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Gevo shifts from DOE funding to private investment, targeting $110m EBITDA by 2028 with ethanol and carbon capture.

Analyst Insights
17 Apr 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Gevo, Inc. is rated Strong Buy as it focuses on addressing a jet fuel supply gap through ethanol production and carbon sequestration. The company recently withdrew from Department of Energy financing for its ATJ-30 North Star project, opting instead to pursue private funding. Gevo's current assets reduce investment risk, and its EBITDA is expected to grow to $110 million by 2028 through expanded production and third-party CO2 sequestration. The North Star project could add an additional $150 million in EBITDA, though political and operational risks remain significant for the company's future outlook.

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