Gevo expects 2026 non-GAAP Adjusted EBITDA to more than double prior estimates; targets >$70M in 45Z credits

Gevo, Inc.

Opened Canada CFR carbon intensity pathway for low-carbon ethanol with CCS; initiated CFR credit sales.
Debottlenecking Gevo North Dakota to 75M gal/yr ethanol by 2026; expansion to 150M gal/yr targeted for 2028.
Project Northstar (SAF) FEL-3 capex ~$600M; process modules within 2% of prior estimate, site-specific costs up $100M.
Considering exiting Lake Preston SAF project; expects significant non-cash write-downs but no further cash spend.
RNG production averaging 106% of budget; cost optimization targeting >$5M run-rate reduction in 2026.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.