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Willis Sustainable Fuels Names Wilton International Home to its Sustainable Aviation Fuel Project
Globenewswire· 2025-10-02 12:59
COCONUT CREEK, Fla., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and global provider of aviation services, announced today that its subsidiary, Willis Sustainable Fuels (UK) Limited (“WSF”), has selected Wilton International in Teesside, a site owned and operated by Sembcorp Utilities (UK) Limited, as the location for its Sustainable Aviation Fuel (SAF) project. The new facility aims to produce ...
XCF Global and FlyORO Sign Memorandum of Understanding to Develop Global SAF Supply Chain Solutions
Accessnewswire· 2025-10-01 11:45
HOUSTON, TEXAS / ACCESS Newswire / October 1, 2025 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a key player in decarbonizing the aviation industry through Sustainable Aviation Fuel ("SAF"), and FlyORO Technologies Pte. Ltd. ("FlyORO"), a global leader in digital modular blending solutions for SAF, today announced the signing of a Memorandum of Understanding ("MOU"). ...
Gevo (NasdaqCM:GEVO) 2025 Conference Transcript
2025-09-30 19:02
Gevo (NasdaqCM:GEVO) 2025 Conference September 30, 2025 02:00 PM ET Company ParticipantsRobert Bloom - Managing PartnerEric Frey - Vice President of Finance and StrategyRobert BloomAll right, hello everyone, and thank you for joining us today for the Lithium Partners Fall 2025 Investor Conference. My name is Robert Bloom, I'm a Managing Partner at Lithium. Our next presentation today will come from Gevo, and presenting from the company is Eric Frey, Vice President of Finance and Strategy. As a reminder, the ...
OXCCU Secures £20.75 Million to Scale Sustainable Aviation Fuel
Yahoo Finance· 2025-09-29 12:30
OXCCU, an Oxford University spin-out, has secured £20.75 million (approximately $28 million) in a Series B funding round to accelerate the commercialization of its technology for converting waste carbon into sustainable aviation fuel (SAF). The funding round was oversubscribed, according to a company statement released Monday. The new capital will be used to expand operations and advance the next phase of technology scale-up, including the development of a second demonstration plant, OX2, which the compan ...
Calumet, Inc. (CLMT): A Bull Case Theory
Yahoo Finance· 2025-09-28 23:45
公司业务与财务表现 - Calumet Inc 是一家多元化特种化学品和燃料公司 拥有三个核心业务部门:特种产品与解决方案(SPS)、性能品牌(PB)和蒙大拿/可再生能源(MRL)[2] - SPS和PB业务在中周期内产生约2.85亿美元EBITDA 具有高度韧性 得益于多元化客户群、灵活的产品供应以及运营改进 包括2025年上半年成本减少4200万美元和连续三个季度的强劲生产量[2] - 公司股票在9月22日的交易价格为18.66美元 根据雅虎财经 其追踪市盈率为23.06倍 远期市盈率为11.35倍[1] 估值与分部价值 - 应用保守的行业倍数 SPS和PB部门的估值达到23亿美元企业价值 相当于每股约13美元 这意味着MRL部门的企业价值为11亿美元[2] - 如果相关情景实现 使用8倍EBITDA倍数计算 公司总估值可能超过每股30美元 较当前17美元水平存在显著上行空间[4] MRL部门的增长潜力 - MRL部门当前EBITDA为6500万美元 但存在重大拐点催化剂 包括对生物燃料的政治支持、更高的可再生体积义务(RVOs)和小型炼油厂豁免(SREs)的重新分配[3] - MRL的MAXSAF计划下的产能扩张可能将EBITDA提升至3亿美元以上 其蒙大拿州位置允许原料优化[3] - 即将生产的可持续航空燃料(SAF)预计每加仑享有1至2美元的可再生柴油溢价利润[3] 监管环境与政策支持 - 监管支持包括有利的RIN定价和减少的CLMT RIN义务 增强了上行潜力[4] - 当前EPA指导和政治趋势表明对生物燃料的强力支持 为潜在重新评级和显著上行空间奠定基础[4] 历史表现与持续看涨观点 - 公司股价自2025年4月覆盖以来已上涨约88% 看涨论点仍然成立 监管支持和MRL扩张继续推动上行[5] - 看涨观点强调SPS和PB的运营改进以及SAF和MAXSAF产能对长期EBITDA的影响[5]
XCF Global Announces Resignation of Director
Accessnewswire· 2025-09-24 22:00
HOUSTON, TEXAS / ACCESS Newswire / September 24, 2025 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a key player in decarbonizing the aviation industry through Sustainable Aviation Fuel ("SAF"), today announced that Anne Anderson, a member of the Board of Directors (the "Board") of XCF and Lead Independent Director, has resigned from the Board, effective September 19, 2025, due to personal reasons. Ms. Anderson joined the XCF Board during a pivotal time as the company completed its public listing on the Nasdaq ...
