Company Overview - Gevo, Inc. is a next-generation diversified energy company focused on providing cost-effective, drop-in fuels that enhance energy security, reduce carbon emissions, and support rural economic growth [3] - The company utilizes innovative technology to produce a range of renewable products, including sustainable aviation fuel (SAF), motor fuels, and chemicals, contributing to U.S.-made solutions [3] - Gevo operates an ethanol plant with an adjacent carbon capture and sequestration (CCS) facility and one of the largest dairy-based renewable natural gas (RNG) facilities in the U.S. [3] - The company has developed the world's first production facility for specialty alcohol-to-jet (ATJ) fuels and chemicals, operational since 2012, and is currently working on a large-scale ATJ facility in North Dakota [3] Financial Reporting - Gevo will host a conference call on March 5, 2026, at 4:30 p.m. ET to report its financial results for the fourth quarter ending December 31, 2025 [1] - Participants can register for the live call through a provided weblink and will receive a dial-in number and pin after registration [1] Investor Relations - A webcast replay of the conference call will be available two hours after the call ends, with an archived version accessible in the Investor Relations section of Gevo's website [2] - For further inquiries, Gevo has designated contacts for public affairs and investor relations [4]

Core Insights - Verity Holdings, LLC and Bushel announced an integration to connect on-farm data with sustainability modeling and compliance, enhancing traceability and documentation of agricultural practices that affect carbon intensity and credit value under Section 45Z [1][2][5] Group 1: Integration and Benefits - The integration provides agribusinesses and producers a clearer path to participate in sustainability programs linked to verified agricultural practices, facilitating access to market-based incentives [2][4] - Farmers can choose to participate in the integrated platform, sharing data securely through Bushel Farm, which supports documentation and carbon scoring [2][6] - The pilot customer for this integration is the Gevo North Dakota ethanol facility, reflecting progress towards the goals of the North Dakota-supported CSEA grant [3] Group 2: Market Context and Demand - There is an increasing demand for transparent grain sourcing, and the integration helps farmers and processors prepare for potential policy shifts while meeting program requirements [4][5] - Recent guidance from the U.S. Department of the Treasury under Section 45Z highlights the importance of verifiable carbon intensity data in determining program eligibility and value [5] - The integration aims to create more market-based opportunities by securely connecting data, addressing the needs of farmers while preparing the industry for future developments [6] Group 3: Company Profiles - Verity Holdings specializes in carbon project development and offers a digital MRV platform, focusing on maximizing the value of environmental benefits [7] - Gevo, Inc. is a diversified energy company committed to producing cost-effective, renewable fuels and strengthening rural economies through innovative technology [8][9] - Bushel is an independent software company providing integrated workflow solutions for agriculture, powering over 3,500 grain and ag retail facilities and serving more than 100,000 farmers [10]

Core Viewpoint - Calumet, Inc. (CLMT) shares experienced a significant increase of 5.5% in the last trading session, closing at $23.99, supported by strong trading volume and a 16.4% gain over the past four weeks [1][2]. Group 1: Company Performance and Strategy - The surge in Calumet's stock price is attributed to its commitment to producing cleaner, high-value fuels from petroleum and renewable feedstocks, alongside strong regulatory support for domestic agricultural and biofuels [2]. - Calumet operates through three segments: specialty products and solutions, performance brands, and Montana/Renewables, with the MaxSAF 150 project expected to commence operations in the first half of 2026 [2]. - The company has secured buyers for 100 million gallons of sustainable aviation fuel (SAF) through signed agreements and preliminary commitments, indicating robust demand bolstered by U.S. EPA regulatory support [2][3]. Group 2: Financial Expectations - Calumet is projected to report a quarterly loss of $0.67 per share, reflecting a year-over-year decline of 42.6%, while revenues are anticipated to reach $1.07 billion, marking a 12.8% increase from the previous year [4]. - The consensus EPS estimate for Calumet has been revised down by 43.8% over the last 30 days, suggesting a negative trend in earnings estimate revisions, which typically does not correlate with stock price appreciation [5]. Group 3: Industry Context - Calumet, Inc. holds a Zacks Rank of 3 (Hold) within the Oil and Gas - Integrated - United States industry, indicating a neutral outlook [6]. - Tidewater (TDW), another company in the same industry, saw a 1.1% increase in its stock price, closing at $65.35, and has returned 24.4% over the past month, highlighting competitive performance within the sector [6][7].

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]

Core Insights - Gevo is focusing on profitability and increasing adjusted EBITDA, particularly at its North Dakota ethanol facility with carbon capture, which is seen as a transformational acquisition [1][6] - The company is experiencing a leadership transition, with Paul Bloom set to become CEO in April, while founder Patrick Gruber will take on the role of executive chair [2][3][6] Operational Priorities - Management aims to improve profitability at the North Dakota site, targeting a capacity increase to approximately 75 million gallons and advancing "Project Northstar," an alcohol-to-jet (ATJ) plant with a capacity of around 30 million gallons [6][10] - The company is actively pursuing financing for Project Northstar, with an expected total installed capital of just over $500 million [5][11] Market Outlook - Gevo identifies a significant U.S. jet fuel shortfall of approximately 2.3 billion gallons by 2035, presenting a scaling opportunity for the company [5][8] - The company emphasizes the need for "drop-in" fuels that are compatible with existing infrastructure, allowing for blending with conventional jet fuel [9] Financial Performance - Gevo's revenue run rate is projected to be between $150 million and $200 million, with a path toward substantially higher EBITDA and near-term neutral to positive operating cash flow [5][12] - The company reported an adjusted non-GAAP EBITDA of $6.7 million in the last quarter, with expectations for this to increase over the coming quarters [12] Technology Development - Gevo has been awarded an additional patent in its ethanol-to-olefins (ETO) portfolio, which could potentially reduce capital and operating costs by up to 35% [13] - The company is exploring marine fuel markets and is interested in isobutanol for performance marine applications [14] Strategic Initiatives - The company is focused on monetizing carbon-related revenue, including clean fuel production tax credits that could reach up to $1 per gallon, depending on carbon intensity [10] - Gevo is also working on expanding its carbon business and advancing financing for its first ATJ30 plant as a foundation for broader replication [15]

