Gevo Inc

Gevo, Inc. is a diversified energy company. The Company’s segments include Gevo, GevoFuels, GevoRNG and Gevo North Dakota (GevoND). The Gevo segment is responsible for all research and development activities related to the future production of SAF, commercial opportunities for other renewable hydrocarbon products, such as hydrocarbons for gasoline blendstocks and diesel fuel; ingredients for the chemical industry, such as ethylene and butene; plastics and materials, and other chemicals. The GevoFuels segment is focused on advancing practical, low-carbon energy alternatives that promote energy independence and strengthen the economy. The GevoRNG segment is a project that leverages anaerobic digestion technology to capture and convert methane emissions into renewable natural gas. The GevoND segment includes advanced CCS technologies and low-carbon ethanol assets at a facility in North Dakota, enhancing its portfolio of integrated carbon abatement solutions.

• PPA pricing trends ($/MWh) (leading)
• Order book / installed capacity backlog (leading)
• Installation cost curves (LCOE) (trend)
• Inverter / battery $/kWh trajectory (trend)
• Grid-interconnection queue depth (coincident)

• China solar/wind tariffs + IRA domestic-content rules · exposure: very high
• Rare-earth supply (China = ~85% global rare-earth processing) · exposure: high
• Permitting + grid-connection bottlenecks · exposure: high
• Energy security policy shifts · exposure: medium-high

• MW shipped / installed — core volume metric
• EBITDA margin % — 8-15% manufacturers; 20-40% developers
• Order backlog months — 12-24 months healthy
• Capacity factor (utility scale) — wind 35%+, solar 18%+, varies geo
• LCOE trajectory — decreasing = competitive vs grid

Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.