Verde Clean Fuels, Inc. Class A (VGAS)

Over the past six months, Verde Clean Fuels, Inc. (VGAS) stock has experienced a significant decline. The stock fell by -51.6% over the last six months and by -66.6% over the past year. VGAS reached its all-time low of $1.86 USD on January 6, 2026. Key events impacting the stock price include the Q3 2025 results showing a net loss and the announcement of the suspension of its Permian Basin project due to evolving market conditions and increased demand for natural gas in the region.

Specific detailed seasonal patterns for Verde Clean Fuels, Inc.'s products and services are not publicly available. However, the company's focus on producing gasoline and methanol suggests that the demand for its end products generally follows broader market trends for transportation fuels. Gasoline demand is projected to remain strong, and renewable gasoline is readily adoptable, implying a relatively stable underlying demand for the fuel itself.

Verde Clean Fuels, Inc. specializes in converting syngas into liquid hydrocarbons like gasoline and methanol using its STG+® technology, utilizing diverse feedstocks and producing finished liquid fuels. The company operates in the Utilities sector, focusing on Independent Power Producers, and is also in the Energy/Oil and Gas industry. Founded in 2007, it is headquartered in Houston, Texas, with a base in Hillsborough, New Jersey.

Verde Clean Fuels, Inc. is focused on deploying its liquid fuels processing technology through the development of commercial production plants in the United States. A collaborative natural gas-to-gasoline project in the Permian Basin with Diamondback Energy's subsidiary, Cottonmouth Ventures, was paused due to changing market conditions. Verde Clean Fuels believes similar strategic partnerships can be formed in other natural gas-constrained basins, and expects to find global opportunities as well.

Verde Clean Fuels' business is significantly dependent on its ability to maintain and strengthen its brand. Negative publicity could harm its brand and reputation. Verde Clean Fuels has a low MarketRank™ score, ranking higher than only 7% of companies evaluated by MarketBeat and has received a consensus "Sell" rating from analysts. The recent decision to pause the Permian Basin project could be perceived as an event impacting its reputation.

Verde Clean Fuels, Inc. has 88 institutional owners and shareholders, holding a total of 1,595,578 shares. Major institutional shareholders include Bluescape Energy Partners LLC, Vanguard Group Inc, and BlackRock, Inc. Institutions hold 7.59% of common stock, public corporations hold 75.05%, private corporations hold 16.74%, and individuals/insiders hold 0.63%. Bluescape Energy Partners LLC holds 3.628% of equities, and CENAQ Sponsor LLC holds 14.67%. Cottonmouth Ventures LLC, a subsidiary of Diamondback Energy, Inc., is also a significant shareholder.