Core Viewpoint - Darling Ingredients Inc. reported its fourth quarter and fiscal year 2025 earnings, highlighting the performance of its joint venture, Diamond Green Diesel (DGD), within the renewable diesel segment [1][2]. Financial Performance - For the three months ended December 31, 2025, DGD generated approximately $92 million in operating income, despite incurring a $24 million unfavorable lower of cost-or-market (LCM) inventory valuation adjustment [2]. - DGD's net income for the same period was $55 million, with sales of 285.3 million gallons of renewable fuels, resulting in an Adjusted EBITDA of $58 million or $0.41 per gallon [3]. - For the 12 months ended December 31, 2025, DGD reported a net loss of $68 million, with total sales of 1.003 billion gallons of renewable fuels, leading to an Adjusted EBITDA of $104 million or $0.21 per gallon [4]. Adjusted EBITDA Insights - Darling Ingredients' share of DGD Adjusted EBITDA for the three months and 12 months ended December 31, 2025, includes discounts related to the sale and prospective sale of Section 45Z Production Tax Credits [5]. - The company anticipates solid improvement in performance over prior outlooks, with further details to be provided in upcoming earnings materials [6]. Upcoming Events - Darling Ingredients will release its fourth quarter and fiscal year 2025 financial results on February 11, 2026, followed by a conference call on February 12, 2026, to discuss the results and company operations [7][8]. Company Overview - Darling Ingredients is a leader in circularity, transforming by-products from the animal agriculture and food industries into valuable ingredients and renewable energy, operating over 260 facilities globally [10].

Core Insights - The Western production segment is a crucial component of Alto Ingredients' growth strategy, focusing on renewable fuels and essential ingredients, with plans to introduce liquid CO2 in 2025 [2][9] Group 1: Western Production Segment - The segment benefits from premium ethanol pricing due to regional supply constraints and proximity to key markets, allowing for more resilient growth compared to Midwest-focused peers [3] - In 2024, the Western production segment generated $115 million from alcohol sales and $37 million from essential ingredients, selling approximately 61 million gallons of alcohol and 514,600 tons of essential ingredients [3] - The segment's alignment with California's Low Carbon Fuel Standard (LCFS) enhances demand for low-carbon ethanol, leading to more predictable EBITDA and reduced exposure to supply chain volatility [4][9] Group 2: Strategic Positioning - The Western production segment supports Alto's transition to higher-value, lower-carbon products, translating regulatory advantages into sustainable pricing power and margin expansion [5][9] - Compared to peers like Green Plains Inc. and Gevo, which face challenges from fluctuating ethanol prices and early-stage project limitations, Alto's Western segment offers more stability and growth potential [6][7] Group 3: Financial Performance - Alto Ingredients' stock has increased by 62.6% over the past year, outperforming the industry average [8] - The stock is currently undervalued, trading at a price-to-earnings multiple of 16.38, lower than the industry average of 16.84 [11] - Consensus estimates for 2026 earnings show no movement in the last 30 days, indicating stability in projections [12]

Core Insights - LanzaTech Global, Inc has announced a £600 million investment in the DRAGON II project to produce sustainable aviation fuel (SAF) and renewable diesel at Saltend Chemicals Park in Humberside, aiming to deliver approximately 80,000 tonnes of SAF and 8,000 tonnes of renewable diesel annually [1][2] - The project is expected to create around 300 skilled jobs during construction and 150 jobs during operation, contributing significantly to the UK's net-zero ambitions and energy security [1][3] Company Overview - LanzaTech is a leader in carbon management, utilizing a proprietary gas-fermentation platform to convert waste carbon into valuable products, including SAF and chemicals [5] - The company has established global partnerships, including collaborations with ArcelorMittal and IndianOil Company, to enhance industrial resilience and unlock economic value from carbon [5] Project Details - The DRAGON II facility is scheduled to begin construction in the second half of 2027 and is expected to be operational by 2030, reinforcing Humberside's position in industrial decarbonization [3][4] - The project is part of a broader initiative, DRAGON, which includes DRAGON I in Port Talbot, South Wales, and aims to produce a total of 50,000 tonnes of ethanol from waste carbon dioxide and green hydrogen [2] Government Support - The UK government has provided strong support for the development of the DRAGON projects, including a £6.4 million grant from the Department for Transport's Advanced Fuels Fund to accelerate both DRAGON I and DRAGON II [2] Infrastructure and Collaboration - Saltend Chemicals Park, owned by px Group, was selected for its exceptional infrastructure and potential for hydrogen and CO2 pipelines, which aligns with LanzaTech's goals for sustainable production [4][10] - LanzaTech is exploring collaborations with local partners to leverage the region's supply chains and emerging CO2 pipeline infrastructure [3]

MAUMEE, Ohio, Jan. 26, 2026 /PRNewswire/ -- The Andersons, Inc. (Nasdaq: ANDE) will release its financial results for the fourth quarter and full year 2025 after 4 p.m. Eastern Time on Tuesday, February 17, 2026. The company will host a webcast on Wednesday, February 18, 2026, at 8:30 a.m. Eastern Time to discuss the results and provide a company update. To listen over the phone, please dial 888-317-6003 (U.S. toll-free) or 412-317-6061 (international toll) and use elite entry number: 9697756. To watch the ...

