Ethanol Plant

List of Ethanol Stoccks

Ethanol stocks are publicly traded companies whose business involves producing ethanol alcohol (C2H5OH) made from biomass for use as a fuel in gasoline blends. Common feedstocks include corn and sugar cane.  Ethanol is the most widely produced and used biofuel, and all ethanol stocks are also biofuel stocks. Aemetis, Inc. (AMTX) Andersons Inc (ANDE) Archer Daniels Midland (ADM) Bluefire Renewables (BFRE) Cosan Ltd (CZZ) Green Plains Partners LP (GPP) Green Plains Renewable Energy (GPRE) MGP Ingredients (MGPI) Pacific Ethanol (PEIX) REX American Resources Corp. (REX) SunOpta (STKL) If you know of any ethanol stock that is not listed here and should be, please let us know by leaving a comment. Also for stocks...
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Biofuels & Biobased Earnings Roundup: Gevo

by Jim Lane The Top Line. In Colorado, Gevo (GEVO) reported Q2 revenues of $9.4 million compared with $7.5 million in the same period in 2017. During the second quarter of 2018, revenues derived at the Luverne Facility related to ethanol sales and related products were $8.8 million, an increase of approximately $2.0 million from the same period in 2017. This was primarily a result of increased ethanol production and distiller grain prices in the second quarter of 2018 versus the same period in 2017. Non-GAAP cash EBITDA loss in the three months ended June 30, 2018 was $2.6 million, compared...

Is Gevo still Gevolicious?

Jim Lane Though a panic-inducing analyst report circulates on the internet, the consensus among analysts continues to be bullish on the biobased isobutanol pioneer. With Gevo, Inc.’s stock (NASD:GEVO) in the toilet as of now, trading at $2.00 the company has a market cap of $79 million and $92 million in the bank. When any company much less one with a hot technology is trading at less than its cash-on-hand value, it’s both rare and a reason to reflect on the financial state of affairs. Especially since alarming reports such as David...
Neste renewable diesel

Neste Sells 1 Billionth Gallon of Renewable Diesel

Neste reaches 1B gallons renewable diesel sale, runs in fire trucks, ambulances and school vehicles In Texas, Neste U.S., Inc. (NEF.F, NESTE.HE, NTOIF, NTOIY) is celebrating its 1 billionth gallon of Neste MY Renewable Diesel sold in North America which has effectively helped reduce more than seven million metric tons of greenhouse gas emissions in the Earth’s atmosphere. This is the equivalent of removing 1.6 million passenger vehicles from the road for one year. “There’s never been a better time to take a closer look at the steps we’re taking to ensure we’re leaving our planet in a healthier state for future generations,”...

Biofuels and Biomaterials raise $1.374B in equity in past 12 months

Jim Lane 33 equity transactions, averaging $40M – who got what, for what, from whom – what’s hot now? In Florida, Biofuels Digest reported that advanced biofuels and biomaterials companies raised $1.374 B in equity financing in the past 12 months, based on deal flow reported in the Digest’s daily newsletter and online news service. Overall, the Digest reported 33 transactions, including five successful IPOs, in eight categories. The largest equity raise of the year was $227 million raised by Solazyme(SZYM) in its IPO. Other notable equity raises included $123M raised by Gevo(GEVO) and $150M...

Biochar’s Likely Market Impacts

Biochar is still mostly a research and cottage industry, yet it has the potential to impact returns for a broad range of investors. Tom Konrad, Ph.D., CFA Biochar, or amending soil with biomass-derived carbon, shows great potential to improve the productivity of soils, as well as to increase the utilization of fertilizers by plants, while sequestering carbon to reduce the drivers of climate change.  On August 10, I went to the 2009 North American Biochar Conference to look at the potential for investors.  Before I went, I took a look at the publicly traded companies...
Diamond Green Diesel

Darling’s Renewable Diesel Diamond

In July 2013, Darling Ingredients (DAR:  NYSE) and its joint venture partner Valero Energy (VLO:  NYSE) commissioned the largest facility in North America to convert waste animal fats into renewable diesel.  The facility was strategic located adjacent to Valero’s petroleum refining installation in Norco, Louisiana. At the time the facility was capable of pumping out 12,000 barrels of renewable diesel per day that could be dropped directly into Valero’s distribution network and blended with fossil fuel.  Even at that production level the facility showed promise to deliver strong dividends back to its owners.  The partners named their venture Diamond Green Diesel and celebrated the unparalleled achievement. The two partners in Diamond Green...

Q2 2007 Biofuels Country Attractiveness Indices

Ernst & Young recently came out with its quarterly rankings of the investment attractiveness of the main national biofuel markets (PDF file). The report contains three indices: the All Biofuels Index, the Ethanol Index and the Biodiesel Index. No big surprise with most of the results. The report also outlines some of main deals to have occured in the global biofuels space in Q2, and notes two worrying developments. First, the German biodiesel market appears less than healthy at the moment, with many refiners operating at below...

