Advancing Toward Commercialization PALM BEACH GARDENS, FL, Oct. 09, 2025 (GLOBE NEWSWIRE) -- Blue Biofuels, Inc. (OTCQB: BIOF). Blue Biofuels is pleased to announce the successful completion of its Phase 2 Small Business Innovation Research (SBIR) grant awarded by the U.S. Department of Energy. Over the past year, this grant has enabled Blue Biofuels to advance the scale-up of its patented Cellulose-to-Sugar (CTS) technology toward full commercialization. With this milestone, the company is now positioned t ...

HOUSTON, TEXAS / ACCESS Newswire / October 6, 2025 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a key player in decarbonizing the aviation industry through Sustainable Aviation Fuel ("SAF"), today announced that it will host a presentation in New York, NY on October 9, 2025, organized by Trinity Financing Corporation ("Trinity"). The event will provide attendees with the opportunity to meet representatives from XCF's leadership team to discuss the company's strategy, growth initiatives, and commitment to build ...

COCONUT CREEK, Fla., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and global provider of aviation services, announced today that its subsidiary, Willis Sustainable Fuels (UK) Limited (“WSF”), has selected Wilton International in Teesside, a site owned and operated by Sembcorp Utilities (UK) Limited, as the location for its Sustainable Aviation Fuel (SAF) project. The new facility aims to produce ...

HOUSTON, TEXAS / ACCESS Newswire / October 1, 2025 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a key player in decarbonizing the aviation industry through Sustainable Aviation Fuel ("SAF"), and FlyORO Technologies Pte. Ltd. ("FlyORO"), a global leader in digital modular blending solutions for SAF, today announced the signing of a Memorandum of Understanding ("MOU"). ...

Summary of Gevo's Presentation at Lithium Partners Fall 2025 Investor Conference Company Overview - **Company Name**: Gevo - **Ticker Symbol**: GEVO on NASDAQ - **Industry**: Renewable Energy, specifically Synthetic Aviation Fuel (SAF) development - **Core Business**: Gevo is a diversified energy company focused on producing drop-in fuels with a lower carbon footprint, particularly synthetic aviation fuel derived from alcohols [2][4][12] Key Points and Arguments - **Innovative Achievements**: Gevo has achieved several industry firsts, including the first lab production of alcohol to hydrocarbon fuels, ASTM certification for jet fuel made from alcohols, and the first synthetic aviation fuel flight [2][4] - **Business Model**: The company operates a platform that extends alcohols to jet fuel, utilizing existing infrastructure without the need for fleet replacement with electric vehicles [4][5] - **Sustainable Practices**: Gevo emphasizes the use of biomass to produce fuels, which can be scalable and cost-competitive with fossil fuels while reducing carbon emissions [4][6] - **Production Capacity**: The company produces approximately 67 million gallons per year of low carbon ethanol and has a carbon capture capacity of about 1 million tons per year, currently utilizing 16% of that capacity [6][13] - **Revenue Streams**: Gevo's revenue model includes multiple co-products from ethanol production, state and federal credits, and voluntary carbon markets for carbon offsets [18][20] Financial Performance and Projections - **Recent Financials**: In the second quarter, Gevo reported a run-rate adjusted EBITDA of approximately $20 million, with expectations to double this to $40 million in the near term [23][24] - **Long-term Goals**: The company aims to exceed $100 million in EBITDA through optimization and expansion of its operations, particularly in the SAF sector [24][25] - **Cash Position**: As of the last quarter, Gevo had $127 million in cash and cash equivalents, with total assets around $700 million [25] Market Dynamics - **Demand for SAF**: The U.S. demand for jet fuel is projected to increase by about 2.3 billion gallons per year, while gasoline demand is declining [27] - **Competitive Advantage**: Gevo's Alcohol-to-Jet process can yield over 90% jet fuel, positioning it favorably against traditional fossil fuel refineries [28] - **Cost Competitiveness**: The company believes it can produce SAF at competitive prices compared to fossil jet fuel, depending on the market conditions of crude oil and corn prices [28][29] Strategic Initiatives - **Project North Star**: Gevo's initiative to leverage its North Dakota assets for SAF production, aiming to create a showcase for its technology and expand operations globally [33][34] - **Future Plans**: The company plans to grow existing EBITDA, deploy its first SAF plant, and replicate its model across the U.S. and internationally [34] Additional Insights - **Technological Integration**: Gevo has developed proprietary technologies and holds over 300 patents, focusing on efficient engineering designs that integrate various processes from ethanol to SAF [11][26] - **Sustainability Focus**: The company is committed to continuous improvement in reducing carbon footprints and enhancing the sustainability of its operations [6][12] This summary encapsulates the key aspects of Gevo's presentation, highlighting its innovative approach, financial outlook, market positioning, and strategic initiatives in the renewable energy sector.