Eni to Convert Sannazzaro Refinery Units to Boost Biofuel Capacity
ZACKS· 2025-09-24 14:46
Key Takeaways Eni gains approval to convert certain Sannazzaro refinery units into a renewable fuels biorefinery.The project will use Ecofining tech to process waste fats and residues into HVO biofuels.Biorefinery capacity is set at 550,000 tonnes annually, with renewable fuel output from 2028.Eni S.p.A (E) , an Italian oil and gas firm, announced that the Italian ministry of the Environment and Energy Security has granted its consent to transform certain units of Eni’s Sannazzaro de’ Burgondi refinery into ...
From Dubai to the world: Jetex’s next stage of expansion
Gulf Business· 2025-09-22 09:47
Adel Mardini, founder and CEO of private aviation firm Jetex. Adel Mardini’s voice is calm, measured, but his plans are anything but modest.“In 2025, we are entering the next level of our expansion,” says the founder and CEO of private aviation firm Jetex, speaking to Gulf Business in the company’s flagship VIP terminal at Dubai’s Al Maktoum International Airport (DWC).“We are looking at a much larger global footprint, deeper infrastructure investment, and new technology in every part of the customer journ ...
LanzaTech, Mibelle Group, and Fraunhofer IGB Achieve Technology Breakthrough with Production of Palm Oil Substitute
Globenewswire· 2025-09-02 12:00
核心观点 - LanzaTech与Fraunhofer IGB及Mibelle Group合作开发出革命性技术 通过双发酵工艺将废弃CO₂转化为棕榈油替代品 该技术可拓展可持续航空燃料(SAF)的HEFA生产路径原料 同时消除化妆品等行业对棕榈油的依赖[1][2][6] 技术创新与突破 - 采用非转基因油脂酵母通过二次发酵将废弃CO₂气体转化为酒精 进一步生成类棕榈油脂肪[6] - 技术已通过Fraunhofer IGB实验室试验及Mibelle应用测试 目前正于Leuna的弗劳恩霍夫化学生物技术过程中心进行规模化生产[6] - 该创新使LanzaTech技术从酒精制喷气燃料(ATJ)路径延伸至HEFA路径 将乙醇转化为合成油作为传统HEFA原料替代品[1][8] 行业应用与市场影响 - 为化妆品行业提供具备关键功能特性的可持续棕榈油替代品 减少对毁林相关原料的依赖[2][4] - 为SAF生产开辟新路径 解决传统油料作物和废油面临的可持续性及供应挑战[2] - LanzaTech目前已在6个商业设施运营 技术可解锁供应链价值 推动循环碳经济发展[11] 合作方角色 - Mibelle Group作为原始创新者 负责整合合作伙伴并推动项目成功[4] - Fraunhofer IGB提供生物与工艺工程专业技术 负责技术开发和规模化[13] - 三方合作体现创新理念可产生跨行业影响 从化妆品延伸到航空燃料领域[3][4]
LanzaTech Reports Second Quarter 2025 Financial Results
Globenewswire· 2025-08-19 20:15
核心观点 - 公司2025年第二季度收入同比下降47%至910万美元,主要因许可业务及工程服务收入减少,但CarbonSmart™产品收入增长显著[3][7][16] - 净亏损扩大至3250万美元,调整后EBITDA亏损增至2970万美元,主要受收入下降及成本优化相关支出影响[3][11][12] - 战略重心转向资本效率提升和可持续航空燃料(SAF)商业化,获得英国政府640万英镑资助推进两个SAF项目[5][6][13] 财务表现 - 第二季度收入910万美元(2024年同期1740万美元),其中许可收入110万美元(2024年同期850万美元),工程服务收入190万美元(2024年同期510万美元)[3][7] - CarbonSmart产品收入380万美元(2024年同期90万美元),同比增长322%[16] - 营业费用3510万美元(2024年同期3470万美元),因战略融资相关专业费用增加[10] - 现金及投资总额3960万美元,较2025年3月末2340万美元增长69%,主要受益于5月完成的4000万美元优先股融资[13] 战略进展 - 管理层调整及裁员以优化成本结构,支持从研发向商业化转型[5][6] - 英国政府资助640万英镑(约800万美元)用于DRAGON 1&2项目,采用专有乙醇转化技术生产SAF[6] - 重点发展轻资产模式,通过技术许可和合作扩大碳转化技术在燃料、化学品材料领域的应用[5][6][14] 运营数据 - 研发费用1490万美元(2024年同期2150万美元),销售及行政费用1910万美元(2024年同期1170万美元)[27] - 权益法投资损失330万美元(2024年同期170万美元)[11][27] - 上半年净亏损5170万美元(2024年同期5330万美元),因金融工具公允价值变动收益670万美元部分抵消战略评估支出[11][27]