---
schema_version: "secwatch.filing_event.v1"
accession: "0001392380-23-000022"
form_type: "8-K"
ticker: "GEVO"
cik: "0001392380"
company_name: "Gevo, Inc."
filed_at: "2023-04-25T23:59:59+00:00"
generated_at: "2026-06-16T15:57:02.172394+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Gevo's renewable hydrocarbons supply agreement with Trafigura terminated after technology shift

## Summary
- Trafigura terminated the 10-year Renewable Hydrocarbons Purchase and Sale Agreement effective April 19, 2023.
- Gevo changed from isobutanol to ethanol fermentation technology, making it unable to produce renewable isooctane and isobutylene as originally agreed.
- Parties attempted to renegotiate but failed; no liability or further obligations upon termination.
- Agreement originally contemplated supply of 20-30 million gallons per year of renewable hydrocarbons at indexed prices.

## SEC filing metadata
- accession: 0001392380-23-000022
- form_type: 8-K
- ticker: GEVO
- cik: 0001392380
- company_name: Gevo, Inc.
- filed_at: 2023-04-25T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1392380/000139238023000022/0001392380-23-000022-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1392380/000139238023000022/noticker-20230419.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001392380-23-000022
- JSON: https://secwatch.observer/filing/0001392380-23-000022.json
- Plain text: https://secwatch.observer/filing/0001392380-23-000022.txt

## Key facts
- Material Agreements
  Gevo, Inc. terminated Renewable Hydrocarbons Purchase and Sale Agreement (as amended, the "Amended Agreement") with Trafigura Trading LLC (effective 2023-04-19).
  - Action: termination
  - Agreement: supply
  - Counterparty: Trafigura Trading LLC
  - Effective: 2023-04-19
  source text: On April 19, 2023, Gevo, Inc. (“Gevo”) received a notice of termination (the "Notice") from Trafigura Trading LLC ("Trafigura" and, together with Gevo, the “Parties” and, each, a “Party”) with respect to that certain Renewable Hydrocarbons Purchase and Sale Agreement by and between the Parties, dated August 14, 2020 (the "Agreement"), as amended by Amendment No. 1 to Renewable Hydrocarbons Purchase and Sales Agreement by and between the Parties, dated October 4, 2021 (the "Amendment" and, together the Agreement, the "Amended Agreement").
  evidence_url: https://www.sec.gov/Archives/edgar/data/1392380/000139238023000022/0001392380-23-000022-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.