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Gevo

Produces sustainable aviation fuel and chemicals

Overview

Gevo produces renewable fuels and chemicals, focusing on sustainable aviation fuel (SAF), isobutanol, and renewable gasoline. It uses its Gevo Integrated Fermentation Technology to convert renewable feedstocks into isobutanol, which is upgraded into renewable hydrocarbon products. The fuels are designed as drop-in replacements that work with existing engines and fueling infrastructure. Gevo differentiates itself by controlling the full feedstock-to-fuel value chain and licensing its technology, aiming to reduce greenhouse gas emissions and offer cost-competitive, low-carbon options in global energy and transportation.

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About Gevo

Simplify's Rating
Why Gevo is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Industrial & ManufacturingEnergyBiotechnology

Company Size

51-200

Company Stage

IPO

Headquarters

Englewood, CO

Founded

2005

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What believers are saying

  • Gevo expects over $50 million carbon revenue in 2026, announced October 22, 2026.
  • Q2 2026 revenue reached $46.5 million, while adjusted EBITDA hit $11.08 million.
  • BlackRock disclosed 10.8% ownership on November 4, 2026, supporting capital access.

What critics are saying

  • Gevo abandoned South Dakota ATJ-60 in August 2026 after a $176 million impairment.
  • Financing for the North Dakota expansion still targets second-half 2026 closing with Ara Energy.
  • If Project Northstar misses year-end FID, Gevo loses its only credible SAF growth path.

What makes Gevo unique

  • Gevo North Dakota combines ethanol, CCS, and Class VI storage in one site.
  • Its 2026 carbon platform monetizes verified removals through CEEZER and ClimeFi.
  • Praj's October 2026 India deal extends Gevo's Bio-IBA licensing into diesel blending.

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Funding

Total Funding

$626.3M

Above

Industry Average

Funded Over

10 Rounds

Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Debt Funding Comparison Coming Soon

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Performance Bonus

Stock Price

Growth & Insights and Company News

6 month growth

0%

1 year growth

-1%

2 year growth

0%
MarketScreener
Oct 28th, 2026
Gevo, Inc. announces appointment of K?Lynne Johnson as director, effective November 4, 2026.

Gevo, Inc. announces appointment of K?Lynne Johnson as director, effective November 4, 2026. Published on 10/28/2026 at 09:51 am EDT S&P Capital IQ Gevo, Inc. announced the appointment of K?Lynne Johnson to its Board of Directors. Johnson brings more than three decades of innovation and executive leadership experience spanning sustainable technologies, global research and development, manufacturing operations, and enterprise transformation. Johnson is an entrepreneurial leader who has successfully delivered results in both building new businesses and transforming existing large traditional commodity organizations. In addition, she has deep experience developing motivated, capable managers, teams and individuals while aligning global, complex organizations to deliver positive results. Johnson is founder and former President and Chief Executive Officer of Elevance Renewable Sciences, Inc., a specialty chemicals company that developed and commercialized a proprietary technology platform using biobased feedstocks to produce alternatives to conventional petrochemicals and oleochemicals. Before joining Elevance, Johnson held senior leadership roles at BP Innovene Inc., BP Chemicals, and Amoco Corporation. Johnson currently serves as a director of FMC Corporation, Trinseo PLC, J.M. Huber Corporation, and BlueScope Steel Limited. She also serves as independent board chair of DMC Biotechnologies and previously served on the boards of TPC Group, Sylvatex Corporation, and The Morton Arboretum. Johnson holds a Master of Organizational Behavior from the Brigham Young University Marriott School of Management and a Bachelor of Science in Psychology from Brigham Young University. The addition of K?Lynne Johnson to the Gevo Board of Directors is effective November 4, 2026. (C) S&P Capital IQ - 2026

Associated Press
Oct 22nd, 2026
Gevo expects carbon business to deliver over $50M revenue in 2026

Gevo expects its carbon business to deliver over $50 million of revenue in 2026, independent of US federal incentives such as the Section 45Z Clean Fuel Production Credit. The Colorado company announced the forecast in a business update on October 22, 2026. About $20 million came in the third quarter from selling banked Canadian Clean Fuel Regulation credits. The carbon business is expected to add $30 million annually at current production rates and market conditions. Gevo also sold $70 million of Section 45Z tax credits for 2026. A planned expansion of Gevo North Dakota, expected in 2028, could roughly double revenue from the carbon business and other streams. A final investment decision is expected in the fourth quarter of 2026.

