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Gevo Inc. (GEVO): Deep Dive on Carbon Strategy Fueling 62% EBITDA CAGR to 2030E

Published 2 months, 1 week ago
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Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they break down WTR’s latest deep-dive report on Gevo including financial forecasts. Gevo is a leading renewable fuels and chemicals company focused on producing low-carbon alternatives to fossil fuels, including low-carbon ethanol, sustainable aviation fuel (SAF), and renewable natural gas. Its integrated carbon strategy features biogenic CO₂ capture and permanent storage, digital carbon tracking via the Verity platform, and modular Alcohol-to-Jet (ATJ) technology. The North Dakota Red Trail acquisition added a profitable ethanol plant, a large and scalable carbon capture system, and prime location for ATJ (SAF) expansion. In the longer-term, third-party CCS and ATJ-30 technology sales are significant drivers. 

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