Gevo Provides Business Update, Anticipates Carbon Business to Deliver Over $50 Million of Revenue in 2026
Gevo announced its carbon business is expected to deliver over $50 million of revenue in 2026, independent of federal incentives such as the Section 45Z Clean Fuel Production Credit. During Q3 2026 the company unlocked roughly $20 million of revenue by selling essentially all banked Canadian Clean Fuel Regulation credits, and expects a $30 million annual carbon revenue run-rate going forward. Gevo also sold $70 million of Section 45Z tax credits for 2026, substantially all it expects to generate from its RNG and low-carbon ethanol.
Key figures
- Guidance
- Carbon business expected to deliver over $50M of revenue in 2026; carbon business to contribute $30M annually going forward at current production rates; GND expansion could approximately double fuels, coproducts and carbon revenue when online in 2028
- Carbon revenue 2026e
- over $50 million
- Carbon revenue run rate
- $30 million annually
- Gnd co2 storage capacity
- over 400,000 tons per year
- Section 45z credits sold 2026
- $70 million
- Cfr credit revenue unlocked q3
- $20 million
- Debottleneck capacity increase
- 10-15%
- Gnd expansion ethanol capacity
- 150 million gallons per year
AI analysis
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