MarketScreener
Oct 14th, 2026
Gevo, Inc. announces first multi-year carbon removal credits supply agreement through CEEZER.

Gevo, Inc. announces first multi-year carbon removal credits supply agreement through CEEZER. Published on 10/14/2026 at 09:50 am EDT S&P Capital IQ Gevo, Inc. announced a three-year agreement with CEEZER for the sale of CDR credits generated at Gevo's North Dakota carbon capture and sequestration project. Gevo will supply durable carbon dioxide removal (CDR) credits from Gevo North Dakota, one of the world?s first commercial Bioenergy with Carbon Capture and Storage (BECCS) ethanol plants, under a long-term agreement. CEEZER will procure and manage the removal portfolio on behalf of a global Fortune 500 enterprise software company. This first multi-year agreement for Gevo supports its path toward a carbon business exceeding $30 million in annual revenue from existing operations. The agreement of a five-figure volume of tons of contracted CDRs through 2029 expands Gevo's growing portfolio of contracted carbon removal credit sales. The contracted CDRs will be generated by Gevo North Dakota, which captures biogenic carbon dioxide from ethanol production and permanently stores it through geological sequestration. The resulting CDRs are designed to provide verifiable, durable carbon removal that can be used by organizations pursuing net-zero and climate commitments. (C) S&P Capital IQ - 2026

GlobeNewswire
Oct 14th, 2026
Gevo announces first multi-year carbon removal credits supply agreement through CEEZER.

