GEVO

Over the past six months, Gevo's stock price has been impacted by several events including the Q1 2026 Earnings Release on May 7, 2026, and the Annual General Meeting on May 20, 2026. The Q2 2026 Earnings Release on August 6, 2026, reported earnings and revenue surprises and raised financial expectations for full-year 2026. Gevo also reported a significant non-cash impairment charge of $135.8 million for the second quarter ended June 30, 2026. In April 2026, Gevo withdrew its application for a $1.6 billion federal loan guarantee for its Lake Preston, South Dakota ATJ plant due to non-viable regulatory requirements, which led to a stock price decline; the company is now pursuing alternative financing for its ATJ-30 project at its North Dakota facility. In February 2026, Gevo borrowed an additional $70 million through an amended credit facility. Leadership alignment saw the appointment of Greg Hanselman as Chief Operating Officer on August 26, 2026. Progress on the North Dakota debottlenecking project was announced on September 14, 2026, aiming to increase carbon capture and low-carbon ethanol production. On September 16, 2026, Praj and Gevo formed an alliance to advance Bio-Isobutanol (Bio-IBA) in India. Gevo also revised its 2026 adjusted EBITDA outlook upwards to approximately $60 million, driven by expanded carbon monetization opportunities, Canada's Clean Fuel Regulations, and higher expected 45Z credits.