Swiss-based commodities and energy trading house Mercuria Energy Group is moving closer to acquiring a refinery and hundreds of fuel retail stations in Argentina from struggling Brazilian biofuels producer Raízen, according to sources familiar with the talks. Two people with knowledge of the matter said negotiations have advanced significantly, with one noting the transaction could be finalized soon, although risks remain that the deal could still fall through. Another source said a signing may still be w ...

As we previously shared, CO2 from all three Nebraska plants is being sequestered in Wyoming and the impact is lowering CI scores for our plants and generating cash flow. Financially, the focus on operational excellence and our efforts to remove costs from the business have resulted in considerably stronger results compared to last year. Q4 adjusted EBITDA of $49.1 million is an improvement of more than $67 million compared to 2024. We continued to realize the benefits of the 45Z clean fuel production tax cr ...

Green Plains (NasdaqGS:GPRE) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsAnn Reis - CFOChris Osowski - President and CEOImre Havasi - SVP of Trading and Commercial OperationsWill Joekel - VP and TreasurerConference Call ParticipantsAndrew Strelzik - AnalystCraig Irwin - AnalystEric Stine - AnalystKristen Owen - AnalystMatthew Blair - AnalystPooran Sharma - AnalystSalvatore Tiano - AnalystOperatorGood morning, and welcome to the Green Plains Inc. Fourth Quarter and Full Year 2025 ...

Green Plains (NasdaqGS:GPRE) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Speaker7Good morning, and welcome to the Green Plains Inc. Fourth Quarter and Full Year 2025 Earnings Conference Call. Following the company's prepared remarks, instructions will be provided for Q&A. At this time, all participants are in a listen-only mode. I will now turn the call over to your host, Will Yeakel, Vice President and Treasurer. Will, please go ahead.Speaker9Welcome to the Green Plains Inc. Fourth Quarter 2025 ear ...

Archer Daniels Midland Company (NYSE:ADM) Q4 2025 Earnings call February 03, 2026 08:30 AM ET Company ParticipantsBen Theurer - Managing DirectorBen Theurer - Managing DirectorJuan Luciano - Chair and CEOKate Walsh - Head of Investor RelationsMatthew Blair - Managing DirectorMonish Patolawala - EVP and CFOSteven Haynes - Equity Research AssociateConference Call ParticipantsAndrew Strelzik - Senior Equity Research AnalystHeather Jones - Founder and Principal AnalystManav Gupta - Executive Director and Senior ...

Aemetis India Subsidiary Begins Biodiesel Deliveries Under $24 Million Allocation from OMCs CUPERTINO, Calif., February 3, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – Aemetis, Inc. (NASDAQ: AMTX), a diversified renewable natural gas and biofuels company, announced that its Universal Biofuels subsidiary in India secured allocations of approximately $24 million for the supply of more than 27 million liters of biodiesel to India’s three government-owned Oil Marketing Companie ...

New transparency for emerging markets for hydrotreated biofuels in southeast Asia SINGAPORE, Jan. 30, 2026 /PRNewswire/ -- Global energy and commodity price reporting agency Argus has launched the world's first assessed prices for sustainable aviation fuel (SAF) and hydrotreated vegetable oil (HVO) exported from the key production hub- the the strait of Malacca. The new prices expand Argus' coverage of Asian hydrotreated biofuels and will provide a transparent and robust pricing mechanism for the southeast ...