Gevo announces first multi-year carbon removal credits supply agreement through CEEZER. Three-Year delivery of durable carbon removals from Gevo North Dakota to a leading global enterprise software company. October 14, 2026 08:13 ET | Source: Gevo, Inc. * Gevo will supply durable carbon dioxide removal (CDR) credits from Gevo North Dakota, one of the world's first commercial Bioenergy with Carbon Capture and Storage (BECCS) ethanol plants, under a long-term agreement * CEEZER will procure and manage the removal portfolio on behalf of a global Fortune 500 enterprise software company ENGLEWOOD, Colo., Oct. 14, 2026 (GLOBE NEWSWIRE) - Gevo, Inc. (NASDAQ: GEVO) today announced a three-year agreement with CEEZER, a leading carbon management platform for enterprise customers, for the sale of CDR credits generated at Gevo's North Dakota carbon capture and sequestration project. This first multi-year agreement for Gevo supports its path toward a carbon business exceeding $30 million in annual revenue from existing operations. The agreement of a five-figure volume of tons of contracted CDRs through 2029 expands Gevo's growing portfolio of contracted carbon removal credit sales. Gevo believes this transaction further validates both the market demand for high-quality, durable carbon removals generated through BECCS as well as a broader move among corporate buyers from one-off purchases towards multi-year offtakes that secure supply, price and quality for high-durability removals. "We expect increased sales to buyers seeking permanent carbon removal solutions backed by the rigorous measurement, reporting and verification standards Gevo provides," said Gevo Chief Carbon Officer Alex Clayton. "Gevo is a high-integrity, high-quality producer who can supply today to meet market needs. It's encouraging to see customers now moving to multi-year agreements and we anticipate more as companies continue to secure long-term access to durable carbon removal solutions." The contracted CDRs will be generated by Gevo North Dakota, which captures biogenic carbon dioxide from ethanol production and permanently stores it through geological sequestration. The resulting CDRs are designed to provide verifiable, durable carbon removal that can be used by organizations pursuing net-zero and climate commitments. "Companies building carbon removal portfolios increasingly need certainty of supply, price and quality over several years, not just individual purchases," said CEEZER Senior Vice President of Sourcing & Delivery Stephan Fuechtenhans. "Seeing Gevo's operation, including on-site storage and supply chain, during our team's recent site visit confirmed the kind of traceability our clients look for. Long-term offtakes with suppliers that combine an operating project with a proven delivery record are becoming central to how companies meet their long-term climate goals." Gevo believes its Gevo North Dakota project is among the first commercial-scale U.S. BECCS projects delivering verified carbon removal credits at scale to the voluntary carbon market and this agreement further demonstrates the commercial opportunity created by Gevo's carbon capture and storage infrastructure. By generating durable carbon removal credits from existing operations, Gevo is building a growing carbon business that complements its low-carbon fuels strategy while creating an additional source of potential recurring revenue. The company believes increasing demand for high-integrity carbon removals and a limited supply of delivered credits position it well for additional long-term customer agreements. About Gevo North Dakota's Carbon Project At Gevo North Dakota, carbon dioxide (CO[2]) from fermentation is stored more than a mile beneath the plant, with permanence exceeding 1,000 years and no pipeline needed. Each stored ton can generate a CDR credit, which companies buy to offset emissions. According to CDR.fyi, across the CDR market, only about 3% of roughly 50 million contracted tons has been delivered. Gevo is among those delivering CDR credits, serving customers such as Nasdaq and Whirlpool. Amgen and PayPal appear on its registry as well through purchases from intermediaries. About Gevo Gevo is a next-generation diversified energy company committed to fueling America's future with cost-effective, drop-in fuels that contribute to energy security, abate carbon, and strengthen rural communities to drive economic growth. Gevo's innovative technology can be used to make a variety of renewable products, including sustainable aviation fuel (SAF), motor fuels, chemicals, and other materials that provide U.S.-made solutions. Gevo's business model includes developing, financing, and operating production facilities that create jobs and revitalize communities. Gevo owns and operates an ethanol plant with an adjacent carbon capture and storage (CCS) facility and Class VI carbon-storage well. Gevo also owns and operates one of the largest dairy-based renewable natural gas (RNG) facilities in the United States, turning by-products into clean, reliable energy. Additionally, Gevo developed the world's first production facility for specialty alcohol-to-jet (ATJ) fuels and chemicals operating since 2012. Gevo is currently developing the world's first large-scale ATJ facility to be co-located at our North Dakota site. Gevo's market-driven "pay-for-performance" approach regarding carbon and other sustainability attributes helps deliver value to our local economies. Through its Verity subsidiary, Gevo provides transparency, accountability, and efficiency in tracking, measuring, and verifying various attributes throughout the supply chain. By strengthening rural economies, Gevo is working to secure a self-sufficient future and to make sure value is brought to the market. About CEEZER CEEZER is the leading partner for Climate Performance Asset procurement and management, empowering organizations to transform climate ambition into a clear path to net-zero. It offers transparent access to high-quality carbon credits, Energy Attribute Certificates (EACs), and Sustainable Aviation Fuel Certificates (SAFc) worldwide, combining proprietary risk assessment technology with expert guidance. Trusted by major organizations including Deutsche Telekom, LGT, and Nasdaq, CEEZER provides the confidence needed to implement effective climate action strategies. Forward-Looking Statements Certain statements in this press release may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements relate to a variety of matters, including, without limitation, the expected strength and size of Gevo's carbon business, expected market demand for carbon removal credits and other statements that are not purely statements of historical fact. These forward-looking statements are made on the basis of the current beliefs, expectations and assumptions of the management of Gevo and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Gevo undertakes no obligation to update or revise these statements, whether as a result of new information, future events or otherwise. Although Gevo believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Gevo in general, see the risk disclosures in the Annual Report on Form 10-K of Gevo for the year ended December 31, 2025, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the U.S. Securities and Exchange Commission by Gevo.

GlobeNewswire
Oct 8th, 2026
Gevo and ClimeFi complete carbon removal transaction, advancing Gevo's growing carbon business.