Core Viewpoint - Gevo, Inc. is undergoing a leadership transition with Paul Bloom set to become the new CEO, while Patrick Gruber will step down, and this change is expected to align with the company's future goals [1] Group 1: Leadership Transition - Paul Bloom, the current President, will take over as CEO from Patrick Gruber during a virtual fireside chat scheduled for January 23, 2026 [1] - The discussion will focus on the leadership transition plans and their implications for Gevo's future [1] Group 2: Company Overview - Gevo is a diversified energy company focused on renewable fuels and chemicals, aiming to enhance energy security and support rural economic growth [2] - The company produces a range of renewable products, including sustainable aviation fuel (SAF), motor fuels, and chemicals, utilizing innovative technology [2] - Gevo operates an ethanol plant with a carbon capture and storage (CCS) facility and one of the largest dairy-based renewable natural gas (RNG) facilities in the U.S. [2] - The company is developing the world's first large-scale alcohol-to-jet (ATJ) facility at its North Dakota site, building on its experience since 2012 [2] - Gevo's business model emphasizes job creation and community revitalization through the development and operation of production facilities [2] - The company employs a market-driven "pay for performance" approach to carbon and sustainability attributes, enhancing local economic value [2]

Core Viewpoint - Phillips 66 Limited has agreed to acquire Lindsey Oil Refinery assets and associated infrastructure, which is expected to enhance the company's operations and contribute to UK energy security [1][3][4]. Group 1: Acquisition Details - The acquisition is pending completion subject to regulatory clearances and follows a bidding process managed by FTI Consulting after the Official Receiver was appointed liquidator in June 2025 [1][2]. - The company has decided not to restart standalone operations at the Lindsey Oil Refinery due to its limitations in scale, facilities, and capabilities, deeming it not viable in its current form [2]. Group 2: Strategic Integration - The acquired assets will be integrated into the Humber Refinery operations, which will improve fuel supply to UK customers and create future growth opportunities for both renewable and traditional fuels [3][6]. - The strategic investment is expected to support hundreds of high-quality jobs and bolster the local economy through site operations and future investments [3][4]. Group 3: Company Background - Phillips 66 Limited is a wholly owned subsidiary of Phillips 66, operating in the UK for over 60 years and owning the Humber Refinery, which meets the UK's demand for liquid fuels [5][7]. - The company is focused on producing sustainable aviation fuel, graphite coke for electric vehicle batteries, and other transportation fuels, thereby strengthening its refining capabilities and distribution network [6].

Core Viewpoint - Valero Energy Corporation is set to release its financial and operational results for Q4 and full year 2025 on January 29, 2026, with a conference call scheduled for discussion [1] Company Overview - Valero Energy Corporation is a multinational manufacturer and marketer of petroleum-based and low-carbon liquid transportation fuels and petrochemical products, primarily selling in the U.S., Canada, the U.K., Ireland, and Latin America [2] - The company operates 15 petroleum refineries in the U.S., Canada, and the U.K., with a combined throughput capacity of approximately 3.2 million barrels per day [2] - Valero is a joint venture member in Diamond Green Diesel Holdings LLC, producing low-carbon fuels including renewable diesel and sustainable aviation fuel (SAF), with a production capacity of about 1.2 billion gallons per year in the U.S. Gulf Coast region [2] - The company owns 12 ethanol plants in the U.S. Mid-Continent region, with a combined production capacity of approximately 1.7 billion gallons per year [2] - Valero manages its operations through its Refining, Renewable Diesel, and Ethanol segments [2]

Core Points - Valero Energy Corporation announced the retirement of CFO Jason Fraser, effective December 31, 2025, with Homer Bhullar appointed as the new CFO starting January 1, 2026 [1][2][3] Management Transition - Jason Fraser has been with Valero since 1999 and has held various leadership roles, including General Counsel, contributing significantly to the company's success [2] - Homer Bhullar has been with Valero since 2014 and has served as Vice President-Investor Relations and Finance since April 2021, bringing extensive experience in finance and leadership to the CFO role [3] Company Overview - Valero Energy Corporation is a multinational manufacturer and marketer of petroleum-based and low-carbon liquid transportation fuels, operating 15 refineries with a combined throughput capacity of approximately 3.2 million barrels per day [4][5] - The company also produces low-carbon fuels through its joint venture in Diamond Green Diesel Holdings LLC, with a production capacity of about 1.2 billion gallons per year [5]

Washington, D.C. 20549 PRE-EFFECTIVE AMENDMENT NO. 3 TO Table of Contents As filed with the Securities and Exchange Commission on May 22, 2023 Registration No: 333-269735 UNITED STATES SECURITIES AND EXCHANGE COMMISSION FORM S-1 REGISTRATION STATEMENT UNDER (Primary Standard Industrial Classification Code Number) (I.R.S. Employer THE SECURITIES ACT OF 1933 LanzaTech Global, Inc. (Exact name of registrant as specified in its charter) Delaware 8731 92-2018969 (State or other jurisdiction of incorporation or o ...