Core Insights - OXCCU, an Oxford University spin-out, has raised £20.75 million (approximately $28 million) in a Series B funding round to enhance the commercialization of its technology for converting waste carbon into sustainable aviation fuel (SAF) [1][5] - The funding round was oversubscribed, indicating strong investor interest and confidence in the company's technology and market potential [1] Funding Utilization - The new capital will be allocated to expand operations and advance the next phase of technology scale-up, including the development of a second demonstration plant, OX2, expected to be operational by 2026 [2] - This follows the launch of the OX1 demonstration plant at London Oxford Airport earlier in 2024 [2] Investor Participation - New investors in the funding round include Orlen VC, Safran Corporate Ventures, International Airlines Group (IAG), Hostplus, and TCVC, alongside existing investors such as Clean Energy Ventures, IP Group/Kiko Ventures, Aramco Ventures, and Eni Next [3] Technological Innovation - OXCCU's process utilizes an iron-based catalyst that allows for the direct synthesis of jet-fuel-range hydrocarbons from gaseous waste carbon in a single reaction, simplifying the production pathway and potentially reducing capital and operating costs [4][5] - The catalyst is designed to work with various feedstock compositions, including reformed biogas, gasified wood waste, and pure carbon dioxide with hydrogen, which may help drive down input costs [7] Market Context - The investment underscores the growing recognition of high production costs as a significant barrier to the widespread adoption of SAF, despite global mandates like ReFuelEU and the UK SAF mandate [5] - SAF is viewed as a critical component for decarbonizing the aviation sector [5] Strategic Alignment - For investors like IAG, the investment aligns with their environmental targets, aiming to source 10% of fuel needs with SAF by 2030 [6] - ORLEN's investment supports its strategic goal to become one of Europe's leading SAF producers by 2035 [6] Broader Implications - OXCCU's rapid progress is seen as reshaping the sustainable aviation fuel market, making it more affordable for the aviation industry to decarbonize [8] - The technology also has potential applications beyond aviation, including in chemicals and plastics [8]

Core Thesis - Calumet Specialty Products Partners (CLMT) is viewed positively due to its diversified business model and operational improvements, with a current share price of $18.66 as of September 22nd [1][2] Business Segments - CLMT operates three core businesses: Specialty Products & Solutions (SPS), Performance Brands (PB), and Montana/Renewables (MRL), with SPS and PB generating mid-cycle EBITDA of approximately $285 million [2] - The SPS and PB segments are valued at an estimated $2.3 billion EV, translating to about $13 per share, while MRL has an EV of $1.1 billion [2] Financial Performance and Projections - MRL's current EBITDA stands at $65 million, but there are catalysts that could increase it to over $300 million, driven by political support for biofuels and capacity expansion under the MAXSAF program [3] - The upcoming production of Sustainable Aviation Fuel (SAF) is expected to yield a margin premium of $1–$2 per gallon over renewable diesel, enhancing MRL's profitability [3] Regulatory Environment - Regulatory support, including favorable Renewable Identification Number (RIN) pricing and reduced RIN obligations for CLMT, could significantly enhance the company's valuation [4] - If favorable scenarios unfold, the total company valuation using an 8x EBITDA multiple could exceed $30 per share, indicating substantial upside potential from the current price of $17 [4] Historical Context and Future Outlook - The stock price of CLMT has appreciated approximately 88% since a previous bullish thesis in April 2025, which highlighted biodiesel margin inflection and MRL's feedstock advantage [5] - Current operational improvements in SPS and PB, along with the impact of SAF and MAXSAF capacity on long-term EBITDA, continue to support a bullish outlook for the company [5]

