Verde Clean Fuels, Inc. Class A (VGAS)

Verde Clean Fuels, Inc. (VGAS) stock price has declined in the past six months. As of November 20, 2025, the share price was $2.95, representing a 30.75% decrease from $4.26 on November 21, 2024. Key events include the business combination with CENAQ Energy Corp. in February 2023, a joint development agreement with Cottonmouth Ventures in February 2024 for a natural gas-to-gasoline facility in the Permian Basin, a $50 million equity investment by Cottonmouth Ventures in Q1 2025, net losses reported in quarterly earnings reports for Q1, Q2, and Q3 2025, and the ongoing advancement of the Permian Basin project.

Specific information regarding the demand seasonality for Verde Clean Fuels, Inc.'s products and services is not readily available. The demand for renewable fuel, in general, has grown significantly and is expected to continue growing due to federal requirements like the Renewable Fuel Standard (RFS) program.

Verde Clean Fuels, Inc. is a renewable energy company that converts synthesis gas into liquid hydrocarbons, mainly gasoline, using its STG+® process. This process produces fuels like RBOB gasoline from feedstocks such as biomass, MSW, mixed plastics, and natural gas. The company operates in the Process Industries sector, focusing on lower-carbon gasoline and exploring middle distillates like diesel and aviation fuel.

Verde Clean Fuels, Inc. is headquartered in Houston, Texas, and focuses on deploying its liquid fuels processing technology within the United States. It has a strategic partnership with Cottonmouth Ventures LLC in the Permian Basin, Texas, to develop a natural gas-to-gasoline facility. Verde Clean Fuels aims to form similar partnerships in other natural gas-constrained basins and globally.

Verde Clean Fuels, Inc. recognizes the importance of its brand and reputation. The company acknowledges the risk of competitors funding negative campaigns to damage its brand, which could reduce demand and market share. Restoring brand value could be costly and may not be successful. Specific events negatively impacting the company's reputation were not detailed in the provided search results.

Verde Clean Fuels, Inc. has a mixed ownership structure. Institutional investors hold approximately 2.71% to 15.61% of the stock, with major holders including Bluescape Energy Partners LLC, Vanguard Group Inc, and BlackRock, Inc. Insiders hold a significant portion, ranging from 66.52% to 123.03% of the company's shares, with Bluescape Clean Fuels Holdings LLC being the largest individual shareholder. Retail investors hold approximately 0.00% to 27.03% of the stock.