shareholders in the last twelve months (LTM) through Q2 2025[13] Operational Excellence and Capital Allocation - The company's capacity utilization for 1H 2025 was 99%[15] - The 12-month rolling average recordable incident rate was 030 per 200,000 work hours as of June 30, 2025[15] - Share repurchase authorizations through 2029 are approximately $24 billion[15] Strategic Initiatives and Outlook - The Donaldsonville carbon capture and storage (CCS) project started up in July 2025 and is capturing CO2 at the expected rate[18, 21] - The company projects ~$100 million in free cash flow annually for 12 years from the Donaldsonville CCS project[21] - Gross ammonia production in 2025 is expected to be approximately 10 million tons[18] - Strategic initiatives are projected to increase EBITDA by 20% to ~$3 billion and free cash flow by 33% to ~$2 billion from the current mid-cycle to the expected 2030 mid-cycle[18]
Gevo to Participate in Virtual Fireside Chat
Globenewswireยท 2025-07-08 13:00
Core Insights - Gevo, Inc. is hosting a virtual fireside chat featuring its CFO and VP of Finance and Strategy on July 9, 2025, at 10:00 am ET, aimed at engaging investors and interested parties [1] Company Overview - Gevo is a diversified energy company focused on providing cost-effective, drop-in fuels that enhance energy security, reduce carbon emissions, and support rural economic growth [2] - The company utilizes innovative technology to produce renewable products, including synthetic aviation fuel (SAF), motor fuels, and chemicals, contributing to U.S.-made solutions [2] - Gevo operates one of the largest dairy-based renewable natural gas (RNG) facilities in the U.S., converting by-products into clean energy, and has an ethanol plant with a carbon capture and sequestration (CCS) facility [2] - The company is recognized for owning the world's first production facility for specialty alcohol-to-jet (ATJ) fuels and chemicals [2] - Gevo's market-driven "pay for performance" approach ensures value delivery to the local economy while promoting transparency and efficiency in the supply chain through its Verity subsidiary [2]
CF(CF) - 2025 Q1 - Earnings Call Presentation
2025-05-08 11:21
Financial Performance - Q1 2025 net earnings were $312 million[8] - Q1 2025 adjusted EBITDA reached $644 million[9], driven by higher volumes and lower costs[15] - Last Twelve Months (LTM) adjusted EBITDA was $2.5 billion[10] - LTM free cash flow was $1.6 billion[10], with a 63% free cash flow to adjusted EBITDA conversion rate[10] - $530 million was returned to shareholders in Q1 2025 through share repurchases and dividends[14, 19] Capital Allocation and Shareholder Value - A new share repurchase authorization of $2 billion was approved, expiring in December 2029[14] - Approximately $630 million remains in the current $3 billion share repurchase authorization, expected to be completed by December 2025[10, 14, 21, 25] - Since 2022, $5 billion has been returned to shareholders[25] Operational and Strategic Highlights - Gross ammonia production in 2025 is expected to be approximately 10 million tons[14] - Final Investment Decision (FID) was announced for the Blue Point Joint Venture low-carbon ammonia production facility with partners JERA and Mitsui[14] - CF's estimated capital investment for the Blue Point JV is $2.15 billion ($1.6 billion for the production facility and $550 million for scalable infrastructure)[32]