Gevo says Q2 actions could more than double 2026 adjusted EBITDA; targets >$70M 45Z monetization

Gevo reports Q2 progress that could potentially more than double its 2026 non-GAAP Adjusted EBITDA.

Key Highlights:

• Completed Canada Clean Fuel Regulation carbon-intensity pathway and initiated sales of CFR credits; Q3 2026 results to include these sales.
• Notable repeat voluntary CDR sales: 8,500 tons CO2e retired by Nasdaq and launch of direct CDR purchases at gevocarbon.com.
• Targeting monetization of more than $70 million in Section 45Z tax credits during 2026; proceeds expected to show in H2 cash results.
• Debottlenecking Gevo North Dakota to 75M gallons/year underway (on track/on budget) targeting 10–15% growth starting 2027.
• Finished FEL-3 for Project Northstar (ATJ-30) with estimated construction capex ~$600M ±10%; site-specific costs up ~$100M.

Original SEC Filing:

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