Core Insights - Aemetis, Inc. reported a strong third-quarter performance, driven by a robust Dairy RNG platform and favorable policy developments [1][3] - Revenue for Q3 2025 reached $59.2 million, an increase of $7 million from the previous quarter, supported by higher California ethanol pricing and India biodiesel sales [1][6] - The company is advancing its MVR project, which is expected to enhance long-term plant economics and generate significant annual cash flow [1][6] Revenue and Financial Performance - Total revenue was $59.2 million in Q3 2025, up $7 million from Q2 2025, bolstered by stronger California ethanol margins and $14.5 million from India biodiesel sales [1][6] - Dairy RNG operations generated approximately $4 million in revenue from 114,000 MMBtu produced by 12 operating digesters, with fully monetized CARB LCFS pathways [1][6] - Cash reserves increased to $5.6 million at the end of the quarter, as Aemetis progressed on a $30 million MVR project expected to add around $32 million in annual cash flow [1][6] Operational Developments - Aemetis signed equipment and installation contracts totaling $57 million year-to-date across its Dairy RNG and MVR projects [1][3] - The company anticipates its capacity to reach 550,000 MMBtus by year-end, with further growth expected to 1.0 million MMBtus by FY27 [1][3] - Monetization strategies for energy production now include the sale of RNG molecules, D3 RINs, and Section 45Z production tax credits, providing multiple avenues for recurring cash generation [1][3]

Financial Performance - FutureFuel Corp. reported a net loss of $9.3 million or $0.21 per diluted share for Q3 2025, a significant decline from a net income of $1.2 million or $0.03 per diluted share in Q3 2024 [1][10] - Revenues for Q3 2025 were $22.7 million, down 56% from $51.1 million in Q3 2024 [10][41] - Adjusted EBITDA for Q3 2025 was ($6.8) million, compared to ($1.0) million in Q3 2024 [10][37] Strategic Initiatives - The company has achieved three consecutive quarters of reduced net losses, decreasing from $17.6 million in Q1 to $10.4 million in Q2, and further to $9.3 million in Q3 2025 [3] - FutureFuel is focusing on managing its cost structure amidst challenges in the biodiesel market while investing in plant reliability and other critical areas to drive market share and sustainable revenue growth [3][8] Market Conditions - The U.S. is experiencing a record soybean oil harvest, which may lead to decreased input costs for biodiesel production [4] - The company is gaining a clearer understanding of regulatory support under IRA 45Z for biodiesel, which is expected to positively impact operations [3] Chemical Segment Performance - The chemicals business has shown improvement in demand during Q3 2025, with several processes ramping up to full capacity [5] - FutureFuel has built a strong backlog of new projects in its chemicals business, expected to lead to increased production at its Batesville site in 2026 [6] Operational Changes - The company idled its biodiesel production line in July 2025 due to weak market conditions [16] - FutureFuel completed a major capital project that will enable backward integration into a key raw material, with production expected to come online in Q4 2025 [7] Financial Position - Cash and cash equivalents totaled $85.6 million as of September 30, 2025, down from $109.5 million at the end of 2024 [21] - Capital expenditures increased to $14.8 million in the first nine months of 2025, compared to $10.6 million in the same period in 2024, primarily due to the construction of a custom chemical plant [20]

Katy, Texas, Oct. 28, 2025 (GLOBE NEWSWIRE) -- CW Petroleum Corp (OTCQB: CWPE) (the “Company”), a leading provider of Specialty Renewable and Hydrocarbon Motor Fuels, today announces to its investors and future investors unaudited financial results for Q3-2025. Key Financial Highlights for Three Months Ended September 30, 2025, Compared to Prior Year Period: 2025 Revenues of $1.69 Million vs 2024 Revenues of $2.18 Million2025 EBITDA of $57,879 vs 2024 EBITDA (loss) of $(26,934)2025 Net Income of $10,441 vs ...

