Gevo (GEVO) WTR Insights Conference: Powered by The Small Cap Showcase summary

Business overview and technology

• Focuses on producing low carbon fuels and chemicals from non-fossil resources, compatible with existing infrastructure.

• Operates ethanol and renewable natural gas assets, with ethanol serving as feedstock for Sustainable Aviation Fuel (SAF).

• Utilizes carbon capture and sequestration, being one of three ethanol plants globally with fully permitted Class VI operations.

• Achieves significant greenhouse gas reductions by optimizing farming practices and process efficiency.

• Integrates heat and energy management to further lower carbon intensity.

Market opportunity and demand

• U.S. jet fuel demand is 20–25 billion gallons annually, expected to grow 10% over the next decade.

• SAF production is minimal compared to total jet fuel demand, presenting a large growth opportunity.

• Ethanol and cereal crop supply in the U.S. is abundant, enabling scale-up of SAF production.

• Airlines are beginning to use SAF, but current supply is far below demand.

Carbon capture and revenue model

• Carbon capture is central, leveraging a strategic location above porous rock for long-term sequestration.

• Can capture up to 1 million tons of CO2 per year, currently utilizing 17% of available pore space.

• Revenue streams include RINs, low carbon fuel credits, and federal tax credits, with margins over $1/gallon for low carbon ethanol.

• Sells carbon removal to major corporations seeking to offset emissions.