Summary of Gevo, Inc. Conference Call Company Overview - **Company**: Gevo, Inc. - **Ticker Symbol**: GEVO - **Industry**: Renewable energy, specifically focusing on sustainable aviation fuel (SAF) and low carbon ethanol production Key Points and Arguments Management Transition - Patrick Gruber is transitioning from CEO to Executive Chair, with Paul Bloom taking over as the new CEO [2][6] - Gruber expressed confidence in Bloom's leadership and experience, highlighting Bloom's background in chemistry and business [5][9] Technological Advancements - Gevo has developed technology to convert renewable resources into hydrocarbons, including jet fuel, gasoline, and diesel from alcohols [3][4] - The company has achieved low-cost technology and is beginning to monetize carbon value, which is crucial for profitability [3][4] Strategic Acquisitions - Gevo acquired a plant in North Dakota, which is pivotal for producing low carbon ethanol, the feedstock for jet fuel [4][6] - The acquisition aligns with the company's strategy to scale operations and meet growing demand for sustainable aviation fuel [4][18] Market Opportunities - The U.S. is projected to need an additional 2.3 billion gallons of jet fuel by 2035, with Gevo positioned to meet this demand through its technology [19][42] - Gevo's technology allows for the production of energy-dense liquids, which are essential for aviation fuel [16][19] Financial Performance and Projections - Gevo aims to achieve positive adjusted EBITDA for the first time, driven by selling tax credits and monetizing carbon [17][30] - The company anticipates that the Alcohol-to-Jet 30 (ATJ30) plant could generate approximately $150 million in adjusted EBITDA annually, with a total investment of around $500 million [46][48] Carbon Monetization - Gevo is focused on monetizing carbon dioxide produced during ethanol production, which can be sold for various applications, including enhanced oil recovery and food carbonation [25][34] - The carbon business is expected to grow significantly, with potential revenues from carbon sales projected to reach $30 million [37][32] Sustainability and Agricultural Impact - Gevo emphasizes working with farmers to improve agricultural practices, which can lead to better soil health and increased yields [20][21] - The company aims to create a sustainable business model that benefits both energy production and agricultural output [20][21] Future Growth and Expansion - Gevo plans to replicate its successful model by building multiple ATJ plants, potentially up to 70 facilities to meet market demand [19][49] - The company is committed to operational excellence and maximizing efficiencies in production to support growth [38][41] Competitive Landscape - Gevo believes its technology is among the lowest cash cost options for producing jet fuel, making it competitive against traditional petroleum sources [44][46] - The company is not just a replacement strategy but aims to supplement existing fuel supplies with sustainable alternatives [43][44] Additional Important Insights - The transition in leadership is seen as a strategic move to ensure continuity and leverage Bloom's experience in scaling technology [2][9] - Gevo's focus on carbon intensity reduction is not only about compliance but also about creating a more efficient production system [20][21] - The company has a robust patent portfolio of over 400 patents, which supports its innovative capabilities in the renewable energy sector [19] This summary encapsulates the key discussions and strategic directions outlined during the conference call, highlighting Gevo's commitment to sustainable energy solutions and its proactive approach to market demands.

The Gevo North Dakota site is believed to be the largest producer of engineered carbon removal credits and the only ethanol carbon capture and storage project issuing Puro.earth-certified certificates with thousand-year permanenceENGLEWOOD, Colo., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO), a leader in renewable fuels and chemicals and carbon management, is pleased to announce that it’s Gevo North Dakota plant has issued more than 500,000 engineered carbon-dioxide removal certificates, know ...

Industry Overview - The renewable fuels industry is undergoing a structural transformation towards a policy-backed, decarbonization-oriented energy sector, focusing on low-carbon, higher-value fuels [1] - Global capacity in the renewable fuels sector is expected to triple by 2028 according to a Bain & Company report [1] Alto Ingredients (ALTO) - Alto Ingredients is transitioning from a conventional fuel ethanol producer to a diversified business focused on specialty alcohols and essential ingredients [3] - The product mix has expanded to include specialty alcohols and ingredients for pharmaceutical, personal care, food, and industrial applications, aimed at diversifying revenue streams and reducing exposure to volatile ethanol pricing [4] - A key strategy involves reducing carbon intensity scores to benefit from the federal Section 45Z clean fuel tax credit, potentially generating up to $18 million in incremental gross benefit over 2025–2026 [5] - Alto is expanding carbon dioxide capture and utilization at its facilities, which adds a higher-margin revenue stream and supports sustainability objectives [6] - The company is focused on operational discipline, streamlining costs, and capitalizing on near-term opportunities with clear return visibility [7] - ALTO shares have risen 17.4% over the past year, with a Zacks Consensus Estimate for 2026 revenues implying a year-over-year increase of 10.5% and EPS growth of 260% [7][12] Green Plains (GPRE) - Green Plains is evolving into a leading biorefining company by commercializing Clean Sugar Technology and producing low-carbon dextrose and glucose for industrial fermentation [8] - The company is restructuring its business mix towards higher-margin protein and renewable ingredients, aiming to reduce exposure to ethanol cyclicality [9] - Green Plains has improved its balance sheet with no near-term debt maturities and enhanced liquidity through asset sales [9] - The company plans to deploy capital to strengthen plant assets, reduce carbon intensity, and explore options for returning capital to shareholders [10] - GPRE shares have also risen 17.4% over the past year, with a Zacks Consensus Estimate for 2026 revenues implying a year-over-year increase of 5.2% and EPS growth of 122.9% [11][12] Comparative Analysis - Both ALTO and GPRE have seen their shares rise 17.4% over the past year, but ALTO's 2026 EPS growth estimate and valuation favor its investment case [8][16] - ALTO is trading at a forward price-to-earnings multiple of 16.88, while GPRE's multiple is at 36.74, indicating that ALTO may offer a less expensive valuation [14]