Core Viewpoint - FutureFuel Corp. is set to release its third quarter 2025 financial results on November 10, 2025, after market close [1] Company Overview - FutureFuel is a leading manufacturer of diversified chemical products, specialty chemical products, and biofuel products [2] - The chemicals business includes custom chemicals for specific customers and performance chemicals for multiple customers [2] - Custom chemicals include proprietary intermediates for major chemical companies and chlorinated polyolefin adhesion promoters [2] - Performance chemicals consist of polymer (nylon) modifiers and various small-volume specialty chemicals for diverse applications [2] - The biofuels segment primarily focuses on the production and sale of biodiesel [2]

Core Insights - FutureFuel Corp. has announced updates regarding its business operations, including new production capabilities and strategic decisions related to biodiesel and corporate structure [1]. Chemicals - The company has initiated a new specialty chemical production investment, which will enhance vertical integration and provide products to the market. Production volume is expected to increase throughout Q4 2025, contributing significantly to sales starting in Q1 2026 [2]. Biodiesel - In June 2025, FutureFuel decided to idle its biodiesel production due to regulatory uncertainties and high input costs. However, recent clarity regarding support under IRA 45Z and improved input market conditions have led to optimism about restarting biodiesel production in Q4 2025 [3]. Headquarters Location - FutureFuel will close its remote headquarters in St. Louis, Missouri, consolidating all corporate activities and key personnel at its Batesville, Arkansas production facility to streamline operations [4]. Company Overview - FutureFuel is a manufacturer of diversified chemical products, including custom and performance chemicals, as well as biofuels. Its product portfolio includes specialty chemicals for specific customers and multi-customer applications, with a focus on biodiesel production in its biofuels segment [5].

Market Overview - The soybean market closed lower, with prices down by 5 to 7 ¼ cents, and the national average cash bean price decreased by 6 cents to $9.47 3/4 [1] - Soymeal futures fell by 90 cents to $1.10, with 61 deliveries against October meal reported overnight [1] - Soy oil prices decreased by 54 to 59 points, influenced by crude oil market pressures, with 11 deliveries for October bean oil reported [1] - November soybeans averaged $10.21 through the first seven trading sessions of October, which will be used for crop insurance harvest price discovery [1] Political Influence - President Trump indicated plans to discuss soybean issues with President Xi of China, reiterating previous statements about potential trade relations [2] - The market showed little reaction to these comments, suggesting a sense of fatigue regarding ongoing trade discussions and lack of action [2] Harvest and Demand - Harvesting is progressing across most of the U.S., with parts of the Dakotas and Minnesota expecting 1 to 2 inches of rain early next week [3] - StoneX forecasts a 6.3% increase in biodiesel demand in Brazil, projecting it to reach 10.5 billion liters [3]

Core Insights - California Governor Gavin Newsom signed Assembly Bill 30 (AB30), allowing a 15% ethanol blend in gasoline, which is expected to increase the ethanol market in California by over 600 million gallons per year [3][4]. Industry Impact - The approval of E15 is projected to decrease gasoline prices by $2.7 billion annually, saving consumers approximately 20 cents per gallon [3][4]. - The bill aims to enhance renewable energy and environmental goals while providing lower-cost, high-octane renewable fuel [4]. Company Developments - Aemetis, Inc. operates a 65 million gallon per year ethanol facility in California, which will benefit from the increased blending of ethanol into gasoline [5]. - Aemetis plans to invest $30 million in a mechanical vapor recompression (MVR) system to reduce natural gas usage by 80% at its Keyes plant, which is expected to improve cash flow from operations by $32 million annually after implementation in 2026 [6][7].

