Shares of US biofuel companies slumped on fears that Trump administration policies may fall short of fully offsetting exemptions from mandates requiring refineries to blend renewable fuels into gasoline and diesel https://t.co/9nrQT6PWhk ...

Green Plains said it agreed to divest one of its plants to repay debt owned by BlackRock funds, as the troubled biofuels maker concluded a strategic review that explored alternatives including a sale https://t.co/m00xAOyyws ...

India's biofuel drive is saving billions but also sparking worries https://t.co/3SrEemawOw ...

Trafigura has strengthened its push into biofuels by hiring two vegetable oil traders from Olam https://t.co/bxBc5l1Rxz ...

Key Takeaways Petrobras plans a strategic re-entry into ethanol, with a growing focus on corn over sugarcane.Corn ethanol gains appeal from lower costs, higher yields and rising output in Brazil's north.Petrobras eyes minority stakes in corn ethanol ventures, while denying investment in Raizen.Petrobras (PBR) , Brazil’s state-run integrated oil and gas company, is signaling a bold shift in its ethanol strategy. According to Reuters, the company is increasingly favoring corn-based ethanol over the traditiona ...

Troubled biofuels maker Green Plains has pledged the bulk of its ethanol plants as collateral to funds managed by BlackRock Inc. in exchange for more time to repay nearly $128 million in debt https://t.co/nmKO3r4Lp9 ...

Group 1: Earnings Performance - Aemetis reported a quarterly loss of $0.41 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.35, representing an earnings surprise of -17.14% [1] - The company posted revenues of $52.24 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 35.62%, compared to year-ago revenues of $66.56 million [2] - Over the last four quarters, Aemetis has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Group 2: Stock Performance and Outlook - Aemetis shares have lost about 4.5% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is -$0.26 on revenues of $104.19 million, and -$1.34 on revenues of $332.8 million for the current fiscal year [7] Group 3: Industry Context - The Biofuels industry, to which Aemetis belongs, is currently in the top 41% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Aemetis' stock performance [5][6]

Core Insights - VINCI has secured a significant contract for the construction of a second-generation biofuel plant in Spain, which is a strategic move towards energy transition in the region [2][6]. Group 1: Project Overview - The biofuel plant, located in Palos de la Frontera, Huelva province, has an estimated total cost of €1.2 billion [2]. - It will have an annual production capacity of 500,000 tonnes of sustainable fuels, including Sustainable Aviation Fuel (SAF) and renewable diesel (HVO100) [3]. Group 2: Environmental Impact - The plant's design incorporates advanced technologies aimed at minimizing environmental impact, utilizing exclusively recycled water [4]. - It is projected to reduce CO₂ emissions by 75% compared to traditional plants, preventing nearly 3 million tonnes of CO₂ emissions annually [4]. Group 3: Industry Positioning - This project is expected to strengthen Spain's position as a leader in clean energy and supports the decarbonization of transport in Europe [4]. - In 2024, the VINCI Group generated total revenue of €3.8 billion in Spain, with significant contributions from its subsidiaries [5].

Core Insights - Aemetis, Inc. announced the appointment of Anjaneyulu Ganji as Chief Financial Officer of its India subsidiary, Universal Biofuels, effective July 17, 2025 [1][2] Company Overview - Aemetis is a renewable natural gas and biofuels company focused on innovative technologies that lower fuel costs and reduce emissions [5] - The company operates a biogas digester network and pipeline system in California, converting dairy waste gas into Renewable Natural Gas [5] - Aemetis owns and operates an 80 million gallon per year biodiesel production facility in India and a 65 million gallon per year ethanol production facility in California [5] Leadership and Strategy - Anjaneyulu Ganji has extensive experience in finance, having previously served as Group CFO for Dodla Dairy Limited, which has an annual revenue of $450 million [2][3] - Ganji's background includes leadership roles in Marengo Asia Healthcare and Maersk Line, managing significant financial operations [3] - The leadership team at Aemetis is recognized for its ability to manage opportunities in India and has built a strong reputation in biofuel product delivery and quality [2] Market Context - The growing Indian economy is driving increased demand for energy sources such as biodiesel, ethanol, and compressed natural gas [2] - Universal Biofuels is expanding its production capabilities and diversifying into ethanol and renewable natural gas production [4]

Cheap US biofuels threaten to wipe out both of the UK’s domestic ethanol producers, and could also disrupt a range of British industries https://t.co/Qm0XrKcq7S ...