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Whitney Mutalemwa

Research Analyst at Jefferies Financial Group Inc.

Whitney Mutalemwa is currently an Equity Research Senior Associate at Jefferies, specializing in equity research and capital markets analysis with a focus on companies in the alternative energy and climate tech sectors, including Gevo Inc. Known for rigorous earnings call participation and in-depth industry questions, Mutalemwa has contributed to detailed financial assessments of covered companies. After earning a degree from Smith College in 2020, Whitney began her professional journey at Keene Advisors, moved to Deutsche Bank Securities as an analyst, and joined Jefferies in early 2022. She holds recognized financial industry credentials and is known for her sharp analytical skills and clear communication in research engagements.

Whitney Mutalemwa's questions to Gevo (GEVO) leadership

Question · Q2 2025

Whitney Mutalemwa of Jefferies inquired about the monetization of Clean Fuel Production Credits (CFPC), asking why biogas credits hadn't been monetized yet and what the expected cadence would be for the RNG business.

Answer

CFO Leke Agiri clarified that the recent $22 million sale did include credits from the RNG business alongside ethanol. He explained the transaction structure is similar for both assets and that the company expects to monetize the remaining 2025 credits and has a pathway to place its 2026 credits as well.

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Question · Q1 2025

Whitney Mutalemwa of Jefferies, on behalf of Dushyant Ailani, inquired about Gevo's expected cash cadence for 2025 and requested a timeline comparison for the new 30 million gallon per year alcohol-to-jet (ATJ-30) project versus the existing ATJ-60 project.

Answer

CEO Patrick Gruber clarified that the previously planned $40 million in CapEx for ATJ-60 would be reduced for the year as the company awaits clarity on the Department of Energy (DOE) loan timeline. He noted that resources are shifting to the ATJ-30 project and that a planned refinancing of the RNG plant will also free up cash. Gruber stated the timeline for the ATJ-30 project is expected to be the "same or sooner" than ATJ-60, as it leverages existing engineering in a smaller, modular, and more cost-effective format.

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Gevo Maps $110M EBITDA Path 'Without Building an ATJ Plant' at Noble Capital Conference

Gevo Maps $110M EBITDA Path 'Without Building an ATJ Plant' at Noble Capital Conference

GEVO4h ago