Core Insights - Alto Ingredients (ALTO) is the leading producer and distributor of specialty alcohols, renewable fuels, and essential ingredients in the U.S., but it remains unprofitable due to its sensitivity to ethanol price fluctuations, corn input costs, and demand from fuel blenders and industrial markets [1][8] Financial Performance - ALTO has experienced revenue contraction as it has idled or exited underperforming facilities and low-margin contracts to preserve liquidity and stabilize profitability [2] - The company has incurred high debt levels leading to increased interest expenses, asset impairment charges, and acquisition-related costs, contributing to ongoing losses since 2022 [2] Strategic Initiatives - ALTO's turnaround strategy includes streamlining its cost structure, exiting unprofitable activities, and prioritizing capital investments with near-term visibility [3] - The company aims to lower carbon intensity scores to benefit from the federal Section 45Z clean fuel tax credit program, potentially providing up to $18 million in incremental gross benefit during 2025–2026 if carbon reduction targets are met [3][8] - ALTO is expanding carbon dioxide capture and utilization at its Pekin and Columbia facilities, which will add a higher-margin revenue stream and support sustainability goals [4] Industry Comparison - Green Plains Inc. (GPRE) is also facing uneven profitability but is reshaping its business mix towards higher-margin protein and renewable ingredients, which may improve stability in the long term [5] - Gevo, Inc. (GEVO) remains unprofitable due to investments in sustainable aviation fuel and renewable hydrocarbons, with profitability dependent on securing offtake agreements and project financing [6] Stock Performance - ALTO's stock has gained 45.3% over the past year, outperforming the industry [7] - The stock is currently overvalued with a price-to-earnings multiple of 17, higher than the industry average of 16.9 [10] Earnings Estimates - The Zacks Consensus Estimate for ALTO's fourth-quarter 2025 EPS has not changed in the last 30 days, with estimates for 2025 and 2026 earnings also remaining stable [11]

HOUSTON , Jan. 12, 2026 (GLOBE NEWSWIRE) -- HyOrc Corporation (OTCID: HYOR), a clean-energy infrastructure company focused on green methanol and rail decarbonisation, today announced that it has completed and submitted all required documentation for its uplisting to the OTCQB market. The Company also confirmed continued progress on its first industrial green methanol project in Portugal, as demand for compliant marine fuels accelerates under European maritime regulations. HyOrc is in advanced discussions on ...

Core Insights - Alto Ingredients (ALTO) has seen a 45.4% increase in share price over the past year, outperforming its industry and the S&P 500 composite [1][9] - The company is transitioning from traditional ethanol production to a focus on specialty alcohols and essential ingredients, aiming to diversify its revenue streams and improve margins [10][11] Stock Performance - ALTO stock has surpassed its 50-day and 200-day simple moving averages, indicating a bullish trend [2] - Compared to peers, Green Plains Inc. (GPRE) has gained 2.4% while Gevo, Inc. (GEVO) has lost 24% in the same timeframe [5] Valuation - ALTO is currently trading at a price-to-earnings multiple of 16.63, which is above the industry average of 15.95 and significantly higher than the three-year median of 5.56 [6] - While ALTO is relatively cheaper than Green Plains, it is more expensive compared to Gevo [7] Strategic Initiatives - The company is broadening its product portfolio to include specialty alcohols and ingredients for various applications, aiming to reduce reliance on volatile ethanol pricing [11] - ALTO is focusing on lowering carbon intensity scores to benefit from the federal Section 45Z clean fuel tax credit program, potentially providing up to $18 million in incremental gross benefit during 2025-2026 [12] - Expansion of carbon dioxide capture and utilization at its facilities is underway, adding a higher-margin revenue stream [13] - Operational discipline is emphasized, with efforts to streamline costs and focus on projects with clear returns [14] Financial Outlook - The Zacks Consensus Estimate for 2026 revenues indicates a 10.5% year-over-year increase, while earnings are expected to rise by 200.6% year-over-year [16] - The consensus estimate for 2026 earnings has remained stable over the past 30 days [17] Analyst Sentiment - Despite positive strategic initiatives, there are concerns regarding the stock's premium valuation and ongoing execution risks, leading to a cautious outlook [20]