Gevo and ClimeFi complete carbon removal transaction, advancing Gevo's growing carbon business. Transaction supports Gevo's path toward a carbon business exceeding $30 million in annual revenue from existing operations. October 08, 2026 08:13 ET | Source: Gevo, Inc. ENGLEWOOD, Colo., Oct. 08, 2026 (GLOBE NEWSWIRE) - Gevo, Inc. (NASDAQ: GEVO) today announced the successful sale and delivery of 10,000 carbon dioxide removal credits through ClimeFi to the ultimate corporate buyer as part of its carbon management strategy. "This transaction demonstrates that the market recognizes the value of permanent carbon removals generated from proven infrastructure and real-world..." "This transaction demonstrates growing demand for high-integrity, permanent carbon removals and validates Gevo's strategy of building a durable, diversified..." "With proven sequestration infrastructure, commercial operations and access to both compliance and voluntary carbon markets, we believe our existing..." "Demand for high-quality, durable carbon removals continues to accelerate as more corporations enter the market with the goal to move beyond climate..." The transaction demonstrates growing demand for durable carbon removals generated at Gevo North Dakota, where biogenic carbon dioxide from ethanol production is captured and permanently stored through geologic sequestration. Since carbon capture operations began at the facility, it has generated more than 700,000 tons of carbon dioxide removal. "This transaction validates Gevo's strategy of building a durable, diversified carbon business alongside our low-carbon fuels platform," said Gevo Chief Executive Officer Paul Bloom. "With proven sequestration infrastructure, commercial operations and access to both compliance and voluntary carbon markets, we believe our existing operations can support a growing carbon business and create a meaningful contributor to earnings, cash generation and shareholder value." ClimeFi serves as a partner for corporate buyers in building and managing carbon removal portfolios. Through this transaction, ClimeFi sourced and facilitated the transfer of Gevo's carbon removal credits to support the buyer's carbon management strategy. "Customers looking for high-integrity carbon credits can count on Gevo to deliver," said Gevo Chief Carbon Officer Alex Clayton. "As more corporations enter the market, we will continue to provide permanent carbon removals generated from proven infrastructure and real-world operations." The sale reflects growing interest in bioenergy with carbon capture and storage (BECCS) as a scalable source of durable carbon removal. Gevo believes its Gevo North Dakota project is among the first commercial-scale U.S. BECCS projects delivering verified carbon removal credits to the voluntary carbon market. About Gevo North Dakota's Carbon Project At Gevo North Dakota, carbon dioxide (CO[2]) from fermentation is stored more than a mile beneath the plant, with permanence exceeding 1,000 years and no pipeline needed. Each stored ton can generate a carbon dioxide removal (CDR) credit, which companies buy to offset emissions. According to CDR.fyi, across the CDR market, only about 3% of roughly 50 million contracted tons has been delivered. Gevo is among those delivering CDR credits, serving customers such as Nasdaq and Whirlpool. Amgen and PayPal appear on its registry as well through purchases from intermediaries. About Gevo Gevo is a next-generation diversified energy company committed to fueling America's future with cost-effective, drop-in fuels that contribute to energy security, abate carbon, and strengthen rural communities to drive economic growth. Gevo's innovative technology can be used to make a variety of renewable products, including sustainable aviation fuel (SAF), motor fuels, chemicals, and other materials that provide U.S.-made solutions. Gevo's business model includes developing, financing, and operating production facilities that create jobs and revitalize communities. Gevo owns and operates an ethanol plant with an adjacent carbon capture and storage (CCS) facility and Class VI carbon-storage well. Gevo also owns and operates one of the largest dairy-based renewable natural gas (RNG) facilities in the United States, turning by-products into clean, reliable energy. Additionally, Gevo developed the world's first production facility for specialty alcohol-to-jet (ATJ) fuels and chemicals operating since 2012. Gevo is currently developing the world's first large-scale ATJ facility to be co-located at our North Dakota site. Gevo's market-driven "pay-for-performance" approach regarding carbon and other sustainability attributes helps deliver value to our local economies. Through its Verity subsidiary, Gevo provides transparency, accountability, and efficiency in tracking, measuring, and verifying various attributes throughout the supply chain. By strengthening rural economies, Gevo is working to secure a self-sufficient future and to make sure value is brought to the market. Forward-Looking Statements Certain statements in this press release may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements relate to a variety of matters, including, without limitation, the expected strength and size of Gevo's carbon business, expected market demand for carbon removals and other statements that are not purely statements of historical fact. These forward-looking statements are made on the basis of the current beliefs, expectations and assumptions of the management of Gevo and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Gevo undertakes no obligation to update or revise these statements, whether as a result of new information, future events or otherwise. Although Gevo believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Gevo in general, see the risk disclosures in the Annual Report on Form 10-K of Gevo for the year ended December 31, 2025, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the U.S. Securities and Exchange Commission by Gevo.

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