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the **Sustainable Aviation Alternative Fuels (SAAS)** and **biodiesel** industry, highlighting the potential for biodiesel (including first-generation and HVO) to become more popular than SAAS by 2026 due to economic conditions in Europe [2][3]. Core Insights and Arguments - **SAAS Demand and Economic Impact**: The overall volume of SAAS in 2026 may not meet expectations, with a 6% blending target achievable depending on the European economic situation [2][3]. - **Airline Industry Challenges**: Airlines face significant challenges due to high asset costs and poor profitability, with rising jet fuel prices potentially impacting internal competition [2][5]. - **Domestic Supply Issues**: There is insufficient supply of UCO (Used Cooking Oil) to meet SAAS demand, leading to a contraction in device authorizations by technology suppliers [2][6]. - **New Capacity Projections**: Domestic new capacity is expected to exceed 4 million tons in 2026, primarily concentrated in the southwestern region of China, but raw material supply remains a bottleneck [2][6]. - **Raw Material Quality**: Waste cooking oil is the primary raw material for SAAS, with kitchen waste oil being the highest quality. A shortage of waste oil could lead to price increases that affect the entire supply chain [2][7]. - **Price Stability**: The cancellation of large wave calculations may cause short-term price fluctuations in the UCO market, but overall prices should remain stable or slightly decrease in the long term due to strong demand and resource scarcity [2][8][10]. Additional Important Insights - **Production Costs**: The total processing cost for producing SAP (Synthetic Aviation Fuel) from UCO is approximately 11,000 RMB per ton, with raw material costs being a significant factor [4][12]. - **Market Dynamics**: The demand for UCO in the overseas market is significant, with high-quality UCO primarily being exported, which could impact domestic SAAS production if not retained [19]. - **Investment Trends**: There is a trend of overseas companies investing in biodiesel and astaxanthin products, driven by the oil content in waste oils and geopolitical risk considerations [20]. - **Biomass Char for Green Methanol**: The development of biomass char for green methanol production is facing challenges in China, with a need to shift towards pre-treatment methods to improve process efficiency [21]. Future Price Trends - **Market Price Fluctuations**: The UCO market is expected to follow a trend of stability in the first half of the year, with potential price increases in the second half due to stockpiling demands [23].

Summary of Key Points from the Conference Call Industry Overview - **China's Economy**: The focus is on the 2026 outlook for China's economy, highlighting a K-shaped growth pattern where the new economy thrives while the old economy and domestic demand struggle [2][1]. Core Insights - **K-Shaped Growth**: Analysts from Citi, led by Xiangrong Yu, predict that the K-shaped growth pattern in China will become entrenched and self-reinforcing, with positive developments in the new economy and supply side, contrasted by challenges in the old economy and domestic demand [2][1]. - **Policy Expansion**: The base case for 2026 includes a measured policy expansion, which is expected to involve approximately RMB 1 trillion in additional fiscal stimulus, a 20 basis point cut in interest rates, and a 50 basis point reduction in the reserve requirement ratio (RRR) [2][1]. - **Growth Forecast**: The growth forecast for China in 2026 is maintained at 4.7%, indicating a cautious but optimistic outlook for the economy [2][1]. Additional Insights - **Venezuela's Oil Industry**: The potential engagement by the U.S. in Venezuela is likely to focus on oil concessions, with elevated supply risks supporting Brent crude prices around $60 per barrel in the near term. However, the global effects of these developments are expected to be short-lived [7][1]. - **Investment Opportunities**: The report suggests that the dynamics in the U.S. restaurant and biopharma sectors may present unique investment opportunities in 2026, with the restaurant sector facing volatility and the biopharma sector expected to maintain positive momentum [11][13]. Important Considerations - **Investment Risks**: Investors are advised to consider potential conflicts of interest due to the firm's business relationships with companies covered in the research reports. The report emphasizes that it should be one of several factors in making investment decisions [5][1][70]. - **Market Dynamics**: The report highlights the importance of monitoring macroeconomic indicators and industry-specific trends to identify potential investment opportunities and risks [19][1]. This summary encapsulates the key points discussed in the conference call, focusing on the outlook for China's economy, the implications of geopolitical events, and potential investment opportunities across various sectors.

Core Viewpoint - Future Fuel Corp. (FF) maintains a bullish outlook in the biofuels and chemicals sector, supported by a generous dividend policy [1] Company Summary - The company was last analyzed in October 2024, with a positive stance on its performance and potential [1] - Future Fuel Corp. is recognized for its strong balance sheet and minimal debt, making it an attractive option for income-focused investors [1] Investment Strategy - The investment approach involves purchasing undervalued, profitable stocks and writing calls against positions to generate additional income [1] - Risk management is emphasized through position sizing and the use of trailing stop losses over time [1]