Core Viewpoint - XCF Global, Inc. announced the resignation of Anne Anderson from its Board of Directors, effective September 19, 2025, due to personal reasons, marking a significant change in leadership during a critical period for the company [1]. Company Summary - Anne Anderson served as a member of the Board and Lead Independent Director, joining during a crucial time when XCF completed its public listing on the Nasdaq Capital Market [1].

Core Insights - Eni S.p.A has received approval from the Italian ministry of the Environment and Energy Security to convert certain units of its Sannazzaro de' Burgondi refinery into a biorefinery for renewable fuel production, which will not impact the existing refinery's processing capacity [1][8] Authorization and Environmental Assessment - The company has initiated the authorization process for the conversion and applied for an Environmental Impact Assessment. The project will convert the Hydrocracker unit to produce biofuels from biogenic feedstocks using Ecofining technology, including a pre-treatment unit for waste materials [2] Focus on Sustainable Aviation Fuel (SAF) and HVO Diesel - Hydrogen for the biorefinery will be sourced from existing plants, with infrastructure upgrades planned to support new operations. The refinery will continue producing traditional fuels alongside HVO diesel and SAF, with renewable fuel production expected to start in 2028 [3] Biorefinery Capacity and Feedstocks - The biorefinery is projected to process 550,000 tons of feedstocks annually, with flexibility for producing SAF-biojet and HVO diesel. Feedstocks will include used cooking oil, agricultural byproducts, and other residual materials [4] Eni's European Biorefining Leadership - Eni aims to expand its biorefining capacity from 1.65 million tons per year to over 3 million tons by 2028 and more than 5 million tons by the end of the decade, with potential SAF production reaching nearly 2 million tons annually by 2030 [5] Future Plans for Expansion - Current biofuel production is from Enilive's Venice and Gela biorefineries, with a third plant in Livorno expected to start operations in 2026. Additionally, two more plants are under development in Malaysia and South Korea [6]

Core Insights - Jetex is planning significant global expansion, aiming to increase its locations from 37 to 75 by the end of next year, with a focus on deeper infrastructure investment and new technology [3][4] - The company is shifting its target demographic from ultra-high-net-worth individuals aged 50-80 to a younger audience aged 25-55, including clients from the crypto, fashion, tech, and celebrity sectors [4][10] - Jetex is positioning itself as a key player in Saudi Arabia's private aviation market, particularly through its role as the exclusive FBO provider for the Red Sea International Airport [9][10] Expansion Plans - Jetex's expansion strategy includes establishing a presence in Saudi Arabia, with plans to replicate its Dubai flagship facilities in other locations [10][11] - The company is also exploring opportunities in Southeast Asia, where the business jet market is expected to grow at a compound annual rate of approximately 15.5% from 2025 to 2030 [12] - Jetex is targeting secondary markets in Africa and Latin America, where demand for business aviation is increasing faster than commercial aviation capacity [13] Sustainability Initiatives - Jetex is investing in sustainable aviation fuel (SAF) to meet growing client demand for eco-friendly options, aiming to make SAF a standard offering [14][16] - The company is collaborating with aircraft manufacturers, operators, and fuel suppliers to enhance SAF availability across its network [15] Technological Advancements - Jetex is partnering with Joby Aviation and Archer in the eVTOL sector, aiming to redefine short-range passenger transport and enhance the client journey [17][18] - The company has developed a proprietary platform for real-time tracking of flights, crew schedules, and fuel supply, enabling rapid operational adjustments [20] Operational Efficiency - Jetex's centralized flight operations in Dubai support its global network, allowing for quick arrangements of permits, fuel, catering, and crew rest [20][21] - The company emphasizes that technology enhances operational speed and accuracy without replacing human staff [21]