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    Whitney Mutalemwa • Jefferies

    Whitney Mutalemwa's questions to Gevo Inc (GEVO) leadership

    Whitney Mutalemwa's questions to Gevo Inc (GEVO) leadership • Q2 2025

    Question

    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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    Whitney Mutalemwa's questions to Gevo Inc (GEVO) leadership • Q1 2025

    Question

    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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