Earth to Cellulosic Ethanol: Glad You’re Here, What Took So Long?

Jim Lane  Part II of II Cellulosic ethanol arrives at scale “The five years away forever” put to rest but are there troubling waters still ahead? For whom, and why? There’s a gigantic disconnect between two sections in the country as to whether the United States should be celebrating the success or the failure of cellulosic biofuels. Supporters and detractors alike saying that the wave of commercial-scale cellulosic ethanol refineries is a new wave in technology or the latest round in a wave of unimportant hype. We looked at the supporters, the detractors, the...

Velocys Thinking Big with Microreactors

by Debra Fiakas CFA Keep the applause down!  Contain your enthusiasm for yet another biomass- or gas-to-liquids company.  Over the past several weeks I have written about a number of privately-held developers of one technology or another intended to produce a drop-in renewable fuel from biomass or natural gas.  There are more,  In this post we check in on Velocys (VCL:  London), which stands out from the rest as a public company.  No matter that it's technology looks like that of the very next renewable fuel company, it is accessible to minority investors. Until recently Velocys was...

Rentech Retrenches

by Debra Fiakas CFA Clean energy solution provider Rentech, Inc. (RTK:  NYSE) is scheduled to report second quarter 2012 results the first week in August.  Usually the seasonally strong period, this year the June quarter has shareholders sweating.  That is because the warm weather conditions sent farmers out into fields earlier than usual to prepare fields.  Orders for fertilizer products from Rentech’s East Dubuque, Iowa facility were coming even before the end of the March quarter.  The net effect was to pull sales forward.  The question now is whether June will now present...

Corn Ethanol Emissions Savings Skyrocket

Jim Lane In Washington, an explosive new peer-reviewed report from ICF found that greenhouse gas emission reductions from typical corn-based ethanol production have soared to 43 percent compared to 2005-era gasoline. The report projects that by 2022, corn-based ethanol will achieve a 50 percent reduction, and could reach “76 percent in 2022 if there is more widespread adoption of optimal crop production and biorefinery efficiency.” The report, issued by the U.S. Department of Agriculture, based its revolutionary emissions math on a November 2014 study by researchers at Iowa State University, which found that farmers around the world have...

Dyadic: Congenial Customer Relations

by Debra Fiakas CFA A continuous quest to find companies that can turn sales into profits has turned up an unlikely font of cash.  Dyadic International (DYAI:  OTC/PK) is a developer of industrial enzymes.    Back in the day the company sold enzymes to the rag trade to create those fancy jeans with the stone washed look.  More recently Dyadic has worked with Abengoa (ABGB: NASD) and Codexis (CDXS : NASD) in support of their renewable fuel processes. Dyadic uses the fungus Myceliopthora thermophila in a fungal expression system for gene discovery, expression and the production of...

Linc Energy: Making Synthetic Crude From Coal Downunderground

by Debra Fiakas CFA Gas-to-liquids is back on my radar screen after an article appearing in early March 2015 on Biofuels Digest described progress Emerging Fuels Technology (EFT) has made in perfecting the Fischer-Tropsch process to convert carbon-based feedstock to liquid fuel, otherwise called Gas-to-Liquids.  Fischer-Tropsch often referred to as FT for short is a series of chemical reactions to convert carbon monoxide and hydrogen into liquid hydrocarbons.  The reactions are triggered by a catalyst, usually cobalt or iron, and managed under high temperatures in a chamber or reactor.  Some might consider it a neat trick...

Tax On E85 Renewable Fuel Soars

Jim Lane The US passed a dubious and historic milestone this week. The tax rate on E85 renewable fuels now exceeds 100% in some formulations. By comparison, the tax rate on E10 renewable fuel is running at an estimated 41% and the tax rate on straight gasoline is running at an estimated 35%. As Shakespeare observed in Measure by Measure, “some rise by sin, and some by virtue fall”. Now, the idea of a carbon tax is that governments are supposed to collect more tax against high-carbon fuels. Yet, policy in practice works the other way. The less carbon...

FutureFuel: Still Future, Less Fuel

by Debra Fiakas CFA The last post “From Fuel to Fudge” discussed how the old Solazyme developer of algal-based renewable fuel has been transformed into a new company called TerraVia, (TVIA) which is pursing algal-based food and personal care products.  Solazyme is not the only renewable fuel company to make an about face.  Granted FutureFuel Corporation (FF:  NYSE) has not changed its name or stock symbol like Solazyme.  However, its ability to produce specialty chemicals has given FutureFuel an alternative to biofuels and its early plans to build a plant that could eventually produce 160 million gallons of...