Core Insights - Aemetis, Inc. announced the signing of Assembly Bill 30 (AB30) by California Governor Gavin Newsom, allowing 15% ethanol blending in gasoline, which expands the potential market for ethanol in California by 50% [1][2] - A study indicates that the 15% ethanol blend could lead to a reduction in gasoline prices by $2.7 billion annually, saving consumers approximately 20 cents per gallon [1] - The approval of E15 is expected to provide cost savings, improve air quality, and enhance engine performance for California drivers [2] Company Operations - Aemetis operates a 65 million gallon per year ethanol facility in California's Central Valley, which will benefit from the increased blending of ethanol into gasoline [2] - The company is investing in a $30 million mechanical vapor recompression (MVR) system at its ethanol plant, projected to reduce natural gas usage by 80% and improve cash flow from operations by $32 million annually after implementation in 2026 [3] Industry Context - The approval of E15 in California aligns with the state's renewable energy and environmental goals, promoting lower-cost, high-octane renewable fuel while reducing emissions from conventional gasoline [2] - Other states have already experienced the benefits of E15, including healthier air and cost savings at the pump, indicating a positive trend for renewable fuel adoption [2]

Core Insights - The U.S. soybean industry is facing significant challenges due to retaliatory tariffs imposed by China, which have increased the overall duty rate on U.S. soybeans to 34% by 2025, making U.S. soybeans prohibitively expensive compared to South American supplies [1][2] - China has not purchased any U.S. soybeans for the 2025-26 marketing year, marking a drastic shift as it previously accounted for around 52% of U.S. soybean exports [3][12] - The U.S. is expected to lose soybean market share to South America permanently, as China increasingly sources soybeans from Brazil and Argentina due to lower prices [4][5] Tariffs and Market Dynamics - The combination of tariffs and trade wars has blunted the competitive advantage of U.S. soybean growers, leading to a significant decline in exports to China [2][3] - U.S. soybean prices have been negatively impacted, with current prices around $10.13 per bushel, down from profitable levels of $14 to $15 [16] Shifts in Supply Chains - China has been building its reserve storage of soybeans, allowing it to reduce reliance on U.S. supplies [7] - Investment in Brazil's agricultural infrastructure by China has facilitated increased soybean production there, further diminishing U.S. market share [8] Domestic Demand and Biofuel - The U.S. biofuel program may help replace some lost soybean demand, with biomass-diesel production rising significantly from 1,471.7 million gallons a decade ago to 4,292.4 million gallons in 2023 [10][11] - However, the U.S. will not be able to fully compensate for the lost demand from China through domestic biofuel policies alone, as it will take years to build the necessary infrastructure [11] Economic Impact on Farmers - The lack of Chinese purchases is expected to create substantial losses for U.S. farmers, leading to storage issues and financial strain [13][15] - Input costs for farming have been rising, further squeezing profit margins for farmers [17]

Financial Performance - FutureFuel Corp. reported a net loss of $10.4 million, or $0.24 per diluted share, for the second quarter of 2025, compared to a net income of $9.6 million, or $0.22 per diluted share, in the same period of 2024 [10][28] - Revenues for the second quarter were $35.7 million, a decrease of 51% from $72.4 million year-over-year [10][12] - Adjusted EBITDA was ($9.8) million, down from $6.9 million in the prior year [10][31] Segment Performance - The BioDiesel segment faced significant challenges due to high input prices and uncertainty regarding support under the IRA 45Z, leading to a decision to temporarily idle the biodiesel plant in June 2025 [3][4] - The Chemicals segment experienced a slower start due to weaker market demand but has expanded its project pipeline with new opportunities expected to commercialize by the end of Q4 2025 and Q1 2026 [5][6] Capital Expenditures and Investments - Capital expenditures increased to $9.5 million in 2025 from $5.3 million in the same period in 2024, primarily due to the construction of a new custom chemical plant [16] - The company continues to invest in plant reliability and efficiency during the downturn in the BioDiesel market [7][8] Cash and Dividends - Cash and cash equivalents totaled $95.2 million as of June 30, 2025, down from $109.5 million at the end of 2024 [17][26] - FutureFuel paid a regular quarterly cash dividend of $0.06 per share in the second quarter of 2025, with additional dividends planned for September and December [9] Market Conditions and Future Outlook - The company anticipates that feedstock prices will normalize, allowing for the resumption of biodiesel production later in 2025 or early 2026 [4] - FutureFuel's management remains focused on maintaining cost control and leveraging its diversified chemical activities to support revenue during the BioDiesel downturn [8][18]